💬 Space Processes

Fill in the information of a Process

In order to guide you through the configuration of a ProcessProcess. Those that require an explanation will be described.

To create a new oneProcess, you must go to the tab "". Processes". This takes you to the Processes. To create a new Processone, press "New Process". A Process created one is then editable in the sub-menu "Information" of the Process. 

General information

In the first box, entitled "General Information", you can set the Title of your ProcessProcess. 

For the summary, it is important to write a fairly short text and to take into account its presence on the home page. This is the second piece of information the user will see after the title of the participatory process. It is therefore important to ensure that the content is relevant and fairly general. The text of the summary is displayed by default in a slightly larger font than the description.

The description is the main content for presenting the context, objectives and modalities of your participatory process. It should therefore be made as clear and attractive as possible (neither too imprecise nor too long). Ideally, the text should contain an encouraging welcome message, a reminder of the context, the contribution modalities, a short calendar (and a link to the milestones page) as well as a contact address in case of questions (or a reference to the FAQ). 

Here are a few tips on how to do this:

• You can put titles to make the text more structured and therefore more readable for the platform users.
• You can also put hyperlinks to make references to resources of your choice. These can be platform pages/content such as a charter, FAQ, or direct link to the proposal submission or survey response form.
• You can embed an image by dragging and dropping it from your desktop or from any web page. Warning: it is not possible to choose the size and the centering of the image and it is recommended to use the Firefox browser to do so (consult us if you have any questions).

The ad is a field that will be displayed in a colored box at the top of the "Presentation" pages or the different features. It is very useful to indicate an important news on the process or to remind the rules of contribution (example: a date, a time or an announcement of opening / closing of a survey related to the current stage). Prefer short announcement messages in order to make the information punchy and not to overwhelm the user with too complex content. You can also use the announcement message on the presentation page to encourage participants to "Follow" it Process thanks to the button at the top of the right-hand column. 

Below, you can see the different texts parameterized above on the presentation page of the Process. 

Duration of the Process

You then need to configure the duration of your Process in the "Duration" box. The start and end dates that you have set will be visible to the user in the box on the right side of the presentation page of the Process. 

The images 

The following box, entitled "Images", allows you to customize the images of your Process. The home page image is the thumbnail image on the home page of your platform. The platform constantly adapts the image to the size of the screen, always keeping the center of the image as a reference. Therefore, it is advisable to choose large format images close to the square (e.g. 800x800 px with the essential elements around the centre rather than on the edges).

The header image corresponds to the image in the space of the Process, in the banner including the title, hashtag and subtitle of the Process. 

Metadata

The metadata allows users to be informed about the perimeter of the siteProcess, its organizer, etc.. They are displayed on the user space in a box on the right-hand side of the presentation page. 

Here you can tell users the organizer of the Process, theorganizational space (geographical area concerned by the Process), thescale (municipal, regional, European, etc.), the participantss, the objectives and the terms and conditions of the Process. These are intended to detail how users can participate in the Process. On the user space, this information is deployed in the following way : 

Filters, visibility and statistics

The "Filters" box allows you to choose whether or not to activate the application perimeters. Previously set up in the "Settings" tab of the administrator area, these allow you to associate one Process to a particular scope of application. Most often, these perimeters are geographical. 

The "Visibility" box allows you to enter your Process in a process group (see the article on process groupsProcess). You can also turn your Process into a Process private one by checking "Private space". This way, only the users that you have added to the space will be able to actually see the space and contribute to it. The "Highlight" button allows you to pin it Process at the top of the page in the index page of all Processes and to display it as the first thumbnail on the platform's home page.

Finally, in the "Other" box, you can choose whether or not to activate the "Show statistics" button. When they are activated, they are displayed at the bottom of the page presenting the Process, and allow the users to follow the evolution of the figures of the Process. 

You can also ask us to activate the statistics of the participation history in order to obtain the evolution curves of the Process : 

Once these fields are filled in, you can Update your Process or Publish it. 

Configure the steps of a Process

The stages of a participatory process punctuate the different phases of your participatory process. As you will see below, you will have the possibility to configure the participatory modules according to these steps.

When a step is active, a green dot is displayed to the left of its title (see below). To activate a step, click on the gray dot, which turns blue when the mouse passes over it. The "Pencil" icon allows you to return to the step's parameter page after creating it. 

To create a step, click on "New step", and fill in the fields below. Only the title field is mandatory. However, we advise you to document your step well so that users can more easily understand the temporality of the Process. A good practice to make navigation more fluid consists in integrating the link of the active features directly in the step description text.  

Gather them Processes in a group (e.g. by theme).

A group of Processes allows you to group several Processes on the same theme or to divide a large Process one into subgroupsProcesses according to their geographical area.

To configure a group of Processes, click on "Groups ofProcesses" in the left menu.

Then click on "New" in the Processes. The group configuration screen opens:Processes

You can link those Processes already created to the group.

At this stage, the characteristics of the groups are still limited. The only noticeable change is the appearance of an group of Processes at the index level of all Processes. By selecting it, you access the thumbnails of Processes the group as if it were a sub-menu.