Recommendation Completion

Recommendation Completion Logic

The recommendations provided by Umbrella may contain several alternatives, allowing you the flexibility to choose recommendations according to your organization's internal considerations.

Such considerations can include the following parameters and others, possibly not listed here:

  • Potential savings - The savings embodied in each recommendation alternative
  • Ease of implementation - What is the impact on your product operations due to the chosen alternative
  • Performance considerations
  • Security considerations
  • Other

Recommendation alternatives example

Recommendation Closure Reasons

Close ReasonMeaning
Completed by SystemThe recommendation was fulfilled using the recommended option (Option 1).
Completed other selectedThe resource was changed according to an alternative, other than option 1.
Partially CompletedThe resource was changed, in a way other than the provided options.
Not applicableThe recommendation is no longer relevant.
No Data timed outThe recommendation was no longer created from the recent invoice, however a close reason was not specified

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Viewing Not applicable or No Data Timed Out Recommendations

By default, recommendations in a state of Not Applicable or No Data Timed Out are hidden from view and from the overall calculations of potential and actual savings.

However, if such recommendations were marked by a user action as Done or Excluded they will be presented, for continuity purposes.