Setting Review Templates/Forms as Graduation Criteria

Introduction

Review Templates/Forms can function as thresholds for idea graduation. The current release calls them Review Forms.

How to Set a Review Template/Form as a Graduation Criteria

1. From the Administration page, click Idea Management > Graduation Workflow.

2. Select the stage for which you are setting graduation criteria.

3. Scroll down to the Review section.

4. Click +Review to add a new review requirement to graduation thresholds.

5. Enter a number in the Count/Review Count field.

6. Optionally, set a due date period. This is the number of days from when the idea reaches this stage that the criteria is due to be completed.

7. Select a Review Template/Review Form from the drop down menu.

8. Designate the Role or Roles required to fill out the form.

• To select multiple roles, use the <Ctrl> and <Shift> keys while selecting roles. Use the<Shift> key to select multiple contiguous roles, and the <Ctrl> key to select multiple non-contiguous roles.

  Note that permission to post a given review may include other Roles besides the designated Role, but the task is only considered complete when the designated Role(s) post the review. The default value is Administrator.

• Click Update to store your changes.