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Request More Information (Idea)

A submitted idea can require additional information before approval and conversion into a project, service, or investment.

Follow these steps:

  1. Open the idea.

    The list page appears.

  2. Click the subject of the submitted idea.

    The properties page appears.

  3. Change the submitted idea status to "Incomplete".
  4. In the General Notes field, enter any notes or directions about the additional information that you require from the idea manager.
  5. Click Save and Return to return to the Ideas page.

    The Ideas page appears with the idea status as "Incomplete".

  6. Send an action item and a notification to the idea manager to provide additional information and to resubmit the idea.

See the CA Clarity Basics User Guide for more information.