intro
Overview
Current Session -
All Ideas - all submitted Ideas for current Portal (including Ideas that are in status DRAFT or DROPPED).
Unassigned - Ideas that are not assigned to any Assessment session.
Ideas in Unassigned / All Ideas tabs are sorter by votes score. In the Current Session tab Ideas are sorted by its rank.
Ideas in Unassigned / All Ideas tabs are sorter by votes score. In the Current Session tab Ideas are sorted by its rank.
You can filter Ideas by its content, vote score or status.
Create a Session
Log in as a user with the Portal moderator role.
Navigate to Issues tab → Projects and search for the desired project.
At the Project sidebar locate the Assessment management tab.
Click Create session.
Fill in Session name and Session goal (optional).
Enter session Start and End dates.
Select the Assessment committee(s) for the session.
Define the Assessment method to be used in the session.
Confirm with the Submit button.
Add Ideas to the Session
To add ideas to the session click the expand button, then drop to the bottom desired Ideas from the Unassigned sections.
To remove items from the session drop Ideas back to the bottom.
Edit Session
To edit a Session click on three dots at the right corner of the sessions table and press Edit Session.
Modify needed fields.
Confirm with the Submit button.
To change Session status click on three dots at the right corner of the sessions table and select needed status.
Make sure to set the Assessment committee and drop at least one idea to the session in order to be able to start the progress.
Sessions filtering
Use the filter to display sessions in a particular status.
Session statuses:
Planning
In Progress
Finished
Archived
Statuses overview
Status | Options Available |
|---|---|
PLANNING |
|
IN PROGRESS |
|
FINISHED |
|
ARCHIVED | |
