Configuring Recommendations

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:

• Is the recommendation advised or discretionary? This is set for informational purposes, so that when the worker views the recommended action, he or she can identify whether the organization advises that this action should be added to the outcome plan, or whether the decision to add the action to the outcome plan is at the worker's discretion.
• What is the reason that the system is automatically recommending this action? This can aid a worker in deciding whether to add a recommended action to an outcome plan.
• Are there any programs that the client may potentially be in receipt of that would filter out the recommendation for a client? For example, the organization might require that if the client is in receipt of a mileage reimbursement benefit, an action of "Provide Bus Pass" should not be recommended.
  Note: Recommendations are not filtered out of the box but a hook has been provided which allows the organization to customize its own filtering rules or recommendation conditions can be used to perform filtering.