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:
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About this process: here you can access and edit all the fields from the creation form.
Configuración
General information
This section allows to provide a general description about the process, mainly a title, URL, and description.
| Campo | Tipo | Descripción | Visibility |
|---|---|---|---|
Título |
Requerido |
Título del proceso participativo. 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. |
Subtítulo |
Requerido |
Subtítulo. Por ejemplo, "Decidamos nuestras prioridades juntas" |
Visible in the "Hero image and CTA" landing page block. |
Posición del pedido |
Requerido |
Determines the order of the process when displayed in the processes index or homepage. |
N/A |
Slug URL |
Requerido |
Los slugs de URL se utilizan para generar las URLs que apuntan a este proceso. Solo acepta letras, números y guiones, y debe comenzar con una letra. |
Visible in the URL of the participatory process, for example https://example.org/processes/participatory-budget-2020. |
Etiqueta |
Opcional |
Hashtag redirecting to the X social network. |
Visible in the "Hero image and CTA" landing page block. |
Breve descripción |
Requerido |
A short explanation of what’s the participatory process about. |
Visible in the "Main data" landing page block. |
Descripción |
Requerido |
A detailed explanation of what’s the participatory process about. |
Visible in the "Main data" landing page block. |
Anuncio |
Opcional |
The text you enter here is shown to the user right below the process information. |
Visible in the "Announcement" landing page block. |
Duración
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.
| Campo | Tipo | Descripción |
|---|---|---|
Fecha de inicio |
Opcional |
Cuando comience este proceso. Tienes un widget de calendario para elegir el día. Formato esperado: dd/mm/aaaa |
Fecha de fin |
Opcional |
Cuando comience este proceso. Tienes un widget de calendario para elegir el día. Formato esperado: dd/mm/aaaa |
Images
| Campo | Tipo | Descripción |
|---|---|---|
Imagen de inicio |
Opcional |
Image used in presentation cards of this process. Guía para el archivo: Debe ser una imagen o un documento. Para imágenes, usar preferiblemente imágenes apaisadas, el servicio recorta la imagen. Maximum file size: 10 MB |
Metadatos
This section allows to provide meta information about the process. It can be enabled on the landing page with the "Metadata" landing page block.
| Campo | Tipo | Descripción |
|---|---|---|
Grupo promotor |
Opcional |
If a specific group is at the origin of the process, like a city direction, an association committee, etc. |
Zona de la organización |
Opcional |
The organization domain or category, if it’s relevant. |
Metadatos de ámbito |
Opcional |
Metadata on the process scope, if it’s relevant. |
Quién participa |
Opcional |
Who are the authorized participants, who can participate to the process. |
Lo que se decide |
Opcional |
The issue of the process, the object of what is decided. |
Cómo se decide |
Opcional |
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.
| Campo | Tipo | Descripción |
|---|---|---|
Ámbitos habilitados |
Opcional |
Marque si desea tener filtrado de Scopes en este proceso. |
Alcance |
Opcional |
Which Scope does this process belongs to. |
Profundidad del filtro de ámbito |
Opcional |
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. |
Área |
Opcional |
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.
| Campo | Tipo | Descripción |
|---|---|---|
Grupo de procesos |
Opcional |
Enables to group multiple processes together. Check Process Groups to know more. |
Espacio privado |
Opcional |
Check this if the process should only be accessible by Private Participants. |
Promocionado |
Opcional |
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. |
Procesos relacionados
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.
| Campo | Tipo | Descripción |
|---|---|---|
Procesos relacionados |
Opcional |
Seleccione otros procesos participativos relacionados con éste. |
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.
