The Recommendations feature enables organizations to apply their latest policies and template language to active projects.
Follow these steps to make the most of the Recommendations feature:
- Administrators' Actions:
- Navigate to the Configuration page.
- Modify template language or permissions as needed.
- Recommendation Generation:
- For relevant projects, a Recommendation and Task is created and assigned to the Solicitation Owner and Editors.
- Users' Actions:
- Users review Recommendations within their projects.
- Choose to accept, dismiss, or ignore the Recommendation.
Rules and Guidelines:
- Recommendations are applicable to section and variation templates, not document or other templates.
- When updating section/variation templates, Administrators can choose to Skip Recommendation Creation.
- Recommendations appear in solicitations with the following statuses: In Progress, Published, Addendum, Contracting.
- In Projects, users in the Owner and Editor roles can view, accept, or dismiss Recommendations.
- Recommendations must be reviewed and accepted for updated language to take effect.
- Only one Recommendation will appear for any given document section, featuring the latest language changes.
- When exporting a document to PDF or DOCX, the term "Recommendation" is excluded.
Creating and Reviewing Recommendations
Watch the instructional video or follow the steps below:
- [Administrators] Create Recommendations:
- Open Configuration Page > Document Template > Section/Variation Template > Edit and modify language > Save.
- In relevant solicitations, the system generates a "Recommendation" as a popup and a task titled "Review Section Recommendation."
- [Procurement Staff] Review Recommendations:
- Open solicitation > Tasks > Search for "Recommendation" > Click on the section.
- Review the language changes and choose:
- Make custom changes then Save and Resolve;
- Accept all changes; or
- Dismiss (with a justification)
- The Recommendation's language is applied or dismissed accordingly.
- Viewing Recommendation Activity:
- Access the Recommendation Activity log within solicitation documents.
- Recommendations can have one of four statuses: Created, Resolved and Completed, Dismissed, or Archived Automatically.
- If dismissed, view the provided user justification.
History of Recommendation Activity
- The Recommendation Activity log captures all Recommendations, displaying their statuses.
- Justifications for dismissed Recommendations are available for reference.
By following these instructions, you can efficiently manage Recommendations and ensure your projects reflect the latest policies and language updates.