Initiative-level 'Statuses'


Innovation Program Managers & Admins can use Statuses to filter which Submissions you want to review or get a consensus of how ideas are progressing. It also helps Admins keep track of new Submissions and the current cycle or process the organization may be running.

If you would like to leverage Status Changes within your Initiative, please reference this article here.

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Table of Contents:

Getting Started

Admins can configure their Initiative-level Statuses by going to their to Site Setup > Ideas Tab > Statuses. These Statuses will only take effect within the Initiative they are configured in.

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Adding a New Status

To add a new Status, select the "Add Status" button at the bottom. A new row will appear at the bottom that allows Admins to enter the status name, description and system status mapping.

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Each of the fields for Statuses is broken down into four areas - Custom Status Name, Status Description, System Status, and Color. Let's dive into each of these fields in more detail.

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Custom Status Names

This field is what will be associated with the Submission when users view or change the idea status.

Status Description

This is the user defined Status Description to detail the idea status.

Note: Currently this field is not used in the front-end or back-end, however there are plans to incorporate this in the future. For the time being, we recommend using the same name for status description as for status name.

System Status

The system status mapping allows quick and efficient tracking of ideas throughout Brightidea. More information on this hereFor every entered status, please select one of the available system status options from the drop-down:

  • Active - Idea(s) are still active and are moving through the Pipeline.
  • Paused - Paused can be used for ideas that have not yet been decided upon.
  • Complete - Idea(s) which have moved through the Pipeline are marked complete.
  • Stopped - The stopped status means the idea(s) are stopped and will no longer be considered.
  • Hand-off - Ideas which have moved through the Pipeline and are 'handed-off' to business unit for implementation.

Status Color

The Status color allows you to define a color of the selected Status which will then display on the View Submission page, Idea Boards and Pipeline Step View. Setting different colors for each Status will help you quickly identity which idea(s) are in which Status.

Removing a Status

To delete a Status, simply click the red X that will be at the far-right of each Status row. Keep in mind that one Status must always be present in the Initiative.

Note: Once an Initiative has launched, please refrain from deleting Statuses unless absolutely necessary. Speak to your Brightidea Representative if a Status needs to be deleted after launch. 

Editing a Status 

Admins can always edit any existing Statuses to a new name, description and system status. It will reflect with all ideas in that campaign. 

To modify an existing Status, locate the Status row and freely modify the text in either the name or description fields or select a new System Status mapping from the drop-down menu.

Changing Order of Statuses

Admins can also change the order by clicking and dragging the "up-and-down arrow" icon in whichever order you select.

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Reputation Point Allocation when Changing Status

Admins can also apply reputation points to Statuses which will be allocated to Idea Submitters if their Submission changes to a specific Status.  

Reputation Points can be found underneath the Status configuration screen within Site Setup > Ideas > Statuses. To read more about reputation points, refer to this article

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These points assigned to Users can be seen within:

Changing Idea Status via Rules Engine

Using automated custom rules, Admins can trigger an automatic Status Change based on specific conditions. Learn more about Status Changes here, and information about how our Rules Engine works here.

Idea Status Change Email Templates

If Admins wish to send a Pipeline Communication to Users in regards to Idea Status Change, Admins must first configure the email template for Status Change within the Pipeline Setup. To configure the email templates on the Pipeline level, refer to this article.

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There are two templates that Admins can configure for Idea Status Change, one for Submitters and another one for the Subscribers.

Note: Please make sure the dynamic field called [STATUS_CHANGE_REASON] is in the template if you are using status change reason functionality.

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Comments

  • Avatar
    Jason Barnett

    Hi, Can you please direct me to the support document that provides an explanation of the Idea Statuses setup for Description, System Status and Enabled fields and what they're responsible for dictating.

    Thanks.

    Jason

  • Avatar
    Brightidea Support

    Hi Jason,

    We are actually working on an updated version of this article, it's not published yet. However, below are some definitions for the different fields:

    • Custom Status Names
    • This field is what will appear in the Enterprise/WebStorm/Pipeline interface when users view or change the idea status.

    • Status Description

    • This is the user defined status description which will ultimately be displayed at various locations through the UI

    • Note: Currently this field is not used throughout the software however there are plans to incorporate this in future feature. For the time being, we recommend using the same name for status description as for status name.

    • System Status

    • The system status mapping allows quick and effieicent tracking of ideas throughout the entire Brightidea Platform. This is also a requirement for using the_** New Brightidea Fall 2014 release**_. More information on this here!

    • For every entered status, please select one of the available system status options from the drop-down:

    • _Active _- Idea(s) are still active and are moving through the Pipeline.

    • _Paused _- Paused can be used for ideas that have not yet been decided upon.

    • Complete - Idea(s) which have moved through the Pipeline are marked complete.

    • _Stopped _- The stopped status means the idea(s) are stopped and will no longer be considered.

    • Note, the "Stopped" status is _required _when using the New Brightidea Fall 2014 release!

    • *Hand-off *- Ideas which have moved through the Pipeline and are 'handed-off' to business unit for implementation.

    Thank you,

    Brightidea Support

     

  • Avatar
    Jason Barnett

    Hi Ron,

    Thank you for the explanation.  This was also helpful.

    There's also a column for enabled with checkboxes.  Does this perform any function currently?  What does it do?

    Finally, I see there is an option to enable webstorm specific statuses.  I think this may be applicable to statuses our G2 webstorm will use (for example "Coming in Release 7.2") but are not applicable to other webstorms and I wouldn't want present as an option.  I'm hesitant to enable this since I can't see how the option works and once checked, it's irreversable.  Do you have any screenshots or explanations?

    Thanks.

    Jason