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
Process admins
Private participants
Moderations

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. New participatory process form: General information
Field	Type	Description	Visibility
Title	Required	Title of the participatory process. 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.
Subtitle	Required	Subtitle. For instance, "Let’s decide our priorities together"	Visible in the "Hero image and CTA" landing page block.
Order position	Required	Determines the order of the process when displayed in the processes index or homepage.	N/A
URL slug	Required	URL slugs are used to generate the URLs that point to this process. Only accepts letters, numbers and dashes, and must start with a letter.	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.
Short description	Required	A short explanation of what’s the participatory process about.	Visible in the "Main data" landing page block.
Description	Required	A detailed explanation of what’s the participatory process about.	Visible in the "Main data" landing page block.
Announcement	Optional	The text you enter here is shown to the user right below the process information.	Visible in the "Announcement" landing page block.

Duration

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.

Table 2. New participatory process form: Duration
Field	Type	Description
Start date	Optional	When this process start. You have a calendar widget to choose the day. Expected format: dd/mm/yyyy
End date	Optional	When this process start. You have a calendar widget to choose the day. Expected format: dd/mm/yyyy

Images

Table 3. New participatory process form: Images
Field	Type	Description
Home image	Optional	Image used in presentation cards of this process. Guidance for file: Has to be an image or a document. For images, use preferably landscape images, the service crops the image. Maximum file size: 10 MB

Metadata

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

Table 4. New participatory process form: Metadata
Field	Type	Description
Promoter group	Optional	If a specific group is at the origin of the process, like a city direction, an association committee, etc.
Organization area	Optional	The organization domain or category, if it’s relevant.
Scope metadata	Optional	Metadata on the process scope, if it’s relevant.
Who participates	Optional	Who are the authorized participants, who can participate to the process.
What is decided	Optional	The issue of the process, the object of what is decided.
How is it decided	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. New participatory process form: Filters
Field	Type	Description
Scopes enabled	Optional	Check if you want to have Scopes filtering in this process.
Scope	Optional	Which Scope does this process belongs to.
Scope filter depth	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.
Area	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. New participatory process form: Visibility
Field	Type	Description
Processes group	Optional	Enables to group multiple processes together. Check Process Groups to know more.
Private space	Optional	Check this if the process should only be accessible by Private Participants.
Promoted	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.

Related processes

This section allows to create relations between processes. It’s different from processes groups. It can be enabled on the landing page with the "Related processes" landing page block.

Table 7. New participatory process form: Related processes
Field	Type	Description
Related processes	Optional	Select other participatory processes that are related to this one.

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