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

Help for Setting Up an Approval Ballot on NENA Workspace (view source)

Revision as of 12:35, 7 October 2023

159 bytes removed ,  8 months ago
Edit for updated Step template.
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(Moved new Guide and Help page from ndgkb.nena.org)
 
(Edit for updated Step template.)
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There are two ways to determine Interest Category Balance.
 
One way to determine if there is a balance of interest categories in the Working Group on NENA Workspace is to go to '''Workspace''' {{Step|Step Number=1}}, '''Roster''' {{Step|Step Number=2}}, perform a search of '''All Roles''' {{Step|Step Number=3}}, and download the '''Spreadsheet''' {{Step|Step Number=4}}:
 
[[File:Download Spreadsheet 2023-04-04 20-03-02.png|alt=Screen print to download the roster spreadsheet.|800x800px]]
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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 Number=1}}, then '''My Communities''' (or '''All Communities''') {{Step|Step Number=2}}. Then click on '''Community Navigator''' {{Step|Step Number=3}} and filter the list by typing any keywords into the '''''Start typing to filter the list''''' {{Step|Step Number=4}}. You may also click on '''Expand All''' (or click the '''+''' next to the Committee Name) and look for your Working Group {{Step|Step Number=5}}.
 
[[File:My Communities 2021-02-02 11-31-06.png]]
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[[File:Select Workspace Tab 2021-02-02 10-39-58.png|alt=Select Workspace Tab|650x650px]]
 
Click on '''Documents''' {{Step|Step Number=1}}, the Folder Navigator {{Step|Step Number=2}}, and then the folder where the document is {{Step|Step Number=3}}.
 
[[File:Select Folder with Review Document 2023-05-17 12-01-37.png|alt=Select folder with review document.]]
 
====Select "Create Approval Ballot"====
On the file to be balloted, click the drop-down arrow in the '''Download''' button {{Step|Step Number=1}} and in the menu, click '''Create Approval Ballot {{Step|Step Number=2}}''':
 
[[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 Number=1}} and in the menu, click '''Create Approval Ballot {{Step|Step Number=2}}''':
 
[[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.
 
Click the '''Send reminders to eligible voters...''' check box {{Step|Step Number=1}}. Select reminder dates {{Step|Step Number=2}} and times for the reminders {{Step|Step Number=3}}, then click on '''Continue''' {{Step|Step Number=4}}.
 
[[File:Send Reminders 2023-05-09 17-52-14.png|alt=Screen Print: Send Reminders|800x800px]]
 
Review the Ballot and either '''Accept''' {{Step|Step Number=1}} or go '''Back''' {{Step|Step Number=2}}:
 
[[File:Accept 2021-02-02 11-18-33.png|alt=Accept or go Back|650x650px]]
Retrieved from "https://kb.nena.org/wiki/Special:MobileDiff/6752"
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