Proposals management

Understand the basics

It’s important to understand that Proposals is not only the name of the component, but is also the entities of the component.

Configuração

Once you created your Proposals component, you are redirected to the Proposals list. There, you can create and manage the proposals of your component.

Depending on whether you want to gather only participants proposals, or you also want to create official proposals, read the relevant section.

Proposals creation

Propostas oficiais

To start creating official proposals, the first thing to do is to create your first proposal, by clicking the "New proposal" button.

New proposal form - with multiple settings (official proposals)

Table 1. Novo formulário de proposta - padrão (propostas oficiais)
Campo	tipo	Descrição:
Título	Obrigatório	The title of this proposal. It must have 15 characters at minimum and 150 characters as maximum and start with a capital letter.
Conteúdo	Obrigatório	The full description for this proposal. Must have 15 characters at minimum and 450 characters at maximum by default, but it can be changed with the setting "Maximum proposal body length" in the component configuration.
Suggested hashtags	Opcional	If hashtags were configured, participants can select the ones related to their proposal.
Esta proposta vem de uma reunião	Opcional	Verifique se esta proposta vem de uma reunião. It displays a link in the proposal page to the meeting.
Selecione uma reunião	Obrigatório	Dropdown selector with all the meetings of this participatory space. Field displayed if the "This proposal comes from a meeting" checkbox is checked. The author of the proposal becomes the meeting.
Endereço	Opcional	If enabled, geocoding allow participant to locate their proposals on a specific location. Proposals with an address are then displayed on the map in the proposals list.
categoria	Opcional	To which predefined category the proposal belongs. Used for filtering in the proposals list.
Add documents	Opcional	If enabled, participants can add files and images to their proposal. The first image added is also added as the proposal image in the proposal grid list.

Participants proposals

Once you enabled participant proposals creation for the active phase, participants can see a "New proposal" button on the proposal listing page.

When they click the button, they are redirected on a two step form, enabling them to create their proposal. This form depends a lot on which settings you’ve enabled in the component.

Table 2. New participant proposal form - Creation step
Campo	tipo	Descrição:
Título	Obrigatório	The title of this proposal. It must have 15 characters at minimum and 150 characters as maximum and start with a capital letter.
Conteúdo	Obrigatório	The full description for this proposal. Must have 15 characters at minimum and 450 characters at maximum by default, but it can be changed with the setting "Maximum proposal body length" in the component configuration.
Suggested hashtags	Opcional	If hashtags were configured, participants can select the ones related to their proposal.
Endereço	Opcional	If enabled, geocoding allow participant to locate their proposals on a specific location. Proposals with an address are then displayed on the map in the proposals list.
categoria	Opcional	To which predefined category the proposal belongs. Used for filtering in the proposals list.
Add documents	Opcional	If enabled, participants can add files and images to their proposal. The first image added is also added as the proposal image in the proposal grid list.
Create proposal as	Opcional	If the participant belongs to a verified user group, they can create a proposal in the name of this group

Once the proposal is written and all properties are set, the participant can click the preview button to review their proposal. The proposal is saved as a draft in case participants want to modify it later.

New proposal form (by a participant) - Publish

They can click the "Publish" button to finalize the publication of the proposal.

Published proposal made by a participant

Gerenciar propostas

Once there are multiple proposals in the process, administrators can manage them.

On the proposals list in the administration panel, administrators can see:

Title: Title of the proposal.
Published at: Publication date of the proposal.
Comments: The number of comments this proposal has.
Notes: The number of votes this proposal has.
Valuators: The number of valuators for this proposal.
Status: The status of the answer of this proposal.

You can filter and sort this list by clicking the "Filter" button and the columns headers. You can also search for proposals by their title or ID in the search bar.

Ações.

Table 3. Ações.
Ícone	Nome:	Definição
	Alterar	Edit form, only for Official proposals.
	Answer the proposal	Allows administrators and valuators to give an official answer to a proposal.
	Pré-visualizar	Para ver como é mostrado na interface a participantes.
	Permissões	To handle the authorizations needed to like, amend, vote on comment or comment on this specific proposal.

Bulk actions

When managing proposals, you can select multiple proposals at the same time to perform bulk actions.

Exportação

The "Export all" button allows administrators to export the proposals and their comments in different formats.

Propostas como CSV
Propostas como JSON
Propostas como Excel
Comentários como CSV
Comentários como JSON
Comentários como Excel

Importação

Import proposals from another component: Allows to import proposals from a proposal component of the same space.
Import proposals from a file
Import answers from a file