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When you've viewed this page, you can view screenshots and further
information by visiting the walk-through
of IdeasTracker.
USERS
Accessing IdeasTracker
There are four types of accounts, broken down for convenience so
if you want to have defined responsibilities for idea management
within your company, it's easy:
- User - can add and reply to ideas; add, search and view knowledge;
approve knowledge (if they're a Team Leader); view News
- HR Administrator - approves user account, updates News page,
views data (statistics)
- Opportunity Director - moderates ideas and knowledge; checks
that knowledge is being maximised across the organisation
- Systems Administrator - installs and maintains IdeasTracker
(if not hosted by a third party); sets up parameters.
Each administrative section is very much a part time job unless
you are a large company (ie. over a thousand employees). If you're
a large company using IdeasTracker you'll probably have a different
person for each of the administrative tasks. If you're a small company,
one person could be both the HR Administrator and Opportunity Director.
All administrators can also be Users. Users have a profile which
stores links to knowledge and ideas they have submitted. For your
security, a User's session will timeout if there's a pre-defined
period of inactivity - you can set how long this is.
Ideas section
- Add Topics (ideas) and Replies (responses to a Topic) - IdeasTracker
logs you as the User who submitted it at a particular time
- Add reference material (files, external links and internal links)
to a Topic
- Topics are organised in customisable Categories - Categories
are like folders which hold Topics, and can be named to suit your
business
- Track the Status of an idea - see how far along it is towards
implementation
- Filter the views - view by Branch, new, expired, Status, etc.
- Export Topics and Replies
- Print Topics and Replies.
Knowledge section
- Add knowledge as a ROK (Record of Knowledge)
- Four pre-built knowledge forms - cost saving, product/service
innovation, best practise, process improvement
- Other forms can be easily created by the Opportunity Director
Add unlimited reference material (files, external links and internal
links) to a ROK (see sidebar)
- Update a ROK
- Approve knowledge (if user is a Team Leader)
- Email the link to a ROK to other Users from within the ROK itself
(saves you having to transfer the information to Outlook, for
example).
Search section
- Search across Ideas and Knowledge
- Simple search - keyword search across all fields
- Advanced search - multiple exclusive keyword search across
chosen fields
- List search - pre-built useful searches, for example, list all
knowledge not implemented in your branch
- Recent search - quickly access your last four searches
- Filter your search views.
News section
- View the last 20 ideas and ROKs submitted
- View company news
- Perform a simple search
- Respond to a survey
- See profiled Users and how they've helped the company
- Three important pieces of knowledge can be profiled.
Help section
- In-page help which fades in, then fades out after thirty seconds
gives you the basics of operating the section you're in
- PDF and HTML instructions available from within the application
by clicking 'Help'.
ADMINISTRATORS
Ideas section
- Customise statuses (see side box)
- Customise categories (see side box)
- Assign statuses to Topics and Replies
- Delete Topics and Replies
- Topic audit trail
- Assign a Topic to a User to follow up or implement.
Knowledge section
- Modify knowledge
- Create new custom knowledge management forms
- View ROKs submitted in the last seven days.
Data
- View statistics on usage - number of ideas, number of ROKs,
etc.
User administration
- Search for, and manage, Users
- Approve accounts
- Unlock locked accounts.
News
- Add news
- Add and remove Users to be profiled
- Add and remove profiled knowledge
- Change the survey .
System parameters
- Change the database location and all other parameters
- Change the list of branches and departments
- Choose a base currency
- Choose a base language
- Change session timeout length.
Help section
- In-page help which fades in, then fades out after thirty seconds
gives you the basics of operating the section you're in
- PDF and HTML instructions available from within the application
by clicking 'Help'.
Now you've read about the features, try visiting the walk-through
of IdeasTracker.
 Even
in a hierarchy people can be equal as thinkers. NANCY KLINE.
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