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SavvyIdeas Help Center

Changing the status of a submission

As you work on submissions, you might want to add a note for yourself, or a colleague. share a note or a file with others on your team to discuss how you will respond or update everyone on the progress of your investigation. To add an internal note or file:

Changing the status of a submission

  1. Click the submission title to view the submission. Screenshot showing a list of submissions for a suggestion box

  2. You can see the current status in the side panel on the right-hand side. To change it, click the Change button next to the status. Screenshot showing a submission and the form to add a new note

  3. Select the new status and click the Update button to save it. Screenshot showing a submission and the form to add a new note

Available statuses

SavvyIdea’s default workflow has 5 statuses:

  • New - A submission has been received but not yet reviewed.
  • Under Review - The submission is being reviewed.
  • Backlog - The submission is waiting to be worked on.
  • In Progress - The submission is being worked on.
  • Complete - Work on the submission is complete.

A submission would normally pass through all workflow stages, although this is not required. Stages can be skipped, for example if a submission could go straight from Under Review to In Progress, if there is someone to work on it straight away, or to Complete if no further action will be taken.