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Technical recommendations

This article explains how to use technical recommendations within the app. It is designed for users involved in assessing risk and managing technical insights provided by the system.

Using Technical Recommendations

Technical recommendations help guide your review and assessment process within the app. Follow these steps to view and work with them effectively.

  1. Navigate to the Assessments section from the main menu.
  2. Select the relevant asset, room, or template where recommendations apply.
  3. Open the Technical Recommendations tab to view all related advice generated by the system.
  4. Review each recommendation carefully. They provide context-specific suggestions tied to your current risk assessment.
  5. When appropriate, record whether you have accepted or rejected the recommendation using the provided action buttons.
  6. Add notes if further explanation or justification is needed for your decision on a recommendation.
  7. Save your responses to ensure all updates are tracked within the app for future reference.

Managing Technical Recommendations

This section covers how to maintain and update technical recommendations to keep your assessments accurate.

  1. Access the Technical Recommendations settings via the Administration menu if you have the correct permissions.
  2. Review current active recommendations to confirm relevance and accuracy.
  3. Edit or archive outdated recommendations to avoid clutter and confusion during assessments.
  4. Ensure that any changes are saved and communicated to your service provider or administrator as needed.

Best Practices

  • Regularly check technical recommendations to keep assessments up to date.
  • Use notes to capture reasons behind accepting or rejecting recommendations for audit trails.
  • Coordinate with your administrator to keep the recommendation database current.

Following these steps ensures that technical recommendations are integrated seamlessly into your risk-assessment workflow within the app.