New to Recommendation Cost Analysis? Read Recommendation Cost Analysis Explained first.
Updating Corporate Recommendation Cost Settings
There are two methods to apply costs to Recommendations:
Cost based on Recommendation Category as determined by your system administrator and set in the Corporate Settings module or;
Customized cost based on the specific recommendation, modified from the Recommendation Sequencer module.
Let's look at how to update the Corporate Settings with Recommendation Category Costs.
From the main menu on the Dashboard for your company, click on "Corporate Settings" item. You may not have permissions from your administrator to access Corporate Settings and if this is the case, you will NOT see this option in the menu.
Fig 1. Main menu from the Dashboard of Risk Alive
When you click "Corporate Settings" in the main menu, you will be redirected to the Corporate Settings page where you can access the Recommendation Defaults settings.
Fig 2. Recommendation Defaults within the Corporate Settings module. Each Category is listed on this page and all Categories have the same settings.
To update the default Recommendation Costs, enter a Cost value into the appropriate box for each Recommendation Category. Once entered, these values will automatically be used for all Recommendations across your organization unless a customized Recommendation Cost has been entered in the Recommendation Sequencer module.
Viewing the Cost Analysis Module
The Recommendation Cost Analysis module is accessed from the Dashboard and DOES NOT appear in the main analytics report for the selected PHA. To open the Cost Analysis module, select the checkbox to the left of the report on the Dashboard for which you want to view the Cost Analysis and click the "Recommendation Sequencer" button in the slide-out menu.
Fig 3. Dashboard showing the checkbox selection of the desired PHA and the Recommendation Sequencer button in the slide-out menu.
Once the Recommendation Sequencer page loads, simply select a sequencer from the Recommendation Sequencer module to load all costs into the Cost Analysis graph.
Fig 4. Recommendation Sequencer page loads without any data until a sequence is selected.
Once any sequence is selected, the Cost Analysis module will load with all Recommendations and respective costs derived either from Corporate Settings or from the Customized Costs for each recommendation.
Fig 5. Fully loaded Cost Analysis module with Recommendations
Customizing Recommendation Costs
Each recommendation in the Recommendation Sequencer module includes an information icon ("i") which opens up a modal containing additional fields related to that specific recommendation
Fig 6. Recommendation card with Information button to open additional data fields for that specific recommendation.
Click the Information icon to open the modal with additional fields, including the Recommendation Cost field.
Fig 7. Recommendation Details modal provides additional fields for entry including the Cost field.
Update the Cost field in this model and click Save to see your changes reflected in the Cost Analysis graph.