Tip Tuesday: How-to add Automated Recommendations to your Assessments!

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nishant.shah
nishant.shah Posts: 13 admin

Address any of your compliance gaps with Automated Recommendations!

When you create an assessment and Add Recommendations, you can allow automated recommendations and select the Audience and the Level of Detail that you want the recommendations to have. Recommendations will be generated based on the answers that you select.

  1. Click on the Assess option in the Quick Links sidebar.

    Screenshot 2024-08-20 at 4.06.48 PM.png
  2. In your Assessment Manager, click the Create New Assessment button.

    Screenshot 2024-08-27 at 10.42.54 AM.png
  3. Select an Assessment from the Assessment Template drop-down.

    Screenshot 2024-08-27 at 10.46.28 AM.png
  4. Enable the Add Recommendations checkbox.
  5. Enable the Allow Automated Recommendations checkbox.

    Screenshot 2024-08-27 at 10.49.29 AM.png
  6. Once enabled, click the Audience drop-down and select one of the following options.

    Screenshot 2024-08-27 at 10.50.19 AM.png
  7. After selecting the Audience, open the Level of Detail drop-down and select one of the following options.

    Screenshot 2024-08-27 at 10.50.33 AM.png
  8. Once all of your options have been selected, click the Create From Templates button.
  9. To see the automated recommendations, go into your new Assessment and answer any of the questions.
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