About State Configurations in Strategic Recommendation Management

The Recommendation menu will display any operation that is valid for current state of the selected record, including any baseline operations and any custom operations.

The following diagram shows the states and operations that exist in the baseline State Configuration for the following families: 

• Recommendation
• API RBI Recommendation
• RBI Recommendation
• RCM FMEA Recommendation
• Risk Assessment Recommendation

You can use this diagram to determine which operations will appear on the recommendation menu when you select a record in the grid on the Recommendation Management page. The Recommendation menu will display any operation to which the current record can be transitioned from its current state.

Note: A blue arrow represents an operation that creates a link between records. A red arrow represents an operation that unlinks records.

Note: The Promote to Action operation and Accepted by ASM states are included in the baseline State Configuration for the Calibration Recommendation family. The associated functionality will not be fully functional, however, unless the Asset Strategy Management module is active.