Planbox Imaginatik

!Ensure the Idea form is exactly as desired prior to launching an event. While the system allows for changes to the Idea form during an event, it is strongly discouraged since the Ideas submitted prior to the change will not match the new form.

*Text that is copied and pasted from Microsoft Word often has undesired effects (e.g., hidden characters preventing reports from running correctly), so it is recommended that you instruct your users to avoid pasting MS Word text into any Innovation Central forms.

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Field Descriptions

Edit guidance is the descriptive text that appears on the Idea Form when in Edit mode (entering/editing the Idea). Use edit guidance to help people strengthen & clarify thinking as the idea is being created. Example

Read guidance is the descriptive text that appears on the Idea Form when in Read mode (reading the ideas of others). Use read guidance to suggest ways to collaborate and build out ideas. Example

Anonymity allows authors to submit their ideas anonymously. For most internal challenges, this is disabled. Where anonymity can be helpful is in hierarchical cultures where people may be intimidated to express themselves, and with several special use cases such as some Open Innovation uses, where revealing author information may be undesired.

• Disable: The author’s name appears on the Idea form as author.
• Limited: Authors can submit ideas anonymously while allowing the review team to request the author’s identity through Innovation Central. The author can then accept or decline the identity request. The following shows what authors see when the “limited” option is enabled. Example
• Full: Authors can submit ideas anonymously and the review team cannot request the author’s identity. The following shows what Ideators see when the “full” option is enabled. Example

Co-Author gives people the opportunity to add co-authors to an idea that was developed by multiple individuals. For most challenges, this is enabled, because then all individuals are named within the idea for any future recognition and see all comments for any future collaboration.

Additionally, co-authors are automatically subscribed to Follow This Idea, so they are sent an email any time a new comment is added to the idea. They can then continue the collaboration on the Idea so that it develops into a rich concept.

*Authors and Innovation Consultants are not able to add co-authors after an Idea has been submitted. To add co-authors after submission, contact Support.

Edit idea (click the more settings link to see this field and those in the next two sections). When enabled, this option allows the author and those with the Admin and Oversight Special Role to change Idea titles, descriptions, question contents and attachments. 

Idea Reference is a unique identifier for each Idea, defined by a random, system-generated string according to the options below. The benefit to using the Idea Reference is using it (instead of a key word) to search for ideas using the search function found in the upper right hand corner of Innovation Central. Example

• Prefix: An optional 3-character string at the beginning of all identifiers.
• Random string length: The number of characters to be used in the identifier, after the prefix.
• Show in read mode: When enabled, the Idea reference is displayed on all submitted Ideas. Changing this setting affects all Ideas, so if enabled after Idea submission, those Ideas will display the Idea reference. The Idea reference does not show on the Create Idea form.

Idea Confirmation 

• Landing page is the location where the author will be returned after submitting an Idea. Best practice for a standard challenge is to craft a simple message letting the author know the idea was successfully submitted, and what to do next.
  • Return to idea: Read-view of the Idea just submitted.
  • Return to the Collaborate space: Main page of the Collaborate Space.
  • Load My Ideas view: User’s Personal Space.
  • Load custom code: Enabling this option loads the Custom code text box where you add your custom CSS.
  • Load FlexForm: Presents an editable FlexForm for next steps on Idea just submitted. Enabling this option loads the Flex form field, and you select the specific FlexForm to be loaded.
• Heading: Title for the confirmation message displayed after Idea submission.
• Confirmation message: Text for the message displayed after Idea submission. HTML is accepted in this field.
• Anonymous landing page: Text for the message displayed after an Idea is submitted anonymously. HTML is accepted in this field. Example