1. Select "RECOMMENDATION" from the left hand navigation menu.

2. Select your desired recommendation.
The table will display all recommendations that are currently active at your site. Users can view completed recommendations by selecting the closed tab.
3. The recommendation card allows users to see to the following details.
Users with the Manager Role are not allowed to edit any details except cost avoidance data while the recommendation is under "CA Review"
- View recommendation details and adjust the status. (Technician Role Only)
- Utilize the collaboration section (Technician Role Only)
- View supporting Alerts (When an alert is added to a recommendation the alert status will now automatically be set to “Acknowledged”. The CME is the only one that can do this.)
- Add additional attachments
- Adjust Cost Avoidance data (Manager Role only)
- View History
For more information on managing a recommendation use the links below:
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