> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Recommendations

> How to add and manage recommendations in a TruRisk survey.

Recommendations are the actionable findings raised as part of a survey. Each recommendation captures what was found, the risk it presents, what action should be taken, and who is responsible.

Recommendations are created from the **Recommendations** tab on a survey record. They also roll up to the site record and client record so engineers and clients can track them across the portfolio.

## Adding a recommendation

From the survey's **Recommendations** tab, click **+ Add Recommendation**.

### Recommendation details

| Field               | Notes                                                     |
| ------------------- | --------------------------------------------------------- |
| Recommendation Name | A short title describing the finding                      |
| Recommendation ID   | Auto-generated reference number (e.g. 2026.01)            |
| Status              | Current status of the recommendation. Defaults to **New** |
| Date Issued         | Date the recommendation was raised. Defaults to today     |
| Survey Reference    | Pre-filled with the current survey                        |
| Due Date            | Target date for completion                                |

### Area details

| Field                | Notes                                                         |
| -------------------- | ------------------------------------------------------------- |
| Building / Structure | The specific building or structure where the finding was made |
| Area Coordinates     | Location reference within the site                            |

### Risk classification

Select the **Risk Classification** category from the dropdown. This groups the recommendation by the area of risk it relates to (e.g. fire protection, management).

### Risk category

The risk category is determined using a **5×5 risk matrix**. Select the cell that best represents the combination of consequence and probability.

**Consequences (columns A–E):**

| Code | Level           |
| ---- | --------------- |
| A    | Not Significant |
| B    | Minor           |
| C    | Moderate        |
| D    | Major           |
| E    | Severe          |

**Probability (rows 1–5):**

| Code | Level       |
| ---- | ----------- |
| 1    | Impractical |
| 2    | Not Likely  |
| 3    | Possible    |
| 4    | Likely      |
| 5    | Certain     |

The matrix is colour-coded green (low), amber (medium), and red (high). Selecting a cell auto-calculates the **Calculated Risk** score.

### Risk priority

| Field                 | Notes                                                      |
| --------------------- | ---------------------------------------------------------- |
| Priority              | The urgency of the recommendation (e.g. High, Medium, Low) |
| Client Classification | Internal classification label for the client-facing report |

### Finding description

A rich-text field for describing what was observed during the survey. Supports formatting, images, and embedded content.

### Recommendation

A rich-text field for the recommended corrective action. This text appears in the issued report.

### Loss estimates

An expandable section for attaching a loss estimate value to this recommendation — the expected cost of the loss if the finding is not addressed.

### Recommendation contact

Assign a site contact to this recommendation. Useful for tracking who is responsible for implementation.

## The recommendations list

The **Recommendations** tab shows all recommendations for a survey in a filterable table.

| Column         | Description                               |
| -------------- | ----------------------------------------- |
| Reference      | Auto-generated ID                         |
| Risk Level     | The calculated risk score from the matrix |
| Recommendation | Short summary of the recommendation       |
| Priority       | High / Medium / Low                       |
| Loss Est.      | Estimated loss value                      |
| Status         | Current recommendation status             |

Filter by **Year**, **Risk Category**, **Priority**, or **Status**. Use the search bar to find specific recommendations by keyword.

The summary cards at the top of the tab show an aggregate breakdown of recommendations by **Status**, **Priority**, and **Estimated Loss Before Completion**.

<Tip>
  Use the currency toggle (¥££) in the top-right of the tab to switch the displayed currency for loss estimate values.
</Tip>