Owner's Manual

Looking for a 101 on how to build and customize a challenge on your own? The steps below are a great and thorough starting point.

 

Creating the challenge

1.1. Log in with an admin user (you are a site admin if you can see the Admin Dashboard available on the header, which is available on the right of your name. If your account is not an admin, please ask one of the admins to promote your account (available on the Edit Profile page.
1.2. Access the Admin Dashboard, and click Add new challenge, available from the left column. You don't need all challenge details from the start, you just need to specify the Title, and the URL (which will be suggested based on your Title, but you have the option to customize it). The URL needs to be unique.

 

Setting up the challenge

2.1. Once the challenge is created, you are taken to its Edit page, where you specify additional details.
2.2. The Brief is a short summary of the challenge, which will be shown first for the users. Also, it will be displayed on the home page, and also in the Challenge Listing page.
2.3. You can upload Images, and link Youtube and Vimeo videos, and you can also write a short description, and re-order them. Please note the first item (regardless if it's an image or a video) will be highlighted on the home page as well, the others will be available on the Challenge Brief page only.
2.4. The Description has rich text editor, so you can add formatted text, links, and also link/upload images and videos. If you miss any functionality, you can switch to Source mode, where you can edit the HTML directly for some fine-tuning.
2.5. You can also Add Files, which will be accessible on the Challenge Brief page, on the right, under the Sponsor.
2.6. As the last item on this page, you can specify a Challenge Hashtag, which will be used to enrich the Activity Feed, found on all pages of the challenge. By default, only user activities are listed in the feed, but if you add a Hashtag, all tweets will be periodically refreshed and mixed into the feed.
2.7. If you are done setting the details for now, press the Save button. We are not done, so if you try to publish the challenge, you can't do so just yet.

 

Adding a Sponsor

3.1. If you click "Edit the sponsor" on the right column, you'll be taken to the Edit Sponsor page, where you need to specify the Sponsor, by providing a name/title, a link to this person/organization (it has to start with http:// or https://)
3.2. You also have the option specify a Large image (shown on the brief page), and a Small one (Shown on the home page, and the challenge listing page.
3.3. If you are satisfied with the sponsor details, click Save, and you'll be taken back to the Edit brief page.

 

Managing the Challenge Administrators

4.1. You can promote users to a special role, Challenge Admin. They have all practical elevated roles like a Site Admin (Edit the details, publish/unpublish, manage the phases, questions, missions, teams, delete/unflag reported comments) just exclusively to this challenge. If someone is already a Site Admin, you don't need to add them as Challenge Admins, as they are implicitly administer all challenges.
4.2. You can search for them based on name, company, bio, and all other text fields. For any given search 5 results will be given, and once you found the appropriate user, you can drag and drop to the Challenge Administrators column, and Save once you are done.
4.3. Administrators will be listed on the Challenge Brief page.

 

Managing the Phases

5.1. You need to specify one or more phases to guide the users through the challenge. I won't detail the business descriptions, just describe the general process, and point out the differences based on differing phase types.
5.2. First you need to select the phase type. Please note this cannot be changed later, while all the other details can be.
5.3. The Phase Title needs to be unique within the challenge
5.4. The Start Date needs to precede the End Date, but otherwise there's no limit to the duration of a phase. The duration of the challenge will last from the start of the first phase, and it ends when the last phase before Winning ends. This means the Winning and the Impact phases (where regular users are expected not to contribute anymore to solving the challenge) are excluded from the duration.
5.5. The Phase intro text can be edited as rich text, the editor itself matches the one you've already used when you set up the challenge brief
5.6. Extra settings based on phase type:
5.7. For IDEAS, you have the option to enable Team functionality. If you don't do so, Teams will be unavailable for the whole of the challenge. Please note it can be turned on and off later.
5.8. For REFINEMENT, EVALUATION, WINNING and IMPACT, you have the option to disable all sorting options available for users who browse the contributions of these phases. This is to be used if you want to provide more equal opportunities for each contribution in that phase.
5.9. Once you created the phase, you will be taken back to the Edit the brief page. From here you have the option to add more phases, or further customize the existing ones.

 

Creating the questionnaire

6.1. Questionnaire functionality can be accessed if you edit a phase, and select Manage contribution/evaluation questions, found on the left column. All phases will have either contribution or evaluation questionnaire, but the WINNING phase.
6.2. Phases can have questions of 4 types:
6.2.1. Free text - Nothing special, you can specify the question, and an optional description for it.
6.2.2. Checkbox - You need to specify the question, and one or more option to choose from. It is a multi-selection type question.
6.2.3. Radio buttons - Same as above, just only one option can be selected at a time.
6.2.4. Numerical - Similar to the free text, just the users will be forced to answer with a positive integer only.
6.3. Please note there are two, very different types of questionnaire:
6.3.1. Contribution questionnaire - it is part of RESEARCH, IDEAS and IMPACT phases. They will be shown to the contribution authors, and they are used to guide them to use a standardized format for their work. They will be part of the Add / Edit contribution page, and all answers will be optional. The other users will be able to view the author's answers when viewing the contribution. They can be placed on both the top, and the bottom of the form.
6.3.2. Evaluation questionnaire - It used for REFINEMENT and EVALUATION phases. The questions will be offered for viewers of the contribution, so they can aid the author with their answers, and also rate them to help the judges select the winners. Accumulated results will be shown everyone on the Contribution Details page (for Checkbox and Radio buttons type questions, Free text and Numerical answers will be only gathered in Challenge reports).

 

Managing the Missions

7.1. All phases can be further divided into smaller categories, called Missions. They are used to further sort the contributions of the phase. They are optional, but if you add one, or more, contribution authors will need to select one, or else they will not be able to save their work.
7.2. If you want to add missions, you need to edit a phase, and select Manage missions from the left column. Once the page is open, you can add new missions, delete existing ones (in their edit mode), and also reorder them via drag and drop, similar to questions.
7.3. You can have a Title for the Mission, and also a short Summary, which will be shown on the left column on the Phase page.
7.4. The Description will be shown of site visitors open them from the Phase page (Find out more...). It has a rich text editor, which is very similar to the one used for the Challenge Description.

 

Managing the Inbox

8.1. The Manage inbox function is used to move contributions through the challenge.

 

Publishing and promoting the new challenge

9.1. Now we are done setting up all the necessary challenge details, and also have the main guiding workflow ready, you can Publish your challenge, accessible on the right column. If you do so, it will mean all the users will be able to see the content. If you Hide the challenge later, only admins and challenge admins will be able to access the contents, regular users will be restricted from all access, including their own contributions / comments.
9.2. If you want to promote this challenge to be featured on the home page, you need to go to the Admin Dashboard (located on the right side on the header), and select Homepage options on the left column. You should be able to find your challenge in the dropdown accessible as the topmost option on the middle column (please note only published challenges can be set as the Featured Challenge). Once you have selected the proper challenge, click Submit on the bottom of the middle column.
9.3. Now you should visit the home page, and verify that the challenge is properly promoted, you should see the Sponsor, the Title, the Brief, and also the Featured Item, which is the first item of the Challenge Gallery (specified in step 2.3).
9.4. By clicking PARTICIPATE NOW, the users will be able to access the area specific to your challenge, with all the details you have specified. Once the first phase starts, they will be able to start contributing (contribute, comment, applaud, evaluate), which will be covered in a later guide.