Resources

The Resources settings page provides two management tools: ID Templates for automatic entity numbering and Ideas for capturing and prioritizing improvement suggestions across your organization.

Overview

Tab	Purpose
ID Templates	Define auto-numbering patterns for entities (actions, KPIs, risks, etc.)
Ideas	Submit, review, vote on, and track improvement ideas

Both features are scoped to the current organization and accessible to all authenticated members.

Getting Started

Navigate to Settings > Resources to access the tabbed interface.

ID Templates

1. Click the ID Templates tab.
2. Click Create Resource to add a new template.
3. Enter the entity type (e.g., action, kpi, risk).
4. Enter a prefix (e.g., ACT, KPI, RSK) -- max 10 characters.
5. Define the pattern using tokens.
6. Review the live preview and click Save.

Ideas

1. Click the Ideas tab.
2. Click Submit Idea to open the idea form.
3. Enter a title, optional description, and optional category.
4. Click Submit. The idea appears in the list with status submitted.
5. Team members can vote on ideas to surface the most popular ones.

How It Works

ID Template Tokens

Build auto-numbering patterns using these tokens:

Token	Replacement	Example
{{PREFIX}}	The prefix defined on the template	ACT
{{YYYY}}	Four-digit year	2026
{{MM}}	Two-digit month	03
{{SEQ:N}}	Zero-padded sequence number with N digits	0001

Example pattern: {{PREFIX}}-{{YYYY}}-{{SEQ:4}} produces ACT-2026-0001.

The sequence counter increments automatically each time a new ID is generated for that entity type.

Idea Lifecycle

Ideas progress through the following statuses:

Status	Meaning
Submitted	Newly created, awaiting review
Under Review	Being evaluated by management
Approved	Accepted for implementation
Rejected	Not accepted (with rationale)
Implemented	The improvement has been delivered

Team members can vote for ideas using the thumbs-up button. The vote count helps leadership prioritise which ideas to pursue.

Configuration

ID Template Fields

Field	Description
Entity Type	The type of entity this template applies to (e.g., action)
Prefix	Short identifier prepended to generated IDs (max 10 chars)
Pattern	Numbering pattern with token placeholders

Templates use an upsert model: if a template for the same entity type already exists, it is updated rather than duplicated.

Idea Fields

Field	Description
Title	Short description of the improvement idea
Description	Detailed explanation (optional)
Category	Free-text classification (e.g., process, automation, quality)
Status	Current lifecycle status
Votes Count	Number of upvotes from team members

Permissions

• All authenticated organization members can create ID templates and submit ideas.
• All operations are scoped to the current organization for multi-tenant isolation.
• Idea status changes (approve, reject) are typically performed by Admins or Owners.
• Deleting an ID template does not affect previously generated IDs.

Tips & Best Practices

tipp

Define ID templates early in your rollout so all entities get consistent, human-readable identifiers from day one. Changing patterns later does not retroactively renumber existing items.

• Use a short, memorable prefix for each entity type -- it makes search and conversation easier.
• Include {{YYYY}} in the pattern if you want IDs to reset or be distinguishable by year.
• Encourage all team members to submit ideas -- the Ideas tab is designed for bottom-up improvement.
• Review the Ideas backlog during weekly management routines to keep the pipeline flowing.
• Export popular ideas into formal action items on your transformation boards.

Related Features

• Workspace Management -- Organize boards where ideas become actions.
• Calendars -- Assign resource-type calendars for capacity planning.
• Roles & Permissions -- Control who can approve or reject ideas.