An Idea is sent for Approval to the people specified on the Idea stakeholder section or Admin-> Idea Definitions -> Workflows section.

For CI/Usage ideas:

• QC and HSE checklists need to be approved, order is not important.
• Once both checklists have been approved, the idea form needs to be approved.
• When the idea form has been approved, the Implementation, Cash Flowing and Locked In checklists need to be approved in that order.

For Sourcing ideas:

• The idea form needs to be approved.
• When the idea form has been approved, the Implementation, Cash Flowing and Locked In checklists need to be approved in that order.

The Stakeholder roles will need to be assigned before a Workflow can be submitted for Approval.

You can Navigate to Workflows as follows:

Once the Idea has been approved the idea timelines original target dates are locked.

The standard checklists order is as follows and important: Implementation -> Cash Flowing -> Locked In.

The idea will move into the relevant stage once the checklist has been approved. i.e.

• To move an idea to the Implementation stage, Implementation checklist needs to be completed and approved by all the stakeholders specified.
• To move an idea to Cash Flowing stage, Cash Flowing needs to be completed and approved.
• To move an idea to Locked In stage, Locked In checklist needs to be completed and approved.

Please note that once a checklist has been approved all the fields are locked.