NENA Development Group Guide: Difference between revisions

→‎Conducting Polls - What you need to know about NENA Workspace Ballots: Updated with section approved by Doc Management WG 9/1/23 and Ref WG 9/5/23
(→‎Conducting Polls - What you need to know about NENA Workspace Ballots: Updated with section approved by Doc Management WG 9/1/23 and Ref WG 9/5/23)
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*If edits are made to contributions or draft documents, document editor will upload updated material within 5 days using “Add a Revision” in NENA Workspace. Reviewed contributions should be updated until consensus is reached and the contributions can be incorporated into draft documents. Contributions should also be retained in the contributions folder with major contributor identified.
 
=== Conducting Polls - What you need to know about NENA Workspace Ballots===
 
Polls are an important part of a working group's activity. Surveys taken during calls using the Zoom's Poll feature or a [[NENA Development Group Guide#Use the Zoom "Chat Window" for quick surveys|Chat Window]] survey only represent the opinions of the meeting's participants but chairs are permitted to make consensus calls based on them if, in the opinion of the chairs, there is overwhelming consensus on the issue. For polls that include the entire group (or the designated voters), NENA Workspace provides two types of ballots to conduct polls. They are used to determine the preferences of the members and are also used to determine whether groups have the consensus required to publish documents.
 
Background and help from Higher Logic (NWS host) is available on their [https://support.higherlogic.com/hc/en-us/articles/360033057371-Working-with-Ballots Working with Ballots] page.
The "'''Approval Ballot'''" is the official ballot for approving documents. To set up an Approval Ballot see [[Help for Setting Up an Approval Ballot on NENA_Workspace]]. For informal opinion polling, NENA Workspace provides what it calls a "'''Ballot'''". This is a less formal but more flexible ballot for identifying the preferences of group members.
 
The "'''Approval Ballot'''" is the official ballot for approving documents. To set up an Approval Ballot see [[Help for Setting Up an Approval Ballot on NENA_Workspace]]. For informalpolling opinionother pollingthan official, document approval, NENA Workspace provides what it calls a "'''General''' '''Ballot'''". ThisThose isballots amay lesseither formalbe buta moreConsensus flexibleBallot ballotor fora identifyingGeneral theBallot, preferencesdepending ofon grouphow membersthey are configured.
This table describes the primary differences between the two ballot types and how they are used in [https://www.nena.org/page/NENAOrgStructure ADM-001 NENA Development Group Organizational Structure and Operational Procedures]:
 
This table describes the primary differences between the twothree (3) ballot types and how they are used in [https://www.nena.org/page/NENAOrgStructure ADM-001 NENA Development Group Organizational Structure and Operational Procedures]:
 
==== A ballot type comparison table. ====
{| class="wikitable"
| align="center" style="background:#f0f0f0;" |
| align="center" style="background:#f0f0f0;" |'''Approval Ballot'''
| align="center" style="background:#f0f0f0;" |'''General Ballot'''
(Formal Ballot)
(For Official Use)
| align="center" style="background:#f0f0f0;" |'''Ballot'''
| align="center" style="background:#f0f0f0;" |'''General Ballot'''
(Informal Ballot)
(For Unofficial Use)
|+NENA Workspace Ballot Type Comparison
|Ballot Type Summary
|'''Approval Ballot'''<br>
Used to determine consensus required to move a document forward in the document approval process.
|'''Consensus Ballot'''<br>
Used for matters other than document approvals requiring consensus.
|'''General Ballot'''<br>
Used for informal agreement of non-document matters.
|-
|Can ballot be used to determine official consensus?|| colspan="2" align="center" |Yes.||No
|Who can create the ballot?||Committee Resource Manager (CRM), Working Group Chair or Committee Chair||Committee Resource Manager (CRM), Working Group Chair or Committee Chair.
|-No
|Who can vote?||Officially designated voters as defined in [https://www.nena.org/page/NENAOrgStructure NENA-ADM-001]. The [[Consensus Body]] for NENA document approvals are the designated voters of authoring Working Group.||Configurable:
 
*Anyone on the roster.
*Officially designated voters.
|-
|How to select in Workspace?||
#Select "Documents" in the left menu.
#Navigate to the document requiring approval.
# In the "Edit" drop-down menu, select "Create Approval Ballot."
#Complete the form(s).
#Select "Ballots" in the left menu.
#Click on the green "Add" button.&nbsp; (Not the drop-down arrow).
# Complete the form(s).
|-
|Answer Options||Restricted to "Yes"/"No"/"Abstain"||Flexible, Multiple Choice
|-
|Can ballot be used to determine official consensus?||Yes.||No
|-
|When '''must''' the ballot be used?
|
When the candidate document is ready for publication.
On all document approvals at the Working Group level to move the document to next step. Approval Ballots are a required step for ANS (American National Standard) document approval process.
|To determine official consensus on matters other than document approvals.
| Not required.
|-
|When '''should''' the ballot be used?
|When the candidate document is ready for publication.
|
*To gain official consensus on matters other than document approval or
* When the answers can be limited to "Yes"/"No"/"Abstain"
* When consensus on a documentan issue or disputed text is required and it is possible that the consensusopinions expressed on a call may not be representative of the entire consensus ofbody the entire group.or
* When there is a document to vote on.
* When consensus on a document issue or disputed text is required and it is possible that the consensus on a call may not be representative of the consensus of the entire group.
*Deciding on whether or not to accept disputed responses to review comments.
|
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*To get opinions on non document-related issues.
|-
|Who can create the ballot?||Committee Resourcecolspan="3" Manageralign="center" (CRM), Working Group Chair or Committee Chair||Committee Resource Manager (CRM), Working Group Chair, or Committee Chair.
| Is there a minimum required participation?|| Yes, 50% of approved voters must vote for a valid decision on approval. A vote may be "Yes," "No." or "Abstain."||For "important" questions, 50% of approved voters must vote for a valid decision on approval.
|-
For "trivial" questions, participation levels may be ignored.
|Who can vote?|| colspan="2" |Officially designated voters as defined in [https://www.nena.org/page/NENAOrgStructure NENA-ADM-001]. The [[Consensus Body]] for NENA document approvals areis made up of the designatedindependent votersindividuals ofand authoringParticipating Entities whose Working Group representatives participate in the Official Ballots, including the Approval Ballots to approve the content of an ANS standard and whose vote demonstrates evidence of agreement..||Configurable:
*|Anyone on the roster.
|-
|How to select in Workspace?||
# Select "Documents" in the left menu.
#Navigate to the document requiring approval.
# In the "Edit" drop-down menu, select "Create Approval Ballot."
# Complete the form(s).
#Select "Ballots" in the left menu.
#Click on the green "Add" button.&nbsp; (Not the drop-down arrow).
#Check "Official Ballot" check box.
#Complete the form(s).
|
*Select "Ballots" in the left menu.
*Click on the green "Add" button.&nbsp; (Not the drop-down arrow).
*Uncheck "Official Ballot" check box.
*Complete the form(s).
|-
|Answer Options||Restricted to "Yes"/"No"/"Abstain"|| colspan="2" align="center" |Flexible,. May be "Yes"/"No"/"Abstain" or Multiple Choice
|-
| Is there a minimum required participation?|| Yes, 50% of approvedeligible votersentities must vote for a valid decision on approval. A vote may be "Yes," "No." or "Abstain."||For "important" questionsYes, 50% of approvedeligible votersentities must vote for a valid decision on approval. A vote may be "Yes," "No." or "Abstain" or multiple choice.
|No. The interpretation of the ballot results are left to the Working Group members and may guide the WG leaders.
|-
| What happens if participation does not reach 50%?
| colspan="2" |If 50% participation is not reached, the ballot should be [[Recirculation Ballot|recirculated]] so that voters who have not voted may vote, and voters may change their vote. Otherwise, existing votes remain valid. Participation may be increased by encouraging members to use the "Abstain" option and by removing members who dodid not participatevote.
| Discretion on accepting ballot results and participation level is left to the ballot originator with consideration given to the importance of the ballot.
|-
|What is threshold of "Yes" votes to indicate consensus and approval?||A document is approved when 2/3 of thosedesignated whovoters vote.||Consensuscasting isballots notvote determinedto using anapprove (not Informalcounting Ballotabstentions).
|For "Yes"/"No"/"Abstain" votes, a "Yes" vote of 2/3 of the designated voters casting ballots vote to approve (not counting abstentions). For multiple choice questions, one choice must receive 2/3 of the vote to achieve consensus. If consensus is not achieved, a "run-off" ballot may be conducted to identify a final choice(s).
|Official consensus is not determined using an unofficial ballot.
|}