How to progress ideas?
When setting up a Challenge, you can define how ideas flow from one stage to the next.
- Manually (All stages)
If you chose to manually progress ideas, you can progress an idea from the challenge or the idea page. On a Phased Challenge, this occurs when you close a stage. In a Parallel Challenge, it can happen at any time.
- When the stage closes (All stages of a Phased Challenge)
In a Phased Challenge, when a stage is closing, you have the option to send all the ideas to the next stage. This occurs whether the stage has been manually closed or closed based on a set date/time. Please note that ideas that have a status of ‘Rejected’ or ‘Moved’ won’t be progressed.
- When an idea is marked as updated (Develop)
If idea team leads or idea creators are required to mark their ideas as updated once they have finished editing them, you have the option to auto-progress the ideas to the next stage upon confirmation.
In a Phased Challenge, the idea progress occurs when the stage closes; in a Parallel Challenge, the idea progresses immediately.
- If specific criteria are met (Gather, Discuss, Develop, Evaluate)
You can set specific criteria that ideas have to meet in order to progress to the next stage. These triggers help you define progression behaviour based on a minimum level of social activity (votes or comments), minimum evaluation outcomes (average score, number of evaluators), and/or a minimum number of days in a given stage.
By selecting the ‘AND’ or the ‘OR’ option, you can define whether you want ‘all’ (AND) criteria or ‘any’ (OR) criterion to be met for an idea to progress automatically.
Activity (Gather, Discuss, Develop)
- Number of up votes
Number of new up votes in a given stage. This a good metric to gauge how positively the community reacts to an idea.
- Total number of votes
This is the total number of new votes, the sum up-votes and down-votes, in a given stage. This metric is good to capture the overall reaction that an idea is getting.
- More up votes than down votes
Tick this criterion if you want an idea to receive more positive than negative votes. It is an easy way to filter ideas based on how positively people reacted to them.
This metric captures the number of new comments in a given stage.
- Average score
Ideas can be progressed out of the Evaluate stage based on a minimum average score. This value is computed by averaging all the evaluation scores (from 1 to 5) with 2 decimals accuracy. It is best to combine minimum score with a minimum number of evaluations, to guarantee a statistical relevance.
This option is only available if the evaluation has been configured ‘by criteria’ and that the criteria has been set against a rating scale (1-5).
- Number of evaluators
You can define a minimum number of evaluators for an idea to be progressed automatically. This is particularly useful to make sure that enough evaluations have been submitted during the Evaluate stage.
Time (all stages for a Parallel Challenge)
- Number of days
This is the number of days an idea has been in a given stage.
To keep ideas moving through the workflow, we recommend using both activity and time attributes.
What happen to the ideas that don’t meet the criteria?
You can define the action taken on ideas that do not meet the progression criteria: they can be automatically rejected or left in the current stage to be manually progressed or rejected. If the ideas are auto-rejected, you should provide a customised message that will be sent to the idea creator/idea team.