Technical recommendation templates

This article explains how to add a custom technical recommendation when an issue was not raised automatically during a risk assessment.

Note

Required role: Inspector

Add a custom technical recommendation

Add the recommendation at the level where the issue was found.

1. Open the risk assessment and select Technical Recommendations.
2. Select Add recommendation.
3. In New Recommendation, choose an Entity Type: Site, Structures, Areas, Systems or Assets.
4. Unless you selected Site, choose the Entity.
5. For an Area, System or Asset, optionally select Linked parameters and Suggested activities.
6. Enter the Problem and Solution.
7. Set the Priority.
8. Optionally add evidence under Attachments, then select Create.

Review the result

• Entity, Problem and Solution are required. If one is empty, Create shows a field error.
• Entity Type starts as Assets and Priority starts as Medium. Check both before creating the recommendation.
• A custom recommendation is created as Approved. It does not wait for a separate review.
• The selected target cannot be changed later. Editing does not offer Entity Type or Entity.
• A recommendation for the whole location (Site) or for a Structure cannot have Suggested activities, so it cannot close automatically through completed work.

Use the location recommendations page

You can also add a recommendation from the location-wide view.

1. Open Locations, select the location, and open its Recommendations tab.
2. Select Add.
3. Complete the New Recommendation form and select Create.