Administration

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Have you been assigned the Administrator or SuperAdministrator role in Planview Spigit? Here's what you need to know. SuperAdministrators need to know all the Administrator content PLUS their additional course.

2 Courses

intermediate

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Administrators
This course shows Administrators how to plan, configure, and execute challenges.
14 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Spigit/Administration/Administrators
Types of Challenges
challenge types
Pages: 7
Guided Challenge
Standard Challenge
Always On Challenge
Pairwise Challenge
Question and Answer Challenge
Rapid Challenge
Restricted Challenge

Sponsorship
sponsorship
Pages: 3
Selecting a Sponsor for Your Challenge
Challenge Sponsor
Top 10 Tips/Best Practices for Hosting a Challenge

Standard Reports
Standard Reports
Pages: 12
Challenge Activity
Ideas
Idea Activity Breakdown
Idea Closure Fields
Idea Closure Fields - Numeric
Idea Custom Fields
Idea Voting Breakdown
Pairwise
Review Responses
Tasks
User Activity Challenge
User Custom Fields

Defining the Intent of the Challenge
Intent
Pages: 2
Developing a Collaborative Innovation Practice
Four key steps to planning a collaborative innovation practice.
Example Challenge Topics

Creating a Challenge
creating a challenge
Pages: 7
Developing the Challenge Question
Build the Right Team for your Innovation Program
Moderator Role Overview
Presentation that introduces the challenge moderator role and provides best practices.
Expert Overview
Rewards and Recognition
Communities versus Challenges
Creating a Challenge using the Challenge Wizard

User Management
user management
Pages: 6
IdeaPlace Single Sign-On (SSO)/Integrated Authentication Overview
User Access/Registration
Importing Users, Ideas, and Comments
Moderators
Experts
User Profile

Challenge Home Page
About the challenge home page.
Pages: 2
Challenge Overview Page/Challenge Home Page
Overview: Challenges

Site Branding and Visual Design
Pages: 5
Site Branding and Visual Design
Widgets
Editable Widgets
Theme Editor and Branding
Site Editor

Categories and Idea Templates
Pages: 2
Categories
Creating an Idea Template

Idea Management
Pages: 5
Graduation Stages
Configuring Challenge Phases
Setting Evaluation Forms as Graduation Criteria
Setting Review Templates/Forms as Graduation Criteria
Setting Specific Approval Count as Graduation Criteria

Software Communications
Pages: 2
Email Template Overview
IdeaPlace Mobile Configurations

Monitoring Challenges
Pages: 3
Copying and Moving Ideas
Consolidate Ideas
Private Comments

Challenge Resolution
Pages: 2
Selecting Ideas for Implementation
Closing Ideas

Challenge Templates
Pages: 1
Working with Challenge Templates
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SuperAdministrators
This course shows SuperAdministrators how to create communities, move ideas across communities, and accept or reject answers in comment threads.
1 Topics
advanced
https://success.planview.com/Training_Academy/Planview_Spigit/Administration/SuperAdministrators
SuperAdministrator Tasks
superadmin
Pages: 3
Create a Community
Question and Answer Challenge
Copying and Moving Ideas

Reporting Overview
Overview
Pages: 5
Planview IdeaPlace Analytics Update
Custom Report Building
OData Access for Planview IdeaPlace
Access/Insights Page Sections
Creating and Editing Reports
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