Create an Idea from Universal Request

Create an idea from a universal request after initial evaluation for a new product, feature, enhancement, or change.

Before you begin

Role required: sn_uni_req.request_write or ITIL

• Activate the Universal Request (com.snc.universal_request) and PPM Standard (com.snc.financial_planning_pmo) plugins

About this task

New idea is created in the Submitted state. You can edit your submitted idea in the Idea Portal after it has been submitted until the state is changed to Completed.

Procedure

1. Navigate to Universal Requests > All.
2. Open the universal request record from which you want to create an idea.
3. Select Create Idea.
4. On the form, fill in the fields.
   For more information, see Create an Idea form.
5. Optional: If you have attachments related to the idea, select Add attachments and attach them.
6. Select Create.
   The universal request number from which the idea is created appears in the header of the Idea form. The idea number appears in the Primary Ticket field on the Universal Request form.

What to do next

Evaluate an idea and create a task from an idea, if selected for execution. If the idea cannot be implemented, transfer the idea to the relevant department as an INC, HRC, or custom task.