If the organization intends to automatically recommend actions to workers, there are a number of considerations that should be taken into account. The organization must identify which of the configured actions will be automatically recommended, and the level at which the recommendation will apply:
- The outcome plan. Recommendations at this level are displayed to a worker for all outcome plans of that type. For example, an organization might want to configure that the action Job Search is always recommended on Back To Work outcome plans.
- The factor classification level. Recommendations at this level are displayed to a worker when a factor with the relevant classification is added to the plan. For example, the action Use A Bus Pass is always recommended when a Transportation factor with a classification of Need is added to the outcome plan.
- The factor classification subdivision level. Recommendations at this level are displayed to a worker when a factor with the relevant classification subdivision is added to the plan. For example, the action Join A Rehabilitation Program is recommended when a Substance Abuse factor with a classification of Need that falls in the range of -5 to -3 is added to the outcome plan. This level of configuration applies to assessment factors only.
When configuring a recommendation at any of the levels described above, the same considerations apply: