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.
Then, click the "New initiative type" button. You are redirected to the initiative type creation form.
General information
| 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
| 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 area for their initiative |
Optional |
Allow authors and administrators to categorize initiatives thanks to organization 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
| 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.
Click the "New initiative type scope" button to create one.
| 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.
Manage initiative types
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 |
|---|---|---|
|
Configure |
To edit the configuration and initiate type scopes for this type. |
|
Permissions |
To edit the permissions for this initiative type. |
|
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.
On this page, you can ask for specific Authorizations in order for participants to be able to sign or create an initiative.