Next to the recommendations that will be involved in the Consolidate operation, select the check boxes.
In the Recommendations pane, select , and then select Consolidate.
The Consolidate Recommendations section appears.
The list on the left side of the section lists each field for which the selected recommendations had different values.
Selecting a field name in the list will expand the list to reveal the different values entered for each recommendation.
Optionally, if you would like to merge the remaining field values into your consolidated recommendations, in the Recommendation Properties section, select Merge Remaining Unselected.
Note: Depending on the state configuration used for the Consolidate operation, a State Assignment window may appear. Select the appropriate Assignees from the State drop down menus listed, and then select Done. Recommendations that belong to the same asset can be consolidated.
In the upper-right corner or the Consolidate Properties section, select Consolidate.
The Actions Consolidated window appears, confirming that the Recommendations are consolidated.
Select OK to close the window.
Note: If you want to view the consolidate recommendations, select on the Recommendations pane, and then select Consolidated.
Results
When you first perform the Consolidate operation, a new master recommendation record will be created to store the consolidated information.
The source recommendation records will be transitioned to the Consolidated state and linked to the new master recommendation.
After the master recommendation exists, additional recommendations can be consolidated into it and any new source recommendations will be transitioned into the Consolidated state.
