Please note when an Idea is created, the Idea will be in evaluation by default and will change status in accordance with the workflows approved.


Idea statuses are as follows:


  • Evaluation
    • When an Idea is created or when copied from an existing Idea.
  • Implementing
    • When the implementation checklist has been submitted and approved.
  • Cash Flowing
    • When the Cash Flowing checklist has been submitted and approved.
  • Locked In
    • When the Locked In checklist has been submitted and approved.
  • Completed
    • When the Idea has passed its Locked In status and benefits are no longer required, however, required to stay in the system.
  • Active
    • An idea is normally marked Active when the Idea Form checklist has been submitted and approved.
  • On Hold
    • An idea will not produce any benefits, an idea is in this status when a few details are still being finalized.
  • Cancelled
    • An idea is cancelled when it is no longer needed on the system, as a result, will not impact any reporting in the system as it will not produce any benefit.
  • Archived
    • An Idea is archived for record purposes, note only an Idea Admin can make changes to Archived Ideas. An Idea can only be Archived after it has been Completed or Cancelled.