After a suggestion is created, it is reviewed by the person responsible for that area. If the suggestion is useful, it moves on to implementation.
A suggestion can also be rejected, or marked as not a suggestion. Review has two parts:
Approval
Adding an approver or implementor
Part 1: Approval options
There are 4 options once a suggestion is submitted:
Approve | Approve the suggestion and move it forward. |
Approve with Feedback | Approve the suggestion and add feedback, for example to inform the submitter or request useful changes. |
Reject | Reject the suggestion if it is not useful. |
Not a Suggestion | Tell the submitter that the entry is not a suggestion that can be reviewed or acted on. |
For step-by-step instructions, see Approve a suggestion.
Part 2: Adding an approver or implementor
This option is just before the Approve button in the side window and the detail view. Use it to add an approver or implementor to the suggestion.
For step-by-step instructions, see Add an approver or implementor to a suggestion.
After approval
An approved suggestion moves to Pending Implementation. From there you can Mark As Complete or use Initiate Kaizen to turn it into a Kaizen project.
What helps you review
Lean AI recommends a Status and Priority when you view a suggestion.
The RICE prioritization score (Reach, Impact, Confidence and Ease) helps you rank ideas.
You can add inline approvers (for example, someone from finance), or @mention someone in a comment to ask for a soft approval.
Depending on your point rules, points can be awarded on approval or when a suggestion is converted to a project. See Set suggestion points in Suggestion Settings.