Consul Administration Guide En

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CONSUL
Administration
GuideVersion 0.15
Index of contents
0. Introduction to the CONSUL Administration guide
1. Administrator interface
1.1 Polls
1.2. Collaborative legislation
1.3. Participatory budgets
1.4. Messages to users
1.5. Site content
1.6 Voting booths
1.7 Signature sheets
1.8. Moderation
1.9 Profiles
1.10. Configuration
2. Moderator interface
3. Valuation interface
4. Management interface
5. Poll officers interface
5.1. Validate document and vote
5.2. Total recount and results
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0. Introduction to the CONSUL Administration guide
CONSUL has different independent interfaces from which can be managed everything
that happens in the platform easily. These interfaces are the following: Administration,
Moderation, Valuation, Management, and Polling officers.
Administrators can access all of them, and additionally assign permissions to other users
to access any of them, and thus be able to collaborate with the management of the
processes in a decentralized and secure manner.
In the following sections we will explain the use of each of the interfaces.
1. Administrator interface
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1.1 Polls
Section to manage the voting processes. Each poll may contain several questions, may
be configured to be voted by everybody or only by the residents of an area, and may have
some specific voting booths to vote it. Different polls with different configurations may
run simultaneously.
- Polls. List of polls. The "Create poll" button allows the initial definition of the poll.
"Name", "Summary" and "Description" will be the public information presented on the
poll web page (each poll has its own web page, listed all of them in the voting section of
the platform). Voting online will be possible between the "Start date" and the "End date".
An "Image" can be uploaded, and will be shown in the list of polls in the voting section.
The checkbox "restricted by geozone" allows restricting the users who can vote on the
poll to a specific area.
- Polls questions. List of all the questions of all polls. The button "Create question" allows
creating a new question for any poll. In the first form is only needed the question and
selecting the poll where it will be included. In the following form can be added the
possible answers with the "Add answer" button. Each answer can include a description,
images, documents and videos. All this information will be shown in the poll web page,
below all answers. To upload material click in the "images list", "documents list" or "videos
list" links on the right side once the answer has been created.
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This section also includes a tab named "Successful proposals". There are listed the
proposals that reached the required threshold of supports. The "Create question" button
allows to create a voting of the proposal and include it in a poll.
- If you want to enable ballot boxes in addition to digital voting, this can be configured
through the menu "Voting booths", that will be introduced later.
Once a poll has been defined through these previous sections (and through the “Vooting
booths” menu if this is the case), the poll can be accessed in the "polls" section. Clicking
in the poll can be seen the questions, booth, officers, recounting and results (these last
two options once the poll has started).
In the recounting and result section can be found links to see the partial results for each
booth. Notice that the recounting section differentiate between two types of recounting:
the recounts (made by the officers) and the votes (registered automatically by the
platform). This comparison helps checking that the process was done correctly. Once the
poll has finished, is the results section are found two checkboxes to do public the results
and the statistics of the voting. Those results will be shown in the public voting page.
!
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1.2. Collaborative legislation
In this section are managed the processes of collaborative legislation. The basic process
allow three different phases, and in each one can be decided which ones are used. The
phases are: debate, proposals and drafting. The debate phase allows to open several
questions. The users can give open answers to the questions, and rate other's users
answers. The proposals phase allows to the users to write proposals on the issue, and
support other users proposals. The drafting phase allows to publish a text. Users can
select any part of the text, make comments to it, and rate other comments.!
!
Clicking "Create new process" can be defined which phases will be active (click in the
"enabled" checkbox of each phase), the start and end dates of each phase, the
information that will be shown in the web page of the process (title, summary for the list
of processes, basic description and additional information), and additional documents
that can be uploaded when required to that same page as additional information.
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Once created the process, clicking on it can be seen different tabs to define each phase:
- Information. Basic information defining the process.
- Debate. The button "create question" allows to add new questions to the phase. It is
possible to define closed answers to the question, but it is optional. By default the
answers are open.
- Proposals. The "categories" field define which categories will be suggested to the user
when creating a new proposal. The categories will be listed during the process, in order
to filter the proposals with those categories.
- Drafting. The drafting phase allows to have a first version of the text, and then modify it
and publish new versions. To start the process click on the "Create version" button. In the
upper part can be written the title of the text and there is an optional field to write a
summary of changes with respect to the last version. The status option select between
"draft" (the text will not be public, only administrators can preview it) and "published".
Once the process has finished, the "Final version" checkbox allows to publish the final
text where comments will not be allowed.
The link "Launch text editor" can be used to upload the text. When clicking on it, the
window will be split in two parts. The left part is used to introduce the text, and the right
part will show how will it look in the web page. In order to add styles to the text (as: bold
letters, italic, etc.) "markdown" format should be used. It may seem very different to
traditional text editors, but is easier than what it seems. When having the text ready (or
part of it) click in the "close text editor" and then in the "create version" button.!
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1.3. Participatory budgets
Through participatory budgeting the users can decide together how to spend a budget.
The process may include the optional following phases: "Information", to publish the
basic information on the process before the participation phases start. "Accepting
projects", users can write projects for spending the budget. "Reviewing projects", all
projects are published and new ones can not be added, so it can be detected mistakes in
the existing projects. "Selecting projects", user can support the projects they like to
prioritize them. "Valuating projects", administrators and valuators can select if the
projects are feasible or not, and the cost for each one. "Publishing projects prices", the
feasible projects selected for the voting phase are published, but still the voting is closed,
users can check if the information and valuation has been done correctly. "Voting
projects" where the selected projects are voted. "Reviewing voting", in order to check the
results. "Finished budgets", to present the final results once the process has finished.
!
The projects are categorized within "groups", and "headings" for each group. Each user
can support and vote projects from each group, but only from some limited amount of
headings of each group (one by default). As an example, in the participatory budgeting
of a city, one of the groups could be "Projects for the whole city", and other group could
be "Projects for a specific district". And then inside the second group would be one
heading for each district. All users would vote the projects for the city, and projects of
one district of their choice.
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Click on "Create new budget" to define the name of the process, the currency, and select
the initial phase. In the following window, clicking in "Add new group" new groups may
be defined.
For each group can be added as many headings as wanted. The heading is defined by
the name, the amount of money, and optionally the population (if the heading
corresponds to an area). The max number of headings that can be selected to support or
vote can be defined for each group independently with the "Edit group" button.!
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The main section contains two tabs: "open" and "finished" budgets. The "Edit budget" link
allows to define which phases will be active, and the start and end date for each phase.
In each budget the link "manage projects" show us the list of projects created by the
users:!
!
The list of projects include the following fields: "ID", "Title", "Supports" (of the 'selecting
projects' phase), "Administrator" (the projects can be assigned to administrators, to check
they are properly evaluated, and have a general overview over some headings or groups),
"Valuator" (users with the valuator role will see their assigned projects through their
valuation interface, where they can evaluate them), "Valuation Group" (valuators can be
organized in groups), "Scope of operation" (heading of the project),
"Feasibility" (undecided by default, and then feasible or unfeasible once evaluated),
"Show to valuators" (valuators will see only their assigned projects marked with this
checkbox, in order to prioritize which ones have to evaluated), "Val. Fin." (describing if the
valuation has been marked as finished), "Selected" (feasible projects with finished
valuation can be marked as selected; those will be the projects shown in the final voting
phase).
!
The projects can be filtered according to the following tabs: All, Without assigned admin
(no administrator assigned), Without assigned valuator (no valuator assigned), Under
valuation (projects with valuator assigned), Valuation finished, Winners.
Other filters can be found in the top part: Administrator, Valuator, Headings, Tags (tags
set by the administrators, not by the users). Also "advanced filters" that allow filtering by:
Feasible, Selected, Undecided or Unfeasible projects, or the minimum amount of
supports to be shown in the list, and a search field to search by ID or word. All those
filters and tabs can be combined to produce very specific searches.
!
The link "download current selection" allows downloading the projects shown in the
bottom table in a csv file.
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Clicking in the title of a project a new page show us the information of the project. First
the public information of the project. Then the "Classification" section where the
administrator and valuators assigned and the tags are shown, and can be edited with the
link "Edit classification".
It is important to keep in mind that you should not change the classification of which
heading or group a proposal belongs to during the support or voting phase. The
possibility of supporting or voting on a proposal depends on the heading in which it is
classified. Therefore, someone who could be voting on a proposal in a heading may not
be able to vote the same proposal in another heading. Therefore, if the classification of a
proposal is changed, the supports or votes that it has at that moment will be eliminated.
Although this will be alert to the administrator, it must be taken into account during the
management of the process.
The following section is the "Dossier", where the feasibility and price are shown and
edited. When editing the report of a project, will be displayed the same interface that
"evaluators" users see through the “evaluation interface”, that will be explained later. It
will be explained in more detail in that section, but it is important here to bear in mind
that if a project is declared unfeasible and the project report is finalized, the report of
unfeasibility will be public on the project website, and it will be sent at that moment an
email to the author with that report.
The next section is the "Valuation comments"; those comments between the
administrators and the valuators are not public. Are used for internal discussion on the
projects. And finally the "Milestones" section.
!
The Milestones section is used to publish the evolution of the finally selected project
once the participatory process has finished. A timeline will be published in the public
page of the project with all milestones. Clicking in "Create new milestone" the following
information can be added: status (to categorize the projects, for example: "studying the
project, contracting, building, finished"; the possible status can be defined in the bottom
link), description of the milestone, date of publication of the milestone, images and
documents to show in the milestone. The date and a status or a description are the only
mandatory fields.
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1.4. Messages to users
This section manage the communication with the users. The following possibilities are
available:
- Newsletters. Newsletters are e-mails sent to the users. For each one it can be defined
the content of the email, and which users will receive it. Click on "New newsletter" to
define the subject, the email that will appear as sending it, the content and the
recipients (the users that will receive it). Once created can be "Previewed" and then sent
with the "Send" button of the preview page.
- Notifications. Notifications are internal messages that appear in the notifications
dashboard for the users (the bell on the top right of the screen). It can be defined the
recipients, title and text (as in the previous section), and also a link. When clicking the
notification the link will be open.
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- System emails. In this section can be found all the internal emails that the system send
to the users. For example emails sent to the user when signing-up, when verifying the
account, etc. An important special kind of system email is the "Proposal Notification
Digest". The authors of the proposals can write proposal notifications that appear in the
web page of their proposal. Those notifications are sent to all users supporting the
proposal through this digest. Here the digest can be previewed, to check the content to
avoid spam, and send when decided.
- Emails download. The last option allows to select a group of users and download their
emails in a csv file, to use it in an external communication system.
!
1.5. Site content
- Homepage. In this section you can configure what is shown on the initial screen of the
platform when you enter it.
The first menu allows you to define the "Header" by clicking the "Create header" button.
This is a first band that appears just below the menu bar, and allows to give the most
visibility to what seems most relevant. The band can be configured with a title that will
appear in a large font, a small description, an additional image, and a link that will be
accessed by pressing the button that will appear in the band.
The next element to configure is the "Cards". These cards are rectangles of smaller size
than the band of the header, and located below, which will allow to highlight other
processes or relevant links, although less than the header. Several cards can be created
with the "Create card" button, and will be placed one after the other. The cards are
defined in the same way with title, description, image and link.
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Then we can activate four different elements, with the "Enable" buttons: Proposals,
Debates, Processes and Recommendations. Proposals will show us the proposals that
appear in the top of the “Proposals” section of the platform. Debates are the same, but
referring to the “Debates” general section of the platform. Processes will activate a format
similar to the previous Cards, but with the content of the last processes that are active in
the "Processes" or "Collaborative Legislation" section of the platform. In these three cases
we can select the number of elements that will be displayed with respect to each one.
The last option "Recommendations" activates a module at the bottom of the page,
which will only be seen when one is logged in as a user on the platform. When this is the
case, it will show three debates and three recommended proposals for our user,
depending on the debates and proposals that we have previously supported. This
automatic recommendation system selects the labels of the debates and proposals that
we have supported and looks for other elements with the same labels. If we enter with
our user in the Debates or Proposals section, in the upper part of the debates or
proposals we find different filters to order the elements: "More active / Highest rated /
New / Recommended". This last filter is the same one that is used to show
recommended elements in the initial page.
- Custom pages. In this subsection can be created information pages for the users. Click
in the "Create new page" button to define it. The page includes a title, subtitle and text.
The language of the page can be defined, and also the "slug" (the url that will be shown
in the web browser). The status can be chosen between "draft" (while we are creating it)
and "published" (visible to the users). And two additional options can be selected:
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showing it in the "help" section of the platform, and including a "print" button on it to
make easier for the users to print it.
- Custom banners. This section allows you to configure banners that will be displayed at
the top of the Debates and Proposals sections of the platform. They will allow to
highlight other processes or links that seem especially relevant.
By clicking on the "Create a banner" button we can fill in the following information:
Style. The style of fonts and colors of the banner.
Image. The background image of the banner.
Post started and ended at. The banner will be displayed automatically during the
selected period.
Title and description The text that will be displayed on the banner.
Link. The URL to which you will direct us when you click on the banner.
The banners are saved and can be reused later.
1.6 Voting booths
This section allows you to enable offline voting polls for both "Voting" and "Participatory
Budgeting" processes. The booths are managed through the “Polling officers” interface to
ensure that no person can vote twice in the ballot box and on the digital platform. It also
allows monitoring of the evolution of voting in ballot boxes in a decentralized manner.
To be able to use the voting booths we must first define the voting. This will be done in
the "Voting" menu or in the "Participatory Budgeting" menu (in the "Manage booths"
button) depending on the case. Once the voting has been created, you can define the
polls, poll officers and assign the corresponding shifts.
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- Poll officers. List of users with the role of "officers". This users are allowed during a voting
to access to the officers interface (that will be explained later), where is managed the
voting in physical booths. These officers check that people vote correctly, that nobody
votes twice, and check the results of the physical booth. To assign the role of "officer"
search the user in the top field, and then click in the button next to the user name.
- Booths location. Booths can be given a name, and their location, in order to manage
them easily. Click "Add booth" to define a new booth and its location. The "booth kind"
option differentiates between a "physical booth" where people vote in a ballot box, and a
"digital booth" where people vote directly in a tablet or computer. The first one implies a
manual process of counting the votes and checking the results by the officers.
- Booths assignments. The platform controls which ballot boxes are used for each active
poll and which officers are in each ballot box. The "manage assignments" button allows
to select which ballot boxes will be used for each poll, by clicking the "assign booth" next
to the selected booth.
- Manage shifts. Clicking in "Manage shifts" for each active ballot box officers can be
searched. The "Edit shifts" button right to each officer allows to add a shift for that officer
in the ballot box. Shifts can be defined as "Collect votes" for the days the poll is open, and
"Scrutiny" for the days following the poll. This two tasks allow different options for the
officer in the "officer interface" during the voting process. Several shifts can be assigned
to each officer.
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1.7 Signature sheets
If it is allowed to support proposals or participatory budget projects by signing a
traditional signature sheet, that part of the process may be managed here. This section
allows to upload the signatures so it can be checked if the citizens are allowed to
support the proposal/project, and not having duplicate or unverified signatures. To
upload new signatures click on "new signature sheet". Select if it is a proposal or a
participatory budget project, add the ID of it (it is shown in the web page of the
proposal/project), and then add the citizen document numbers separated by commas.
When clicking in "Create signature sheet" the system will verify each signature, and add
the valid supports to the proposal/project. Take into account that the verification system
is slow. You may come back later to the signature sheet web page to check its result. All
the signature sheets will be shown in the section, with a link to each one showing all the
information and the result after creating it, for any additional verification.
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1.8. Moderation
Moderation of the platform is done from the moderation interface, which we will explain
later. However, this section allows you to follow up the moderatio activities. It shows all
the content moderated by moderators or administrators of the platform, as well as the
activity of the moderators to verify that it is being done correctly. All moderation
activities are kept in a log and can be verified by other administrators. The subsections
'hidden proposals', 'hidden debates','hidden comments' and ‘hidden proposal
notifications’ work in the same way. Each show the list of moderated content, with
buttons "restore" and "confirm moderation" next to each content. The first one undo the
moderation action, making the content public again. The second one confirm that the
moderation was properly done and move the content to the "confirmed" tab. The
confirmation action does not change anything publicly, is just useful for internal
purposes of review of moderation.
The subsection 'blocked users' shows all users that have been blocked in the platform. In
the same way, the block action can be undone or confirmed.
The subsection 'activity of the moderators' contains a log of each moderation action
carried out and the date and author who made it, to ensure that it is carried out
correctly.
1.9 Profiles
Users can have additional roles, allowing them to use special interfaces or functionalities
of the platform. To mark a user with a role enter in the proper subsection, search the user
in the top field by name or email and then click in the "add" button next to the user
name. To revoke a role, search the user in the same search field and click the button
"delete" next to the user name.
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The following roles are available:
- Administrators. Those users can access to the administrator interface and the rest of the
interfaces (manager, moderator, valuator, etc). As seen all the processes and
configurations of the platform are managed through the administrator interface. Double
check who administer the platform.
- Organisations. When signing-up to the platform, it can be chosen to create an
organisation user instead of a normal one. By default those users, when verified, are
highlighted with a small banner of "organisation" next to their user name in the content
they create. They may create debates, proposals or comments, but they can not support
or vote in the processes. The organisation users created will appear in this section.
Administrators can chose to "verify" or "reject" each user. Pending or rejected users have
the same functionalities, but will no show the "organisation" banner in the content
created. The top tabs organize the users depending if they have been already verified or
not ("pending", "all", "verified", "rejected").
- Officials. Those users are highlighted with a small banner next to their user name in the
content they create. The content is also shown with a different style to highlight it.
Different levels of "officials" can be defined in the configuration section, and the text that
appear in each banner type. The specific level for the user can be changed or removed by
the "edit official" button next to the user name. As an example in a city the top level
official could be the mayor, the next level the councillors, etc.
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- Moderators. Users with this role can access to the moderator interface, where are listed
all the content of the platform flagged as 'inapropriate' by the users. They have the
options to hide or confirm the content and block the users.
- Valuators. This role allows the access to the valuation interface for the participatory
budgets. Through this interface they see the proposals that are assigned by the
administrators for each specific valuator, and can fill the valuation dossiers.
In addition to defining individual valuators, these can be organized into groups. This is
especially useful since generic groups can be defined according to the topics or
responsibilities, and then add or eliminate evaluators in the group as necessary. It allows
a more flexible control of the evaluation during this phase, as well as several people
working in the same set of proposals. To access this possibility, in the upper right part you
can find the "Valuators Groups" button.
Once inside, the "Create Evaluator Group" button allows you to define a new group.
When creating a group it will be shown in the list on that page and by clicking on it we
can see the evaluators that are part of it in case there is one assigned. To assign
evaluators to a group we will do it from the initial page of "evaluators". When registering
an evaluator (or clicking on it and then on the 'Edit' button of your tab) we will see a
selector titled 'Evaluators' group' where we can select if we want to assign a group. This
can be changed at any time.
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If a project of participatory budgets is assigned to a group of evaluators, all the evaluators
that at that moment are defined as part of the group will have access to it.
- Managers. Those users have the permission to access the managers interface. In this
interface managers can create and verify users accounts, and perform tasks for the users
are creating or supporting proposals, etc. The common use of this role is for public
workers in the institution office, to help the citizens to interact with the participation
processes.!
- Users. All registered users of the platform can be found here with their user information
and a link to their user page.
1.10. Configuration
From this section it can be defined the general configuration options of the platform,
which do not affect the configuration of each specific participation process. These other
configurations are adjusted from the sections of each of the processes.
- Global settings. This is the main configuration section. It is divided into the following
tabs: Configuration settings, Features, Banner styles, Banner images, Map configuration.
- Configuration settings. Here are found various parameters of the platform.
- Features. By clicking on the "enable / disable" buttons, sections of each participation
process (Debates, Proposals, Processes (Collaborative Legislation), Participatory
Budgeting) or some specific functionality (such as Facebook or Twitter login,
Communities in the proposals, Recommendations, Geolocaion, etc.) will appear or
disappear from the platform.
- Banner styles and images. To configure the menu options "Site content" "Manage
banners"
- Map configuration. If the geolocation is activated in the Features section and the
latitude and longitude and zoom is correctly defined in the section "Global settings" it
will be shown a map in this section, which will be the one shown by default in the
proposals and projects of participatory budgets to set the proposals.
- Proposal topics. When a user creates a proposal, some default labels are suggested for
his proposal. These categories will also be shown in the sidebar of the proposals section.
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In this section you can define these labels by typing them in the upper field and clicking
on the "Create topic" button
- Manage geozones. When creating proposals from the general section of Proposals, they
can be categorized as belonging to a specific geographical area. To define the
geographical areas click on the button "Create geozone" and add the name and
coordinates (the other fields are not necessary). The coordinates refer to the coordinates
in the image that we define in the installation of the platform (see the installation
manual), it does not refer to geographical coordinates of latitude and longitude.
- Custom images. Here we will include basic images of the platform, such as the logo
that will appear on it in the upper bar.
- Custom content blocks. This option allows us to define HTML blocks that will be
embedded in the header or footer of the platform on all pages.
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2. Moderator interface
!
Moderators and administrators can access to this interface. Here are listed all the content
of the platform flagged as 'inapropriate' by the users. Moderators have the options to
hide or confirm the content and block the users.
!
When a user marks in a Proposal / Debate / Comment the option to "report as
inappropriate", will appear in this list. For each element will be shown the title, date,
number of complaints (how many different users have marked the option to report) and
the text of the Proposal / Debate / Comment will appear.
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To the right of each item appears a box that we can mark to select several ones from the
list. Once one or more are selected, we find three buttons at the bottom of the page to
perform actions on them:
!
Hide: will hide those elements in the platform.
Block authors: will cause the author of that element to stop being able to access the
web, and also to hide in the platform all the Proposals / Debates / Comments of that
user.!
Mark as viewed: used when we consider that these elements should not be moderated,
that their content is correct, and thus they should stop being shown in this list of
inappropriate elements.
!
To facilitate the management, above we find a filter with the sections:
!
Pending: Proposals / Discussions / Comments on which has not yet been pressed "hide",
"block" or "mark as viewed", and therefore should still be checked
All: showing all the Proposals / Discussions / Comments on the web, and not just those
marked as inappropriate.
Marked as viewed: those that some moderator has marked as viewed and therefore
seem correct.!
!
It is advisable to check the "pending" section regularly.
!
Block users
The search form allows us to find any user by entering their username or email, and
block it once found. By blocking it, the user will not be able to access the web again, and
all their Proposals / Discussions / Comments will be hidden and will no longer be visible
on the web.!
!
!
!
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3. Valuation interface
!
Valuators and administrators can access to this interface for the valuation of projects of
the participatory budgeting processes. Through the administration interface the projects
are assigned to different valuators or groups of valuators. Each valuator can see in this
interface only the projects assigned for him, and fill the valuation dossier of each project.
Thus the valuation can be done in a decentralized way, simplifying the work for each
valuator.!
!
In order to be shown here, the projects should be assigned to the valuator, and also
marked the checkbox "show to valuator" in the administrator interface. Thus the
administrators may ration the work that has been done by each valuator in different time
periods, and not show all the projects from the beginning, if that is useful.!
!
When accessing the interface is shown the current participatory budget process
ongoing, and an "evaluate" button to start the valuation of projects. In the next window
in the top is shown the number of projects for each heading, and then two tabs to
organize the projects: "Under valuation" and "Valuation finished"
!
Clicking in each project can be seen the public information of the project, the
administrators and valuators assigned, the current state of the valuation dossier and a
space for internal comments between the valuators and the administrators. This
comment section is not public, is used only for internal debate and clarification between
the people in charge of the valuation of the project.
Clicking in the "Edit dossier" link the valuation dossier form is shown. First has to be
selected the feasibility of the project: pending (by default), feasible or not feasible.!
!
When clicking in "feasible" the following fields are to be filled:
- Price (mandatory). The price of the project will be shown during the final voting phase,
and used to calculate how many projects can vote each user.
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- Price explanation (optional). If this field is filled, the explanation will be shown in the
project page. This field can be used to explain how the price was calculated, or how the
project can be executed.
- Cost during the first year (optional, not public). This field is only used for internal
purposes. Will not be published at any time.
- Time scope (optional, not public). This field is only used for internal purposes. Will not
be published at any time.
When clicking the "not feasible" option the only field required is the following:
- Feasibility explanation (mandatory). Here it is explained why the project was declared
infeasible.
When the dossier is marked as "Valuation finished" and the changes saved, the project
will appear in the 'unfeasible projects' list publicly, and the feasibility explanation
published in the project page. Also a email will be sent to the author of the project, with
the feasibility explanation. Take into account that this mail is sent and the explanation
published in the platform at the same moment the valuation is set as finished and the
changes saved.!
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When clicking in the "valuation finished" checkbox and in the "save changes" button, the
dossier will be closed. The valuator will not be allowed to do any further change (except if
an administrator undo that checkbox).
If the "save changes" button is clicked without marking the "valuation finished"
checkbox, the information of the fields will be saved, to keep working on them at
another time.
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!
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4. Management interface
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Managers and administrators can access to this interface. Here managers can create and
verify users accounts, and perform tasks for the users are creating or supporting
proposals, etc. The common use of this role is for public workers in the institution office,
to help the citizens to interact with the participation process.
!
The following options are available:
- Users. The managers can create or verify user accounts through this option. All the other
options require first to access through this section, to select the user whose actions will
be performed.
- Edit user account. This option allows to reset the password of an user by two ways: via
email (this is the most common way, the user will receive an email with a link to reset the
password), manually (in case the user has no access to his email, a random password can
be generated, or typed by the own user through this interface)
- Create proposal. Here is shown the form to create a proposal. When created, it will
appear in the platform as created by the user.
- Support proposal. A search field is shown in the top of the page to search a proposal.
Once found if clicking in the "support" button next to it, the proposal will register a
support coming from the user. The final voting of proposals or participatory budgets
projects, being a much more delicate process, is not managed from this interface. To
manage this process, in the administration interface there is the ‘Voting booths’ option.
- Create budget investment. Here is shown the form to create a project for the current
participatory budgeting process, if the 'accepting projects' phase is open. When created,
it will appear in the platform as created by the user.
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- Support budget investment. A search field is shown in the top of the page to search a
project for the current participatory budgeting process, if the 'supporting projects' phase
is open. Once found if clicking in the "support" button next to it, the project will register a
support coming from the user.
- Print proposals. This section facilitates to print part of the list of the proposals.
- Print budget investment. This section facilitates to print part of the list of the
investment budgets.
- Send invitations. The field can be filled with a list of emails separated by commas. When
clicking in the "send invitations" button an email will be sent to each email address
inviting the person so sign up in the platform.
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5. Poll officers interface
The poll officers can access this interface during a general voting or the final voting of the
participatory budgets. This interface is used by those in charge of the ballot boxes, to
verify that the person who wants to vote can do so, and in case they vote to confirm the
vote so that they can not vote a second time in other booth or through the digital
platform.
It also allows to enter the results of the vote once it has finished.
Clicking on "Polling officers". This screen will appear:
On our left we find a menu with two options (we will explain each one in a separate
section)
1. Validate document and vote
2. Total recount and results
5.1. Validate document and vote
In this section we introduce the voter identity document and manage the vote.
VOTER IDENTITY:
In first place will be shown the form to enter the voter data. The type of document, the
document number and the year of birth:
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Different types of documents can be selected:
We select the type of document and enter the requested data:
And then click on the "Validate document" button.
In case the person is not in the user verification register with that document, or is less
than the age set as the minimum voting age, or the information is not correct, it will
show us the message "This document could not be verified".
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In case everything is correct, it will take us to the following screen:
It will show the list of active votings in our voting booth indicating with a message "You
can vote" in case the voter is able to vote, or a message "You have already participated in
this voting" in case the voter had already voted on the internet or at another voting
booth.
In case the vote is possible, the voter will be informed, who will proceed to introduce the
ballot envelopes into the ballot box.
Once the corresponding envelope has been introduced, the Poll officer will mark the
"Confirm vote" button.
The voting button will change to a message "Vote correctly entered".
If the voter tried to vote again at this table (or if he had voted online) the following
message would appear to prevent the vote:
Once this process is completed, click again on the side menu "Validate document and
vote" to pass to the next voter.
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5.2. Total recount and results
This last section will be used only on the voting scrutiny.
By clicking on the menu "Final recount and results" on the left we will see the following
screen:
In the central part we will see the finalized votigs in which we can perform the final
recount and add the results. Clicking on the button "Add results" of the voting chosen
will take us to the following screen:
In the first drop-down we will choose the booth corresponding to the scrutiny we have
made, and then fill in the requested fields.
When you click on the "Save" button, the blank page will load again, but in the lower part
we will see a link with the results entered:
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If we click on the link "See results" we can make sure that we have correctly entered
them:
If we want to reintroduce the result, for having made an error when entering it, we just
have to repeat the process. The new result will overwrite the previous one.
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