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

How to edit an idea

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

  2. Select the idea that you want to edit.

    To filter the record list, click the Add filter  button. For more information, see Filters.

  3. Click the idea identifier in the Id column to display the selected record, or click Edit in the idea preview panel.

  4. By default, the idea is displayed with the General tab selected. Click the tab you want to edit or view:

    Tab Description
    General Displays general information about the selected idea. For more information about the General tab, see General tab.
    Workflow

    Displays the workflow metaphase and phase for the selected idea. For more information about workflow, see Idea workflow.
    Related ideas

    Displays ideas of similar topics or ideas that are dependent on each other.

    For more information about related records, see Related ideas tab.

    Approvals

    Displays approvals for the selected idea. For more information about approvals, see Approvals tab .
    Discussions

    Displays any relevant conversations about the selected idea. For more information about discussions, see Discussions.
    History

    Displays changes to the selected idea. For more information about history, see History.
  5. Click Save when you are finished.

General tab

This tab includes the following sections:

Section Description
Idea details Basic information about the idea. For more information about idea details, see Idea details
Review details Feedback and other changes made by the idea reviewer. For more information, see Review details.
Attachments

Click Add attachment if you want to attach a file to the record.

Note

  • The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.

  • The maximum file size of an attachment is 10 MB.

  • If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.

  • Attachments are not visible in the Service Portal.

  • 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.

Related ideas tab

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.

Approvals tab

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.

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