Pipeline Setup Tab

jhines

February 25, 2019 19:16

In this tab you can configure basic information, roles, rules, and templates for your Pipeline.See below to learn about the available options.

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General

Information

In this tab you can configure the Pipeline name and description
You also have the option to mark the pipeline as a Research Pipeline

Pipelines marked Research Pipeline can be filtered out from Command Center and Innovation Dashboard views

Participants

In this tab you can configure which users/groups have general access to the Initiative

Admins can also import users into a user group

Roles

In this tab you can configure the Pipeline sponsor, administrators, and moderators

Rules

In this tab you can configure the Rules Engine

Click here to learn more

Email Templates

In this tab you can configure email templates specific to the rules engine

Tools

Scorecard Template

In this tab you can configure scorecard templates for the Scorecard tool type
Click here to learn more

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