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Scoring an idea

This page is the procedural reference for coordinators scoring an idea.

Two places to start:

  • Notifications. Every assignment fires an in-app notification and an email by default. The notification links straight to the scorecard.
  • Ideas list, filtered to Assigned to me. Open Ideas in the sidebar and pick the Assigned to me filter. This view shows every idea waiting on your scorecard, oldest first.

Each row in the ideas list shows a small reviewer chip on in-flight ideas so you can see at a glance who an idea is parked with. If the idea is waiting on you, your name appears on the chip. If more than one reviewer is pending, the first name shows with an overflow count. The admin dashboard's reviewer-load section links to this same view with your name pre-filtered.

Click an idea from the list. The scoring view is split into two columns.

  • Left column, the idea content: title, description, problem, impact, implementation, attachments, and the submitter (or "Anonymous" if peers can't see them). Image attachments display as inline preview tiles; click a tile to open the full image in a new tab.
  • Right column, the scorecard: every criterion in the idea's category, grouped, with a 1 to 5 score selector and an optional comment box per criterion.

You can scroll the left column independently of the right column on wide viewports, so you can re-read the idea while you score.

  1. Pick a score from 1 to 5 for each criterion. The system shows a running weighted total at the top of the scorecard, updating as you score.
  2. Add a per-criterion comment if it would help the next reviewer or the submitter understand your reasoning. Comments are optional.
  3. Save your work. The scorecard auto-saves as a draft so you don't lose progress if you step away.
  4. When every criterion is scored, the Submit scorecard button activates.
  5. Click Submit scorecard. Your scorecard is recorded; you can no longer edit it from this page.

The idea moves to status scored once every assigned reviewer (humans and the AI) has finished. Until then, it stays in_review.

Sometimes you can't score until you know more. Use the Ask for clarification button.

  1. Click Ask for clarification on the scorecard.
  2. Write the question. Be specific.
  3. Send.

The submitter receives a notification and can reply on the idea page. You'll be notified when they do. The thread stays attached to the idea so other reviewers can see the same context.

If your workspace has the Allow editing after submission setting on, the submitter can also edit their idea while the clarification thread is open. Most clarifications result in a small edit and a single back-and-forth.

On the right rail of the idea detail page, below the score summary, there is an Assigned reviewers card. It lists every reviewer on the idea with their current status: Pending, In progress, or Completed.

The AI reviewer appears at the top of the list with a spark badge and is always read-only. Human reviewers appear below with a status pill next to each name.

Who can see the card: everyone with access to the idea detail page.

Who can change assignments: admins only, and only while the idea is in submitted or in_review.

When an admin has management rights on the idea, the card gains two controls:

  • Add reviewer - a search picker showing only eligible workspace members (coordinators and admins who are not the idea's submitter). Selecting a person immediately assigns them and notifies them.
  • Remove - an inline button next to each human reviewer. A confirm dialog appears before the removal is applied. Reviewers with a completed scorecard show a lock icon instead; their score has already been counted and cannot be discarded.

The idea's detail page includes an Evaluations tab. On that tab, one section is dedicated to the AI first reviewer. It opens with the AI's summary, a short paragraph the AI wrote about the idea as a whole, before showing per-criterion scores and comments. This gives you context before you read the individual numbers.

If you are not an assigned reviewer, the Evaluations tab still shows the AI section and your own section if you have one. The section numbers adjust automatically so there are no gaps in the sequence.

The AI summary also appears in the Decision and feedback section of the Details tab, so submitters and other readers can see the AI's overall take alongside the decision without opening the Evaluations tab.

When the last reviewer (or the AI) submits, the idea moves to scored. The system computes the combined weighted total and applies the auto-decision rule: at or above the approve threshold, Approved; at or below the reject threshold, Rejected; in between, Needs discussion.

You'll see the decision on the idea page. The submitter is notified by email at the same time.