Setting Specific Approval Count as Graduation Criteria

Introduction

Specific approval count can function as thresholds for idea graduation. 

How to Set Specific Approval 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 Approvals section. Click +Approval.

4. Set the number of Approvals needed for an idea to graduate.

5. 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. For example, if today is the 1^st of the month, and you would like tasks due on the 10^th, set the Due date period to 9 days.

6. Optionally, designate the Role or Roles required to approve.

• 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 approvals may include other roles besides the designated role, but the task is only considered complete when the designated role(s) approve, if designated roles are selected.

• The default value is Administrator.

• System assigns that number of Approval tasks to members with the specified role.

7. Click Update to store your changes.