Participatory process creation

Understand the basics

Participatory processes allows administrators to configure components in articulation with different participatory phases. To start creating a process, when on the process list, click the "New process" button at the top right of the page.

The process creation form is divided into different sections that are detailed in the sections below.

Once you created a process, in the secondary navigation panel, you can see all the process configuration available:

About this process: here you can access and edit all the fields from the creation form.
Landing page
Phases
Components
Categories
Attachments
admins
Private Teilnehmer
Moderations

Konfiguration

General information

This section allows to provide a general description about the process, mainly a title, URL, and description.

New participatory process form general info section

Table 1. Neues Teilnahme-Prozess-Formular: Allgemeine Informationen
Feld	Typ	Beschreibung	Visibility
Titel	Benötigt	Titel des partizipativen Prozesses. For instance, "Participatory Budgeting 2020"	Visible in the card of the process on the homepage, the processes index, the navigation, and the "Hero image and CTA" landing page block.
Untertitel	Benötigt	Untertitel. Zum Beispiel "Lassen Sie uns unsere Prioritäten gemeinsam festlegen"	Visible in the "Hero image and CTA" landing page block.
Bestellposition	Benötigt	Determines the order of the process when displayed in the processes index or homepage.	N/A
URL Slug	Benötigt	URL-Slugs werden verwendet, um die URLs zu generieren, die auf diesen Prozess verweisen. Akzeptiert nur Buchstaben, Zahlen und Bindestriche und muss mit einem Buchstaben beginnen.	Visible in the URL of the participatory process, for example https://example.org/processes/participatory-budget-2020.
Hashtag	Optional	Hashtag redirecting to the X social network.	Visible in the "Hero image and CTA" landing page block.
Kurze Beschreibung	Benötigt	A short explanation of what’s the participatory process about.	Visible in the "Main data" landing page block.
Beschreibung	Benötigt	A detailed explanation of what’s the participatory process about.	Visible in the "Main data" landing page block.
Mitteilung	Optional	The text you enter here is shown to the user right below the process information.	Visible in the "Announcement" landing page block.

Dauer

This section allows to provide information about the process start and end dates. It can be enabled on the landing page with the "Phase & duration" landing page block.

New participatory process form duration section

Table 2. Neues Teilnahme-Prozess-Formular: Dauer
Feld	Typ	Beschreibung
Startdatum	Optional	Wenn dieser Prozess beginnt. Sie haben ein Kalender-Widget zum Auswählen des Tages. Erwartetes Format: dd/mm/yyy
Enddatum	Optional	Wenn dieser Prozess beginnt. Sie haben ein Kalender-Widget zum Auswählen des Tages. Erwartetes Format: dd/mm/yyy

Images

Table 3. Neues Teilnahme-Prozess-Formular: Bilder
Feld	Typ	Beschreibung
Home-Bild	Optional	Image used in presentation cards of this process. Anleitung für Datei: Muss ein Bild oder ein Dokument sein. Für Bilder verwenden Sie vorzugsweise Landschaftsbilder, der Dienst bewirtschaftet das Bild. Maximum file size: 10 MB

Metadaten

This section allows to provide meta information about the process. It can be enabled on the landing page with the "Metadata" landing page block.

New participatory process form metadata section

Table 4. Neues partizipatorisches Prozessformular: Metadaten
Feld	Typ	Beschreibung
Promoter-Gruppe	Optional	If a specific group is at the origin of the process, like a city direction, an association committee, etc.
Organisationsbereich	Optional	The organization domain or category, if it’s relevant.
Bereichsmetadaten	Optional	Metadata on the process scope, if it’s relevant.
Wer beteiligt sich	Optional	Who are the authorized participants, who can participate to the process.
Was beschlossen wird	Optional	The issue of the process, the object of what is decided.
Wie wird es beschlossen	Optional	The decision making process.

Filters

This section determines the filters available in the process, in the different components. Filters can then be enabled and configured in each components.

Table 5. Neues Teilnahme-Prozess-Formular: Filter
Feld	Typ	Beschreibung
Bereiche aktiviert	Optional	Aktivieren, wenn Sie die Bereichsfilterung in diesem Prozess verwenden möchten.
Bereich	Optional	Which Scope does this process belongs to.
Reichweite Filtertiefe	Optional	Restrict the scope filter depth. This is relevant if you have complex relations in Scopes children (like a Russian Doll). For instance if you have Grandmother → Mother → Child nested scopes, this setting allows you to choose the Mother scope, so the participants can only filter between the Child sub-scopes. This would be the case for instance if you have Provinces → Cities → Districts, and the process is about a particular City.
Fläche	Optional	Which Area does this process belongs to.

Visibility

This section allows administrators to configure the process placement in the different pages and its publicity or no.

Table 6. Neues partizipatorisches Prozessformular: Sichtbarkeit
Feld	Typ	Beschreibung
Prozessgruppe	Optional	Enables to group multiple processes together. Check Process Groups to know more.
Privater Raum	Optional	Check this if the process should only be accessible by Private Participants.
Beworben	Optional	Check if you want the process to have more visibility in the Process public list and the "Highlighted processes" content block in the Homepage configuration.

Table 7. New participatory process form: Related processes
Feld	Typ	Beschreibung
Verwandte Prozesse	Optional	Wählen Sie andere Beteiligungsprozesse, die mit diesem verwandt sind.

Other

This section is empty, unless an administrator already created Process Types. If so, you should be able to select a process type to categorize the process. Participants are then able to filter processes in the processes index with those types.

Choose a process type when editing a process

Process types filter in the processes index