Settings

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.

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Moderators can:

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.

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Adding a coordination route

You can add coordinators and approvers to any category.

Open Settings - Categories and click on the element "Approvers" image.png

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

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For sequential coordination coordinators are added to the sequential list with a plus sign under the word “Coordinators”.

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It is possible to implement a combined coordination route including parallel and sequential coordination.

When adding an idea, if an employee selects "My Cat 3" category, he will be prompted to automatically add the employees selected here.

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

If the toggle "Prohibit changes for regular users" 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 idea categories

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

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

image.png - accessibility for a certain circle of people has been activated

image.png - 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.

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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,Feasibility, Performance.

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

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Change name of the application

The app name is the title that appears above the ideas 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.

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Selecting the departments for which messages are posted to the live feed

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

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Access to the archive

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

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Evaluation of ideas

Application has the ability to rate ideas with likesimage.pngor a five-point scaleimage.png

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Who can create contests

Application has the ability to determine who has the right to create contests - only moderators or all users.

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Simplified ideas for ordinary users

Application has the ability to determine whether the creation of simplified ideas is allowed or prohibited for ordinary users.

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Showing idea numbers

Application can be configured to display idea numbers.

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If Yes is checked idea numbers will be displayed in the ideas list.

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If no is selected, idea numbers will not be displayed.

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Setting up notifications

If in the application settings Settings-Miscellaneous-Departments for which messages are placed in the live feed" none of the departments are selected:

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If in the application settings "Settings-Miscellaneous-Departments for which messages are placed in the live feed" any of the departments is selected:

For Ideas in closed categories, only personal notifications are sent to Idea participants.

Coordinator and approver are automatically assigned a Task in Bitrix 24:

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