Submission Statuses

Table of Contents:

• Getting Started
• Adding a New Status
• Removing a Status
• Editing a Status
• Changing Order of Statuses
• Reputation Point Allocation when Changing Status
• Changing Idea Status via Rules Engine
• Idea Status Change Email Templates

Getting Started

• Admins can configure their Initiative Statuses under Site Setup > Ideas > Statuses. 
• Note: Every Initiative has its own Status configuration

Adding a New Status

• To add a new Status, select Add Status at the bottom of the table. A new row will appear, allowing Admins to enter the Status name, description, and system status mapping.

• Each Status is broken down into four columns: Status Name, Status Description, System Status, and Color.

Status Name

• This is user-defined and will appear on the View Idea page, where users can view or edit the Idea status.

Description

• This is a user-defined description that explains the significance of the Status
• Note: This field is not currently used in the front-end or back-end; however, there are plans to incorporate it in the future. For the time being, we recommend copying the Status Name for the  Status Description.

System Status

• The System Status mapping allows expeditious tracking of Ideas throughout Brightidea.
• Select one of the available System Status options from the drop-down for each Status:
  • Active - Idea(s) are active and moving through the Pipeline.
  • Paused - Idea(s) are paused until a decision has been made to stop or complete.
  • Complete - Idea(s) that have completed moving through the Pipeline.
  • Stopped - Idea(s) are stopped and will no longer be considered.
  • Hand-off - Idea(s) that have completed moving through the Pipeline and are "handed off" to the business unit for implementation.

Color

• The Status Color allows you to define the color of the selected Status, which will then be displayed on the View Submission page, Idea Boards, and Pipeline Steps View.
• Configuring different colors for each Status will help quickly identify the status of the Idea(s).

Removing a Status

• To delete a Status, simply click the red X at the far right of each Status row.
• Note: There is a minimum requirement of at least one Status for an Initiative.
• Note: Once an Initiative has launched, please refrain from deleting a Status 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 have a new name, description, or system status.
  • Note: Changes are retroactive and will affect existing Submissions. The original Status name will not be maintained on existing Ideas and will reflect the current configuration.
• 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 of the Statuses in the Status selection menu by clicking and dragging the position icon in the desired order.

 

Reputation Point Allocation when Changing Status

• Admins can apply Reputation Points to each Status to be allocated to Idea Submitters when their Submission changes to a specific Status.  
• Points assigned to Users can be seen in various areas in the system, including:
  • Mini Top Contributor Widget / Leaderboard widget
  • Stats widget
  • Manage User Interface
  • User Activity report
• To learn more about Reputation Points, check out this support article. 

Changing Idea Status via Rules Engine

• Admins can trigger an automatic Status change based on specific conditions.
• To learn more about Status changes, check out this support article.
• To learn more about leveraging Brightidea's Rules Engine, check out this support article. 

Idea Status Change Email Templates

• If Admins wish to notify users when an Idea's Status changes, they must first configure the email template for Status Change under Pipeline Setup > Communications > Emails.
• To learn more about configuring Pipeline email templates, check out this support article.

• Admins can configure separate Idea Status Change templates for Submitters and Subscribers.
• Note: The dynamic field [STATUS_CHANGE_REASON] must be included in the template to use Status Change reason functionality.