In This Article
Idea Stages in Idea Definitions
Idea Workflows in Idea Definitions
Overview
An idea is linked to an idea definition. Each definition has a specific set of stakeholders, workflows as well as workflow questions which are applicable to the idea. You can define the definitions of initiatives by following these steps:
Note: When changing the Initiative definition, this resets the Initiative 's progress to the first stage, requiring the Idea to be approved again to progress.
Navigation
1. On the ribbon tab, click on the Administration button at the top right section of the ribbon.
2. Once the Administration screen is opened, select the Idea Definitions option from the Idea section.
3. The existing Idea Definitions are listed as follows. Click on the 1Add button to include a new Idea Definition. After addition, it will appear in the list below, showcasing the 2Name and Description of the Idea Definition. You can also click on the 3Bin icon to delete an idea definition.
Adding a New Idea Definition
You can add a new Idea Definition by following the outlined steps below:
- Click on the +Add button located on the top-right corner of the Idea Definitions list.
- This will open the add Idea Definitions screen similar to the one below. On this screen, add the following details:
- The name of the Idea Definition
- The resource key associated with the Idea Definition
- The description of the Idea Definition
- a toggle button to activate/deactivate the use of the Idea Definition in the Emissions module (Note: this is only visible if the Emissions feature is enabled) - Once the Idea Definition has been created, click the Save button to save the new Idea Definition.
Note: Resource keys are used by the system for translation between different languages.
Editing an Idea Definition
To edit an Idea Definition, follow the steps outlined below:
- Click on the Idea Definition you would like to edit
You can edit the 1Name, Resource Key, Description and enabling/disabling the use of the Idea Definition in the Emissions Module. You can also add the 2Stages and 3Workflows associated with the Idea Definition. - After the Idea Definition has been added, click 4Save.
The following changes will be made when the Initiative definition is updated.
- All existing approvals will be cancelled.
- Stage dates will be removed e.g Evaluating, Implementing etc.
- Assigned Stakeholders will be removed
Idea Stages in Idea Definitions
You can define the 1stages that an Idea must go through when assigned a specific Idea Definition. Additionally, you can choose which 2sections should be visible at each stage. This configuration is done while editing the Idea Definition. Once you have selected the stages for the Idea Definition, click 3Save
Idea Workflows in Idea Definitions
Each Idea Definition can have a set of workflows to manage idea progression. Each workflow can include a set of questions that need to be answered and then submitted for approval. Once approved, the idea will advance to the designated stage or status. Roles defined within a workflow become stakeholders for the idea and are mandatory approvers for the workflow.
Adding a new workflow
- To add a workflow to an Idea Definition, click on the +Add button located on the top right corner of the screen
- Enter the workflow name, resource key (if applicable), stage (the stage the Idea should be in when this Workflow is approved, as defined in the Idea Definition), and idea status (the status the Idea should be in when this Workflow is approved). Once you have entered all the necessary information, click Save.
Editing an Idea Workflow
- To edit an Idea Workflow, click on the idea workflow you would like to edit.
- This will open a screen similar to the one below. In addition to the details that appear when you edit an idea workflow, you can set up the roles, prerequisites, requirement groups and items related to the idea workflow.
- 1Roles: This is the list of stakeholders required to approve this Workflow/Checklist. You can specify a group to determine when each role/stakeholder needs to approve the workflow. For staggered approvals, if no roles are specified, the workflow will be automatically approved for the Ideas. You can click on the +Add button to add a new role/stakeholder as well as clicking the bin icon to delete the role/stakeholder from the workflow
- 2Prerequisites: in prerequisites, you can specify the order of approvals. For example, the Cash Flowing checklist should only be submitted after the Implementing checklist has been approved. You can click on the +Add button to add a new prerequisite to the idea workflow.
- 3Required Groups: this is where you specify the information that users need to be aware of before submitting a workflow for approval. You can also click on the +Add button to add a requirement group to the workflow.
- 4Items: This is where you specify the list of questions that need to be answered before a workflow/checklist is submitted for approval. You can also click on the +Add button to add an item to the workflow.
