Before starting to use this new tool in CondoVive don't forget to configure or adjust the necessary parameters. We will share with you this step by step quick guide ๐Ÿ™‹๐Ÿปโ€โ™€๏ธ

1-PERMISSIONS/ROLES FOR ADMINISTRATORS

First you will have to activate the permission for you as administrator or for all those profiles that you want to have the option to generate polls and votes.

*If your profile does not allow you to view this editing section, request it from the main administrator or account holder.

ROUTE: Settings> Administrator Settings> Roles

ROLES 1

From the pencil icon you can edit the permission of each role/profile that you have registered. Once the profile is selected, only activate the option SURVEYS And save your changes in MODIFY

ROLE SURVEYS

IMPORTANT: Once the permissions are activated, we recommend updating and/or refreshing the page or closing and logging in again to make the changes.
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2- PERMISSIONS FOR EACH PROFILE

ROUTE: Administration > Units > Configure Profiles (upper right corner in blue)

Activate or deactivate which profile will be able to answer the surveys carried out

PROFILE

3-TIME ZONE*

ROUTE: Settings> Account Settings

TIME ZONE

IMPORTANT NOTE: This section is configured with the CST time zone by default, so it is very important to configure it according to your country/time zone before starting to use your surveys.

ZONAHORARIA 2

*The Time Zone section will only affect the use of Polls and Voting, it does not interfere with other fields at all.

Now, once these adjustments have been programmed or made, you will be able to start generating the surveys and/or votes that you require.

RUTA: Comunicaciรณn > Encuestas

POLLS

You will click on the green button with the "+" symbol

ADD

Now you should start filling in the requested fields. Right at the top of your survey you can validate its status.

1-TITLE

2-Types of Surveys, this may be:

ANONYMOUS: The resident will only be able to see his/her own answer and the administrators will not be able to see who the vote came from.
TRANSPARENT: administrators will be able to observe all the answers and their authors.

3-Date when the survey will expire or close.

4-Results, these will be divided into:

RESERVED: Only the administration will be able to view the result.
PUBLIC: All residents will view the result of the survey.

5-Profile, you must select the type of profile of the resident who will be able to vote.

6-Content and/or wording of the message.


CONTENT 1

7- Add the query, question, vote etc. If you need more options just click on "Add another option"

8-Requests whether or not a response is required.

9-If you require other questions, you can add them in the gray box with the legend "+ Add another question"


CONTENT 2

10-You can add an attachment if you wish, just place the cursor inside the box so you can view it (the attachment should not be more than 2MB)

10

Don't forget to save changes in case it's just a deletion or Submit survey in case you already want to run it.
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