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.
Configuração
General information
This section allows to provide a general description about the process, mainly a title, URL, and description.
| Campo | tipo | Descrição: | Visibility |
|---|---|---|---|
Título |
Obrigatório |
Título do processo 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. |
Legenda |
Obrigatório |
Subtítulo. Por exemplo, "Vamos decidir juntos nossas prioridades" |
Visible in the "Hero image and CTA" landing page block. |
Posição do pedido |
Obrigatório |
Determines the order of the process when displayed in the processes index or homepage. |
N/A |
Slug de URL |
Obrigatório |
Os slugs de URL são usados para gerar os URLs que apontam para este processo. 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. |
Palavras-chave |
Opcional |
Hashtag redirecting to the X social network. |
Visible in the "Hero image and CTA" landing page block. |
Breve descrição |
Obrigatório |
A short explanation of what’s the participatory process about. |
Visible in the "Main data" landing page block. |
Descrição: |
Obrigatório |
A detailed explanation of what’s the participatory process about. |
Visible in the "Main data" landing page block. |
Anúncio |
Opcional |
The text you enter here is shown to the user right below the process information. |
Visible in the "Announcement" landing page block. |
Duração
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 | Descrição: |
|---|---|---|
Data de início |
Opcional |
Quando este processo começa. Você tem um widget de calendário para escolher o dia. Formato esperado: dd/mm/aaaa |
Data de término |
Opcional |
Quando este processo começa. Você tem um widget de calendário para escolher o dia. Formato esperado: dd/mm/aaaa |
Images
| Campo | tipo | Descrição: |
|---|---|---|
Imagem inicial |
Opcional |
Image used in presentation cards of this process. Guia para o arquivo: Tem que ser uma imagem ou um documento. Para imagens, use de preferência imagens de paisagem, o serviço cultiva a imagem. Maximum file size: 10 MB |
Metadados
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 | Descrição: |
|---|---|---|
Grupo promotor |
Opcional |
If a specific group is at the origin of the process, like a city direction, an association committee, etc. |
Área da organização |
Opcional |
The organization domain or category, if it’s relevant. |
Metadados do escopo |
Opcional |
Metadata on the process scope, if it’s relevant. |
Quem participa |
Opcional |
Who are the authorized participants, who can participate to the process. |
O que é decidido |
Opcional |
The issue of the process, the object of what is decided. |
Como é decidido |
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 | Descrição: |
|---|---|---|
Âmbitos ativados |
Opcional |
Verifique se você quer ter filtros de escopos neste processo. |
Escopo |
Opcional |
Which Scope does this process belongs to. |
Profundidade de filtro de âmbito |
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 | Descrição: |
|---|---|---|
Grupo de processos |
Opcional |
Enables to group multiple processes together. Check Process Groups to know more. |
Espaço privado |
Opcional |
Check this if the process should only be accessible by Private Participants. |
Promovido |
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. |
Processos 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 | Descrição: |
|---|---|---|
Processos relacionados |
Opcional |
Selecione outros processos participativos que estão relacionados a este. |
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.
