Overview

Optima has the ability to analyze usage, provide cost savings recommendations, and allow for recommendations to be acted upon.

A recommendation is associated to a specific resource and includes information about why the recommendation exists, what the recommended action(s) are, what the potential savings are if these actions are executed, and any historical information about the recommendation.

Optima provides the ability to take the following actions on recommendations:

  • Ignore a recommendation: You can select one or more recommendations to be ignored for a specific resource listed.

  • Restore a recommendation: You can select one or more recommendations from the Ignore recommendations list.

  • Share a recommendation. You can share one or more recommendations with by entering their email address.

Ignore Recommendations

The purpose of ignoring a recommendation is to keep recommendations that are most important to you in a list that does not include recommendations that you are not interested in pursuing at a given time. Ignoring a recommendation results in the selected recommendation being removed from the Active Recommendations list and added to the Ignored Recommendations list.

Note: Ignored recommendations will continue to be updated/reviewed by Optima , however it will remain in the Ignored Recommendations list.

Optima offers several ways in which a recommendation can be ignored.

Ignore Recommendation from Selected Actions Dropdown

To ignore a recommendation from the Show Actions Dropdown perform the following steps:

Step One: Select the checkbox of one or more recommendations that you would like to put on the Ignored Recommendations list.

optima-recommendations-actions-share-multiple-recommendations-checkbox.png

Step Two: Click on the Selected Actions dropdown and select Ignore Recommendation

optima-recommendations-actions-ignore-selected.png

The ignored recommendations will be removed from your current recommendation list. To validate that the recommendations have been ignored, click on the Show: Active dropdown and select Ignored.

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Ignore from Actions Column

When you first visit the page the default Show list is the Show: Active list. There is not an option to ignore a recommendation from the More Options link when Show: Inactive list is displayed.

Step One: Click on the Show: Active dropdown (note: if the dropdown is displaying Show: Ignored you can skip this step as you will see the list of recommendations that are currently being ignored) and select Ignored

Step Two: Click on the More Options link (ellipsis) in the Actions Column

Step Three: Select Ignore Recommendation

Ignore from Recommendation Detail Window

To ignore a recommendation from the Recommendation Detail window click on the Ignore Recommendation button.

Note: In order to view the Recommendation Detail Window you can click on the resource name/link or click on the More Options link and select View Details

ignore_from_detail_window.png

Restore Recommendations

Optima offers several ways in which recommendations can be restored. Once restored, the recommendation will be added to the Active Recommendations list and removed from the Ignored Recommendations list (see below for more details).

Restore from 'Show' Dropdown

To restore a recommendation from the Show Dropdown/Button perform the following steps:

Step One: Click on the Show: Active dropdown (note: if the dropdown is displaying Show: Ignored you can skip this step as you will see the list of recommendations that are currently being ignored) and select Ignored

Step Two: Select the checkbox of one or more of the listed recommendations that you would like to restore

Step Three: Click on the Selected Actions dropdown
and select Restore Selected

restore_from_selected_actions.png

Restore from Actions Column

To restore a recommendation from the Actions Column perform the following steps:

Step One: Click on the Show: Active dropdown (note: if the dropdown is displaying Show: Ignored you can skip this step as you will see the list of recommendations that are currently being ignored) and select Ignored

Step Two: Click on the More Options link (ellipsis) in the Actions Column

Step Three: Select Restore Recommendation

restore_more_actions.png

Restore from Recommendation Detail Window

To restore a recommendation from the Recommendation Detail window click on the **Restore Recommendation" button.

Note: In order to view the Recommendation Detail Window you can click on the resource name/link or click on the More Options and select View Details

restore_from_detail_window.png

Sharing Recommendations

Optima makes it easy to share individual recommendations or lists of recommendations. Click Share at the top right of the recommendations list to get a shareable link for the whole list or click Share on an individual recommendation. You can copy the URL and then share it via email, chat, or other means.

optima-getting-started-sharing

Share Individual Recommendation

Scroll down to the recommendation that you want to share. Click on the ... and select Share Recommendation

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Click Copy

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Share Multiple Recommendations

Mark the checkbox of all the recommendations you want to share.

optima-recommendations-actions-share-multiple-recommendations-checkbox.png

Click on the Selected Actions dropdown and select Share Recommendation optima-recommendations-actions-share-multiple-recommendations-share-selected.png

Click Copy

optima-recommendation-actions-share-multiple-recommendations.png