Configuring Checklist Recommendations

Introduction

Access the Requirements Management Settings site and set up tasks to configure which checklists you want the solution to automatically recommend for new requirements.

Requestors can still manually select a checklist from the list of all checklists or select one of the recommended checklists that RM automatically suggests based on the criteria you configured. If you want to restrict users from manually selecting checklists for new requirements, you can have a system admin disable this capability using the AS_RM_TMG_BOL_REQUIRED_CHECKLIST_RECOMMENDATION constant. They can also disable the entire feature using the AS_RM_TMG_BOL_CHECKLIST_RECOMMENDATION constant.

View checklist recommendations

To view recommendations:

1. Navigate to the Requirements Management Settings site.
2. Expand Task Management and select the Recommendations option to navigate to the Recommendations page.
3. Enter recommendation keywords in the search field and click SEARCH to filter the recommendations list.
4. Click Vertical Ellipsis icon corresponding to a recommendation to navigate and view its modification history.

Create checklist recommendations

If an individual requirement matches the criteria for multiple checklist recommendations, it can have more than one checklist recommendation.

To create a recommendation:

1. Expand Task Management and select the Recommendations option to navigate to the Recommendations page.
2. Click +CREATE to open the Create Checklist Recommendation wizard.
3. Enter a checklist recommendation Name in the Details section.
4. Set criteria for the recommendation in the Criteria section.
   1. Select Requirement Type, Category, and Priority using the dropdown.
   2. Enter the PSC (Product Service Code) and NAICS (North American Industry Classification System code) codes.
   3. Select either Above or equal to or Below or equal to radio button in the Estimated Total Contract Value subsection.

   4. Enter the amount to apply to the condition set in the previous substep.

      Note:  Any criterion that is not configured is ignored during the recommendation process.

5. Select the Recommended Checklist using the dropdown in the Result section. The recommended checklist selected here is configured per the criteria set and is displayed as the recommended checklist during the requirements creation if the set criteria are met.
6. Click CREATE RECOMMENDATION to create the recommended checklist.

Update checklist recommendations

To update a recommendation:

1. Expand Task Management and select the Recommendations option to navigate to the Recommendations page.

2. Click Vertical Ellipsis icon corresponding to a recommendation and select Edit to open the Edit Checklist Recommendation wizard.

   

3. Edit the checklist recommendation fields to update the recommendation criteria.
4. Click SAVE CHANGES to update the recommendation.

Delete checklist recommendations

To delete a recommendation:

1. Expand Task Management and select the Recommendations option to navigate to the Recommendations page.
2. Click Vertical Ellipsis icon corresponding to a recommendation and select Delete to open the Delete Checklist Recommendation wizard.
3. Click DELETE to delete the recommendation.

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