This article contains the key information necessary for using the platform on a daily basis. From the index below, you can navigate directly to the topic related to your question by clicking on the option that best matches your need.
- Accessing the platform
- How to submit ideas and view already submitted ideas
- How to use Artificial Intelligence when submitting an idea
- View my ideas in progress or already submitted
- How does the ranking work?
- How to view my pendencies
- How to complete my pendencies?
- How to submit my ideas that are 'In Progress'?
- My Profile Settings
- What notifications and emails will I receive?
- What to do if you need help?
Accessing the platform
We have an article that covers all access scenarios: How to log in to the platform?
How to submit ideas and view already submitted ideas
The first step to submit an idea is to log into your company’s innovation environment. You’ll then land on the platform's homepage.
There, you’ll see the ranking of the most innovative people, a timeline of ideas submitted by you and your colleagues, and the challenges in which you can contribute by submitting ideas.
Depending on your company’s Gamification strategy, as you interact with the platform — by submitting ideas to open challenges and interacting with your colleagues' ideas — you can earn points that will improve your ranking, helping you stand out as one of the top innovators. It’s important to read your company’s program rules to understand how the Gamification works. 😉
There are two ways to submit ideas on the platform, both via the challenge banner:
If the challenge is new and you haven’t submitted an idea for it yet, just click on the desired banner image.
This will take you to the challenge description, which will guide you in developing more effective ideas.
After reading the challenge description, just click the Submit button to access the form and let your creativity flow.
If you're already familiar with the challenge's objectives, you can click directly on the button below the banner on the homepage.
How to use Artificial Intelligence when submitting an idea
Idea submission has become simpler with the support of Artificial Intelligence. Now, just describe the idea in an initial field, and the AI automatically fills in the remaining fields of the form, suggests improvements, corrects errors, indicates technologies to make the proposal feasible, and also checks for similarity with other ideas already submitted. If there are similar ideas, the AI suggests them to avoid duplication and enrich your proposal. With these two features, the platform makes the submission more complete and efficient. Continue reading to better understand how each of these can enhance your idea.
Suggestion of similar ideas
When filling in the Description field of your idea's form, our Artificial Intelligence searches for possible ideas similar to yours that have already been submitted to your company's idea program:
The more information is added to the description field, the more accurate the suggestion will be. By clicking on the AI suggestions, you can expand and view all similarity suggestions, according to the correlation made from the information added to the idea's form:
If there are no similar ideas or only a few details have been added, our AI will notify the user:
If you don’t have all the information needed to complete your idea, click Save as draft to store and edit it later.
If your idea is ready, just click Submit Idea, and it will follow the approval workflow configured for the challenge.
Both buttons are located at the bottom of the idea form.
All done! Now just monitor the platform and your email for updates on your idea.
Assistance with idea submission
When filling in the Description field of your idea's form, the component will be displayed open by default. However, the user can collapse it at any time, if desired:
The component menu includes features that the user can use to enhance their idea, namely:
Select Campaign: the AI considers all open and visible campaigns for the user, suggesting the most suitable one for submitting the idea.
Organize the Idea: optimizes form completion, aligning with the classification criteria (when applicable) and the campaign's requirements.
Search for Market Solutions: suggests technologies and alternatives that make the idea more feasible, facilitating its implementation.
Correct Errors: automatically adjusts spelling, punctuation, and grammar in all text fields of the form.
With the AI component menu displayed, feel free to enhance and finalize your idea! Want to boost this knowledge even further? Check out this article: Optimized idea submission with Generative AI – AEVO Support
View my ideas in progress or already submitted
To view your ideas (either drafts or submitted), there are two paths:
- Click directly on My Ideas from the homepage.
This will take you to a page where you can view all ideas submitted by you, ones where you're a Collaborator, and Favorited ideas.
On this page, you can track user interactions and the current Status of each idea in the approval workflow.
- You can also access My Ideas via the three-line Menu in the upper right corner. Just click My Ideas and you'll be redirected.
How does the ranking work?
In the idea program, employees can be rewarded based on their participation and engagement. It is important to be aware of your company's program guidelines to understand how gamification will work 😉
Employees can earn points for submitting ideas (Ideator category), for commenting on an idea (Participative category), for submitted ideas that are approved (Assertive category), and for submitted ideas that generate financial returns for the company (Entrepreneur category). In addition to these categories, users can also earn points when an idea is implemented or when their comment receives likes from other employees.
How can I view my score? There are two rankings on the platform:
The General ranking, which can be viewed on the platform’s homepage, below the user information on the left side of the screen:
Here, you can track the total score of the top-ranking users as well as your own score.
The second way is to view the ranking for each campaign, and to do this, you need to access the campaign description page. On the homepage, click on Campaigns:
After that, on the page with all campaigns, you should click View details to access the description of the Campaign for which you want to view the ranking:
On the Campaign description page, you can view the campaign ranking on the right side of the screen, just below the Attachments field:
It is worth noting that here you are viewing the breakdown of points earned in the campaign, which is different from the homepage where the total score is displayed.
How to view my pendencies
After navigating through the 3-line menu 👉 My Pendencies, you will be directed to an overview of your pending tasks. By default, the information is organized by type of pending task, meaning each type occupies a line indicating the ideas linked to that task.
- The Issue Type column indicates what type of task is pending. Clicking on it takes you to the resolution page. For Adjustment and/or Opinion requests, the requester's name appears below.
| Important: Only Financial Payment tasks cannot be tracked on this page. To track those, use the Manage Payments option in the three-line Menu. |
- Pending Time indicates the period since that pending task started.
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Deadline shows the maximum time you have to complete the task. Not all tasks have a due date; it depends on who generated the task for you. If there is one, it will be shown; if not, the term Indeterminate will appear. If the task's deadline is overdue, the text will be displayed in red.
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The Idea column shows the ID and title of the idea. Clicking it will open a pop-up with more details about the idea.
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Under Status, you will know which stage of the flow the idea is currently in and whether it is hidden from other users via the icon.
- In the last column, Actions, you can access the modal with more details about the idea, open the idea's edit page to make your evaluation, or open the task resolution page (the button varies according to the task type).
If you are up to date and have no pending tasks on the platform, this will be indicated accordingly.
Filters
By default, the filters for Issue types and Pending Type will always be visible. The options for Issue types filters can be combined to return diverse results. Next to each task type name, the number of pending tasks for you to address will be displayed, making management easier.
In the Pending type filter, you can use ranges to define the minimum and maximum period since tasks were opened, making it easier to search for older or more recent pending tasks.
Additionally, by using the See more button, the platform will offer a series of filters that can be used individually or together to get the desired result.
In all cases, you must use the Apply Filters button for the page to return the desired result.
Resolved Pending Tasks
From the My Pendencies screen, you can search for your already resolved tasks. To do this, simply toggle the selection via the list at the top right corner of the screen.
By default, the page will display pending tasks, but through this filter, it is possible to view both simultaneously or separately.
Resolved tasks have a visual indicator, where the background is slightly greenish, and the status Resolved is displayed next to the task type information.
This way, you have easy access to your action history within the platform.
How to complete my pendencies?
There are different types of pendencies on the platform, and several ways to complete them. Below, we explain each of them!
Responding to a request for idea adjustment
If a manager requests an adjustment to an idea you submitted, a new pendency will be created in the 3-line Menu 👉 My Pendencies located in the upper right corner of the homepage. After selecting this option, you will be directed to the page listing all ideas that require some action from your user. To start the adjustment process, you must click the wrench-shaped icon 🔧 located in the Actions column.
Right after, you will be redirected to the idea editing page, where a large red box will be displayed with the content requested for adjustment, followed by the deadline for completion, if one has been pre-set.
Read this field carefully and complete your idea by adding the requested information in any of the fields of the idea form. Once you have finished filling in the requested information, simply click the Respond to Adjustment Request button located at the bottom of the page. This will save and finalize the requested adjustments.
Finalizing the implementation of an idea
Once the idea has been sent to the Implementation phase, you will be able to manage it through the 3-line Menu 👉 My Tasks.
After selecting this option, you will be directed to a page listing the ideas under your responsibility. Then, you can use the filters to select the idea you want to implement and click on the 💡 icon.
After doing this, you will be directed to the idea editing page, where, in the Implementation tab, you must fill in the fields shown in the image below to proceed with the process.
It is worth noting that among the fields illustrated by the image, only four are mandatory to fill in. They are:
- Planned Start Date
- Planned End Date
- Actual Start Date
- Actual End Date
With the basic information recorded, just click the button Finalize Implementation. At this moment, the idea will have its implementation finalized and its status will change to Implementation Validation or Implemented, depending on how the idea approval flow was configured.
| Note: The “Implementation Tasks” fields do not generate tasks or notifications for users and serve only as an item for internal organization and monitoring by the person responsible for the implementation. |
How to submit my ideas that are 'In Progress'?
My Ideas
To view your ideas, whether they are in draft form or already submitted, there are two ways:
- First, you can click directly on My Ideas on the platform's homepage:
This way, you will be redirected to a page where you can view all the ideas submitted by your user, those in which you participate as a collaborator, and finally, you can view your favorited ideas.
On this page, the user can track interaction records from other users with the idea and the current status of the idea in the approval flow.
- Second, you can also access the My Ideas page through the Sidebar Menu, located in the upper right corner. Just click on the My Ideas option and you will be redirected.
After that, by clicking on the ✏️ icon, you will be redirected to the idea editing page where, after filling in all required fields, simply click the Submit Idea button to send your idea for validation.
My Pendencies
From the My Pendencies page, the user has access to all of their pendencies on the platform, including the pendency for ideas In Progress. So, after navigating through the 3-line Menu 👉 My Pendencies, you can use the filters to identify which ideas are pending in this status:
To proceed to the idea editing page, click the 💡 icon in the Actions column. This will redirect you to the idea page, where you will have access to the form and can submit the idea for validation using the Submit Idea button at the bottom of the page.
My Profile Settings
On the My Profile page, users can customize some of their settings. To access this page, go to the 3-line Menu 👉 My Profile:
The platform will then take you to the page where it is possible to edit various information and settings.
1st Section – User Data: You can add a profile photo to your user. Just click on photo to update.
In this same section, if your user is a Local Registration, you can change the Name and Password. Simply make the changes in the indicated fields and click the Save button at the bottom of the page. If your account comes from an automated integration, changes will not be possible.
2nd Section – Notifications: You can enable or disable the “I wish to receive Innovate notifications by email” flag. If enabled, you will receive all platform notifications sent to your email. If disabled, you will only receive emails related to password recovery, idea reporting, new user registration, help requests, and test emails.
In the “Email notice frequency” field, you can set how often the platform sends the general pendency summary emails to your user. Choosing the Default option will follow the frequency defined by the Administrator.
3rd Section – My Achievements:You can track your achievements. Each badge represents a specific goal achieved. Employees may receive badges for submitting ideas (Innovator category), commenting on ideas (Participant category), having approved ideas (Assertive category), and submitting ideas that generate financial return for the company (Entrepreneur category). Additional categories may exist depending on the program manager's configuration.
What notifications and emails will I receive?
The most frequent email you will receive is the General Pendencies email, in which the platform summarizes all actions pending with your user.
In addition to that, you may receive an email when:
- your user account is created,
- a password recovery is requested,
- you submit an idea for validation,
- your idea is approved, rejected, or implemented,
- an adjustment is requested,
- another user comments on your idea,
- someone replies to your comment,
- or when a manager requests a Technical Opinion from you.
Besides email, all these actions will also appear in the platform’s notification bell.
What to do if you need help?
If you have any doubts about how to perform a specific action, about the platform in general, or about the idea program, always reach out to your company’s Innovation Team. They will guide and assist you properly, so that in case of any issues, we can help as quickly as possible.