Step 1: Log In: Log in into SIPS.
Step 2: Settings: Click on the settings button located on the right-hand side of your screen.
Step 3: Recommendations: Click on the Recommendations button on the right-hand side of the screen.
Step 4: Add Default Recommendation: Click on the green Add Default Recommendation button underneath the Default Recommendations heading.
Step 5: Title: Type a title for your recommendation.
Step 6: Description: Provide a description.
Step 7: Note: Enter in a note.
Step 8: Save: Click on the green Save button underneath the Default Recommendations heading.
Step 9: Ordering the Recommendations: Use the up and down caret arrows on the left-hand side of the screen to reorder the list of recommendations.
Step 10: Save: Click on the green Save button underneath the Default Recommendations heading.
Step 11: Your Case List: Click on the Your Case List button located at the upper left-hand side of the screen.
Step 12: View All Cases: Click on the green View All Cases button underneath the Your Case List heading.
Step 13: Case Selection: Select a case.
Step 14: Recommendations: Click on the Recommendations button located on the right-hand side of the screen.
Step 15: Edit: Click on the green Edit button underneath the Recommendations for Client’s name heading.
Step 16: Dropdown Caret Arrow: Click on the down caret arrow in the description text box. The recommendation you added should appear on the list.
Step 17: Add Recommendation: Click on the green Add Recommendation button underneath the Recommendations for Client Name subheading.
Step 18: Save: Click on the green Save button underneath the Recommendations for Clients Name subheading.
For more articles on Recommendations, please see article Recommendations. If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
