A downloadable PDF version is available at the bottom of the page together with the Excel import template.

Rules. (Required fields are marked with a Red background colour)


Field NameDescriptionRulesException HandlingValues to be placedDefault ValuesField Type
IdeaNumberThis field contains the unique Number/Code of an Idea Must be unique for non-deleted ideas, (can use the same IdeaNumber as a deleted idea). 1-20 characters.If the records data exceeds 20 characters, the record will NOT be imported. 
 If the fields value is either blank or "NEW" then the number will be generated from the relevant department or subdepartments sequence which can be setup in the admin module.Variable Character (20)
TitleThis field contains the title of the idea. Titles cannot be duplicated. Titles can contain alphanumeric characters. Idea form titles cannot be duplicated. Idea titles must be unique in order for the idea to be imported.N/AN/AVariable Character (200)
OwnerThis field contains the owner of the idea. The users need to be created on the system in order to be identified as owners of an idea. This field can be blank, the record will be imported. UserFirst user on the list of the systemLookup (Users)
FacilitatorThis field contains the faciliator of the idea. The users need to be created on the system in order to be identified as facilitators of an idea. This field can be blank, the record will be imported. 


DepartmentThis is an indication of the department the idea will belong to. The department selected must match up with the departments saved on the system.If there is a spelling mistake, or the department selected on the import does not meet the departments saved on the system, the record will still be allowed to be imported onto the system. However the department field will be empty. This will be determined by the users and the codes they associate to the Department. All codes will be unique. The system will default to the first entry within the lookup. Lookup (Departments)
SubDepartmentThis is an indication of the sub department the idea will belong to. The sub department selected must match up with the sub departments saved on the system.If there is a spelling mistake, or the sub department selected on the import does not meet the sub departments saved on the system, the record will still be allowed to be imported onto the system. However the sub department field will be empty. This will be determined by the users and the codes they associate to the Sub Department. All codes will be unique. 
Lookup (Sub Departments)
TeamThis is an indication of the team the Idea will belong to. This value must be valid from the system. The team selected must match up with the teams saved on the system.If there is a spelling mistake, or the team selected on the import does not meet the teams saved on the system, the record will still be allowed to be imported onto the system. However the team field will be empty. This will be determined by the users and the codes they associate to the Team. All codes will be unique. N/ALookup (Teams)
KPI TypeThis field contains the KPI Type Name of the idea. The KPI Type needs to be created on the system in order to be identified as a KPI.This field can be blank, the record will be imported. Throughput \ Cost Usage \ Cost Price
Lookup (KPI Types)
IdeaSourceThis is an indication of the idea generation the idea will belong to. Alphanumeric valueIf there is a spelling mistake, or the idea generator selected on the import does not meet the idea generator saved on the system, the record will NOT be imported onto the system.This will be determined by the users.The system will default to the first entry within the lookup. Lookup (Idea Generator)
SituationThis field describes the situation preceding the implementation of an idea.Can contain alphanumeric charactersThe situation for the idea does not have to be captured for import to occur. N/AN/AVariable Character (1000)
OpportunityThis field describes the complication/opportunity preceding the implementation of an idea.Can contain alphanumeric charactersThe complication/opportunity for the idea does not have to be captured for import to occur. N/AN/AVariable Character (1000)
SolutionThis field describes the solution preceding the implementation of an idea.Can contain alphanumeric charactersThe solution for the idea does not have to be captured for import to occur. N/AN/AVariable Character (1000)
IdeaDefinitionThis field contains the Idea Definition of the idea. The Idea Definition needs to be created on the system in order to be identified as an Idea Definition.This field can be blank, the record will be imported. N/AN/ALookup (Idea Defintions
IdeaValueThe annualized value of the ideaThe field does not have to be captured for import to occur. The field can only be a numeric value. If this field has a value greater than 0, it will be used as the Idea Value.N/AN/AN/ANumeric (whole numbers)
ForecastCalculationMethodHow forecast will be calculatedIf no value is provided a default value will be used. Valid values are:
Forecast Percentages
 KPI Targets
If left blank, it will use a default value (See Default Values column)Forecast Percentages \ KPI TargetsForecast PercentagesLookup (Forecast CalculationMethods)
AccessLevelThe Access level (Idea level Permissions) that will be granted to the ideaIf no value is provided a default value will be used.If left blank, it will use a default value (See Default Values column)Default \ Confidential \ GlobalDefaultLookup (AccessLevels)
StatusThis field contains the Status of the idea. If no value is provided a default value will be used.If left blank, it will use a default value (See Default Values column)Active \ On HoldActiveLookup (IdeaStatuses)
TargetEvaluatingDateTarget date for the evaluating stage to begin. Calendar date, which states when the target evaluating stage will begin. N/AAny date.N/ADate time (YYYY-MM-DD)
RevisedEvaluatingDateRevised target date for the evaluating stage to begin. Calendar date, which states when the revised target evaluating stage will begin. N/AAny date.
Date time (YYYY-MM-DD)
ActualEvaluatingDateActual date the evaluating stage began. Calendar date, which states when the evaluating stage will begin. This value will never be used, it will always be replaced by the revised date if one exists or the target date if one exists or it will be left blankAny date.N/ADate time (YYYY-MM-DD)
TargetImplementingDateTarget date for the implementing stage to begin. Calendar date, which states when the target implementing stage will begin. N/AAny date.N/ADate time (YYYY-MM-DD)
RevisedImplementingDateRevised target date for the implementing stage to begin. Calendar date, which states when the revised target implementing stage will begin. N/AAny date.
Date time (YYYY-MM-DD)
ActualImplementingDateActual date the implementing stage began. Calendar date, which states when the implementing stage will begin. This value will never be used, it will always be replaced by the revised date if one exists or the target date if one exists or it will be left blankAny date.N/ADate time (YYYY-MM-DD)
TargetCashflowingDateTarget date for the cashflowing stage to begin. Calendar date, which states when the target cashflowing stage will begin. N/AAny date.N/ADate time (YYYY-MM-DD)
RevisedCashflowingDateRevised target date for the cashflowing stage to begin. Calendar date, which states when the revised target cashflowing stage will begin. N/AAny date.
Date time (YYYY-MM-DD)
ActualCashflowingDateActual date the cashflowing stage began. Calendar date, which states when the cashflowing stage will begin. This value will never be used, it will always be replaced by the revised date if one exists or the target date if one exists or it will be left blankAny date.N/ADate time (YYYY-MM-DD)
TargetLockedinDateTarget date for the lockedin stage to begin. Calendar date, which states when the target lockedin stage will begin. N/AAny date.N/ADate time (YYYY-MM-DD)
RevisedLockedinDateRevised target date for the lockedin stage to begin. Calendar date, which states when the revised target lockedin stage will begin. N/AAny date.
Date time (YYYY-MM-DD)
ActualLockedinDateActual date the lockedin stage began. Calendar date, which states when the lockedin stage will begin. This value will never be used, it will always be replaced by the revised date if one exists or the target date if one exists or it will be left blankAny date.N/ADate time (YYYY-MM-DD)
Custom Field ColumnsCustomField ValuesCustom Field column headers must be prefixed with the word 'CustomField' followed by the name of the custom field, ie: for the Category custom field, the column header name must be: 'CustomFieldCategory' remove all spaces and special characters.
This field can be blank, the record will still be imported. Their value must be the exact value shown in the form for text, long text, number and drop down list types, for checkbox custom fields, the value must be either true or false. false = unchecked, true = checked. For date fields the date must be a valid date. Multi Select Custom Field Value will need to be specified inside square brackets. i.e. Budget, Invest,...N/AVariable Character
TagsThis field contains tag name/s of the Idea Tag names length must be greater than  3 and cannot be duplicated. Tag name can contain alphanumericThis field can be blank, the record will be imported. Comma separated listN/AVariable Character (255)


Sample.

 

IdeaNumberTitleOwnerFacilitatorDepartmentSubDepartmentTeamKPITypeIdeaSourceSituationOpportunitySolutionIdeaDefinitionIdeaValueForecastCalculationMethodAccessLevelStatusEvaluatingTargetDateEvaluatingRevisedDateEvaluatingActualDateImplementingTargetDateImplementingRevisedDateImplementingActualDateCashFlowingTargetDateCashFlowingRevisedDateCashFlowingActualDateLockedInTargetDateLockedInRevisedDateLockedInActualDateCustomFieldCategoryCustomFieldGroupNameCustomFieldCheckboxCustomFieldDateCustomFieldSelectListCustomFieldMultiSelectTags
Idea_1Idea 1 titleAdminAdminMiningPit 1

decrease wastageSolutionOpportunitySolutionUsage/CI5000000,00Forecast PercentagesGlobal
2016-12-01


2016-12-01


2017-04-012017-12-01

Cat AThis groupFALSE2019/03/01Test 4Budget, InvestInvestments

Idea 2 titleAdminAdminMiningPit 1

decrease wastageSolutionOpportunitySolutionSourcing5000000,00Forecast PercentagesGlobal
2016-12-01


2016-12-01


2017-04-012017-12-01

Cat AThis groupFALSE2019/03/01Test 4Budget, InvestInvestments