How Do I Flag a Recommendation?

Instructions

Flagging a recommendation refers to tagging it for easy reference to be added to a report you will be creating in the future.

Click "Entities" on the left-hand navigation.
Click on the entity you want to flag a recommendation for.
Click on the Recommendations tab.

Clicking on the “folder” icon in the actions column will change the icon to a teal colour and flag it for reporting.

When reporting on a group or entity, there are buttons under the recommendations list that say “Select all flagged for Report” and “Clear All flagged for Report”.

Select All Flagged for Report: clicking on this button will automatically select all recommendations that had been chosen to be flagged from the entity profile.

Clear All Flagged for Report: clicking on this button will automatically remove all recommendations that had been chosen to be flagged from the entity profile.

Video Resource

https://www.loom.com/share/6c0d119232364c53ab17b68ad5189439?sid=96ebcf78-b2d9-4348-be8a-0062a59021f1

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