Actions with Practices

• Coordination of practice
• Returning practice for revision
• Declining of practice
• Approval of practice
• Assigning tasks
• Moving a practice to the archive
• Deleting a practice
• Adding a practice to favorites

Coordination of practice

To approve the practice, click Approval in the practice menu.

You will be taken to the practice card, where three buttons are available - Coordinate, Send back for revision and Decline.

When you click the Coordination button, a field for entering a comment opens, the comment is optional.

The practice enters the approval stage only when approved by all coordinators. Coordination occurs in parallel or sequentially, depending on the choice when adding the practice.

When you select the "On coordination" filter in the main menu, all practices that are under approval are displayed. The practice shows the employees who approve the practice:

Returning practice for revision

To return a practice for revision, click Coordination in the practice menu.

You will be taken to the practice card, where three buttons are available - Coordinate, Send back for revision and Decline.

Click "Send back for revision", you can leave a comment in the pop-up window. 

After returning a practice for revision, its status changes to “Draft”.

Declining of practice

To decline a practice, click Approval in the practice menu and click Decline in the practice card.

After rejecting a practice, the status changes to "Declined".

Approval of practice

The approver will have "Approve" available in the menu.

When click the Approve button the practice card opens and the following buttons are available: 

• Approve
• Send back for coordination
• Send back for revision
• Decline

Assigning tasks

Once the practice is approved tasks can be assigned to it. This can be done:  

• From the main page.
• From the idea card.

Only the Approver can assign tasks. Tasks are assigned only to approved practices. 

When you click on the "Set task" button a window for setting a task will appear.

Assigned tasks are integrated with Bitrix24 tasks and will be available in the "Tasks and Projects" section of your Bitrix 24.

If a practice has tasks it has status Tasks:

 

 When all tasks are completed the icon becomes green - "All tasks are completed".

Moving a practice to the archive

Only approved practices can be moved to the archive. It can be moved to the archive by: the application moderator or the Bitrix24 portal administrator.

When moving to the archive, a notification will appear:

If you move it to the archive, it will not be available in the general list of practices.

To view practices in the archive, click the practices Archive button - Archive

To move a practice from the archive, click From archive

 

Deleting a practice

Any practice can be deleted at any time.

It can be deleted by: the author of the practice, the moderator of the application or the administrator of the Bitrix24 portal.

Adding a practice to favorites

To add a practice to your favorites click in the list of ideas "Add to favorites"

To view your favorites click Favorites