Initiatives

.github/styles/config/vocabularies/Decidim/accept.txt

@@ -6,6 +6,7 @@ CSV
 [Ff]aq
 [Ff]avicon
 [Gg]amification
+initializer
 [Kk]akogawa
 Keka
 Mautic

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]

docs/en/modules/admin/pages/spaces/initiatives/admin_manage/answer.adoc

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+= 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

docs/en/modules/admin/pages/spaces/initiatives/admin_manage/attachments.adoc

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+
+include::partial$page_attachments.adoc[]

docs/en/modules/admin/pages/spaces/initiatives/admin_manage/committee.adoc

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+= 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.
+
+|===

docs/en/modules/admin/pages/spaces/initiatives/admin_manage/components.adoc

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+
+include::partial$page_components.adoc[]

docs/en/modules/admin/pages/spaces/initiatives/admin_manage/moderations.adoc

@@ -0,0 +1,2 @@
+
+include::partial$page_moderations.adoc[]

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. 

docs/en/modules/admin/pages/spaces/initiatives/author_manage/manage.adoc

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+= 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]

docs/en/modules/admin/pages/spaces/initiatives/initiative_creation.adoc

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+= 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

docs/en/modules/admin/pages/spaces/initiatives/manage.adoc

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+= 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]