Recommendations
Summary
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Recommendations Status
Recommendations originating from maestro*MOBILE fall into one of three status: Entered, Ongoing, and Completed. The Recommendations window defaults to the Entered status; it is the only one that allows creating and modifying a recommendation. The Ongoing status combines recommendations that are in progress (or processed), while the Completed status only groups closed recommendations.
Recommendations are listed from the most recent to the oldest. Once selected, the status appears blue to ensure users know if they are seeing entered, ongoing, or completed recommendations.
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Description |
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Displays recommendations added from the Recommendations interface that have not yet been processed in maestro*. An “entered” recommendation can be modified or improved upon at all times. |
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Displays recommendations created in the maestro*MOBILE Recommendations interface that are currently followed up upon, but for some reason not yet completed in maestro*. It is impossible to modify an “ongoing” recommendation in maestro*MOBILE. |
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Displays recommendations originating from the maestro*MOBILE Recommendations interface that have been processed by the main office and are now closed. Of course, “completed” recommendations cannot be modified. |
A recommendation’s status can only be modified in maestro*.
+ Add a Recommendation
When the window displays the Entered status, the first available button at the top of the page is named + Add a Recommendation. This option enables users to create new recommendation which, once saved, will also appear in maestro*. Recommendations added from this interface are not linked to a project, service call, or work order; they can be about three possible topics: human resources, equipment, or other.
Brief Description of Recommendations
The Recommendations page displays the list of all recommendations – along with a very short description. The following information is available:
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Number generated automatically by maestro*MOBILE when adding a new recommendation. NOTE: The numbers assigned to the recommendations created from the Service, Project and Field Work Orders interfaces are part of the same number sequence. |
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Recommendation’s status; can be one of the following three: |
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Topic of the recommendation: either Equipment, HR and Other if the recommendation has been created from the Recommendation interface, or Service Call, Work Order , Project and Field Work Orders if it has been created in one of those interface. |
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User-selected recommendation type (must be previously configured in maestro*). |
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Customer’s name, as entered in maestro*. |
| Description |
Snippet of the recommendation’s description. |
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Follow-Up date indicated in the recommendation. |
See also