Initiative Requests

Potential new business sponsors might be interested in starting their own Initiatives within your organization. To streamline this process, Brightidea offers Initiative Requests. This feature will allow our Innovation Program Managers to organize their process from creation to launch for new Initiatives. Explore below to learn more.

Table of Contents

• Getting Started
• Manage Recipients
• Label Editing
• Submitting an Initiative Request
• Managing Initiative Requests

Getting Started

• Admins will need to add the Request Initiative widget from the System or Initiative widget list to the desired pages.
• This widget will allow any user (a potential Business Sponsor) to request an Initiative of their own from the System Admin(s).

Manage Recipients

• This feature allows users to update the recipients that are emailed when a new request is submitted
• To configure the recipients select "Manage Recipients"

• Next search for the user's email and add it to the selected users list
• Don't forget to select update to save your changes

• After the user submits their Initiative Request, the requesting user and the configured recipients will be notified via email.
  • Email message: Initiative Request Received
  • Email template: Initiative Request Notification
  • All Initiative Request email messages can be updated in System Setup > Site > System Email Messages
  • The user will receive an email message confirming their request has been submitted.

Label Editing

• To change the labels on the Request Form, first go to System Setup > Site > Labels
• Enable the Label Editor, then go to System Setup > Initiatives > Initiative Requests and select View Request Form where they can make their desired edits.

• When the Admin is finished making changes, they can return to the Labels tab and disable Label Edit Mode.

Submitting an Initiative Request

• After selecting Request an Initiative via the Request Initiative widget, users will be redirected to the Initiative Request Form (Example URL: https://company.brightidea.com/request):
• The user will need to fill out the form fields on the request page including:
  • The name for the potential Initiative
  • The relevant department within the company (if applicable)
  • The Initiative Sponsor
  • Details of what the Initiative will entail and what they hope to achieve.
  • Desired Start Date and Initiative duration
  • Target Audience or Departments
  • Additional Notes

•  The Initiative Request Form will allow the user to request a new Initiative from the System Admin(s) after filling out all fields and selecting the "Submit Request" button at the bottom.

• A confirmation screen will display once submitted

Managing Initiative Requests

• Any System Admin may review the Initiative Request Form under System Setup > Initiatives > Initiative Requests, and decide to create an Initiative or cancel the request.

• To review the individual Initiative Request form, select the Initiative Request title from the Manage Initiative Requests list.
  • Selecting the title will direct the Admin to the completed Initiative Request page to review the request fully.

• To create a new Initiative from an Initiative Request, select Create:

• After selecting Create, Admins will be redirected to the People Pillar to create the Initiative from the selected request.
• After the new Initiative is created from the Initiative request, the user who requested the Initiative will automatically receive the email message: "Your requested Initiative has been created!" with a URL to navigate to their new Initiative.
  • Email template: Initiative Request Complete. This email template can be updated in System Setup, as well.
• Admins can navigate to the new Initiative by selecting View in the list:

• The Administrator can also manage the status of each Initiative Request via the action menu to:
  • Open: Request will be set to open and an Initiative can be created from the request by selecting the green Create button
  • Canceled: Request will be set to canceled, no further action need to be taken on the administrator's part.
  • Created: Initiative Request has been approved by an Admin and new Initiative has been created. Create will change to a View button in this status.