Creating and Managing Recommendations in Your Playbook
This section provides a detailed guide on how users can add, modify, and manage recommendations within a Playbook.
Case 1: Adding Recommendations Immediately
Recommendation Name: Every time a user creates a recommendation, they should provide a unique name for it.
Description: Offer a brief explanation for the recommendation. Users have the option to format the text for emphasis and include images, bullet points, or numbering.
Creating a New Recommendation: Once created, the recommendation appears on the Recommendations page.
By clicking on the recommendation, users can view and edit its details.To update information, simply make the changes and hit 'Save.'
Adding More Recommendations: Users can add multiple recommendations by selecting 'Add Recommendations' and linking them to the Playbook.
Deleting Recommendations:
To remove a recommendation, click the delete icon at its end.
Confirm the deletion in the pop-up window that appears.
Case 2: Adding Recommendations at a Later Time
Deferred Recommendation Addition: Select 'Add Later' during the Playbook creation process to add recommendations at a future date.
This action creates a Playbook without recommendations.
To add recommendations later, open the Playbook and click 'Edit.'
Navigating Back: The 'Back' button allows users to return to the Playbook details page for any amendments.
Updating Recommendations: Once recommendations are added or updated, the Playbook will be listed with these new additions.
