Create a Rounds Recommendation

Steps

Access the Recommended Actions pane.
In the Recommended Actions pane, select .

The New Recommendation: Draft datasheet appears, displaying the General Information and Alert tabs.
If you are using State Management, proceed to the next step.

-or-

If you are using Status fields to track recommendations rather than using State Management, in the Datasheet ID list, select Rounds Recommendation (with Status).
As needed, modify values in the available fields.
Select .

The Recommendation is created, and the datasheet for the Recommendation appears.

Results

The Recommendation that you have created is listed in the Recommended Actions pane of the Route both in the Rounds Designer module and the Rounds Data Collection module.