What are recommendations?

Recommendations in Curia Contract Review consist of two related parts:

• Amendment requests: Legal language that communicates a requested change to the vendor's solicitor

  • Example: "Reduce the delayed settlement interest rate to 8%"

• Recommendation: Client-friendly language that explains the amendment in non-technical terms

  • Example: "We recommend the vendor reduce the interest rate for any delay in settlement to a more reasonable 8% pa"
    

How are rule-based recommendations generated?

Curia Contract Review includes automatic recommendation rules that trigger based on specific field values:

• When a field value meets certain criteria, the system automatically adds the corresponding recommendation
• These rules are built into the platform and apply consistent standards across reviews
• Rule-based recommendations are indicated by a blue cog icon next to the text
  

How do recommendation modes work?

Each field with recommendation capabilities offers three operating modes, controlled by a toggle:

Auto mode

• Default setting for all fields with a rule
• Applies rule-based recommendations automatically when conditions are met
• Recommendation text appears in blue and cannot be edited
• If no rule is triggered, no recommendation is added

Ignore mode

• Deactivates rule-based recommendations for the field
• Any existing recommendation will be struck through and excluded from reports
• Useful when a standard recommendation doesn't apply to your specific case
• No recommendation for the field will appear in the finalised report

Manual mode

• Allows you to create or edit recommendation text for a field
• If a rule is triggered, the automatic text is provided as a starting point
• Both amendment and recommendation fields become editable
• Perfect for customising standard recommendations or creating new ones for fields that don't typically trigger rules
  

How do I change recommendation modes?

To switch between recommendation modes:

• Click "Show details" on any field to expand its options
• Locate the "Rule mode" toggle in the expanded view
• Select your preferred mode: Auto, Ignore, or Manual
  

When switching from Manual mode with custom text, a confirmation dialog will appear to prevent accidental loss of your customisations.

How do I customise recommendations in manual mode?

When using Manual mode:

• Both Amendment and Recommendation text fields become editable
• If switching from Auto mode with active rules, the existing text is provided as a starting point
• Edit both fields to create your customised version
• The changes will persist even if you navigate away from the page or close the review
• Both fields will be included in the finalised report
  

How can I access all amendment requests?

The 'Finalise' tab compiles all recommendations made throughout the review:

• Open the 'Finalise' tab to view a numbered list of all amendments under the 'Amendment requests' heading
• This list displays the amendment requests intended for communication to relevant parties such as the vendor's solicitor
  
• Any recommendations are not shown here, they are only displayed in the report.
• Use the "Copy request list" button to copy all amendment requests to your clipboard
• All amendments, whether automatic or manual, appear in this consolidated list
  

Can I add recommendations to fields without a rule?

Yes, recommendations can be added to any field with recommendation functionality enabled:

• Use the 'Show details' option to expand field details
• Enter your amendment and recommendation text
• The recommendation will be added to the report and Amendment Requests list