Ideator
As an CoE Cockpit ideator you can write and submit an automation idea. To access CoE Cockpit as an Ideator you should have CoE Cockpit Ideator access enabled for your role.
To access Ideator Dashboard:
- In the Admin module, click
(CoE Cockpit) icon.
The Ideator Dashboard page is displayed. The dashboard has an option to Write an Idea, and also has quick insights section that displays relevant information along with All Ideas and My Ideas sections. All Ideas and My Ideas section displays all the ideas that are already posted.
The Quick Insights have the following information displayed:
Total Contributors
Total contributors is the count of total number of ideators and approvers logged in and interacted in the CoE Cockpit portal.
Total New Ideas
Total New ideas is the count of total number of new ideas submitted in the last month.
Total Ideas
Total Ideas is the count of total number of ideas in the portal which are approved last month.
Need Help?
Click on this section to get access to the documentation portal of the CoE Cockpit.
Write an Idea
To write and submit an idea:
- Click Write an Idea.
2. Enter the following details as per the requirement.
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Field |
Description |
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ADD DETAILS |
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FIRST NAME |
The first name of the logged in ideator, this value is auto populated based on the admin login and you cannot edit the value. |
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LAST NAME |
The last name of the logged in ideator, this value is auto populated based on the admin login and you cannot edit the value. |
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EMAIL ID |
The email id of the logged in ideator, this value is auto populated based on the admin login and you cannot edit the value. |
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PRIORITY |
Select the priority of the idea, you can choose from: Low Medium High Critical |
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PROJECT NAME |
Specify the name of the project the idea is associated with. The project name can consist maximum of 50 alpha-numeric and special characters. |
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BUSINESS UNIT |
Specify the business unit to which the project belongs. The business unit can consist maximum of 50 alpha-numeric and special characters. |
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DEPARTMENT |
Select the department the idea is associated with form the list. |
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ADDRESSABLE WORKFORCE (FTES) |
Specify the total number of workforce executing the task that is to be automated. The maximum value allowed is 2147483647 and only positive numeric value is supported. |
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FTES SAVED POST AUTOMATION |
Specify the number of FTES expected to be saved after the automation. The maximum value allowed is 2147483647 and only positive numeric value is supported. |
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APPLICATIONS USED |
Specify all the applications that are used in the process that needs to be automated, you can add multiple values separated by comma. The applications used can consist maximum of 50 alpha-numeric and special characters. |
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PREDICTED ROI($) |
Specify the estimated return on investment ($) in case the process gets implemented. The maximum value allowed is 2147483647 and only positive numeric value is supported. |
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TAGS / KEYWORDS |
Specify the tags or keywords associated with the process, you can add multiple values separated by comma. The tags/keywords can consist maximum of 50 alpha-numeric and special characters. |
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CURRENT FREQUENCY OF PROCESS |
Select the occurrence of the process from the list: Daily Weekly Monthly Yearly |
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AN AVERAGE TRANSACTION VOLUME |
Select the transaction volume based on the frequency of the process: 1-100 100-1000 100-10000 10000-100000 100000+ |
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WRITE YOUR IDEA |
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IDEA NAME |
Specify an appropriate name for the idea. The idea name should be between 20 to 250 characters (or 50 words). The idea name can consist alpha-numeric and special characters. |
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IDEA DESCRIPTION |
Add description about the idea being created, the description has to be between 100 to 5000 characters (or 1000 words). In the description ensure to describe the idea appropriately as this description provides the insights of the idea to the approver. Note: You can use enter with other alpha-numeric and special characters while adding the description. |
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Attach File |
You can attach documents supporting the idea, you can attach up to 3 files and supported file types are .pdf, .doc/.docx, and .xls/.xlsx. Make sure the file size does not exceed 5 MB for each file. Note: The name of the document attached should not have multiple extensions or “%00”. For Example: Document..doc, Entry%00.pdf, Test.doc.pdf file names are not allowed. The file name should not exceed 50 characters. |
The * fields are mandatory and you have to provide values for these fields to submit your idea.
3. Click Submit.
Allowed Special Characters
The allowed special characters are: Brackets ( ) [ ]{ }, @, #, $, %, &, Comma, inverted commas (single and double), Semi colon, colon, ?, full stop, +, = -, _, Space.
After you click Submit, the below screen is displayed.
Once the file check is completed, a popup is displayed with the auto generated idea number and, the idea appears in the All Ideas and My Ideas section of the dashboard, for more information see My Ideas and All Ideas section.
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NOTE: |
Once you submit the idea, you cannot edit or delete the details. You can click on the idea submitted to view the details however, you will not be able to edit the information. |
Along with these details the corresponding idea status and workflow, (workflow depicts the different status the idea had before getting to the current status) are displayed.
Idea Status
The Ideas has the following status:
- Submitted: The ideator submits an idea and none of the approvers has self-assigned the idea.
- In Review: When the approver self-assigns an idea or when ideator provides the additional information (after in-Revision status).
- In Revision: When the approver requests for additional information for an idea.
- Approved: When the approver approves an idea.
- Rejected: When the approver rejects an idea.
- Duplicate: When a similar idea is already present in the CoE Cockpit approver marks the idea as duplicate.
- In Discovery: When idea is moved for process discovery.
- Implementation: When the idea is approved and is getting implemented.
- Live: After implementation when the idea is deployed and running.
All Ideas
The All Ideas section is displayed by default in the Ideator Dashboard page. Besides the label of all ideas, the count of all the ideas is displayed. However, it displays the latest 12 ideas on the page. Pagination is provided to toggle between different pages.
Each idea (the idea card) in the section will have the following details:
- Idea number: Once the idea is submitted this is auto generated with the details IDN<mm><dd>< yy><ideas count for the day>. For ex: IDN0512238.
- Date and Time: Displays the date and the time when the idea was submitted.
- NAME: Displays the Unique ID of the ideator who has submitted the idea.
- DEPARTMENT: Displays the department of the process. The ideator selects the department when submitting an idea.
- Idea name: Displays the idea name provided by the ideator who has submitted the idea. The first 20 characters are displayed, for more information click on the respective idea card.
- Idea description: Displays the description that is added while submitting the idea. The first 100 charcters from the description are displayed, for more information click on the respective idea card.
- Like Button and its count: Displays the count of likes on an idea, as an ideator or approver you can like or unlike the ideas present in all ideas section, and the count of the like increase/decrease accordingly.
- Idea Status: Displays the current status of the Idea.
My Ideas
The My Ideas section displays the ideas submitted by the logged in user. Besides the label of my ideas, the count of all the ideas submitted by the logged in user is displayed. However, it displays the latest 12 ideas submitted by the logged in user on the first page. Pagination is provided to toggle between different pages.
Click on the respective card for information about the idea. For information on the details of the ideas, see All Ideas section.
Additional Information
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NOTE: |
Only the ideator who has created the idea can access the Additional Information section and the status of the idea has to be In Revision. Ideator has to open the particular idea from the My Ideas page. |
The Additional Information section is displayed when the status of the idea is In Revision. The status of an idea is In Revision when the approver has requested for additional information or clarifications.
As an ideator, you can provide additional information and attach files to provide the required information and submit the additional information. In the additional information section, you can add description and it has to be between 100 to 5000 characters. In the description ensure to describe the idea appropriately as this description provides the insights of the idea to the approver.
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NOTE: |
You can use enter with other alpha-numeric and special characters while adding the description. |
The status of the idea will change to In Review from In Revision once the ideator provides the additional information.
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NOTE: |
You can attach documents to provide the required additional information to support the idea, you can attach up to 3 files and supported file types are .pdf, .doc/.docx, and .xls/.xlsx. Make sure the file size does not exceed 5 MB for each file and the name of the document attached does not have multiple extensions or “%00”. For Example: Document..doc, Entry%00.pdf file names are not allowed. The file name should not exceed 50 characters. |