Recommended Actions

About Recommended Actions

Recommended Actions are generated from multiple sources across the application. They can be created as an outcome of a performance analysis or from executing other workflows or activities and they are generally used to execute one-time, corrective actions for improvement. Recommended Actions are not sent to ASM as a part of a larger strategy and they may or may not be linked to an asset. Recommended Actions have a workflow that is focused on approval, execution, and tracking of improvement.

Search Recommended Actions

Procedure

Access the Recommended Actions section.
In the Recommended Actions section, select .
In the grid, filter boxes appear.
In the filter box for any column, enter the search information.
Your results appear.

Filter Recommended Actions

Procedure

Access the Recommended Actions section.
Select .
The Recommendation Filters window appears.
Select the criteria that you want to use to filter the Recommended Actions, and then select Apply.
The Recommended Actions section will load with the specified Recommendations.

Create a Recommended Action

Procedure

Access the Recommendation Actions section.
Select .
A recommendation datasheet appears.
As needed, enter values in the available fields.
Select .
A message appears, confirming that the Recommended Action has been updated.
Select Close.
Your Recommended Action has been created and saved.

Modify a Recommended Action

Procedure

Access the Recommended Actions section.
Select the link for the Recommended Action that you want to modify.
A recommendation data sheet appears.
As needed, modify the available fields, and then select .
Select Close to save your changes and return to the Recommended Actions section.

Modify Linked Recommended Actions

Before You Begin

This documentation assumes you already have Recommended Actions that are already Consolidated or Superseded, and are ready to view on the Recommended Actions page.

Procedure

Access the Recommended Actions section.
Next to the specific Recommended Action that you want to view, select the check box.
The Recommendation is highlighted.
Select .
The Linked Recommendations window appears.

What To Do Next

View Recommended Actions in Bulk Data Form

Before You Begin

This documentation assumes that you already have multiple Recommended Actions ready to view.

Procedure

Access the Recommended Actions section.
Next to each Recommended Action that you want to view, select the check boxes.

Note: The Recommended Actions selected must be in the same family to be viewed together.
Select .
In a new page, the Bulk Data Form appears displaying the selected Recommended Actions.

Supersede Recommended Actions

Before You Begin

Note: This documentation assumes that you are working with Recommended Actions with subfamilies that include Supersede.

Procedure

Access the Recommendation Actions section.
Next to each Recommended Action that will be involved in the Supersede operation, select the check box.

Note: The Recommended Actions must be in the same family and same state.
In the page, select .
The state control menu appears.
Select Supersede, and then Done.
The Supersede Recommendations window appears, showing the Recommended Actions that will be superseded.
Select Supersede.
A message appears, confirming that the Recommended Actions have been superseded.

Unlink Recommended Actions

Before You Begin

These steps assume that you are working with Recommended Actions that have previously been Superseded.

Procedure

Access the Recommendation Actions page.
Next to the Recommended Action that you want to unlink, select the check box.
The Recommended Action is highlighted.
Select .
The Linked Recommended Actions window appears.
Select the Recommended Action that you want to unlink, and then select .
A message appears to confirm if you want to unlink the Recommended Action.
Select Yes.
The selected Recommended Action is unlinked.

Delete Recommended Actions

Procedure

Access the Recommendation Actions section.
Next to each Recommended Action that you want to delete, select the check box.
The Recommended Actions are highlighted.
Select .
A message appears, asking if you want to delete the selection.
Select OK.
A message appears, confirming that the selection has been deleted.

Export Recommended Actions

Before You Begin

Ensure that you have Recommended Actions ready to view.

Procedure

Access the Recommendation Actions page.
Next to the Recommended Action that you want to export, select the check box.
The Recommended Action is highlighted.
Select .
The actions are exported to an Excel file that is automatically downloaded to your local drive.