Fases

Understand the basics

Un proceso participativo es una secuencia de fases ordenadas a tiempo. 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 timeframe 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:

  1. Presentación

  2. Diagnóstico

  3. Creación de propuestas y debate

  4. Priorización de propuestas

  5. Evaluación de propuestas

  6. Monitoreo

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.

Block with processes phases link

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

Process phases explanation

Configuración

Manage phases

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

Phases of a participatory process

Acciones

Table 1. Acciones
Icono Nombre Definición Condition

Edit icon

Editar

Para editar esta fase.

Always available

Activate icon

Activar

Hacer de esta fase la activa.

Only available for inactive phases.

Delete icon

Eliminar

Para eliminar esta fase.

Always available

Crear una nueva fase

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 2. Create process phase form
Campo Tipo Descripción

Título

Requerido

The title for this phase, displayed in the phase content block and on the process cards when phase is active.

Descripción

Opcional

Una descripción larga explicando para qué sirve esta fase.

Fecha de inicio

Opcional

The start date of this process phase. Formato esperado: dd/mm/aaaa

Fecha de fin

Opcional

The end date of this process phase. Formato esperado: dd/mm/aaaa

Ruta de llamada a la acción

Opcional

Desaprobado

Texto de llamada a acción

Opcional

Desaprobado

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.

Ejemplos

TBD