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.
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
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.
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.
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.
Custom Status Names
This field is what will be associated with the Submission when users view or change the idea status.
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.
The system status mapping allows quick and efficient tracking of ideas throughout Brightidea. 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.
- Hand-off - Ideas which have moved through the Pipeline and are 'handed-off' to business unit for implementation.
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.
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.
These points assigned to Users can be seen within:
- Mini Top Contributor Widget / Leaderboard widget
- Stats widget
- Manage User Interface
- User Activity report
Changing Idea Status via Rules Engine
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.
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.