Creating an Idea

Contents

To create an Idea:

1. Click the Ideas link in the left navigation bar, or select Go To > Ideas from the Top Navigation bar.
2. Click Create.
3. From the Create a New Idea page, enter the following information:
   1. Enter a title for this idea.
   2. Enter your first name, last name, contact phone number, and your email address.
   3. Complete the Idea Details section. Select an initiative and choose the organizational unit under which this particular idea should be included. If a specific hierarchy is being enforced within your system, the page will refresh to update the appropriate pull down menus. You can also click Auto-Fill and have the system automatically enter this information for you. Verify that this information is accurate.
4. Complete other relevant sections. Use the Details Help link to ensure your idea is as complete as possible.
5. Enter values for any custom field your administrator has created.
6. Click Create Idea. Once an idea is created it will follow the workflow that has been created by your administrator.

   Notes:

   • To enter the evaluation metrics for an idea, you must first create an idea. Once you see the idea in the Ideas list, you can update it from the Edit Idea page.
   • If an idea is marked confidential, the idea submitter’s name is not displayed in the Ideas page.
   • If an idea is rejected, a notification email is sent to the idea creator.