In the Value tab
Step 1: Review the list of Value Items as outlined by the Idea Leader.
Toggle the sub-tabs to review and open lists of Value Items in three categories: personnel/non-personnel/revenues.
If desired, select the gray dots at the end of each row to see any notes and documentation provided by the Validator.
In the Risk tab
Step 1: Review the Stakeholder's risk ratings and comments.
Consider if additional individuals should be invited as Stakeholders.
If desired, select the gray dots at the end of each row to see any additional details and input from the Stakeholder.
Step 1: Select the circle in the column titled DRAFT in the row with your name.
Select Agreed if all necessary Value Items and Stakeholders are included in the current draft of the business case.
Select Revise if additional Value Items and/or Stakeholders need to be included in the business case.
Select Reject if the Idea does not merit further development at this stage.
If you select Revise or Reject:
Select the gray dots at the end of the row with your name to enter additional notes and comments.
In the DRAFT section, enter comments describing the revisions needed, or your reasons for rejecting the Idea.
Attach documents to add context if desired.
The Idea Leader will notify you when the Idea is ready for an approval decision.