diff --git a/.github/styles/config/vocabularies/Decidim/accept.txt b/.github/styles/config/vocabularies/Decidim/accept.txt index 9b9642a371..9bc269b2d6 100644 --- a/.github/styles/config/vocabularies/Decidim/accept.txt +++ b/.github/styles/config/vocabularies/Decidim/accept.txt @@ -6,6 +6,7 @@ CSV [Ff]aq [Ff]avicon [Gg]amification +initializer [Kk]akogawa Keka Mautic diff --git a/docs/en/modules/ROOT/nav.adoc b/docs/en/modules/ROOT/nav.adoc index d9fd079cbc..f1a6d0f437 100644 --- a/docs/en/modules/ROOT/nav.adoc +++ b/docs/en/modules/ROOT/nav.adoc @@ -77,6 +77,17 @@ **** xref:admin:spaces/assemblies/private_participants.adoc[Private participants] **** xref:admin:spaces/assemblies/moderations.adoc[Moderations] *** xref:admin:spaces/initiatives.adoc[Initiatives] +**** xref:admin:spaces/initiatives/types.adoc[Initiatives types] +**** xref:admin:spaces/initiatives/initiative_creation.adoc[Initiative creation] +***** xref:admin:spaces/initiatives/author_manage/committee.adoc[Promoter’s committee] +***** xref:admin:spaces/initiatives/author_manage/manage.adoc[Author actions] +**** xref:admin:spaces/initiatives/manage.adoc[Initiative management] +***** xref:admin:spaces/initiatives/admin_manage/committee.adoc[Committee members] +***** xref:admin:spaces/initiatives/admin_manage/components.adoc[Components] +***** xref:admin:spaces/initiatives/admin_manage/attachments.adoc[Attachments] +***** xref:admin:spaces/initiatives/admin_manage/moderations.adoc[Moderations] +***** xref:admin:spaces/initiatives/admin_manage/answer.adoc[Answer an initiative] +**** xref:admin:spaces/initiatives/sign.adoc[Sign an initiative] *** xref:admin:spaces/conferences.adoc[Conferences] **** xref:admin:spaces/conferences/components.adoc[Components] **** xref:admin:spaces/conferences/categories.adoc[Categories] diff --git a/docs/en/modules/admin/assets/images/admin_initiative_type.png b/docs/en/modules/admin/assets/images/admin_initiative_type.png deleted file mode 100644 index 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/dev/null and b/docs/en/modules/admin/assets/images/spaces/initiatives/type_form_scopes_multiple.png differ diff --git a/docs/en/modules/admin/pages/spaces/initiatives.adoc b/docs/en/modules/admin/pages/spaces/initiatives.adoc index e6df8dcdfb..a0e74eb83f 100644 --- a/docs/en/modules/admin/pages/spaces/initiatives.adoc +++ b/docs/en/modules/admin/pages/spaces/initiatives.adoc @@ -1,344 +1,77 @@ = Initiatives -An initiative is a special type of participatory process that can be promoted by anyone (independently of other channels or participation spaces) through the collection of (online and in-person) signatures for the organization to carry out a specific action (modify a regulation, initiate a project, change the name of a department or a street, etc.). +== Understand the basics -The promoters of an initiative can define its objectives, gather support, debate, disseminate it and define meeting points where signatures can be collected from the attendees or debates open to other participants. +An initiative is a specific type of participatory space, which can be created by any participant, independently +of other channels or spaces. +It works through the collection of online and/or in-person signatures for the organization to carry out a specific action, like +modify a regulation, initiate a project, change the name of a department or a street, etc. -Examples: An initiative can collect signatures to call for a consultation among all the people of an organization, or to create an assembly, or to call for a process of budget increase for a territory or area of the organization. During the process of collecting signatures, more people can add to this demand and carry it forward in the organization. +The promoters of an initiative can define its objectives, gather support, debate, disseminate it and define meeting +venues where signatures can be collected from the attendees or debates open to other participants. -Initiatives are to be distinguished from the other participation spaces because they can be used as a participatory tool or mechanism promoted by participants. In other words, the initiatives are mechanisms for semi-direct democracy through which participants can promote a certain action of common interest to the organization, by collecting a specific number of signatures. In this case, what the organization has to do is enable the promotion of these initiatives and offer the necessary technical support and advice to the people concerned. The role of the platform’s administrator, then, is somewhat different from that of the other participation spaces. +NOTE: A lot of the initiatives behaviour and settings is configurable in the initiative +xref:admin:initiatives_initializer.adoc[initializer]. Ask the organization implementer if you have some doubts regarding your organization +configuration. -In the first place, you will have to configure the various forms of initiatives. This could be specified in a regulation (like a municipal normative or state law), specifying the number of signatures required for processing the various types of initiatives. For example, an initiative for incorporating one or several items into the Municipal Council’s agenda evidently requires fewer signatures than another initiative for promoting a binding consultation. +Examples of initiatives types: -== 0. Initiative setup - -How initiatives work depends on two things: how the initiative module is configured through the xref:admin:initiatives_initializer.adoc[initializer] (in code) and how the initiative type is configured in the administration panel. - -Regarding initiatives type, **an administrator** needs to define one. For Initiatives to work on an organization there must be at least one initiative type created and configured with at least one initiative type scope. If there's only one type then the participant will not get the possibility to choose the initiative type, this step will be skipped in the initiative creation wizard. - -Some real examples from the city of Barcelona are: - -* To add an item to the Municipal Council or Districts agendas +* To add an item to an assembly agenda * To perform a participatory process * To create a new assembly * To approve or modify a regulation -* To request the holding of a citizen consultation -* To call for assemblies (neighborhood councils or public audiences) - -=== New initiative type form - -image:admin_initiative_type.png[New initiative type form] - -.Admin new initiative type form: General information -|=== -|Field |Type |Description - -|Title -|Required -|Title of the initiative type. For instance, "New park at city center". - -|Description -|Required -|Explanation of what can be done with this initiative type. - -|Banner image -|Required -|An image for this initiative type. NOTE: At the moment this is not used. - -|=== - -.Admin new initiative type form: Options -|=== -|Field |Type |Description - -|Signature type -|Optional -|Which kind of signature type will be allowed. Options are: Online, In-person and Mixed. The Mixed option allows a participant to choose which signature type will have the initiative. - -|Enable attachments -|Optional -|Whether it'll allow to upload attachments to initiatives. - -|Enable participants to undo their online signatures -|Optional -|Can a participant undo its signature when they already signed? - -|Enable authors to choose the end of the signature collection period -|Optional -|Can the authors of an initiative change the end of the signature collection period? - -|Enable authors to choose the area for their initiative -|Optional -|Can the authors choose the area of their initiative? - -|Enable child scope signatures -|Optional -|This config flag doesn't support offline votes, it enables sub-scopes and works with an authorization handler that associates a scope to the user, make sure you select that authorization, bellow in authorization settings. For it to work, scopes need to be configured in a hierarchical way : 1 Parent - N Child. - -|Only allow global scope initiatives creation -|Optional -|Tick this flag if you enabled "Child scope signature" and configured the global scope as your parent scope. By enabling this, scope selection will be skipped in the initiative creation wizard. - -|Enable promoting committee -|Optional -|Whether it will only allow individual initiatives (made by only one person) or allow collective initiatives (multiple promoters, being multiple individuals or a user group). - -|Minimum of committee members -|Optional -|When "Enable promoting committee" option is checked, defines the minimum number of promoter's committee member to send the initiative to technical validation - -|Collect participant personal data on signature -|Optional -|Adds a step to the signature process. When a participant clicks on the signature button, they will be redirected to a form asking for some personal data. This will be used with the PDF export action after the recollection period has ended. - -|Legal information about the collection of personal data -|Depends on whether the option "Collect participant personal data on the signature" is checked -|Privacy notice and terms of use for the participant personal data during the signature process. - -|=== - -.Admin new initiative type form: Authorization settings -|=== -|Field |Type |Description - -|Authorization to verify document number on signatures -|Optional -|When a participant is making the signature process, will they be asked for an authorization? - -|Add SMS code validation step to the signature process -| -|During the signature process, will it ask for SMS validation? See xref:services:sms.adoc[configuration of SMS service]. - -|=== - -=== New initiative type scope form - -An initiative type can also have scopes associated. For Initiatives it needs at least one scope configured. - -image:admin_initiative_type_scope.png[New initiative type form] - -.Admin new initiative type scope form -|=== -|Field |Type |Description - -|Scopes -|Required -|A Scope. An author can choose this scope in the creation of the initiative. - -|Signatures required -|Required -|Number of signatures the initiative need to have before the end period so it can be accepted. - -|=== - -== 1. Create an initiative - -This action is done by **the author**. The author is a participant that creates the initiative. Depending on how the initiatives module is configured in the initializer or how the initiative type is configured, it may need to ask for authorization, or it will even not show the "New initiative" button. - -image:initiative_list.png[Initiatives list] - -For creating an initiative, a participant must click in the "New initiative" button. Then they will have a wizard with multiple steps: - - -=== 1.1 Choose the initiative type - -image:initiative_new_step1.png[Initiative creation: step 1] - -=== 1.2 Add title and description - -image:initiative_new_step2.png[Initiative creation: step 2] - -=== 1.3 [Optional] Similarity comparison - -Checks the rest of the initiatives if there are other similar initiatives. If there are, the system will show them before continuing. This is a way to avoid duplicates. - -=== 1.4 Finish - -image:initiative_new_step3.png[Initiative creation: step 3] - -image:initiative_new_step4.png[Initiative creation: step 4] - -=== Actions after it was created - -After the initiative was created, a participant can see the initiative page, but until the initiative is reviewed and accepted by an administrator, through the technical validation, it will not be published and visible for all the participants. - -image:initiative_show.png[Initiative show] - -In the sidebar a participant can make some actions: Edit, Print and Send to technical validation. - -image:initiative_actions.png[Initiative actions] - -==== Edit - -After the initiative was created and before it was sent to technical validation, **an author** can edit and correct the initiative if it has any error. - -image:initiative_edit.png[Initiative edit] - -==== Print - -An author can also print the initiative. +* To call for assemblies -image:initiative_print.png[Print an initiative] +Initiatives are to be distinguished from the other spaces because they can be used as a participatory tool promoted *by participants*. +In other words, the initiatives are mechanisms for *semi-direct democracy* through which participants can promote a certain +action of common interest by collecting a specific number of signatures. -==== Technical validation +The role of the platform’s administrator, then, is somewhat different from that of the other participation spaces, as +the organization has to enable the participants and offer them the necessary technical support and advice. -After the author has reviewed how the initiative will look, they can send it to technical validation. +In this documentation section, you can find how to configure and manage all of those items: -image:initiative_send_to_technical_validation.png[Send initiative to technical validation] +* xref:admin:spaces/initiatives/types.adoc[Initiatives types] +* xref:admin:spaces/initiatives/initiative_creation.adoc[Initiative creation] +** xref:admin:spaces/initiatives/author_manage/committee.adoc[Promoter's committee] +** xref:admin:spaces/initiatives/author_manage/manage.adoc[Author actions] +* xref:admin:spaces/initiatives/manage.adoc[Initiative management] +** xref:admin:spaces/initiatives/admin_manage/committee.adoc[Committee members] +** xref:admin:spaces/initiatives/admin_manage/components.adoc[Components] +** xref:admin:spaces/initiatives/admin_manage/attachments.adoc[Attachments] +** xref:admin:spaces/initiatives/admin_manage/moderations.adoc[Moderations] +** xref:admin:spaces/initiatives/admin_manage/answer.adoc[Answer an initiative] +* xref:admin:spaces/initiatives/sign.adoc[Sign an initiative] -== 2. Send initiative to technical validation +== How to find it? -This action is done by **the author**. +To access the initiatives panel, go in the administration panel and click the "Initiatives" item in the administration +navigation bar. -After it has been reviewed by the author, it can be sent to "Technical validation", but it depends in the configuration of the initiative type, in whether the options "Enable promoting committee" and "Minimum of committee members" are configured. +image::spaces/initiatives/initiatives_menu.png[Access Initiatives panel] -=== Promoter's committee +There, you are able to start configuring initiatives space, by: -An initiative type can optionally be supported by a promoter's committee, with a minimum number of committee members. Once the user has created the initiative and before it can be sent for technical validation they need to invite committee members to promote it. +. Creating xref:admin:spaces/initiatives/types.adoc[Initiatives types] and initiative type scopes +. Configuring authorizations if needed +. Manage participants initiatives -When the user has created the initiative they will be given a link to share with possible committee members, which will look something like `/initiatives/.../committee_requests/new` +image::spaces/initiatives/initiatives_list_empty.png[Initiatives panel without initiatives] -When a prospective committee member opens the link, they can click a button which allows them to request to be part of the committee. The initiative author then needs to approve each request. The author can approve them by clicking on the "Edit" button of their initiative at the bottom of the form they can approve or reject committee members. +NOTE: At first, the list is empty and participants can't create initiatives. +To do the initial setup of the initiative space, read the xref:admin:spaces/initiatives/types.adoc[Initiatives types] article. -image:initiative_commitee_members_send_to_technical_false.png[Initiative promotor committee: edit screen] +== Initiatives life-cycle -The initiative cannot be sent to technical validation until it meets the minimum number of committee members required. You can find the invitation link in the edit form. - -image:initiative_edit_commitee_members.png[Initiative promotor committee: edit screen] - -Share the invitation link with the people you'd like to have on your committee. - -image:initiative_commitee_members_ask.png[Initiative promotor committee: edit screen] - -The people invited with the link will be able to read the initiative and ask to be part of the committee. - -image:initiative_commitee_members_sent.png[Initiative promotor committee: edit screen] - -The request is sent and the author can then and accept or refuse it in the initiative edit form. - -image:initiative_commitee_members_approve.png[Initiative promotor committee: edit screen] - -image:initiative_commitee_members_send_to_technical_true.png[Initiative promotor committee: edit screen] - -Once enough people have joined the promoter committee the initiative author can send it for -technical validation. - -== 3. Publish an initiative - -This action is done by **an administrator**. - -After the initiative was sent to technical validation by a participant, an administrator can view all the initiatives in the admin panel and make some corrections. - -image:initiative_admin_list.png[Admin initiatives list] - -=== Actions - -Regarding the actions in an initiative, an administrator can "Preview", "Edit", "Answer" or "Print" an initiative: - -image:initiative_admin_list_actions.png[Initiative admin list actions] - -|=== -|Icon |Name |Definition - -|image:action_preview.png[Preview icon] -|Preview -|To see how it's shown in the frontend to participants. - -|image:action_edit.png[Edit icon] -|Edit -|Edit form for Initiative. - -|image:action_answer.png[Answer icon] -|Answer -|Allows to answer an Initiative. - -|image:action_print.png[Print icon] -|Print -|Allows to print. - -|=== - -=== Components - -Once an initiative has been created it gets the Meetings and Page component enabled by -default. The initiative author has no control over these - an admin will need to manage -them. All of the other usual components may be added by an admin too. - -image:initiative_admin_show.png[Admin initiative show page] - -There are also other features inside initiatives, like Attachments and Moderations for the comments. - -image:initiative_admin_sidebar.png[Admin initiative sidebar] - -=== Publish - -After the initiative was reviewed and technically approved by an admin, for instance for checking that what the initiative is asking is legal or abides to the normative (ie it's municipal competency), then it can be published: - -image:initiative_admin_actions.png[Admin initiative actions] - -== 4. Sign an initiative - -This action is done by **a participant**. - -After the initiative was published, it'll be visible in the initiatives listing page (/initiatives): - -image:initiative_list_published.png[Initiative list after it was published] - -image:initiative_admin_show_published.png[Admin initiative show after it was published] -image:initiative_show_published.png[Initiative show after it was published] - -And authorized participants can sign it: - -image:initiative_admin_show_published_detail.png[Admin initiative show after it was published (detail)] - -image:initiative_show_signed.png[Initiative show after it was signed] - - -== 5. Export signatures - -This action is done by **an administrator**. After the initiative has started to get signatures, there's an option for exporting a PDF of the signatures: - -image:initiative_actions_export.png[Initiative actions with Export to PDF] - -image:initiative_actions_export_pdf.png[Initiative exported PDF] - -== 6. Answer an initiative - -After the initiative has collected all the signatures then it can be answered by an administrator. An initiative answer don't have different types. - -image:initiative_backend_answer.png[Initiative backend answer] - -image:initiative_frontend_answer.png[Initiative frontend answer] - -== Initiative statuses - -For better understanding all the status, this is a summary: - -|=== -|Status |Explanation - -|Created -|The initiative has been created but is not yet public for every visitor or the rest of the participants. - -|Technical validation -|The initiative needs to be reviewed by an administrator. From here, it can be "discarded" or "published" - -|Expired -|The initiative wasn't reviewed by an administrator and wasn't approved, and the maximum time for validation has passed. - -|Discarded -|The initiative was reviewed by an administrator and was discarded, so it's not published. - -|Published -|The initiative was reviewed by an administrator and was approved, so it's published. - -|Rejected -|The period for signature recollection has ended and there weren't enough signatures. - -|Accepted -|The period for signature recollection has ended and there were enough signatures. -|=== +Initiatives pass through different steps, and follow a specific life-cycle: +* *Created*: The author created the initiative, it's only visible by author, promoter committee members and administrators. +* *Technical validation*: The initiative is ready for review by an administrator. +* *Published*: An administrator reviewed the initiative and published it. +* *Expired*: If no administrator published it before a time configured in the initiative initializer. +* *Discarded*: If the initiative didn't pass the review by an administrator. +* *Rejected*: If the initiative didn't receive enough signatures in the signature collection period. +* *Accepted*: If the initiative received enough signatures in the signature collection period. [plantuml] .... @@ -366,7 +99,7 @@ endif @enduml .... -Finally, these are all the relevant settings in every moment in the initiatives life cicle: +Finally, these are all the relevant settings in every moment in the initiatives life cycle: [plantuml] .... @@ -382,7 +115,7 @@ partition Created { if "Is the User a UserGroup?" then --> [Yes] "Send to Technical Validation" else - --> [No] Collect the minimum number of committee members (2 by default) + --> [No] Collect the minimum number of committee members --> "Send to Technical Validation" Endif } @@ -414,3 +147,9 @@ partition Published { --> (*) @enduml .... + +== Examples + +* https://www.decidim.barcelona/initiatives[Barcelona city citizens initiatives] +* https://petitions.assemblee-nationale.fr/initiatives[French national assembly petitions platform] +* https://dekamer.mijnopinie.belgium.be/initiatives[Belgium national assembly petitions platform] diff --git a/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/answer.adoc b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/answer.adoc new file mode 100644 index 0000000000..1d59f4d4fc --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/answer.adoc @@ -0,0 +1,50 @@ += Answer an initiative + +== Understand the basics + +Initiatives should receive an answer from your organization at some point. It could be before the end of the signature collection period, +because it's been accepted or rejected already by an organ of your structure, or because it reached the number of signatures needed +before the end of the collection period. + +== Answer an initiative + +Click the "Answer" icon on the list of initiatives to answer an initiative. + +image::spaces/initiatives/initiative_backend_answer.png[Initiative backend answer] + +On this page, you can see the initiative title, description, creation date, state, and signature number, as well as the +answer fields. + +.Initiative answer form +[cols="20h,10h,~"] +|=== +|Field |Type |Description + +|Answer +|Optional +|Content of the initiative answer, that is visible on the initiative page. + +|Answer URL +|Optional +|Link added on the answer content. + +|Start of signature collection period +|Required +|Date of the start of the signature collection. + +|End of signature collection period +|Required +|Date of the end of the signature collection. You can put it the day before if you want to close the initiative to new signatures. + +|=== + +image::spaces/initiatives/initiative_frontend_answer.png[Initiative frontend answer] + +== Accept or reject + +In order to operate the change on the initiatives list, the administrator needs to go on the edit page of the initiative and +click the button corresponding to the initiative situation. +Once a published initiative collection period is over, there are two options: + +. The initiative got enough signatures: Click the "Accept initiative" button +. The initiative didn't get enough signatures: Click the "Reject initiative" button diff --git a/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/attachments.adoc b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/attachments.adoc new file mode 100644 index 0000000000..e2110aaf09 --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/attachments.adoc @@ -0,0 +1,2 @@ + +include::partial$page_attachments.adoc[] diff --git a/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/committee.adoc b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/committee.adoc new file mode 100644 index 0000000000..582e7c92e8 --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/committee.adoc @@ -0,0 +1,32 @@ += Committee members + +== Understand the basics + +NOTE: Promoter's committee explanation is available on xref:admin:spaces/initiatives/author_manage/committee.adoc[Promoter’s committee]. + +Committee members might be necessary, depending on the rules set for the initiative types. +Participants can manage them from their initiative edition form, but administrators can also access the list of +committee members. + +== Manage committee members + +To access the committee members list, click in the secondary navigation panel on the "Committee members" item. + +image::spaces/initiatives/initiative_members_admin.png[Initiative committee members list in administration] + +There, the author can see and copy the initiative invitation link, and see the list of committee members. + +== Actions + +|=== +|Icon |Name |Definition + +|image:icons/action_delete.png[Delete icon] +|Revoke +|Allows to refuse or revoke the committee members right on this initiative. + +|image:icons/action_publish.png[Approve icon] +|Approve +|To approve the membership request. + +|=== \ No newline at end of file diff --git a/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/components.adoc b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/components.adoc new file mode 100644 index 0000000000..3912601efb --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/components.adoc @@ -0,0 +1,2 @@ + +include::partial$page_components.adoc[] diff --git a/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/moderations.adoc b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/moderations.adoc new file mode 100644 index 0000000000..e04824cb7c --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/admin_manage/moderations.adoc @@ -0,0 +1,2 @@ + +include::partial$page_moderations.adoc[] diff --git a/docs/en/modules/admin/pages/spaces/initiatives/author_manage/committee.adoc b/docs/en/modules/admin/pages/spaces/initiatives/author_manage/committee.adoc new file mode 100644 index 0000000000..2c80cc5cee --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/author_manage/committee.adoc @@ -0,0 +1,33 @@ += Promoter's committee + +== Understand the basics + +A promoter's committee is a group of people carrying and promoting the initiative jointly. For example, it could be a collective initiative that needs to be +carried out by several citizens to be accepted by the administration, etc. +Promoter's committee rules are set by the administrators when managing the initiative types, so they can be optional for some initiatives, and mandatory for others, +with the necessity of having three people carrying an initiative for example. + +For those initiatives that need a minimum number of members in the promoter's committee, the author needs to send them a link for them to be able to join the committee +before it can be sent for technical validation. + +NOTE: Committee members can only be added before the initiative is sent to technical validation. + +== Inviting a committee member + +During the initiative creation process, or later on the initiative page and edit form, the author can copy an invitation link. +They should send this link to the other initiative promoters. + +image::spaces/initiatives/promoter_link_show.png[Promoter's committee link in initiative show] + +image::spaces/initiatives/promoter_link_edit.png[Promoter's committee link in initiative edit form] + +When going on the link, the invited committee member can see the initiative title and content, and can request to become a member of the promoter committee. + +image::spaces/initiatives/promoter_link_page.png[Promoter's committee request page] + +The author of an initiative can manage the committee members requests in the edition page of the initiative. + +image::spaces/initiatives/promoter_members_edit.png[Promoter's committee management in initiative edit form] + +All the approved committee members are then able to access the initiative, edit it, manage its members, and send it to technical validation. +The initiative can't be sent to technical validation until it meets the minimum number of committee members required. diff --git a/docs/en/modules/admin/pages/spaces/initiatives/author_manage/manage.adoc b/docs/en/modules/admin/pages/spaces/initiatives/author_manage/manage.adoc new file mode 100644 index 0000000000..fa3e653ece --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/author_manage/manage.adoc @@ -0,0 +1,32 @@ += Manage initiative as an author + +== Understand the basics + +Initiatives have the peculiarity of being both manageable by administrators and their authors. +Administrators have greater rights, but authors can also manage a certain number of configurations of their initiatives. + +== Edit the initiative + +Once the initiative is created, the author can see the initiative page, but until the initiative is reviewed and accepted by an administrator, through the technical validation, +it is not published and visible for all the participants. + +image::spaces/initiatives/initiative_show.png[Initiative show] + +Once the initiative is created and before it's sent to technical validation, an author can edit and correct the initiative if it has any error. + +image::spaces/initiatives/initiative_edit.png[Initiative edit] + +If the xref:admin:spaces/initiatives/author_manage/committee.adoc[Promoting committee] is enabled for the initiative type of this initiative, the author of an initiative can manage requests and committee members at the end of the edit form. + +== Send to technical validation + +Once all the conditions are right, if the initiative is ready and has enough committee members, the author can send the initiative to technical validation. +When clicking on the "Send to technical validation" button, a modal is displayed to warn the author that they won't be able to edit it after this action. + +image::spaces/initiatives/initiative_send_to_technical_validation.png[Send initiative to technical validation] + +== Retrieve created initiatives + +Authors can also find their initiatives in the initiatives index by un-checking the "Open" status filter, and clicking on the "My initiatives" filter. + +image::spaces/initiatives/initiative_filters_my_initiatives.png[Filters for my initiatives] diff --git a/docs/en/modules/admin/pages/spaces/initiatives/initiative_creation.adoc b/docs/en/modules/admin/pages/spaces/initiatives/initiative_creation.adoc new file mode 100644 index 0000000000..f24e78aad0 --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/initiative_creation.adoc @@ -0,0 +1,102 @@ += Initiative creation + +== Understand the basics + +Once you configured the xref:admin:spaces/initiatives/types.adoc[initiatives types and scopes], you should be able to access the initiative space in the user interface. + +image::spaces/initiatives/initiatives_index_front.png[Initiatives index in front without initiatives] + +Participants are now able to create initiatives. +Depending on how the initiatives module is configured in the initializer or how the initiative type is configured, it may need to ask for an authorization. + +== Initiative creation steps + +To start creating an initiative, the participant must click in the "New initiative" button. +Depending on the configuration of your instance, they have to pass different steps before being able to send their initiative to technical validation, where it gets reviewed +by an administrator before being published and starting collecting signatures. + +=== Initiative type choice + +If the instance has multiple initiative types, then the first step is the choice of the initiative type. + +image::spaces/initiatives/initiative_new_step_type.png[Initiative creation: initiative type choice] + +If there is only one initiative type configured, this step is automatically skipped. + +=== Content creation + +image::spaces/initiatives/initiative_new_step_content.png[Initiative creation: initiative content creation] + +.New initiative form +[cols="20h,10h,~"] +|=== +|Field |Type |Description + +|Title +|Required +|The title of the initiative. + +|Description +|Required +|The content of the initiative. + +|Hashtag +|Optional +|A hashtag for the initiative, to communicate about it on the platform and social media. + +|Signature collection type +|Required +|Depends on the configuration of the initiative type. + +|Scope +|Required +|Depends on the configuration of the initiative type and type scopes. + +|End of signature collection period +|Optional +|If the author wants to change the signature collection end date. Can be configured from the initiative type. + +|Area +|Optional +|If the author wants to categorize their initiative. + +|Add documents +|Optional +|If the author wants to add attachments to their initiative. + +|Add image +|Optional +|If the author wants to add an image, that is then displayed on the initiative card in the initiatives list. + +|=== + +=== Similarity comparison + +Can be disabled by your organization implementer. +Checks the rest of the initiatives if there are other similar initiatives. If there are, the system shows them before continuing. +This is a way to avoid duplicates and encourage participants to support other similar initiatives. + +=== Promoter committee + +If promoter committee is enabled for this initiative type, this step allows participants to understand what they need to do before being able to send their initiative for publication. + +image::spaces/initiatives/initiative_new_step_committee.png[Initiative creation: initiative promoting committee] + +See the xref:admin:spaces/initiatives/author_manage/committee.adoc[Promoting committee] article for more information. + +=== Finish + +The finish step announces the initiative creation to the participant, and shows them different buttons depending if they still need to find promoting committee members. + +image::spaces/initiatives/initiative_new_step_finish.png[Initiative creation: initiative finish] + +If the initiative type doesn't require multiple committee members, participants can directly send their initiative to technical validation. + +NOTE: The initiative won't be publicly visible on the initiatives list until reviewed and published by an administrator. + +From this page, participants can: + +* Go back to the initiatives list +* Edit their initiative +* Go to their initiatives +* Send their initiate to technical validation diff --git a/docs/en/modules/admin/pages/spaces/initiatives/manage.adoc b/docs/en/modules/admin/pages/spaces/initiatives/manage.adoc new file mode 100644 index 0000000000..3f0d6d636f --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/manage.adoc @@ -0,0 +1,83 @@ += Manage initiatives + +== Understand the basics + +When a participant creates an initiative, it doesn't only create a resource like a proposal, it creates a whole space, +allowing administrators to manage in the administration: + +* xref:admin:spaces/initiatives/admin_manage/committee.adoc[Committee members] +* xref:admin:spaces/initiatives/admin_manage/components.adoc[Components] +* xref:admin:spaces/initiatives/admin_manage/attachments.adoc[Attachments] +* xref:admin:spaces/initiatives/admin_manage/moderations.adoc[Moderations] +* xref:admin:spaces/initiatives/admin_manage/answer.adoc[Answer an initiative] + +NOTE: If you didn't configure it, once an initiative is created, it gets the Meetings and Page component enabled by +default. Ask your instance implementer to modify this parameter if you don't need it, or want other components enabled by default. + +image:initiative_admin_show.png[Admin initiative show page] + +== Manage initiatives + +After the initiative was sent to technical validation by a participant, an administrator can view all the initiatives in the administration panel. + +image::spaces/initiatives/initiative_admin_list.png[Admin initiatives list] + +You can find all the processes on this list with: + +* *ID*: identification number of the initiative. +* *Initiatives*: title of the initiative. +* *Signatures*: sum of online and in-person signatures. +* *Created at*: date of creation of the initiative. +* *Published at*: date of publication of the initiative. + +You can filter and sort this list by clicking the "Filter" button and the columns headers. +You can also search for initiatives by their title in the search bar. + +image::spaces/initiatives/initiative_list_filters.png[Initiatives list filtered] + +== Actions + +|=== +|Icon |Name |Definition + +|image:icons/action_edit.png[Edit icon] +|Edit +|To edit the initiative, its attachments, committee members, components, etc. + +|image:icons/action_answer.png[Answer icon] +|Answer +|Allows to xref:admin:spaces/initiatives/admin_manage/answer.adoc[Answer an initiative]. + +|image:icons/action_preview.png[Preview icon] +|Preview +|To see how the initiative looks in the frontend to participants. + +|image:icons/action_permissions.png[Permissions icon] +|Permissions +|To edit permissions on this initiative. + +|=== + +== Edit an initiative + +When clicking the "Edit" button or the initiative title on the initiative list in administration, the administrator is +redirected to the initiative edit form, and can see that the secondary navigation bar on the left also allows to manage +the initiative committee members, its components, attachments and reported content. + +image::spaces/initiatives/initiative_edit_form_admin.png[Initiative edit form in administration] + +On the edition form, the administrator can review and modify the initiative's title, description, scope, area, etc. +They can also send the initiative to technical validation. + +== Publish an initiative + +Once an initiative is sent to technical validation, the administrator can decide to publish it or discard it. +To publish an initiative in technical validation, go on the initiative edition page and click the "Publish" button. + +== Export signatures + +After the initiative started to get signatures, administrators can export the signatures in the initiative edit form, in CSV or in .pdf. + +image::spaces/initiatives/initiative_actions_export.png[Initiative actions with Export to PDF] + +image::spaces/initiatives/initiative_actions_export_pdf.png[Initiative exported PDF] diff --git a/docs/en/modules/admin/pages/spaces/initiatives/sign.adoc b/docs/en/modules/admin/pages/spaces/initiatives/sign.adoc new file mode 100644 index 0000000000..c0a6070a6f --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/sign.adoc @@ -0,0 +1,25 @@ += Sign an initiative + +== Understand the basics + +Initiatives are meant to be signed, wether with online or in-person signatures. The goal of an initiative author is to promote its initiative +and gather support for it. + +== Signature process + +Once the initiative is published by an administrator, it becomes visible in the initiatives listing page. + +image::spaces/initiatives/initiatives_index_front_with_initiatives.png[Initiatives index in front with initiatives] + +The initiative page displays a "Sign" button and a signature counter, with the signature goal to reach and the current signature number. + +image::spaces/initiatives/initiative_show_published.png[Initiative show after it was published] + +Authorized participants only have to click the "Sign" button for their signature to be taken into account. + +NOTE: Depending on the authorizations you ask for signing, the process may be different and include additional steps. + +Once the participant clicked the button, the signature is incremented in the signature counter. +If it's authorized for this initiative type, participants can also undo their signature by clicking the "Already signed" button. + +image::spaces/initiatives/initiative_show_signed.png[Initiative show after it was signed] \ No newline at end of file diff --git a/docs/en/modules/admin/pages/spaces/initiatives/types.adoc b/docs/en/modules/admin/pages/spaces/initiatives/types.adoc new file mode 100644 index 0000000000..81e8a1ddf8 --- /dev/null +++ b/docs/en/modules/admin/pages/spaces/initiatives/types.adoc @@ -0,0 +1,200 @@ += Initiative types + +== Understand the basics + +Initiative types are the main framework for initiatives, as they allow administrators to define the different forms initiatives +can take, as well as the specific rules and number of signatures needed for each type of initiatives. + +For example, your organization could allow participants to: + +* propose a new regulation +* open a working group or a committee +* modify an existing regulation +* calls for an extraordinary general assembly +* adding items to a city council agenda + +In general, such mechanisms are specified in an internal regulation (like a municipal normative or state law), specifying +the number of signatures required. + +You need to create at least *one initiative type* and *one initiative type scope* to enable participants to publish initiatives. +If you create several initiative types, then participants can choose which type their initiative belongs to. + +== Create an initiative type + +To create an initiative type, click the "Manage" button in the top right of the page, then the "Initiative types" menu item. + +image::spaces/initiatives/initiatives_menu_types.png[Access Initiatives types panel] + +Then, click the "New initiative type" button. You are redirected to the initiative type creation form. + +=== General information + +image::spaces/initiatives/type_form_general.png[Initiative type form general information] + +.Admin new initiative type form: General information +[cols="20h,10h,~"] +|=== +|Field |Type |Description + +|Title +|Required +|Title of the initiative type. + +|Description +|Required +|Explanation of what can be done with this initiative type. + +|Banner image +|Required +|An image for this initiative type. NOTE: At the moment this is not used. + +|=== + +=== Options + +image::spaces/initiatives/type_form_options.png[Initiative type form options] + +.Admin new initiative type form: Options +[cols="~,10h,~"] +|=== +|Field |Type |Description + +|Signature type +|Optional +|Which kind of signature type is allowed. Options are: Online, In-person and Mixed. The Mixed option allows a participant to choose which signature type the initiative can collect. + +|Enable attachments +|Optional +|Wether it allows to upload attachments to initiatives of this type. + +|Enable participants to undo their online signatures +|Optional +|Can a participant undo its signature when they already signed? + +|Enable authors to choose the end of the signature collection period +|Optional +|Can the authors of an initiative change the end of the signature collection period when creating their initiative? + +|Enable authors to choose the xref:admin:areas.adoc[area] for their initiative +|Optional +|Allow authors and administrators to categorize initiatives thanks to organization xref:admin:areas.adoc[Areas]. + +|Enable child scope signatures +|Optional +|This configuration flag only support online votes. It enables sub-scopes and works with an authorization handler that associates a scope to the user. +Make sure you select that authorization below in authorization settings. For it to work, scopes need to be configured in a hierarchical way : 1 Parent - N Child. + +|Only allow global scope initiatives creation +|Optional +|Tick this flag if you enabled "Child scope signature" and configured the global scope as your parent scope. By enabling this, scope selection is skipped in the initiative creation wizard. + +|Enable promoting committee +|Optional +|Whether this type only allow individual initiative or allow collective initiatives (multiple promoters, being multiple individuals or a user group). + +|Minimum of committee members +|Optional +|When "Enable promoting committee" option is checked, defines the minimum number of promoter's committee member to send the initiative to technical validation. + +|Enable comments +|Optional +|Whether initiatives of this type can receive comments from participants. + +|Collect participant personal data on signature +|Optional +|Adds a step to the signature process. When a participant clicks on the signature button, they are redirected to a form asking for some personal data. +This is then used with the PDF export action after the recollection period has ended. + +|Legal information about the collection of personal data +|Required if previous flag is checked. +|Privacy notice and terms of use for the participant personal data during the signature process. + +|=== + +=== Authorization settings + +image::spaces/initiatives/type_form_authorizations.png[Initiative type form authorizations] + +.Admin new initiative type form: Authorization settings +[cols="20h,10h,~"] +|=== +|Field |Type |Description + +|Authorization to verify document number on signatures +|Optional +|The type of authorization required to sign an initiative. Leave blank is no authorization is needed. + +|=== + +Click the create button at the bottom of the form to save your initiative type. +Only after this, you are able to create the initiative type scope needed for creating the first initiatives. + +=== Create an initiative type scope + +An initiative type must have associated scopes to allow participants to create initiatives. +Indeed, they allow to associate a scope with a number of signatures, and therefore to have multiple signatures threshold for a same initiative type. + +On the initiative type form, scroll down to find a new section called "Scopes for the initiative type" and a button. + +image::spaces/initiatives/type_form_scopes.png[Initiative type form scopes] + +Click the "New initiative type scope" button to create one. + +image::spaces/initiatives/admin_initiative_type_scope.png[New initiative type form] + +.Admin new initiative type scope form +[cols="20h,10h,~"] +|=== +|Field |Type |Description + +|Scopes +|Required +|Choose the scope related to this number if signatures. If you don't have any rule, keep Global scope. + +|Signatures required +|Required +|Number of signatures the initiative need to have before the end collection date to be accepted. + +|=== + +You can add multiple initiative type scopes if you have specific number of signatures for specific scopes. +For example, it can be a percentage of different territories inhabitants. + +image::spaces/initiatives/type_form_scopes_multiple.png[Initiative type form scopes with three scopes] + +== Manage initiative types + +image::spaces/initiatives/initiatives_types_list.png[Initiatives types list] + +Once you created one or multiple initiative types, you are able to manage them on the list in the administration panel, with: + +* *Initiative types*: title of the initiatives type. +* *Created at*: date of creation of the initiative types. + +== Actions + +|=== +|Icon |Name |Definition + +|image:icons/action_edit.png[Configure initiatives type icon] +|Configure +|To edit the configuration and initiate type scopes for this type. + +|image:icons/action_permissions.png[Permissions icon] +|Permissions +|To edit the permissions for this initiative type. + +|image:icons/action_delete.png[Delete initiatives type icon] +|Delete +|To delete the initiate type. Can only be done when no initiative is linked to this type. + +|=== + +== Permissions + +You can configure permissions for an initiative type by clicking the image:icons/action_permissions.png icon. + +image::spaces/initiatives/initiatives_types_permissions.png[Initiatives types permissions edition] + +On this page, you can ask for specific xref:admin:participants/authorizations.adoc[Authorizations] in order for participants to be able to sign or create an initiative. +