EnterpriseTrack allows users to quickly create new ideas and convert them into proposals and projects. To ensure that the appropriate users get to view idea before they are assigned to an owner, the system allows the administrator to create an idea routing scheme.
When a user creates a new idea, it can automatically be routed to an "Idea router" or "Idea Assigner". This individual will have the responsibility to review the idea and assign it to an "Idea Owner" or "Idea Assignee".
This functionality becomes infinitely more useful with the ability to create multiple routing schemes based on your organizational hierarchy. You can create one global routing scheme and then create specific routing schemes for each of your departments. The routing scheme based on the units of the organizational hierarchy will override the global settings.
For example, let us assume that the global settings specify an Idea Router, but routing scheme for the Denver, CO division in the Finance department has a routing scheme that allows ideas to be routed directly to an Idea Owner. When a member of the Denver, CO division in the Finance department creates an idea, it will get routed directly to the idea owner. All other ideas will get routed to the global default Idea Router.
Important!
Ensure that you have created users who will be Idea Routers and Idea Owners before proceeding with the creation of a new idea routing.
To create a new idea routing scheme:
To edit an idea routing:
The Global idea routing cannot be deleted. To delete one of the other idea routings:
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Last Published Thursday, December 01, 2016