Recommendations

User Guide: Recommendations for Compliance Management Application

Welcome to the Recommendations sub module of our Compliance Management application! This feature allows users to create Recommendations and link to the Questions. This guide will walk you through the functionality and capabilities of the Recommendations module in detail.

1. Overview of Recommendations

Recommendation refers as Suggestions.

When user select question response as “Yes” and when user doing survey for same question if user gives response as “Yes” then the question response becomes “compliant response” if he gives survey response as “No” then the question will become “Non Complaint Response”.

When Non complaint Response increases automatically risk will increase. Generally we call non compliant response as “Gap”.

To decrease risk for a facility we should make non compliant response to complaint response by assigning a task.

When user completes this task then non compliant response question will automatically convert to compliant response.

Recommendations in our application are designed to map newly created recommendations to the questions.

Recommendations play important role when a question is having recommendation and when user give response to the question in survey as “Non complaint” then automatic tasks should be created when create recommendation checkbox is checked in settings.

Recommendation screen basically display Recommendation name, description, Status & Action columns.

Status column shows Active & inactive Recommendations in Recommendations home page.

In Action column user can make Recommendation “Active” to “Inactive” and vice versa.

1. Language Options for Recommendation module

To cater to diverse user needs, the Recommendation module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your Recommendation sub module is accessible and understandable across global teams.

1. Recommendation Questionnaires:
2. How to open Recommendation module in compliance product?

Recommendation module can be accessed from below navigation

• Navigate to Main Menu
• Select Content Manager module
• Select Recommendations sub module menu

1. How to create New Recommendation in compliance product?

• Go to Content Manager screen
• Click on Recommendation sub module
• Fill out the following required fields, such as
  • Recommendation: When user creates new recommendation and the recommendation is “Active” then this recommendation should be displayed in new question page recommendation field dropdown. If recommendation is “In active” then that recommendation should not be displayed new question page recommendation field dropdown.
  • Status Dropdown: In status dropdown field we have 2 options Active & In Active. While user creating recommendation if user select recommendation as “Active” then that recommendation should be displayed in recommendation field dropdown in new question page. If user selected “In Active “and created recommendation means it will not display in recommendation field dropdown in new question page.
  • Details: In this field we will explain about recommendation.
  • Initial Cost: For this recommendation how much cost initially we are giving.
  • Annual Maintenance Cost: How much annual maintenance cost is happening for this selected recommendation.
  • Life Time (In Years): How many years you want to use this recommendation.
  • Priority Dropdown: Recommendation priority we can select in this field.
  • Facility Types Dropdown: In this field we have all facility types data for which recommendation which facility you want you can select from this field.
• In Above add recommendation page “Recommendation” & “Facility Type” fields are mandatory.
• Click on ‘Save’ button
• Recommendation saved successful message should be displayed on the page.
• Recommendation can be created from bulk upload screen & Analysis screen.
• commendations just the screen names.

1. How to edit Recommendation in compliance product?

• Open the Recommendation screen
• Go to Action Column and also from view details screen.
• Click on the Edit Symbol to change the Recommendation with following fields such as
  • Recommendation
  • Status Dropdown
  • Details
  • Initial Cost
  • Annual Maintenance Cost
  • Life Time(In Years)
  • Priority Dropdown
  • Facility Types Dropdown
• Click on ‘Save’ button
• Recommendation Updated successfully message should be displayed on the page.
• Updated Recommendation should be displayed in recommendation home screen and in mapped questions fields.

1. How to delete the Recommendation in compliance product?

• Open the Recommendation screen module
• Go to Action Column
• Click on the Delete Symbol
• Popup message should be displayed
• Click on “Yes” button
• Selected recommendation should be deleted.
• Successful message should be displayed on the page.
• Click on view details icon in recommendation home page.
• Edit Recommendation page should be displayed.
• Click on Delete button.
• Delete Popup should be displayed.
• Click on “yes” button.
• Recommendation should be deleted successful message should be displayed.
• When user trying to delete any mapped recommendation for an assessment error message should be displayed already it is in use please remove mappings and delete the assessment.

1. How to do in active in the recommendation home page?

• Open the Recommendation screen module
• Go to Action Column
• Click on the Right Symbol to inactive the recommendation.
• We can inactivate the recommendation from edit screen also by selecting from the status column.

1. What if the recommendation expires?

When the recommendation expires risk will increase again and again new recommendation should be added to reduce the risk or user can increase the recommendation life time.

1. How to Sort from Recommendation screen?

• Open the Recommendation screen
• Go to top of the screen
• Go to Sort By field by these items Recommendation Name, Description & Status.
• Select the “Recommendation Name” in the Sort By field, Recommendation Name column is sorted in ascending order.
• Select the ‘Description’ in the Sort By field, Description column is sorted in ascending order.
• Select the ‘Status’ in the Sort By field, Status column is sorted in ascending order.

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1. How to search the specific control standard from the Grid:

• You can get the specific record from the grid by using search field and also from the Filter feature as shown below.

• We can filter the records by using Recommendation Name, Description & Status.
• When user click on run button filtered data should be displayed on the page.
• User can create his own customized filter data by using save button.
• And the created filters will display in select filter field you can select them any time to get your customized data and the filters can be edit and delete any time.
• When user click on cross icon beside select filter whole data should be displayed on the page.
• And also you can make your filter as default filter by selecting default check box while saving the filter. So every time when you open the Recommendation, it will display only Default filter data.

1. How to download the Recommendation data?

• Open the Recommendation sub module home page.
• Click on Down Arrow symbol right side of the screen
• Data exported excel sheet

1. Can we hide/seek Recommendation screen columns?

• Open the Recommendation screen
• Go to Right side of the screen
• Click on See/hide column
• Check from the list selected columns displayed on the screen

1. Recommendations Events:

Events show the information of all the logs of the Recommendations created, updated and deleted. . When Recommendation is created, Events Action Performed is displayed as ‘Create’. When Recommendations is edited, events action performed displayed as ‘Updated’ and when Recommendation is deleted, events Action Performed displayed as ‘Delete’.

Following functionality available in Recommendations events screen

1. Filter options available and we can run and save the filters. Saved filters are reused for future use.
2. Column Sorting is available for Sort By option by selecting the columns names Action Performed, Performed By, Module, Action Date and Action Info.
3. Search option available by searching any word or text, if search text is available, it will display the search content.
4. Downloading data of tasks event in pdf format
5. Column display options available using hide/seek columns, if columns are not selected columns will not display in tasks events.

Manager Login

Note: When manager user login to the application he should be able to see Recommendation sub module. When user creates new Recommendation from manager login those newly Recommendation should be displayed in recommendation home page.