Transfer an Idea to another department

Transfer an idea to another department with or without resolution if the idea is rejected or cannot be implemented.

Before you begin

Ensure that the following requirements are met:

• The idea is created from a universal request.
• The idea is associated with a category.
• Personalize the Create an Idea form to add the Assigned to field.
• The idea is assigned to an agent.
• Additional plugins required for transfer are active. For example, if the idea is being transferred as an HR case (HRC), activate the Human Resources Scoped App: Core (com.sn_hr_core), and Employee Center (com.snc.employee_center) plugins.

Role required: Agent to whom the idea is assigned or is a part of the assigned work group.

About this task

If the idea is rejected or cannot be implemented, transfer the idea to another department as an HRC, incident, or a custom task.

When an idea is transferred to another department, the idea is closed and a new record is created. For example, a universal request related to HR process improvement can be converted to an idea and then transferred to the HR department as an HRC when the idea is deemed not feasible.

Procedure

1. Navigate to All > Ideas > Idea Portal.
2. Select the title of an idea to view its details.
3. Select the more options icon (), and then click the Open in platform option to open the idea in the form view.
4. Select Transfer.
5. In the Transfer Ticket dialog box, provide the following details.
   • Department: Select the department from the list.
   • Transfer reason: Select the reason from the list.
   • Transfer notes: A brief description for transferring the idea that you want to pass to the UR Routing agent.
   • Copy additional comments and attachments: Clear the check box if you do not want to transfer the idea with additional comments and attachments.
6. Select Transfer.
   The idea is transferred to the selected department and the state of the idea is changed to Unlikely to implement.
7. Provide information about why the idea was rejected or closed in the Close notes field.
8. Select Update.

Result

The idea is transferred to the selected department. The Primary Ticket field of the parent universal request is updated with the INC, HRC, or custom task number created as a result of the transfer.