Schedule a technical recommendation as a one-time job

This article explains how managers can convert open technical recommendations from a risk assessment into schedulable one-time jobs. It covers the steps to schedule approved recommendations as follow-up activities and how completing these jobs automatically closes the recommendations.

Note

Required role: Manager

Scheduling Approved Technical Recommendations as One-Time Jobs

After a risk assessment, open technical recommendations that have been approved can be planned as one-time jobs for engineers to perform on site.

1. Open the location containing the recommendations.
2. Select the Recommendations tab from the location menu to view all technical recommendations for that location.
3. Filter recommendations by status if needed; the list defaults to show items with status Approved.
4. Multi-select the open recommendations you want to schedule.
5. Use the scheduling option to add the selected recommendations to the control scheme as one-time activities. These activities are labeled One-time to differentiate them from recurring work.

Assigning Follow-Up Work in the Scheduler

After adding recommendations as one-time activities to the control scheme, you must assign a date and an engineer in the Scheduler to create the corresponding visit.

1. Open the Scheduler and locate the one-time activities marked To plan.
2. Select the activity you scheduled from the list.
3. Assign a date for the visit on which the work will be carried out.
4. Assign an engineer to perform the job.
5. Confirm to create the visit. The visit may be grouped with other work or exist as a standalone job.

Completing Jobs and Closing Recommendations

When all the jobs linked to a recommendation are completed, the recommendation automatically closes without requiring manual sign-off.

1. Verify that each suggested activity from the recommendation has at least one completed job.
2. Note that partial completion does not close the recommendation; all linked activities must be done.
3. Check the recommendation status and history to confirm closure.
4. If needed, manual closure is possible by users with appropriate edit access, but typically the system closes recommendations automatically.

Important Details and Common Pitfalls

• Only approved recommendations can be scheduled: Drafts must be reviewed and approved first before scheduling is allowed. Approving a recommendation does not schedule it; scheduling is a separate action.
• Scheduling creates jobs but does not alter recommendation content: The original description, photos, or solution remain unchanged.
• One-time activities do not recur: Unlike recurring control-scheme activities, these jobs occur once.
• Scheduling permission is required: Only users with Manager roles and scheduling access can schedule follow-up work. Inspectors may approve recommendations but cannot schedule jobs unless granted scheduling rights.
• Recommendations are listed on the Site recommendations page: This page provides a location-wide overview and allows filtering by status, severity, and structure for easier management.