Recommendation Conditions

Recommendation conditions can be used to filter the recommended actions described above such that only those recommendations where the client satisfies the specified condition are displayed. For example, the action Attend Adult Education Classes may only be recommended for clients over the age of 18 who have a Need classification for Education. The organization should identify whether conditions are applicable to any of the configured recommendations. Recommendation conditions are specified for an action, rather than a specific recommendation. If a recommendation condition exists for an action, the system will determine whether the condition has been met prior to recommending the action for a client. The following options must be considered when configuring recommendation conditions:

• Is the condition based on client age or gender? Is it based on an assessment question and answer? Or is a rule set required to determine if the condition has been satisfied, for example, if calculations are required.
• If a rule set is required, what are the rules and structure that need to be configured in the CER Rules Editor?
• Are there a number of conditions that need to be tested together, i.e., a condition set? E.g., Client is > 16 years old AND Client is female.
• What action(s) does the condition or condition set apply to?