"Desired procedures (Idea board)" is a feature for posting and collecting the SOPs that the field needs, and for managing the status of their creation. If you are not sure which SOP to create first, you can set priorities based on what the field needs.
It is available on all plans. Open it with the "Desired procedures" button in the sidebar (it is not shown on smart glasses).
What is Desired procedures (Idea board)?
This is a board where everyone, including View-only users, can post requests such as "I want a procedure like this" or "a work instruction that would really help." People who want the same thing can show their support by pressing "Want." Posts are managed by their status: "Want," "Creating," or "Completed." You can also discuss each card in a comment thread.
The posts you see depend on your group. This works the same way as Access restriction for regular SOPs and groups.
- Owner / Team Administrator: All posts are shown.
- Group Administrator: Posts by people in the groups under your management (your own group and the groups below it) are shown.
- Created user / View-only user / Guest: Posts by people who share your group are shown.
- Your own posts are always shown. If the poster does not belong to any group, the post is shown to everyone.
Posters from groups outside your viewing range, and people who pressed "Want," are shown without their names or photos, as a gray anonymous avatar labeled "Members."
Post a desired procedure
- Click the "Desired procedures" button in the sidebar.
- In the input field at the top, enter the title of the desired procedure or work instruction. (Clicking the input field expands an additional input field below it.)
- If needed, enter where you are having trouble and what the problem is as additional details (optional).
- Click "Post."
After you post, your request is added to the list with your own "Want" already on it.
Show support with "Want"
Press the "Want" button on any card in the list to show that you want it too. Press it again to cancel.
- The button shows the number of "Want" presses, along with the avatars of the people who pressed it, overlapping in one row (up to 3 people; any more are grouped into a "+N" chip).
- Hover your mouse over the avatars to open a pop-up listing everyone who pressed "Want" (with their names).
Discuss in a comment thread
Each card has a comment thread where you can clarify the request, share related information, and talk through the Authoring policy and other topics.
- Click the comment icon (speech bubble) at the bottom right of a card to open its thread, which shows the existing comments and the input field. Click it again to close.
- The number next to the icon is the total number of comments on that card (only the icon is shown when there are no comments).
- Type text in the input field and click [Send] to add a comment.
- You can edit or delete the comments you wrote (use the icons at the top right).
- Comments are flat, one level only (there are no nested replies).
- Who can see comments, and whether commenters are shown anonymously, follows the same visibility rules as the card itself.
- When you post a comment, an email notification with the subject "[Dive] A comment was added to a request: ..." is sent to the poster and the people who pressed "Want" for that request (excluding yourself).
Sort and filter
Use the controls at the top right to organize the list.
- Status tab: You can filter by "All," "Creating," or "Completed."
- "I want" checkbox: When turned on, the list shows only the posts you pressed "Want" on (you can combine it with the status tab).
- Sort order: You can choose "By votes," "By date posted (newest first)," or "By title" (the default is "By votes").
- Ascending / descending toggle: Use the icon to the right of the sort order to switch between ascending and descending for each sort order.
The order of the list is recalculated only when you change the sort or filter. After that, even if "Want" counts change or new posts come in, the order of existing cards does not change (new posts are added to the end). The list order is frozen as a whole, so that opening a comment thread does not make cards move off the screen as other cards overtake them. If you change the sort or filter again, the order is updated at that point.
Change the status
Use the menu (…) on each card to change its status. Users with the Created user role or higher (including Group Administrator, Team Administrator, and Owner) can change the status. View-only users and Guests cannot change the status.
Mark as Creating
- Select "Mark as Creating" from the card menu.
- You are shown as the person working on it, with the "Creating" tag.
Mark as Completed
- Select "Mark as Completed" from the card menu.
- Search for and select the SOP that answers the request (you can choose from the same search catalog as Skill Map).
- When you click "Mark as Completed," the SOP is linked to the request and can be opened directly from the card.
When you mark it as Completed, a notification is sent to the person who posted it and to the people who pressed "Want".
- An unread count badge appears on the "Desired procedures" button in the sidebar (the number of your requests that have been completed and not yet read).
- Along with the name of the completed SOP, an email notification is also sent.
- When the person who posted the request opens the board, a green check mark with the label "Responded to your request" appears on their request card.
Return to Want
Requests you have set to "Creating" or "Completed" can also be returned to their original state by selecting "Return to Want" from the menu. (The person working on it and the link to the completed SOP are cleared.)
Unanswered questions (Unresolved question list)
On the Lite plan and above, questions that AI Search and regular search could not find are recorded without showing the name of the person who asked, and they are listed under the [Unanswered questions] switch at the top of the board (by default, only Group Administrators and above can view them). From the list, you can use [Make it a desired procedure] to add the question text as it is to Desired procedures. For details, see Deciding which SOPs to create or revise from questions not found in AI Search (Unresolved question list).
People who could not find an SOP with AI Search can also post that question under their own name from [Post to Desired procedures] below the answer.
Promote to a Creation Plan
Requests that have been decided to be created can be promoted to the Creation Plan (a top-down board for planning SOP creation), where you can assign a person in charge and a deadline and follow up on them. The planned SOP that was promoted keeps a reference to the original "Desired procedures" post, and when it is completed, a notification is sent to the original poster and to the people who pressed "Want."
For details, see Creation Plan (plan the SOPs to be prepared for each folder and assign them).
Delete a post
The permissions to delete posts are as follows. Select "Delete" from the card menu.
- The poster: Their own posts
- Owner / Team Administrator: All posts
- Group Administrator: Posts by people in the groups under your management (your own group and the groups below it)