Create a Recommendation in the Workspace for a Checkpoint

You can create the following types of recommendations in Rounds Data Collection:

New Recommendation: This Rounds recommendation is linked to the checkpoint.
Standalone Recommendation: This Rounds recommendation is linked to the asset that is associated with the checkpoint.

Steps

Access a Route containing a checkpoint for which you want to create a recommendation.
Select the tab for the checkpoint.

The datasheet for the checkpoint appears.
On the upper-right corner of the page, select .

The Recommendations pane appears, displaying a list of recommendations linked to the checkpoint.
In the upper-left corner of the Recommendations pane, select .

Tip: If you want to create a standalone recommendation, then select .

A blank datasheet for the recommendation appears.

If you are creating a new recommendation and the reading for the checkpoint is in Alert, then the Recommendation Headline box is populated with a summary of the alert condition.

If you want to attach an image of the asset or the checkpoint, select the Capture Image button above the datasheet.

The camera application on the mobile device opens, allowing you to capture the image of the asset or the checkpoint.

Note: The Capture Image button appears only if you are accessing the Rounds Data Collection module using the GE Digital APM mobile application.
As needed, enter values in the available fields, and then, in the lower-right corner of the pane, select Save.

Note: If you select Create Work Request?, you must have the appropriate privileges to create EAM notifications (e.g., be a member of the MI SAP Interface User Security Group). In addition, your Operator Rounds Recommendation family fields must be configured to match your EAM field settings.

The Rounds recommendation record is created.

Note: Depending on your device and system settings, a message may appear, asking if you want to allow the device to use geolocation data.

Results

The recommendation that you have created is listed in:
- The Recommendations section on the RDC Overview page.
- The Recommendations pane of the Route, both in the Rounds Designer module and the Rounds Data Collection module.
If you attached an image to the recommendation, a Reference Document record for the image is linked to the recommendation and to the related checkpoint.