Jay Moody
posted this on December 12, 2011 08:08
As ideas come into your challenge, you can begin evaluating them at any time. To evaluate, click on the title of an idea to expand its detailed information.

In this expanded view you will see the evaluation criteria you laid out earlier. Each member of the challenge team simply clicks the appropriate box to rate the idea against the specified criterion (except for the "one selection per team" type of criteria, where the team should agree on whatever selections are made). If the rating is private to the challenge team (indicated with lock icon), then no communication is posted on the idea page or sent to the idea team. Otherwise, the activity is posted back on the idea page (and triggers email alerts to anyone following that idea).

When you’re through with this idea, click “Next Idea” to quickly expand the next idea in your list.
Note: You can modify your fields by clicking the pencil icon on the right side of that field. It’s an easy way to rename a field or add a choice that you may have missed during the initial setup.
When the number of ideas that are in your challenge becomes great, you’ll need a way to prioritize which ideas to focus on. You can click the header of any column to sort by that field. The basic fields are displayed below. If you want to sort by the fields that you created for evaluation, click the double arrows to expand the grid and bring them into view.

If sorting the ideas in your challenge still isn’t enough, you can narrow the number of ideas displayed through filtering. Click “filters and views” to add filters or change any filters that were previously added.

Depending on the type of filter you want to create (date, text, drop down), you’ll get an appropriate set of controls for that filter. For example, with date filters, you get the option to filter “on or before” or “on or after” the date you enter. With drop downs, you get “is,” “is not,” “is blank,” and “is not blank.”

As you add filters, you may find that you’ve narrowed too far. If that’s the case, click the red “X” on an individual filter to remove. Or, you can remove all filters by clicking the button at the bottom of the filters section.

Note: You can combine filters to create interesting views of your challenge. For example, you could filter a “value” field and an “effort” field to see the set of ideas that your pipeline has deemed “high value and low effort.”
As you slice and dice the data in your challenge with filters, you may find you want to kick that data out into one of your favorite programs for further analysis, charting, or other reporting. Brainstorm makes that process take just a click.
To export the current contents of your grid, click the green icons in the lower right hand side of the grid. Excel (.xls) is on the left. Comma-separated value (.csv) is on the right. From there, you can perform additional actions on the data.

Once you have finished reviewing ideas in your challenge and are ready to select winners, simply navigate to the winner(s), click on them to expand the view, and click "select as winner."
