How to test the Candidacy setup

How to test the Candidacy setup

 

Once you are done with setting up your Candidacy system, you should now proceed to test it. To test your Candidacy system setup, you need to ensure that the following has been set up:

  • One identity form and one candidate form.

  • One identity (“John Doe”) with the “Email” field containing your email address.

  • One homepage.

  • The Candidacy site is set to “Enabled” in the configurations.

  • The Registration phase and Qualifying phase are set to “Enabled” in the configurations.

Start from the Candidacy frontend page. You can access it, by clicking on the “Frontend” button in the bottom left corner of the backend page.

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This will open a browser tab with the following page, which you set up earlier:

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Once you are on the Candidacy site, click “Sign-up” to create an account.

  1. Insert your email address and create a password containing at least 8 characters.

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  1. You will then receive an email with confirmation instructions. Click on “Confirm my account” at the bottom of the message.

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  1. You have now created an account. To be able to continue and register as a candidate, you need to first prove your identity.

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  1. Click Screenshot 2024-07-30 at 14.20.19.png. You will be redirected to a page where you should write your unique identifier - in this case, write the identifier corresponding to your voter “John Doe,” which should be “abcd1234.” This identifier is something unique and personal to a user, such as a personal ID number.

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  1. Click “Confirm identity” to finalize the verification process.

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You are now ready to continue and register as a candidate.

To register as a candidate, start by clicking “View my account“ which will take you to the “User panel.”

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  1. Click “Create your candidacy profile“.

  2. You will now see the candidate form you set up before. Notice that some of the fields have already been pre-filled with the information already known by the system, such as the name and birthdate. Fill in the remaining fields as follows:

    1. Profile picture: select the image file (use a .png or a .jpg file): John Doe.png.

    2. Full name: John Doe

    3. Profession: Project Manager.

    4. Birthdate: 01/01/1999

    5. Why should you vote for me?: With a decade of experience in public service, I have consistently championed transparency and accountability. My core values of integrity, dedication, and community drive every decision I make. By voting for me, you're choosing someone who listens, acts, and always puts our community first.

    6. Social media: https://assemblyvoting.com/

    7. Terms of candidacy: Make sure this is ticked on (blue).

All fields may be edited/updated later on if necessary.

You must also make sure that all fields with the Screenshot 2024-07-26 at 13.49.16.png symbol next to them are filled out, as they are required in order to proceed.

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  1. Click “Create candidate” to finish your registration. You should now see your candidate profile and the following messages:

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The following steps are not necessary to set up a candidate profile, but are useful in demonstrating the request approval functionality, particularly because we have set candidate profiles to be moderated before.

  1. Click on the blue button “Ask for approval” to request approval for your profile. The profile will only be published publicly upon approval by an administrator.

  2. A pop-up screen will appear with a button stating “Submit new request.” Click this button and, once a textbox appears, leave the box empty and click “Send approval request.”

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  1. Once you do that, you will be presented with an overview of your request and its status (indicated by the yellow “Pending” box).

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You have now created a candidate and requested approval of the profile. These are the frontend steps of a Candidacy event.

Now, go back to the backend of Candidacy, where you should see a request waiting for approval.

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  1. Click on the “Requests” tab on the left-hand side menu. You will see who has requested approval, the request message, the status/decision of the approval, who has given approval (if given), and when it was requested.

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  1. Click the magnifying glass button, Screenshot 2024-07-31 at 13.18.07.png.

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If the candidate’s profile meets all requirements, then click the green “Accept request” button. When a request is accepted/approved, the system will automatically send a message to the candidate stating: “Your candidacy profile has been accepted.“ However, if something is missing or the profile is not ready yet, you can opt to write a message to the candidate and select “Reject request.”

  1. For this walkthrough, click the green button “Accept request“.

  2. Return to the “Requests” overview and you can see that the candidate’s John Doe request is now “Accepted”.

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Since the “Publishing phase” was disabled in the Configurations tab, no approved candidate profiles will be made visible/public before this feature is enabled.

To enable “Publishing phase,”

  1. Go back to the “Configuration” tab.

  2. Under “Phases,” set “Publishing phase” to “Enabled.” This will make all approved candidates publicly visible to all end-users.

  3. Open the Candidacy frontend in a private/incognito browser page and you should be able to see all approved candidates.

 

You have now successfully conducted a test of the Candidacy setup!

 

Video Guide

Testing the Candidacy flow.mov