Frequently asked questions
Access to the application
Administration
- What do version numbers stand for?
- How do I change the logo of my environment?
- [Directory synchronization using files] Important: Be cautious when syncing users via file upload
- How to create a homepage message?
- Why are Asian characters appearing in my environment?
- How to log in to another user’s account?
- Is it possible to share PDF and text templates for initiatives export?
- [Directory synchronization using files] How to add a user not listed in the database?
- [Access Rights] What is the difference between the "Search" and "Explore" rights?
- How to archive multiple users?
- Why can't a user select a plan when submitting an initiative?
- How does the application determine the language of your environment?
- Can I export user data?
- How can I check that all the settings in my application have valid approvers?
- How to set up the different e-mail notifications?
- How to anonymize a user under the GDPR?
- How to authorize or not a user to modify his homepage?
- How to identify users that can be deleted within the platform?
- How to change the display of the plans on the homepage?
- How do I add information to users dropdown lists?
- How to reallocate a user's roles and actions?
- What is the display order of the homepage messages?
- Why does the old logo still appear on the application when it has just been changed?
- What are the recommended maximum sizes for images (background, homepage messages and cover image)?
- How to update users in case of changes in external reference and login?
- How to set up and add the "Wizard" on the home page?
- Which modules do I have?
- How to insert a form link in a homepage message?
- How to search for users based on whether or not they have an email address, a function and/or an external reference?
- Is it possible to give access to administration functions without necessarily giving the whole administrator profile?
- Why aren't users receiving emails?
- How do I know the version number of my application?
- How to add help and indications on initiative submission forms?
- What is the maximum number of users that can be listed for the "Organization chart" layout?
Opportunity analysis
- Why is it impossible to carry out the opportunity analysis of an initiative?
- How to conduct an opportunity pre-analysis on an initiative?
- Why does the pre-analysis not appear in the opportunity matrix?
- How is the "Opportunity" sorting criterion managed?
- How are the automatic rating calculations of opportunity analysis grids calculated?
Financial analysis
- Why can't I access the gains analysis of an initiative?
- How to set up a P&L center?
- How to set up a cost structure?
- Is it possible to modify the initial amounts of the financial analysis?
- Are modifications in a financial analysis versioned?
- What is the difference between reference currency and default currency?
- How does financial analysis control work?
Tips and tricks
- How to do a quick search using [CTRL + F]
- How to follow a plan or an initiative?
- Why are initiatives with numbers in their title not displayed via the quick search?
- How to navigate through forms in IDhall?
- How to add an Outlook link to an initiative?
- How to quickly open the form of an item in a drop-down list?
- How do I enable the dark theme?
- How do I save the display settings of a search?
Explore / Research
- How can I find the list of tags I have assigned to initiatives?
- Why is my export to Excel not correct?
- How do I search multiple items in the same list?
- What is the difference between "creation date" and "submission date" for an initiative?
- How to do a quick search (on a user, an initiative or an plan)?
- What is the difference between the actual end date and the confirmation date of the end of implementation?
- How to create a shortcut to a custom search?
- Why is it not possible to export initiative contributions from the Explorer section?
- How to share a shortcut or a search result?
- How to add shortcuts on the homepage?
- How to find the history of your last consultations in the current session?
- How to display the actions to be performed in the current week?
- How to find users without external reference?
- What is the the red dot on some initiatives and actions?
- What does the "Last update" criterion take into account?
- What do the colored indicators mean in the “Cards” view of initiatives?
Language management
Action plan management
- How to define an initiative’s action plan?
- Are there any action plan templates available?
- How are tasks sorted?
- How to calculate the progress of an action plan using the average of each task’s progress weighted by its duration?
- What do “cancelled” tasks mean?
- What is the difference between custom sections, phases templates, and action plan templates?
Risk management
Hosted environments management
Innovation
Incentive program & Badges
- How to create incentive program badges?
- Why is it not possible to assign an exceptional bonus to an initiative?
- How to set up an automatic point allocation for the incentive program?
- Why are the points in the incentive program not awarded?
- Is it possible to remove points from the incentive program awarded to a user following the publication of an initiative?
Reporting
- Why could there be a delta between the total number of initiatives within a team and the sum of the initiatives associated with the managers who are part of that team?
- What is the purpose of domains?
- Is there a limit in the number of results displayed in the implementation schedule report?
- How to effectively read the implementation schedule?
- What are the different initiative reports available?
- Financial reporting - What are the different types of reports available?
- How to integrate the files and documents into the PDF export of your initiative?
- How to report on initiatives?
- How are the statistics of initiative processing calculated in IDhall?
- Why can’t I consolidate “Breakdown” reports across all available hierarchy levels?
Actions monitoring
Initiative management
- How to add tags to initiatives?
- What do the main dates in the application refer to?
- What is the difference between an "Opinion" and a "Contribution"?
- How to change the team of an initiative?
- Can several people be designated as the "Implementation coordinator" of an initiative?
- How to retrieve archived initiatives and unarchive them?
- What are the different statuses an initiative can have?
- How to find the history of status changes for an initiative?
- What are the different classifications available for initiatives?
- How to display overdue actions within your team?
- What are classes used for?
- Is rich text supported?
- What is the memo used for?
- How to change the approver of an initiative?
- How to request further details for an initiative?
- How to create a selection?
- How to promote an initiative in a selection?
- Who are the people involved in managing an initiative, and what are their roles?
- Is it possible to duplicate an initiative?
- What is the difference between "request for contribution" and "request for expertise"?
- Links between initiatives: how to know if an initiative is referenced in other initiatives?
- Who can see the submitted initiatives?
- How to change the plan of an initiative?
- Who can see confidential initiatives?
- What is the maximum size allowed to attach a file?
- Is it possible to track follow-up emails?
- How to specify the plan, site, service, process or product in the scope of an initiative?
- Can the closing step of an initiative be skipped?
- How to change the origin of an initiative?
- Why can’t I change the header image of my initiative after publishing it?
- What are the limits for exporting initiatives?
- Who can see a confidential expertise?
- How to disable the option to add co-authors?
- How to roll back an initiative’s processing step?
- How to view the actions to be taken within your team in the action monitoring dashboard?
- Why is it not possible to give an opinion on an initiative?
- How to update an initiative’s origin following a change in the author’s entity?
- Why do some tasks from my action plan not appear in the schedule?