How to edit an idea

This tab includes the following sections:

• Idea details

  Field	Description
  Title	The title for the idea, for example, Smart phone Calendar.
  Description	The description that captures the details of the idea.
  Created by	The name of the user for whom you are creating the idea. By default, your name is selected.
  Creation time	The time that the idea was created.
  Number of likes	The number of Service Management users that clicked the Like button for the idea in the Service Portal.
  Created from request	The name of the request (if any) from which the idea was created.

• Review details

  Field	Description
  Business unit	Select the name of the business unit from the list to which this idea applies, or type a few characters to search for the name. You can select only business units that are in the organizational group.
  Idea type	Select the idea type from the drop-down list: New service: Applies to ideas for any new services. Enhancement: Applies to ideas that improve any existing services. Replacement: Applies to ideas that can replace any existing services. Process: Applies to ideas that are related to process improvements.
  Target service	Select a service name from the list to which the selected idea applies, or type a few characters to search for the name. You can select only services that are in the Operate phase.
  Priority	From the drop-down list, select one of the following options: Critical High Medium Low When resources are limited, ideas with critical or high priority may be reviewed first.
  External object URL	Displays the link to the proposal record in PPM.
  Sync status details	Displays the synchronization status.
  Review decision	Select one of the following options from the drop-down list: Reject: The idea is rejected by the idea reviewer. Need more information: More information is required for this idea. The idea will be automatically transitioned back to the Draft phase if this option is selected. Create a proposal: A proposal record will be created from this idea. Create a change: A change record will be created from this idea. This field is available for selection only in the Review phase.
  Review feedback	Enter review feedback that supports your review decision. This field is available for selection only in the Review phase.
  Related proposal	In the Review phase, when you select Create a proposal in the Review decision field, you can either create a new proposal or select an existing proposal. If a proposal record is created from the selected idea, the proposal title is displayed in this section. If a proposal is already linked to this idea, the Create proposal button is disabled. This field is available for selection only in the Review phase.
  Related change	In the Review phase, when you select Create a change in the Review decision field, you can either create a new change record or select an existing change record. If a change record is created from the selected idea, the change record title is displayed in this section. If a change is already linked to this idea, the Create change button is disabled. This field is available for selection only in the Review phase.

The Related ideas tab displays ideas of similar topics for the same service, or ideas that are dependent on each other.

To create relationships between ideas

1. Click the Related ideas tab to display a list of related ideas.

2. The ideas are sorted by Id. You can click the Id column heading to reverse the sorting order.

   Field	Description
   Title	A short description provided by the user who created this idea.
   Description	A description that captures the details of the idea.
   Created by	The name of the user for whom you are creating the idea. By default, your name is selected.
   Number of likes	The number of Service Management users that clicked the Like button for this idea from the Service Portal.
   Creation time	The time that the idea was created.

3. You can do one of the following:

   • To create a relationship between the current idea and other ideas:

     1. Click Add or the grid icon .

     2. Select the idea(s). The added items appear in yellow.

     3. Click Save.

   • To remove a relationship between the current idea and other ideas:

     1. Select the idea(s).
     2. Click Remove. The selected items appear in strikethrough text.
     3. Click Save.

     This action removes the relationship only. It does not delete either idea.

The Approvals tab is where you add and monitor the approval plan for the idea. The parenthesized number on the tab is the number of approvals.

For more information about the task plan, see How to build a task/approval plan.