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Planview Customer Success Center

Setting Challenge Status

Overview

Site challenges evolve through several statuses: Draft, Scheduled, Open, Closed and Archived. Each status is configured with separate attributes for site locking, hiding, idea posting, and the impact of hitting the Open date. By default, challenges start in the Scheduled status.

How it Works

Typically, the Draft status is used to create a challenge without a start or end date so you can edit and revise the challenge settings prior to member viewing.

The Scheduled status indicates the challenge will become available for members when the start date occurs. Idea posting is permitted by administrators and moderators prior to the start.

An Open status indicates the challenge has started. A notification email will be automatically sent to all challenge members if enabled. Available phase activities will be enabled at this time.

The Closed status occurs at the end of the last phase. These challenges are still available for viewing by all members.

The Archived status occurs when selected by an Administrator and will hide the challenge from all non-Administrator members.

Administrators can alter the automatic settings of the Challenge. However, if the Challenge leaves a status, and then goes back into this status, the default configurations are applied.

 

Draft

Scheduled

Open
(Phases)

Closed

Archived

On Challenge Page

No

No

Yes with count-down clock

Yes

No

Challenge Access

Administrators Only

Members (view only)

Members

Members

Administrators Only

Idea Participation

Administrators Only

Administrators, Moderators

Members (Phase restrictions)

Administrators, Moderators

Administrators Only

Open Date Impact

None. Cannot be opened.

Displays on Challenge Page

Opens Challenge

Closes Challenge

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Close Date Impact

Moves to Next Status

Moves to Next Status

Moves to Next Status

Moves to Next Status

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How to Set or Modify the Status Settings

Access the Challenge page and click the Edit Challenge link in the upper right corner of the page. Click the Edit Challenge tab to display the current settings and options. Click the Status dropdown to change the current status. Challenges are automatically moved through the Scheduled, Open, and Closed statuses based on the specified Start/End Dates and Times.

           

NOTE

The Administration > General Settings > Manage Sites options enable administrators to lock and hide the Challenge Site. These settings can be used to override the settings applied in each status.

           

Status

Lock Setting

Hidden Setting

Draft

Locked

Hidden

Scheduled

Unlocked

Hidden

Open

Unlocked

Displayed

Closed

Unlocked

Displayed

Archived

Locked

Hidden

 

ManageSites.jpg

           

           

How to Set or Modify Open Status Phase Settings

Access the Challenge page and click the Edit Challenge link in the upper right corner of the page. Click the Phases tab to display the current phase settings and options.