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Add Accountability component documentation
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andreslucena committed Sep 3, 2021
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277 changes: 277 additions & 0 deletions en/modules/admin/pages/components/accountability.adoc
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= Accountability

The Accountability component allows people who visit the platform to view the level of execution (global, by categories and/or subcategories),
of the results of a participatory space. It allows to keep track of the results or decisions made in the platform,
and also to relate them to the proposals and meetings that helped to make them.

The results can be converted into projects or decomposed into subprojects. Administrators can define execution status,
ranging from 0% to 100%. The results, projects and states can be updated manually through the admin panel or through a CSV.

You can see an example of the Accountability component in the https://www.decidim.barcelona/processes/pam/f/8/[2016-2019 Municipal Action Plan (Pla d'Actuació Municipal 2016-2019) in Decidim Barcelona].

image:components/accountability/example_landing.png[Example landing page for Accountability]

image:components/accountability/example_result.png[Example result page for Accountability]

To configure the Accountability component:

. Sign in as admin
. Go to admin panel
. In the main sidebar, click in the button for the space that you want to configure the component for.
For instance, it could be "Processes", "Assemblies" or "Conferences".
. Go to components
. Click on "Add component" button
. Click on "Accountability"
. Fill the xref:_add_component[Add component] form

== Add component

image:components/accountability/component.png[Add component form]

.Add component: Accountability form
|===
|Field |Type |Description

|Name
|Required
|What is the title of this component. For instance "Accountability"

|Order position
|
|

|===

.Add component: Accountability form - Global settings
|===
|Field |Type |Description

|Scopes enabled
|
|

|Scope
|
|

|Comments enabled
|
|

|Comments max length (Leave 0 for default value)
|
|

|Intro
|
|

|Name for "Categories"
|
|

|Name for "Subcategories"
|
|

|Name for "Results"
|
|

|Name for "Projects"
|
|

|Display progress
|
|

|===

.Add component: Accountability form - Step settings
|===
|Field |Type |Description

|Comments blocked
|
|
|===

== Permissions


Edit permissions
Comment\

== Manage Results

=== New Result

image:components/accountability/new_result.png[New result form]

.New result form
|===
|Field |Type |Description

|Title
|Required
|

|Description
|Optional
|

|Scope
|
|

|Category
|
|

|Start date
|
|Expected format: dd/mm/yyyy

|End date
|
|Expected format: dd/mm/yyyy

|Status
|
|

|Progress
|
|

|Included proposals
|
|

|Choose proposals
|
|

|Included projects
|
|

|===

=== Actions

.Actions
|===
|Icon |Name |Definition

|image:action_preview.png[Preview icon]
|Preview
|To see how it's shown in the frontend to participants.

|image:action_plus.png[New result icon]
|New result
|Allows add a result related to this result.

|image:action_clock.png[Project evolution icon]
|xref:_project_evolution[Project evolution]
|Allows you to manage the project evolution.

|image:action_edit.png[Edit icon]
|Edit
|Edit form for a Result. It's the same form as "New result".

|image:action_folder.png[Folders icon]
|Folders
|For classifying Attachments.

|image:action_attachments.png[Attachments icon]
|Attachments
|Documents that are related to the result.

|image:action_permissions.png[Permissions icon]
|Permissions
|To handle the permissions of this result, depending on the verification a participant has. Allows an admin to configure who can *Comment* a result.

|image:action_delete.png[Delete icon]
|Delete
|To delete this result.

|===

=== Project evolution

Project timeline entries

image:components/accountability/new_entry.png[New entry form]

.New entry form
|===
|Field |Type |Description

|Date
|Required
|Expected format: dd/mm/yyyy

|Description
|Required
|

|===

=== Statuses

image:components/accountability/new_status.png[New status form]

.New status form
|===
|Field |Type |Description

|Key
|Required
|Used as the unique identifier for the xref:_import_csv[Import CSV].

|Name
|Required
|Name for this status.

|Description
|Optional
|

|Progress
|Opional
|Number with percentage (from 0 to 100) of the execution.

|===

=== Export all

* Results as CSV
* Results as JSON
* Results as Excel
* Comments as CSV
* Comments as JSON
* Comments as Excel

=== Import CSV

image:components/accountability/import_csv.png[Import results from CSV form]

We recommend that you follow these steps:

. Create the xref:_statuses[Statuses] for the Results that you want to add
. Create at least one xref:_new_result[Result] manually through this Admin panel before using Import, for having a better understanding of
the format and what you'll need to fill out.
. Download the xref:_export_all[Export with CSV format]
. Make the changes locally. You can only change the following columns of the CSV:
** category/id: ID for the Category
** scope/id: ID for the Scope
** parent/id: ID of the parent (for related Results). Optional
** title/I18N: Title on X language
** description/I18N: Description on X language
** start_date: date when the result starts execution (format YYYY-MM-DD)
** end_date: date when the result ends execution (format YYYY-MM-DD)
** status/id: ID of the Status for this result
** progress: Percentage (from 0 to 100) of the execution
** proposals_ids: internal ID of the related proposals (separated with a comma). It gets automatically converted to proposal_url

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