Settings

• Add/Remove Moderator
• Adding and editing a category
• Adding a coordination route
• Restricting access to practice categories
• Changing criteria
• Change name of the application
• Selecting departments that can see messages in their live feed
• Archive access
• Availability of practices for comments by all employees

Add/Remove Moderator

To add/remove a moderator open settings-moderators.

Click “+” to add a new moderator to the list. Click Save button.

To remove moderator click "Delete". Click the Save button.

Moderatos can perform the following actions:

• Delete, edit, archive any approved practices;
• Carry out the app settings.

Adding and editing a category

To add a category open Settings - Categories.

To add a category enter category name and click Add.

To add subcategories select a category, enter the name of new subcategory in the Subcategories field and click Add.

To save changes click the Save button.

Adding a coordination route

You can add coordinators and approvers to any category.

Open Settings - Categories and click on the element "Approvers" 

For coordination coordinators are added to the list of coordinators with a plus sign on the right.

 

 

When adding a practice, if an employee selects "My cat 2" category, he will be prompted to automatically add the employees selected here.

 

To prohibit changes to the approval route, you should enable the toggle "Prohibit changes for regular users".

If the toggle "Prohibit ordinary users from changing" is disabled, then users will be able to add coordinators and approver themselves.

Coordination routes can be entered for both categories and subcategories. The last selected ones replace the previous ones. That is, if you selected a category and filled in coordinators and then selected a subcategory and also selected coordinators, then the previous ones will be replaced by the new ones.

Restricting access to practice categories

Moderator has the ability to restrict access to certain categories of practices. Access is restricted through categories. When selecting employees or departments to whom a given category of practices is available, the corresponding employees will see these practices, while others will not be able to see them.

Accessibility can be edited using the lock symbol next to the category name. 

 - accessibility for a certain circle of people has been activated

 - category is available for everyone

To restrict access select employees or departments using the plus sign to whom ideas from the desired category will be available.

 

You can exclude participants outside the dialog box in the "Availability" section by clicking on the cross after the employee's full name.

"Accessibility" can only be created for categories. If a subcategory is created for a category for which access restrictions are implemented then access restrictions apply to it.

Changing criteria

Application has three pre-installed evaluation criteria - Applicability, Realizability, Performance.

Open Settings - Criteria, you can edit them, delete them or add new ones.

Change name of the application

The app name is the title that appears above the practices list.

You can change the app name by opening Settings - Other.

You can also remove the app name by deleting the text in the App Name field.

Selecting departments that can see messages in their live feed

In Settings - Other you can select departments for which messages are placed in the live feed

Archive access

In Settings - Other you can determine who can have access to the practices archive - only moderators or all users.

Availability of practices for comments by all employees

The application allows you to set up two modes of commenting on practices by all employees:

• At the time of sending the practice for approval;
• At the time of approval of the practice.

When making changes, do not forget to click on "Save", otherwise the changes will not be saved.