Recommendations FAQs
These questions refer to the manipulation of recommendations in the Recommendations Window.
We would prefer to all them "Actions" but the program always prints "Recommendation". Can this be changed?
It can from version 1.2.020. In the Recommendation print options you can now change the text "Recommendation" to your own terminology.
The Recommendations Due are sorted in Priority order. I would like them in date order. How can I do this?
Click on the Due header at the top of the list. These are sort buttons - clicking on them forces the list to sort on that field. Clicking on a button a second time reverses the sort order.
I would like to sort the recommendations due by question number. Can I do this?
Yes. You need to have the question number as one of the fields in the recommendations list. Right-click over the list and select Headings from the menu. This will allow you to change one of the field headings to "Question number", which will then allow you to sort by question number.
The recommendations print command only allows me to print either the selected recommendation or the whole list. I want to print seven out of the list of 55. Do I have to print each one in turn?
No. You can select more than one recommendation (version 1.2 onwards). Hold down a Ctrl key and click on each recommendation you wish to print. The Ctrl key allows you to make multiple selections. When you have selected all the required recommendations, you can then print them in one go.
Note that if you have more than one recommendation selected you can no longer edit the data. To clear a multiple section, click on a recommendation without holding down the Ctrl key.
Can I see and/or print the answers and notes to the question relating to a recommendation?
Recommendations are stored as separate entities and are not attached to a particular evaluation. However (from version 1.2.031) it is possible to view and print the answer from the most recent evaluation. Double-click on the recommendation entry in the list of recommendations to view it, or include the fields in the recommendation print options to print it.
Can I copy the recommendations into Microsoft Excel?
Yes - select the required recommendations and use the copy button on the CHASE for Windows toolbar to copy the recommendations, then switch to Excel and use the paste button. From version 1.2.031 you have a choice of copy formats (in Tools|Save and Copy options). For Excel, use the "Tab delimited" format if you want each field in the recommendation to go into its own column. (This format works with most spreadsheets and many databases).
