Help for Setting Up an Approval Ballot on NENA Workspace: Difference between revisions

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(Edit for updated Step template.)
(→‎To choose the document for an Approval Ballot:: Added spaces back for some Template:Step)
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Log in to [https://dev.nena.org/ NENA Workspace].
Log in to [https://dev.nena.org/ NENA Workspace].


Select the Community Working Group. A quick method to do that is to click on '''Communities''' {{Step|Step=1}}, then '''My Communities''' (or '''All Communities''') {{Step|Step=2}}. Then click on '''Community Navigator''' {{Step|Step=3}}and filter the list by typing any keywords into the '''''Start typing to filter the list''''' {{Step|Step=4}}. You may also click on '''Expand All''' (or click the '''+''' next to the Committee Name) and look for your Working Group {{Step|Step=5}}.
Select the Community Working Group. A quick method to do that is to click on '''Communities''' {{Step|Step=1}}, then '''My Communities''' (or '''All Communities''') {{Step|Step=2}}. Then click on '''Community Navigator''' {{Step|Step=3}} and filter the list by typing any keywords into the '''''Start typing to filter the list''''' {{Step|Step=4}}. You may also click on '''Expand All''' (or click the '''+''' next to the Committee Name) and look for your Working Group {{Step|Step=5}}.


[[File:My Communities 2021-02-02 11-31-06.png]]
[[File:My Communities 2021-02-02 11-31-06.png]]
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====Select "Create Approval Ballot"====
====Select "Create Approval Ballot"====
On the file to be balloted, click the drop-down arrow in the '''Download''' button {{Step|Step=1}}and in the menu, click '''Create Approval Ballot {{Step|Step=2}}''':
On the file to be balloted, click the drop-down arrow in the '''Download''' button {{Step|Step=1}} and in the menu, click '''Create Approval Ballot {{Step|Step=2}}''':


[[File:Select Create Approval Ballot 2023-05-04 15-23-01.png|alt=Screen print: Select "Create Approval Ballot"|800x800px]]
[[File:Select Create Approval Ballot 2023-05-04 15-23-01.png|alt=Screen print: Select "Create Approval Ballot"|800x800px]]


An additional way to create the approval ballot is at the document level. Click on the document name to be balloted, click the drop-down arrow in the '''Edit''' button {{Step|Step=1}}and in the menu, click '''Create Approval Ballot {{Step|Step=2}}''':
An additional way to create the approval ballot is at the document level. Click on the document name to be balloted, click the drop-down arrow in the '''Edit''' button {{Step|Step=1}} and in the menu, click '''Create Approval Ballot {{Step|Step=2}}''':


[[File:Select Edit - Create Approval Ballot 2023-05-04 15-31-39.png|alt=Screen print: Create Approval Ballot from Edit button.|800x800px]]
[[File:Select Edit - Create Approval Ballot 2023-05-04 15-31-39.png|alt=Screen print: Create Approval Ballot from Edit button.|800x800px]]
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It is strongly encouraged that reminders are set in the '''Send reminders to eligible voters (who have not yet voted) at these times''' fields. An example of reminder frequency is to set at one-week after the start of the vote, three-days prior to the close of the vote, and again one-day prior to the close of the vote. Select a time early to mid-day for the best chance of viewing by the voting member.
It is strongly encouraged that reminders are set in the '''Send reminders to eligible voters (who have not yet voted) at these times''' fields. An example of reminder frequency is to set at one-week after the start of the vote, three-days prior to the close of the vote, and again one-day prior to the close of the vote. Select a time early to mid-day for the best chance of viewing by the voting member.


Click the '''Send reminders to eligible voters...''' check box {{Step|Step=1}}. Select reminder dates {{Step|Step=2}}and times for the reminders {{Step|Step=3}}, then click on '''Continue''' {{Step|Step=4}}.
Click the '''Send reminders to eligible voters...''' check box {{Step|Step=1}}. Select reminder dates {{Step|Step=2}} and times for the reminders {{Step|Step=3}}, then click on '''Continue''' {{Step|Step=4}}.


[[File:Send Reminders 2023-05-09 17-52-14.png|alt=Screen Print: Send Reminders|800x800px]]
[[File:Send Reminders 2023-05-09 17-52-14.png|alt=Screen Print: Send Reminders|800x800px]]


Review the Ballot and either '''Accept''' {{Step|Step=1}}or go '''Back''' {{Step|Step=2}}:
Review the Ballot and either '''Accept''' {{Step|Step=1}} or go '''Back''' {{Step|Step=2}}:


[[File:Accept 2021-02-02 11-18-33.png|alt=Accept or go Back|650x650px]]
[[File:Accept 2021-02-02 11-18-33.png|alt=Accept or go Back|650x650px]]