How to capture an Evaluation Snapshot

  1. Log in to the HTML5 client.

  2. Select the Idea Center workspace.

  3. Select the relevant Idea Folder in the Idea Folders Selector.

  4. Select the Details mode (viewmode_activedetailsgeneric22_md.png).

  5. In the Ideas List panel, select the Idea whose Evaluation Snapshot is to be taken for the corresponding information to be displayed in the right-hand side of the view.

  6. In the Idea Details view header, click on the More (MoreVertical) button and select the Evaluation Snapshot to display the Evaluation Trend dialog box.

  7. In the Evaluation History section, click on the Snapshot (Snapshot) command available in the spreadsheet toolbar. As a result, a new snapshot is added to the spreadsheet.