Policy Recommendation Records

Policy Recommendation records store basic information about recommendations that have been created as a result of a policy. The following table provides an alphabetical list and description of some of the fields that exist in the Policy Recommendation family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site, and will then only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. See the Site Filtering section of the documentation for more information on using this feature.

Field	Data Type	Description	Behavior and Usage
Associated Reference	Character	The Reference ID of the event or any other entity that originated the recommendation.	Populated automatically based on the properties defined for the associated Create Recommendation node.
Completed Date	Date	The date on which the recommended action was completed.	You can use the Calendar feature to select the date on which the recommended action was completed.
Completion Comments	Text	Details about the completed recommendation.	You can enter a value manually.
Create Work Request?	Boolean	Specifies whether or not a work request for the EAM system that you have configured in GE Digital APM will be created from the Policy Recommendation record.	Populated automatically based on the properties defined for the associated Create Recommendation node.
Equipment ID	Character	The Record ID of the Equipment record to which the Policy Recommendation record is linked.	Populated automatically based on the properties defined for the associated Create Recommendation node. -or- Populated automatically with the Record ID of the Equipment record that is linked to the Functional Location record identified by the value in the Functional Location ID field.
Functional Location ID	Character	The Record ID of the Functional Location record to which the Policy Recommendation record is linked.	Populated automatically based on the properties defined for the associated Create Recommendation node. -or- Populated automatically with the Record ID of the Functional Location record that is linked to the Equipment record identified by the value in the Equipment ID field.
Recommendation Basis	Character	The policy that created the recommendation.	Populated automatically with the name of the Policy record to which the Policy Recommendation record is linked. This field does not appear on the Policy Recommendation datasheet.
Recommendation Description	Text	Information about the policy logic that caused the Policy Recommendation record to be created.	Populated automatically.
Recommendation Headline	Character	A short description of the recommended action.	Populated automatically based on the properties defined for the associated Create Recommendation node.
Recommendation ID	Character	A unique value that identifies the Policy Recommendation record.	Populated automatically when the recommendation is created.
Recommendation Priority	Character	The priority value used to rank the importance of the recommendation.	Populated automatically based on the properties defined for the associated Create Recommendation node.
Recommendation Type	Character	The type of recommendation record.	Populated automatically with the value Policy (PCY). This field does not appear on the Policy Recommendation datasheet.
Target Completion Date	Date	The date by which the recommended action should be completed.	Populated automatically based on the properties defined for the associated Create Recommendation node. This field is required.
Work Request Equipment	Character	The ID of the EAM system Equipment that is associated with the work request that was created from this Policy Recommendation record.	Populated automatically when the work request is created.
Work Request Functional Location	Character	The ID of the EAM system Functional Location that is associated with the work request that was created from this Policy Recommendation record.	Populated automatically when the work request is created.
Work Request Reference	Character	The ID of the EAM system work request that was created from this Policy Recommendation record.	Populated automatically when the work request is created.