Quick Guide to Setting Up a Scheduled Election
This guide provides an overview of how you can set up and run a “Scheduled Voting”-type election. It makes use of a fictitious database and examples to exhibit how someone may successfully prepare an election in Electa. To make full use of this guide, you must be an organization owner. As this is a quick-start guide, it will not dive into every possible configuration within the election system.
This guide is divided into the following sections:
Before Getting Started
To gain access to the system for the first time, you should have received an email invitation. Click the link to set up your new password in Electa.
Enter your password in the first field and repeat the same password in the field below. Electa requires a strong password consisting of at least 15 characters.
We also recommend that you bookmark this website in your browser so that you can always easily find your way back to the login page.
You should now have gained access to your organization on Electa and can begin setting up your first election.
Find a video guide of this step here.
How to Create a New Scheduled Voting Election
The “Scheduled Voting” format is used for an election which takes place within a set time frame, often over an extended period, and allows voters to cast ballots for items on which they are eligible to vote at their convenience within the determined time frame.
To get started, you will need to create your first election.
Go to the “Elections” tab on the “Organisation” menu on the left.
Then, click the “+ New Election” button and choose “Empty Election” from the dropdown menu to create a new election.
Fill out the “Internal name” field with a name for the election which will only be visible to system users. In this field, write “Demo Election 2024”. This will not be made public to any voter.
Choose the voter locale “English.” This will define the election’s language for voters.
Under “Title,” enter “Election 2024” as the title of the election. This will be visible to voters.
Leave “Skip automatic E2E initiation” toggled off (grey).
Finally, click on the “Create Election” button when you have filled in all of the fields.
You will land on the “Summary” page of the election you just created. The election has now been saved with your initial preferences and you are ready to set up the election’s configuration.
Video Guide
