Create a recommendation context

Create a recommendation context to define a configuration that builds a template for recommending relevant records.

Before you begin

Role required: sn_reco_template.recommendation_writer or sn_grc_comp_genai.reg_change_ai_user

About this task

For information about the roles required for the recommendation contexts, see User roles for recommendation contexts.

Procedure

1. Navigate to All > GRC Administration > Recommendation contexts > New.

2. On the form, fill in the fields.

   For a description of the field values, see form.

3. Select Submit.

Result

A new recommendation context is created. You can now create a recommendation template.

• Recommendation context form
  Use the recommendation context form to create a configuration.

Parent Topic:Recommendation contexts and templates