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, this idea will not be visible in the Pipeline view. 
• 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. This idea is not visible in the Pipeline view.
• 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. This Idea is not visible in the Pipeline view. 
• 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. This idea is not visible in the Pipeline view.