Initiative types

Understand the basics

Initiative types are the main framework for initiatives, as they allow administrators to define the different forms initiatives can take, as well as the specific rules and number of signatures needed for each type of initiatives.

For example, your organization could allow participants to:

propose a new regulation
open a working group or a committee
modify an existing regulation
calls for an extraordinary general assembly
adding items to a city council agenda

In general, such mechanisms are specified in an internal regulation (like a municipal normative or state law), specifying the number of signatures required.

You need to create at least one initiative type and one initiative type scope to enable participants to publish initiatives. If you create several initiative types, then participants can choose which type their initiative belongs to.

Configuração

Create an initiative type

To create an initiative type, click the "Manage" button in the top right of the page, then the "Initiative types" menu item.

Then, click the "New initiative type" button. You are redirected to the initiative type creation form.

General information

Table 1. Administrar novo formulário de tipo de iniciativa: Informações gerais
Campo	tipo	Descrição:
Título	Obrigatório	Título do tipo de iniciativa.
Descrição:	Obrigatório	Explicação do que se pode fazer com este tipo de iniciativa.
Imagem do banner	Obrigatório	Uma imagem para este tipo de iniciativa. NOTA: No momento isso não é usado.

Options

Table 2. Administrar novo formulário de tipo de iniciativa: Opções
Campo	tipo	Descrição:
Tipo de assinatura	Opcional	Which kind of signature type is allowed. Opções são: Online, In-person e Mixed. The Mixed option allows a participant to choose which signature type the initiative can collect.
Habilitar anexos	Opcional	Wether it allows to upload attachments to initiatives of this type.
Permitir que os participantes desfaçam suas assinaturas on-line	Opcional	Pode um participante desfazer sua assinatura quando eles já assinaram?
Permitir aos autores escolher o fim do período de coleta de assinaturas	Opcional	Can the authors of an initiative change the end of the signature collection period when creating their initiative?
Enable authors to choose the area for their initiative	Opcional	Allow authors and administrators to categorize initiatives thanks to organization Areas.
Ativar assinaturas de escopo filho	Opcional	This configuration flag only support online votes. It enables sub-scopes and works with an authorization handler that associates a scope to the user. Make sure you select that authorization below in authorization settings. Para que isso funcione, os escopos precisam ser configurados de forma hierárquica: 1 Pai - N Criança.
Só permitir criação de iniciativas de âmbito global	Opcional	Marque este sinalizador se você habilitou "Assinatura de escopo Filho" e configurou o escopo global como seu escopo pai. By enabling this, scope selection is skipped in the initiative creation wizard.
Ativar comitê de promoção	Opcional	Whether this type only allow individual initiative or allow collective initiatives (multiple promoters, being multiple individuals or a user group).
Mínimo de membros do comitê	Opcional	When "Enable promoting committee" option is checked, defines the minimum number of promoter’s committee member to send the initiative to technical validation.
Enable comments	Opcional	Whether initiatives of this type can receive comments from participants.
Colete dados pessoais do usuário na assinatura	Opcional	Adiciona um passo ao processo de assinatura. When a participant clicks on the signature button, they are redirected to a form asking for some personal data. This is then used with the PDF export action after the recollection period has ended.
Informações legais sobre a coleta de dados pessoais	Required if previous flag is checked.	Aviso de privacidade e termos de uso dos dados pessoais do usuário durante o processo de assinatura.

Authorization settings

Table 3. Administrar novo formulário de tipo de iniciativa: Configurações de autorização
Campo	tipo	Descrição:
Autorização para verificar o número do documento nas assinaturas	Opcional	The type of authorization required to sign an initiative. Leave blank is no authorization is needed.

Click the create button at the bottom of the form to save your initiative type. Only after this, you are able to create the initiative type scope needed for creating the first initiatives.

Create an initiative type scope

An initiative type must have associated scopes to allow participants to create initiatives. Indeed, they allow to associate a scope with a number of signatures, and therefore to have multiple signatures threshold for a same initiative type.

On the initiative type form, scroll down to find a new section called "Scopes for the initiative type" and a button.

Click the "New initiative type scope" button to create one.

Table 4. Administrar novo formulário de âmbito de iniciativa
Campo	tipo	Descrição:
Âmbitos	Obrigatório	Choose the scope related to this number if signatures. If you don’t have any rule, keep Global scope.
Assinaturas requeridas	Obrigatório	Number of signatures the initiative need to have before the end collection date to be accepted.

You can add multiple initiative type scopes if you have specific number of signatures for specific scopes. For example, it can be a percentage of different territories inhabitants.

Initiative type form scopes with three scopes

Manage initiative types

Once you created one or multiple initiative types, you are able to manage them on the list in the administration panel, with:

Initiative types: title of the initiatives type.
Created at: date of creation of the initiative types.

Ações.

Table 5. Ações.
Ícone	Nome:	Definição
	Configurar	To edit the configuration and initiate type scopes for this type.
	Permissões	To edit the permissions for this initiative type.
	excluir	To delete the initiate type. Can only be done when no initiative is linked to this type.

Permissões

You can configure permissions for an initiative type by clicking the image:icons/action_permissions.png icon.

On this page, you can ask for specific Authorizations in order for participants to be able to sign or create an initiative.