The Ideas Center workspace allows the user to:
Create and define Ideas
Assess the Idea, using a template prepared by the Administrator and inherited from the Idea Folder
Manage the approval Workflow of the Ideas
Keep track of the Idea Descriptions and Score evolution
Manage the Idea Connections to other Ideas, as well as to projects of all Natures
The following commands and display options are available in the main toolbar:
Allows the user to select a view. By default, the following views are available with the Default Configuration:
Note Users' own preferences can be saved as views, allowing them to customize their experience within the application, enhancing usability and efficiency. The following functionalities can be saved as part of a view:
Once the grid has been modified according to the user's own preferences, the view can be saved by clicking on the button available in the Views field. The user will then be prompted to enter a View Preference Name in the displayed popup. | ||
Opens the Idea Folders popup, allowing the user to select an Idea Folder the New Idea will be linked to. Note The Default Scoring Templates associated to the Idea are linked to the selected Idea Folder. Once the Idea Folder has been selected, an empty Idea Card is displayed, allowing the user to fully define and score the Idea. | ||
Search | Allows the user to filter the Ideas list by searching for a specific name. | |
Filters | Opens the Filters popup, which offers the capability to filter the Ideas according to various criteria. | |
Groups the Ideas according to the option selected. | ||
Displays the list of columns that can be shown, hidden, or reordered in the Ideas Grid. Note The upper part of the list displays the shown columns. To hide a column in the Ideas Grid, click on the button available on the right-hand side of the field name. To show a column in the Ideas Grid, click on the button available on the right-hand side of the field name. Consequently, the field name will be placed in the lower part of the list. To reorder the columns in the Ideas Grid, hover the left-hand side of the field row, then drag and drop the row to the desired position. Settings Only the fields that are part of the Object field sets can be displayed. This list is managed by the Administrator in the Designer, Fields view. |
The Ideas Grid available in the Ideas Center workspace provides a spreadsheet listing the Ideas and some of their attributes. By default, the following columns are displayed: Name, Product Idea Folder, Originator, Created Date, Type, Score, Priority Level, and Workflow State Vote.
Users can modify the columns displayed in the Ideas Grid by clicking on the button in the Main toolbar.
The following attributes are read-only:
Product Idea Folder
Originator
Created Date
Score
Priority Level
The Notes column indicates whether or not there are new notes, and opens the Notes dialog box.
Clicking on the More () button available on the right hand-side of each attribute's column header provides access to the following options to optimize the display of the grid:
Sort Ascending | Sorts by ascending order | |
Sort Descending | Sorts by descending order | |
Hide in view | Hides the column in the view |
Clicking on the Open button available on the right-hand side of the Idea Name opens the Idea Card.
The Indicators view available in the Ideas Center workspace allows users to access the Indicator Matrix, providing the Indicators and Score for each Idea.
When navigating to this view, users will need to select one or several Idea Folder(s) in the drop down list displayed in the top left corner of the view.
Once one or several Idea Folder(s) is/are selected, users will be able to view the indicators and score for each idea.