Use > Plan > Idea and Proposal Management > Ideas > Create an idea

How to create an idea

When you come up with an innovative idea, you can create it either through the Service Portal or Service Management. You can create your own idea or create an idea on behalf of others.

  1. From the main menu, select Plan > Idea & Proposal > Ideas. Service Management displays a list of ideas.

  2. Click New icon New. Service Management displays a New Idea dialog box to gather basic information. Service Management does not assign an ID until you save the idea.

  3. Complete the following fields:

    Field Description
    Title Enter the title of the idea, for example, Smart phone Calendar.
    Description

    Enter a description that captures the details of the idea.

    Created by

    Select the name of the user for whom you are creating the idea.

    You can select the name from the list or type a few characters to search for the name.

    By default, your name is selected.

    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

    You can select a service name from the list to which this idea applies, or type a few characters to search for the name.

    You can select only services that are in the Operate phase.

  4. Click Save when you are finished.

    The idea is in the Refine phase.

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