Answers

Proposals answers allow an administrator or valuator to review a proposal and give it an official response.

Proposal answer state: Accepted

For answering a proposal:

  1. Sign in as admin or valuator

  2. Go to admin panel

  3. 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"

  4. Click in the "Proposals" component

  5. Search the proposal you want to answer

  6. Click in the "Proposal answer" button Answer proposal icon

  7. Fill the form

Alternatively, you could also:

  1. Sign in as admin or valuator

  2. Navigate to the proposal you want to answer

  3. Click in the proposal answer button in the header Answer proposal button

  4. Fill the form

Answer page

The answer page has three sections:

Metadata

It has general information about the proposal, like the link, who is the author, the proposal body, how many supports, endorsements, comments, and so on.

Private notes

Allows an administrator or valuator to leave notes that will not be visible to the public.

Answer for proposal

Allows an administrator to answer a proposal.

Proposal answer form

Table 1. Answer for proposal form
Field Type Description

Internal state

Required

Choose one of the following: Accepted, Rejected, or Evaluating

Answer

Optional

An explanation on why the proposal was accepted, rejected, or evaluated

Cost

Required if "Enable costs on proposal answers" is enabled in the proposals component settings and if it’s accepted

A number that indicates the cost of the proposal

Cost report

Required if "Enable costs on proposal answers" is enabled in the proposals component settings and if it’s accepted

An explanation of the cost of the proposal

Execution period

Required if "Enable costs on proposal answers" is enabled in the proposals component settings and if it’s accepted

How much time the proposal will take to be executed

States

If the proposals component setting "Publish proposal answers immediately" is checked, then the response of the proposal will be visible to the public immediately.

The state is visible on the proposal page and card.

Proposal card answer state: Accepted

Evaluating

Proposal answer state: Evaluating

Accepted

After proposals have been accepted, they can be imported to the budgets component.

Proposal answer state: Accepted

Rejected

Proposal answer state: Rejected

Publication

You can control when the answers will be published by using the "Publish proposal answers immediately" checkbox.

For enabling automatic publication, you’ll need to check it.

On the other hand, if you want to control when to publish the answer a proposal or multiple proposals, you’ll need to follow these steps:

  1. Sign in as admin or valuator

  2. Go to admin panel

  3. 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"

  4. Click in the "Proposals" component

  5. Search the proposal you want to answer

  6. Click in the left checkbox of the proposal that you want to publish

  7. Click on the "Actions" button

  8. Click on the "Publish answers" option Proposal answer publication: action

  9. Click on "Publish" button Proposal answer publication: publish button

If you have unchecked the "Publish proposal answers immediately", answered the proposals and then checked the option again, the answers will not be published automatically. You’ll still need to publish the answers manually with the "Actions" button.