Recommended Actions
“Recommended Actions” is a feature that helps supervisors/dispatchers and admins see, assign, and complete the key actions they should take for upcoming and future shifts.
Readi platform will create actions for drivers/operators that will cross the ReadiScore threshold during their shift.
As a result, supervisors/dispatchers can follow through on more actions instead of just viewing risk/forecast data.
Purpose & Goal
Main goal: Get supervisors/dispatchers to perform more actions, and make assigning those actions very easy.
Objective: For each upcoming and future shift, supervisors/dispatchers can clearly see which actions are recommended and what they should do.
Key Functional Areas
Recommended Actions Rules (Configuration)
To enable Readi to create Recommended Actions, it’s necessary to set-up some Rules in Readi. Those Rules will set the logic that Readi will follow to create the Actions.
Location: Configure > Other > Procedures.
GMs/Admins configure a list of Recommended Actions Rules that sit above Procedures.
UI: Accordion-style list, per shift.
Rule creation:
Action Notes auto-populate based on the selected Rule Type.
Each non‑archived shift can have up to 5 rules.
Rule editing:
Rules can be deleted from the edit modal (configuration level, not end-user actions).
Recommended Actions Tab
Users can assign or complete recommended actions.
Notifications: Users are notified of how many Recommended Actions they have:
When they sign in, or
While in ReadiSupervise, or
Every 5 minutes.
Location in UI: The menu called Logs, is now renamed Action. This menu will include a Recommended Actions section. This section will be listing actions generated from the configured rules.
Supervisors/Dispatchers can access the Recommended Actions from the Today page (under Forecast) by clicking on the Recommended Actions button:
Permissions & visibility:
Only supervisors with View Named ReadiScore can access the tab.
The Segment section is shared with the Today chart and is persisted between views.
The Assign To dropdown only includes supervisors with View Named ReadiScore if the signed-in user has Manage Actions.
When a supervisor is just viewing actions and lacks permissions, action notes may be hidden.
Bulk operations:
Bulk Assign to Person Responsible.
Bulk Complete actions.
Lifecycle constraints:
If an operator goes off duty and their recommended action hasn’t been assigned, that action is removed from the table.
Users cannot delete a Recommended Action (at the actions level) – only complete or reassign.