How to submit product ideas

The Systems Status Management tool not only helps you share status updates with patrons about your systems and services, but it also helps you gather feedback, as well. One way patrons can do this is by submitting and voting on product ideas, such as new features, changes to existing features or services, etc. Similar to FAQ comments, new ideas are not published immediately. Rather, staff must first review and publish an idea before it appears and can be voted on from the public dashboard.

Staff users can also add ideas, too. This can be helpful if you want to get patron feedback about an idea before implementing it.

Ideas can be submitted in a few places:


Via the public status dashboard

Patrons can submit and vote on ideas from an individual product's page in your public status dashboard. You can link to your public systems status dashboard by adding /systems/ to your LibAnswers URL (e.g. https://springylib.libanswers.com/systems/). (If you are an Admin user, you can also click on the View Public Dashboard button on the Admin > Systems Status Management page.)

  1. Click on a product at the top of the dashboard to view its page.
  2. On the product's page, click on the Ideas tab.
  3. Click on the Submit an Idea button.
  4. In the Submit an Idea window, enter the main point of your idea in the Title field.
  5. In the Idea text area, you can explain your idea in more detail.
  6. Enter your email address in the Email field. (This does not display to the public.)
  7. Click the Submit button.

Submitting an idea from the public dashboard

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Via a product widget

Another way that patrons can submit ideas is via a product widget. That way, patrons can submit ideas right within a product, rather than navigating to the system status dashboard.

  1. In the widget's form, select the An Idea option.
  2. In the Subject field, enter the main point of your idea. This will become the idea's title.
    • Relevant FAQs from your LibAnswers system will appear automatically as the patron types.
    • This may help patrons discover that what their idea is already possible!
  3. In the Details field, you can explain your idea in more detail.
  4. Enter your email address in the Email field. (This does not display to the public.)
  5. Click the Submit button.

Options for submitting an idea in a product widget

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Via the systems status admin page

Systems Status Management tool Admins and Editors can also add ideas for a product. For example, if you are considering adding new features to a database or your catalog, you could add an idea to that product. That would allow patrons to vote on whether or not they'd like to see it, giving you valuable user feedback.

  1. Go to Admin > Systems Status Management.
  2. Click on the Ideas tab.
  3. Click on the Add an Idea button.
  4. In the Edit Idea window, enter the main point of your idea in the Title field.
  5. From the Product dropdown, select the product this idea is about.
  6. In the Idea text area, you can explain your idea in more detail.
  7. Enter your email address in the Email field. (This does not display to the public.)
    • If you want to create a ticket from this idea (Step 9, below), enter the email address that should be listed as the asker of the ticket.
  8. From the Status dropdown, choose whether or not you want to publish the status upon saving.
    • Unpublished: your idea will be saved, but will not be visible on the public system status dashboard.
    • Published: your idea will appear on the public system status dashboard and patrons will be able to vote on it.
    • Completed: your idea will be saved and will appear on the public system status dashboard with a blue "Completed" label. (This status is intended for ideas that have already been implemented.)
  9. Optionally, you can choose to create a ticket about this by selecting the Create a Ticket from this Idea checkbox. This can be helpful if you want to follow up with patron about this idea (just make sure the patron's email address is entered in the Email field -- Step 7 above).
    1. From the Queue dropdown, select the queue where this ticket should be added.
    2. If you would like to assign this ticket to a specific user in that queue, select them from the Optionally assign to a specific user dropdown.
    3. Optionally, you can use the Add Internal Note to Ticket text area to add notes to this ticket.
  10. Click the Save button.
    • If you created a ticket from this idea, the new ticket will be tagged with the product's tag, so you can more easily look it up later.
    • The ticket will also contain an internal note indicating that it was created from a product idea, and list the idea's ID number.

Options for adding an idea from the Systems Status admin page

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