Processes

To configure participatory processes on the Decidim platform, click on PROCESSES in the DASHBOARD. A list will appear with the existing processes, if there are any (Figure 1).

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Figure 1. Participatory processes.

The created at date is shown for each of the processes, whether or not published, and the following actions can be performed by clicking on the corresponding icons: duplicate the process; configure and preview how it will look once published.

The information on the processes can be edited by clicking on the Configure icon or name of the process.

To create a new process, click on New in the PARTICIPATORY PROCESSES submenu or on the upper right part of the window (Figure 1). A window will open where you have to enter general information on the process (See 5.1 Information). The process (stages, users, functions etc.,) is configured through the submenu of the process that appears when you click on a process on the process list screen (Figure 2). This submenu is on the left of the process window.

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Figure 2. Participatory process submenu.

Information

You first have to fill in the fields with general information on the process. Click on PROCESSES in the DASHBOARD and click on New in the PARTICIPATORY PROCESS submenu on the upper right of the window that appears with the list of processes. A NEW PARTICIPATORY PROCESS window will open (Figure 3).

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Figure 3. New participatory process.

Fill in the following fields (remember that where the platform is in two or more languages, you will need to fill in the information in all the languages):

  • Title: enter the name of the participatory process

  • Subtitle: enter the name of the subtitle.

  • URL slug: word identifying the webpage where there is general information on the process. For example, “nomdelprocés”, https://decidim.nomdelmunicipi.com/processes/nomdelprocés.

  • Hashtag: a tag for social networks. The same one that will be used on network campaigns, Twitter, Facebook, Instagram, etc. (a single word).

  • Start date: select the corresponding date on the calendar that appears when the Data d’inici box is clicked on.

  • End date:  select the corresponding date on the calendar.

  • Promoted: tick whether you wish to highlight the process on the platform’s home page.

  • Short description: 600 characters maximum, explaining the participatory actions.

  • Description: from 1600 characters “llegir més” (read more) is displayed.

  • Home image: image associated with the participatory process that appears on the general process page (Figure 4) and on Decidim’s home page, where the promoted option has been ticked (Figure 5). Minimum sizes: 1015 px. wide x 667 px. high.

  • Banner image: image for all the pages of the process, published on the upper part of the pages, from left to right (Figure 6). Minimum sizes: 1200 px. wide x 300 px. high.

  • Developer group: manager and person politically responsible for the participatory process, can only be the City Council or a group made up of City Council professionals and politicians and associations, enterprises, city residents and other entities.

  • Local area: areas of the City Council involved in the participatory process.

  • Scope metadata: this is not displayed, being internal information about which area of the city the process is aimed at.

  • Target: individuals the participatory process is aimed at.

  • Scopes enabled: tick whether you wish to identify with a sphere of action (municipal, district 1, district 2 and so on).

  • Scope: select the corresponding scope from the drop-down menu. The scopes will need to have been created beforehand.[1]

  • Participatory scope: explanation of the decision margin or limits that citizens will have in this process.

  • Participatory structure: promoter group, monitoring committee, working group, entities that will be taking part in the participatory process’s various workshops and meetings.

  • Processes group: where this is a process within a group, select the corresponding process group from the drop-down menu. For example, an Action Plan by District, within a Municipal Action Plan. The group must have been created beforehand. If it is not part of any group, select None from the drop-down menu.

  • Show statistics: tick whether you wish to display the process’s statistics (Number of meetings, proposals and so on) on the process’ main page.

  • Announcement: if you want a paragraph displayed with a specific announcement (for example, if a new stage begins in any participatory process).

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Figure 4. Image of general processes' front page.
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Figure 5. Image of Decidim homepage’s front page.

To finish, click on Create. You can see how all this information will be displayed by clicking on the process’s corresponding Preview icon.

To finish configuring the process, click on the project’s name in the window with the list of processes. A window with general information on the process will open and the process’s submenu will appear, allowing you to configure the process’s stages, functions, categories, users, moderations and attached information.

Stages of the process

A participatory process will be reflected on the Decidim platform at different stages, each with a start date and finish date, both pre-established at the beginning, so that citizens are clear about where the process is at and how they can take part in it at any time.

As a guideline, the standard structure of a participatory process may be as follows: Stage 1: presentation; Stage 2: diagnosis; Stage 3: proposal creation and debate; Stage 4: prioritisation of proposals; Stage 5: selection of results; Stage 6: assessment; Stage 7: monitoring.

To configure the stages of the process, click on Steps in the PARTICIPATORY PROCESS submenu and then click NEW. A NEW PARTICIPATORY PROCESS STEP window will open (Figure 7).

You need to enter the following for each of the stages:

  • Title

  • Description

  • Start date and end date

Once you have done that, click on Create.

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Figure 7. New participatory process step.

To activate the stage the process is at, click on Steps from the PARTICIPATORY PROCESS submenu. A window will open showing all the stages of the process that have been configured and the icons that enable you to Activate, Edit and Destroy each of them. Click on Activate at the corresponding stage (Figure 8).

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Figure 8. Process steps.

Users will be able to display the various stages and descriptions that have been configured, by clicking on View steps (in the flag image, on the right). The stage that is active will be highlighted in red (Figure 9).

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Figure 9. Displaying steps of the participating user process.

Categories

Categories (and subcategories) are used for classing contents within the various participatory spaces/ processes, as well as enabling users to filter contents. They are defined for each of the instances of the spaces.  For example, a participatory space can include several categories and subcategories and meetings, surveys, proposals and other components of the process can be classed under these categories. A category could be Environment and two of its subcategories Mobility and Air quality. Figure 10 shows the categories and subcategories that were used in the participatory process for drafting the Barcelona Municipal Action Plan (PAM) for 2016.

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Figure 10. Categories and subcategories in the Barcelona PAM for 2016.

Note that once the categories have been defined, you cannot change them as they become the index that structures the contents inside a participation space. For example, if there is a participatory process for electing candidates, the categories could identify lists or types of candidacies. And where the process is for defining a Plan, the categories would coincide with the index for this Plan.

Note too that when it comes to classing contents, Decidim also allows scopes and labels (or tags) to be distinguished and configured. Unlike categories, (territorial or thematic) scopes are general throughout the platform and are defined during the configuration of the Decidim platform of the local authority/ entity.[2] Whereas labels (or tags) are freely defined by participants and can apply to any instance or component. The administration panel also allows you to create and nest labels.

For configuring categories, click on Categories in the PARTICIPATIVE PROCESS submenu. Then click on NEW below. You need to enter the following for each of the categories/ subcategories (Figure 11): Name and Description and, where a subcategory is involved, select the category it corresponds to from the Parent drop-down menu. To finish, click on Create category.

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Figure 11. New category.

Attachments: Collections and Files

When a participatory process is launched, it is important to provide citizens with as much information as possible about them so that they can participate with knowledge. That is why it is helpful to add files (Attachments) with the information that is considered relevant.

These documents can be classified/ grouped in Collections. For example, for a process of remodeling a place, collections could be created with information about possible uses, with plans, with economic information, etc.

First you need to create the collections to be able to place the attachments later. Click Collections in the submenu of the PARTICIPATORY PROCESS, the window is shown ADVANCED COLLECTIONS (Figure 12).

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Figure 12. Attachment collections.

Then click on NEW to create a new collection. Add Name, Weight and a Description. To finish, click Create attachment (Figure 13).

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Figure 13. New collection.

Once the collections have been created, the attachments can be added. Click Files in the sub-menu of the PARTICIPATORY PROCESS and click NEW to add the files. The NEW ATTACHMENT window opens (Figure 14). Write the Title and the Description, select the Weight and the Collection which you want to associate the file, and upload the file by filling the File option. To finish click Create attachment.

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Figure 14. New attachment.

Process' users

Authorisation may be given to other individuals, besides the platform’s general administrators, so that they can administer or collaborate in a certain process or moderate where there are contents that have been reported.

The process administrators can configure/ edit a process whereas collaborators can only see what is on the administrator menu of the process without being able to configure/ edit.

To register administrators, collaborators and/or moderators of a process, in the process’s submenu, go to Process users and click on NEW.

A NEW PARTICIPATORY PROCESS USER window will open (Figure 15).

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Figure 15. New participatory process user.

You need to fill in the following fields: Name, Email and Role (select from the Administrator, Collaborator or Moderator drop-down menu). Click on Create immediately afterwards

Moderating

The Moderation function allows you to moderate debates and ensure they are democratic and constructive. Making use of this function, administrators, collaborators and the moderator of a process can hide the contents/ contributions that have been reported, where the complaint is deemed appropriate, or delete the complaint.

Contents are generally deemed reportable where they are offensive, can be regarded as spam (advertising posts whether or not related to the discussion topic, links to malicious websites, trolling, abusive or unsolicited information), or have nothing to do with the subject under discussion.

To manage reported contents, click on Moderations from the process’s submenu. A screen will appear with all the comments that have been reported pending moderation and the following information for each of them (Figure 16):

  • Reportable: where this concerns a Proposal or Comment.

  • Reported content URL: link for seeing the content reported and the reasons for the complaint.

  • Reports: why it has been reported. It could be: because: it has nothing to do with the discussion (“does_not_belong”), it is spam or it is an offensive comment).

  • Count: Number of times it has been reported by different users

  • Actions: by clicking on the items on the right you can Unreport or Hide.

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Figure 16. Modeations.

Reported contents that have already been concealed can be seen by clicking NOT HIDDEN (in the upper right of the moderator box). A list of concealed reported contents will appear, with the following information for each of them (Figure 17): REPORTABLE, REPORTED CONTENT URL, REPORTS, COUNT, HIDDEN AT date (date the content was concealed on), ACTIONS (in this case the action available is Unreport).

To return to visible reported contents, click on NOT HIDDEN on the upper right of the moderations.

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Figure 17. Hidden content.

Features/ Components

Participatory processes currently have the following components:

  • PAGE: Static pages with multi-language support which optionally allow comments and iframes to be added.

  • MEETINGS: meetings in person, in other words face-to-face events included in a process.

  • PROPOSALS: written contributions posted by users on the platform, which can be voted on.

  • BUDGETS: a specific module for deploying a participatory budget process. This allows a minimum percentage of  the total budget to be set for supporting submitted projects.

  • SURVEY: for conducting surveys.

  • ACCOUNTABILITY: follow-up files for initiatives, projects, plans etc. This enables other components such as proposals and face-to-face meetings to be added.

  • DEBATES: for conducting debates.

  • SORTITIONS: This allows the people who will form part of a group (such as a committee) to be selected at random from a larger group.

To configure components, click on Features/ Components from the PROCESSES submenu. A list will appear showing the functions that have already been configured by the process (the FEATURE/ COMPONENT NAME (which it is given) and the FEATURE/ COMPONENT TYPE that has been used for creating it (Figure 18).

The icons in this list enable you to carry out the following actions: Manage, Publish/ Unpublish, Configure, and configure Permissions and Destroy the feature/ component.

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Figure 18. Features/ Components.

To configure a new function, click on Add feature/ component from the upper right part of the window and select the type of function you wish to configure from the drop-down menu (Figure 19).

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Figure 19. Add Feature/ Component.

Page

These are pages with information on the various processes that may describe the process and its stages, participation methods, goals etc.

To add a page, click Page in the Add feature/ Component drop-down menu. The ADD A FEATURE/ COMPONENT: PAGE window will open: where the following fields have to be filled in (Figure 20):

  • Name: name of the page.

  • Weight: This corresponds to the order in which the components (in this case, the page) are displayed in the participatory process menu.

  • Global settings: enter the content of the message here only if you want to display an Announcement on the Page (highlighted message).

  • Step settings: enter the content of the message in the stage it is meant to appear in, if you only want to display an Announcement on the Page (highlighted message) during the execution of a stage.

Then click on Add feature/ Component.

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Figure 20. Add Feature/ Component: Page.

To create/ edit the contents of the configured page, go to the submenu on the left of the participation process, Features/ Component, and click on the page name (the name that the page has been given).

The Edit page will open. Enter the page’s content in the Body box. Once you have done that, click on Update (Figure 21).

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Figure 21. Edit page.

You can also edit the page or change its settings from the Features/ Component window (Figure 18), by clicking the corresponding (Manage and Configure) icons. This window will likewise allow you to Publish/ Unpublish or Destroy the page.

Meetings

To add face-to-face events, you must first configure the Meetings function. Go to the Add feature/ component drop-down menu (Figure 19) and click on Meetings. The ADD FEATURES/ COMPONENTS: MEETINGS window will open (Figure 22).

You need to give a Name to the Trobades function, select Weight (position in the process’s menu), and enter Announcement, where appropriate, in Global settings and Step settings, and tick (by clicking) Comments enabled so that the process’s participants can make comments on the meetings or Comments blocked.

Click on Add feature/ Component immediately after.

Once the Meetings function has been configured, you can create meetings. Go to the submenu on the left of the participatory process, to Features/ Components and click on MeetingName (the name that the function has been given). The MEETINGS window will open with the list of meetings that have been previously created (Figure 22).

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Figure 22. Meetings.

The window allows you to perform the following actions by clicking on the icons:

  • Preview how the publication of the meeting will look

  • Edit

  • Registrations settings

  • Close the meeting once it is finished

  • Add Attachments

  • Add Collections

  • Delete

To create a meeting, click on NEW in the upper right part of the MEETINGS window (Figure 23). The ADD FEATURES/ COMPONENTS: MEETINGS window will open:

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Figure 23. Add Features/ Components: Meetings.

The information that has to be edited where a meeting is created is (Figure 24):

  • Title

  • Description

  • Address: Street name, number, post code and city)

  • Location: Name of the building and room where the meeting will be held etc.

  • Location hints: where necessary, how to get there, floor, block etc.

  • Start time: select the date and time on the calendar it appears on by clicking on the field.

  • End time: as above

  • Category: where necessary, select the category from the drop-down menu.

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Figure 24. Create meeting.

To activate meeting registrations, go to the MEETINGS window (Figure 22), and click on the Registrations icon. An Inscripcions window will open (Figure 25), where you need to click on Registrations enabled, select the available seating capacity from the Available slots drop-down menu (leave it at 0 if there is an unlimited number), and enter the details in Registration terms. To finish, click Save. The window lets you export the registrations in CSV, JSON or EXCEL format, which you can select from the Export drop-down menu.

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Figure 25. Registrations.

If you wish to attach a file to the information on the meeting, go to the MEETINGS window (Figure 22) and click on the Attachments icon. The Attachments window will open (<<attachments-fig), where a list will appear if there are other attached files and where you can Edit or Delete the attached files.

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Figure 26. Attachments.

Click on NEW to attach a file. Then, in the NEW ATTACHMENT window (Figure 27), enter the Title and Description, upload the file (by clicking on Seleccionar archivo). To finish, click on Create attachment.

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Figure 27. New attachment.

Proposals

To configure the Proposals function, go to the PROCESSES submenu and click on Features/ Components, then click on Add feature/ Component in the upper right part of the window and select Proposals. The ADD FEATURE/ COMPONENT: PROPOSALS window will open (Figure 28). The information you need to enter when the proposal function is configured is:

  • Name: Name of the proposal

  • Weight: the order in which the Proposals component is meant to be displayed on the participatory process’s menu.

  • Global settings:

    • Vote limit per user: Select, where necessary, the limit on the number of votes that a user can give.

    • Proposal limit per user: Maximum number of proposals that can be made by the users.

    • Maximum proposal body length: Select the maximum number of characters that the text of the proposal can have in the menu. 500 characters come by default.

    • Proposals can be edited by authors before this many minutes passes: time limit during which the authors of the proposals can modify them. By default it is 5 minutes, it is advisable not to leave too much time because if someone supports the proposal or makes a comment it will no longer be modifiable.

    • Maximum votes per proposal/ Threshold per proposal: maximum number of votes that can receive the proposals.

    • Tick the options that you want activated for the general configuration of the Proposals function: Can accumulate supports beyond threshold, Proposal answering enabled, Comments enabled, Geocoding enabled, Allow attachments.

    • Announcement: enter whether you wish to display a notice when users are making a proposal.

    • New proposal help text: Write if you want to show when the user is making a proposal.

    • Proposal wizard "Create" step help text: Idem.

    • Proposal wizard "Compare" step help text: write when similar proposals are shown.

    • Proposal wizard "Publish" step help text: notice that comes before publishing the proposal, in case you want to edit.

  • Default step settings:

    • Tick the options you wish to activate for each of the stages: Endorsements enabled, Endorsements blocked, Votes enabled, Votes blocked, Votes hidden, Comments blocked, Proposal creation enabled, Proposal answering enabled.

    • Announcement: enter whether you want to display a notice when users are making a proposal.

To finish, click on Afegir feature/ Component.

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Figure 28. _Add Feature/ Component: Proposals

To manage proposals, that is, to accept/ reject proposals made by participants during the process, click on PROPOSALS from the PROCESSES submenu. A PROPOSALS window will open (Figure 29), where there is a list with all the proposals and a series of pieces of information for each one (TITLE, CATEGORY, ESTATE, in other words, if it is Accepted, Withdraw, Not answered, or Evaluating, and the possible ACTIONS (Private notes, Answer, and Preview).

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Figure 29. Proposals.

To respond to proposals, click on the Answer icon, the ANSWER FOR PROPOSAL (Figure 30) window will open where you need to tick Accepted, Rejected,  or Evaluating and enter the reason or response that you wish to give in the Answer box.

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Figure 30. Answer for proposal.

You can also export proposals and/ or comments in CSV, JSON or EXCEL formats, by clicking on EXPORT in the upper right part.

To create a new proposal, in other words, to make official proposals, click on NEW in the upper right part of the PROPOSALS window (Figure 29), and the CREATE PROPOSAL window (Figure 31) will open up, where you need to enter: Title and Body. Then click on Create.

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Figure 31. Create proposal.

Budgets

To configure the participatory budget function, go to the PROCESSES submenu, click on Features/Components click on Add feature/ Component in the upper right part of the window and select BUDGETS. The ADD FEATURES/ COMPONENTS: BUDGETS (Figure 32) window will open. You need to fill in the following fields:

  • Name: name of the function.

  • Weight: this corresponds to the order in which you wish to display the component in the process menu.

  • Go to Global settings

    • Total budget: select the figure from the drop-down menu.

    • Vote threshold percent: select the percentage from the drop-down menu.

    • Comments enabled: tick to enable comments to be made.

    • Announcement: enter whether you wish to display a notice.

  • Default step settings: for each stage, tick the appropriate options:

    • Comments blocked: tick if there is no need for being able to make comments.

    • Votes enabled: Votes for projects may be collected.

    • Show votes: This shows the number of times that a project has been selected.

    • Announcement: enter whether you wish to show a notice at some stage.

To finish, click on Add feature/ Components.

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Figure 32. Add Feature/ Component: Budgets.

Once the budget function has been configured, the projects that will be put to the vote need to be created. Go to the participatory process’s submenu, to Features/ Components and select Budgedname (the name that is given to the function), and click New.

The NEW RESULT window will open (Figure 33). The fields that appear in the file are as follows:

  • Title

  • Description

  • Budget

  • Scope: select the scope from the drop-down menu.

  • Category: where necessary, select the category from the drop-down menu.

  • Related proposals: select proposals relating to the project.

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Figure 33. New budget result.

To edit projects for voting on, go to the participatory process’s submenu, then go to Features/ Components and select Budgetname (the name that the function has been given). The PROJECTS window (Figure 34) will open. Click on the corresponding icons: Preview to see how they will look, Edit, Collections and Attachments for adding documents or Delete. This window also lets you see the votes that the various projects have received. (Number of votes) and the total number of votes (Finished votes and Pending votes, that is, that a participant has started voting but has still not cast their vote).

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Figure 34. List of projects for voting on.

Besides creating the projects, you also have to specify who can vote for them. Go to the PROCESSES submenu and click first on Features/ Components and then on the Permissions icon from Budgets. (Figure 35).

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Figure 35. Budget permissions icon.

The Editing Permissions window opens, in which the criterion must be selected in the drop-down so people can vote. These criteria vary depending on the instance and must be defined when the Decide is installed, although they can be modified later by a programmer. In the example (Figure 36), the criteria are: Everyone, Identify documents (Multy-Step), Code by postal letter (Multi-Step) and Example authorization (Direct).

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Figure 36. Budget edit permissions.

Surveys

This component allows you to design and carry out surveys, as well as to visualize the results of the surveys. It is useful to be able to know the opinion of the citizens.

To configure the component (feature) of the surveys, in the PROCESS sub-menu, click on Features / Components, then click Add feature/ component in the upper right corner of the window and select Survey. Opens the window ADD FEATURE/ COMPONENT: SURVEY (Figure 37).

The following items must be filled:

  • Name: name of the survey.

  • Weight: the order in which you wish to display the components in the participatory process’s menu.

  • Global settings: It is used to display an Announcement (highlighted message) on all pages of the process. Write the content of the message when appropriate.

  • Step settings: Mark Allow answers when the survey opens. If you want to show an outstanding message in any of the phases by reference to the survey, write the message content to Announcement in the corresponding phase.

Finally click on Add feature/ component.

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Figure 37. Add Features/ Components: Survey.

To edit the survey, click Survey in the Featuress/ Components submenu of the participatory process. A window opens in which the general information about the survey should be put (Figure 38):

  • Title: Title of the survey

  • Description: Description of the survey

  • Terms of service: information on how the survey data will be processed, etc.

From this window, the results of the survey can also be exported in formats CSV, JSON or EXCEL, by clicking EXPORT on the upper right.

Then click Add question. For each of the questions, the following fields must be filled:

  • Statement: Statement of the question.

  • Mandatory: Click if the question has to be answered obligatorily.

  • Type: select the type of response from the menu (short answer, long answer, single option, multiple option). In the case of a multiple choice, you will have to write the Statements of the different ANSWER OPTIONS by clicking successively Add Answer Option.

Click again Add question to configure the rest of the questions. The same procedure is repeated for each of the questions in the survey. When you finish click Save.

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Figure 38. Create survey.

Accountability

The Accountability component allows people who visit the platform to view the level of execution (global, by categories and / or subcategories), of the results of a participatory process. That is to say, the proposals that have ended up being the result of the decision making in the Decidim, either directly (through the result of the application of a voting system) or mediated by meetings, assemblies, technical or political team, and its degree of execution.

The results can be converted into projects or decomposed into subprojects, which can be described in more detail and for which the execution status can be defined, ranging from 0% execution to 100%. The results, projects and states can be updated through a CVS and manually through the administration interface.

To configure the Accountability component, go to the PROCESSES submenu and click first on Features/ Components then click on Add feature/ Component in the upper right part of the window and select Accountability. The ADD FEATURE/ COMPONENT: ACCOUNTABILITY window will open (Figure 39).

The following fields have to be filled in:

  • Name

  • Weight: the order in which you wish to display the components in the participatory process’s menu.

  • Global settings:

    • Mark Comments enabled if they should be able to comment on the results

    • And fill in the fields: Intro, Name for "Categories", Name for "Subcategories", Name for "Results", Name for "Projects".

    • Click Display progress to show the execution status

  • Default step settings: For each of the stages (1. Information, 2. Make your proposal, 3. Projects, 4. Budget, 5. Results, 6. Evaluation of the process) tick Comments blocked if appropriate (no comments can be made at this stage).

To finish, click on Add feature/ Component.

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Figure 39. Add Features/ Components: Accountability.

To create a new result, click on NEW RESULT from the ACCOUNTABILITY window (to access it, click on Accountability from the participatory process’s Features/ Components submenu). The NEW RESULT window will open (Figure 40).

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Figure 40. New result.

Featuring the following fields:

  • Title

  • Description

  • Scope: if necessary, select from the drop-down menu

  • Category: if necessary, select from the drop-down menu

  • Start date: select the date from the menu

  • End date: select the date from the menu

  • Status: select the status from the drop-down menu

  • Progress: Define the degree of progression

  • Add proposals: Go to the drop-down menu and select the proposals it includes (use the ctrl function to select more than one proposal).

  • Included projects: select from the drop-down menu

To manage the Accountability, click on Acountabilityname from the Processes submenu. The ACCOUNTABILITY window will open displaying a list of the results and possible ACTIONS (Preview, New result, Project evolution, Edit and Delete) (Figure 41).

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Figure 41. Results.

Debates

The feature/ component Debate allows you to open questions or discussions about specific topics defined by the administrators or the participants.
To configure the Debate Feature/ Component, in the submenu of PARTICIPATORY PROCESSES, click on features/ components. Then click on Add feature/ component in the upper right corner of the window and select Debates. The window opens ADD FEATURE/ COMPLEMENT: DEBATES (Figure 42).

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Figure 42. Add Feature/ Components: Debates.

The following items must be filled:

  • Name: Name of the debate

  • Weight: the order in which the Debate component will be displayed in the participatory process menu.

  • Global settings: Mark Comments enabled so they can comment.

  • Step settings: for each step, click Debate creation by users enabled (when users want to open debates), and only if necessary, click Comments blocked.

Finally, click on Add feature/ component.

To open a new debate, click on NEW DEBATE in the DEBATES window (to access it, click on Debates in the submenu features/components of the participatory process). The NEW DEBATE window opens (Figure 43).

The items to fill in to configure a new debate are:

  • Title: title of the debate

  • Description: description of the debate

  • Instructions to participate: steps to follow in order to participate in the debate

  • Starts at: date in which the debate begins

  • Ends at: the date on which the debate ends

  • Decidim category: select the category if applicable

Finally, click on Create a debate.

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Figure 43. New debate.

Once created, to view the list of debates, click Debates in the menu of features/ components of the corresponding Participatory Process. In this way, we access the Debates window (Figure 44).

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Figure 44. Debates.

For each of the debates, the title, the start date, the end date and the actions that can be made with each debate (Edit and Delete) are shown.

Sortitions

The Sortitions function allows you to randomly select a certain number of proposals from a series, for example, to determine at random which people will form part of a group (such as a committee) from a larger group, where each person would be a nomination.

To configure the Sortitions function in the PROCESSES submenu, click first on Features/ Components and then click on Add feature in the upper right part of the window and select Sortitions. The ADD FEATURE/ COMPONENTS: SORTITIONS (Figure 45).

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Figure 45. Add Feature/ Components: Sortitions.

The following fields have to be filled in:

  • Name: Name of the sortition

  • Weight: the order in which the Sortition component will be displayed in the participatory process’s menu.

  • Gobal settings: Tick Comments enabled if there is a need for comments to be made.

To finish, click on Add feature/ Component.

To carry out a draw, click on NEW from the SORTITIONS window (to access it click on Sortitions from the participatory process’s Features/ Components submenu).
The NEW SORTITION window (Figure 46) will open.

The fields that have to be filled in for configuring a new draw are as follows:

  • Title

  • Proposals set: select the series of proposals (in this case, the people who may form part of the group/ committee) that are included in the draw.

  • Categories of the set of proposals in which you want to apply the draw: select, where necessary, the categories of the series of proposals that you wish the draw to apply to.

  • Number of proposals to be selected: select the number of proposals (from the drop-down menu) which you want to be selected by means of a random draw of the previously selected series of proposals.

  • Witnesses: Enter the names of the people who will be witnesses.

  • Sortition information: fill in if further information is deemed relevant.

  • Result of die roll: To further guarantee the randomness of the result, you will need to throw a 6-sided die (or look for another random way of generating a number from 1 to 6) before witnesses and enter the resulting number in the drop-down menu.

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Figure 46. New Sortition.

Process groups

A group of processes proves useful for subdividing large participatory processes into subprocesses according to scope (territorial areas of organisation, such as districts and neighbourhoods, or sectoral scopes). An example are the Municipal Action Plans (PAMs) where Action Plans can be grouped by District.

To configure participatory process groups, click on PROCESS GROUP from the menu on the left of the DASHBOARD.

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Figure 47. Process groups.

Then click on New in the PARTICIPATORY PROCESS GROUPS window (Figure 47), which will display the list of Process groups when they have been created.

The NEW PROCESS GROUP (Figure 48) window will open, where the following has to be entered:

  • Name

  • Description

  • Related processes: select the processes that have to be grouped (use the ctrl function).

  • Imatge: (upload the image that is meant to be associated with the process group).

To finish, click on Create.

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Figure 48. New process group.

1. On creating scopes, see point 2.
2. On how to create scopes, see point 2.2.