Phases

Understand the basics

A participatory process is a sequence of phases ordered in time. Depending on which phase of the process timeline you are, then you can enable and configure the features you need for each phase.

Ideally, the Phases of a Participatory Process are always the same and are not changed, so participants can know what are the rules and time frame and can organize to know when it’d be best for them to participate in this process.

For example, the standard structure of a participatory process could be as follows:

Presentation
Diagnosis
Proposal creation and debate
Proposals prioritization
Proposals evaluation
Monitoring

Participants can find the link to different phases of a participatory process in the "Phase and duration" landing page content block, when it’s enabled by an administrator in the process Landing page.

When clicking on the link for the active phase, they can see the full description and explanation of the phases in a pop-up.

Manage phases

To access the phases configuration, click in the secondary navigation panel on the "Phases" item.

Actions

Name	Definition	Condition
Edit	To edit this phase.	Always available
Activate	To make this phase the active one.	Only available for inactive phases.
Delete	To delete this phase.	Always available

Icon

Name

Definition

Condition

Edit icon

Edit

To edit this phase.

Always available

Activate icon

Activate

To make this phase the active one.

Only available for inactive phases.

Delete icon

Delete

To delete this phase.

Always available

Create a new phase

To create a new phase, click the "New phase" button in the top right of the page.

Create a new participatory process phase form

Table 1. Create process phase form
Field	Type	Description
Title	Required	The title for this phase, displayed in the phase content block and on the process cards when phase is active.
Description	Optional	A long description explaining what’s this phase for.
Start date	Optional	The start date of this process phase. Expected format: dd/mm/yyyy
End date	Optional	The end date of this process phase. Expected format: dd/mm/yyyy
Call to Action path	Optional	Deprecated
Call to Action text	Optional	Deprecated

Configuring the CTA through the Phase of the participatory process is deprecated with the new design. Now this is done in the Landing Page, using the Hero and image content block.