This article explains how to set and configure recommendations within the Pear Suite Platform. Recommendations allow users to automate the identification of member needs and provide immediate guidance or actions based on specific data collected during assessments.

Step 1 – Access the recommendation builder

1. Navigate to the left-hand menu and select Recommendations
2. Click Add Recommendation in the upper right-hand corner to start a new configuration

Step 2 – Define the recommendation

1. Enter a clear name for the recommendation in the Name field (e.g., Housing Support)
2. Provide a detailed Recommendation Description that explains what goal or outcome this recommendation aims to achieve for the member

Step 3 – Configure triggering conditions

1. Select the Data ID for the specific question that will trigger this recommendation (e.g., a housing status question)
2. Choose an Operator such as "EQUAL" or "NOT EQUAL" to define the logic
3. Select the Value (the specific answer choice) that should trigger the recommendation
4. To add additional criteria, click Add New Condition and select either AND or OR logic:
   • Use OR if the recommendation should fire when any one of multiple selected answers is chosen (e.g., housed unstable, housed transitional, or unhoused)
   • Use AND if all specified conditions must be true simultaneously for the recommendation to fire

Step 4 – Add optional automated actions

1. Click Add Action if you want specific events to occur automatically when the recommendation is triggered
2. Choose an Action Type from the dropdown menu, such as Create Goal, Complete Goal, or Schedule Activity
3. Associate the specific template or task related to that action and click Add

Step 5 – Create and test the recommendation

1. Click Create at the bottom of the page to save your recommendation
2. To test, navigate to a member profile and open an activity containing the triggering question
3. Select one of the defined answer values; the recommendation will appear in the side panel once triggered
4. Review the Recommendations section on the member profile after completing the activity to ensure the recommendation is correctly logged