🛠️ Getting started
- Logging in
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Understanding the user interface
Your District Engage user interface is designed to be as intuitive and user-friendly as possible. Find the main areas of District Engage in the top-level menu, your personal profile information in the user menu, and project-related activities in the...
👤 User configuration
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Password management
Change your passwordTo update your password in District Engage:Log in via your District Engage website.In the top right of the screen, click on your username, then select Profile.Scroll to the update password section.Enter your current password, and...
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Team management
Teams help sort both people and projects for searchability, and also help assign roles and permissions in the District Engage configuration settings.Teams can have unique pages created for your District Engage website, so public participants can lear...
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User management
Use the People tab to manage all of your District Engage users.The people overview screen shows you everyone who currently has a registered account with your District Engage website. You can see data about registrations, and add new users.Note: you m...
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User roles
System vs team rolesSystem rolesWhen adding a new user, a system role needs to be selected for this user.A system role is a role that allows permissions to every section of District Engage, and is not specific to a team or project, such as permission...
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Your user profile
Your user profile is where you control your personal settings, such as username and password, as well as your notifications.Find your user profileTo find your user profile:Log in to your District Engage website.At the top right of the page, click you...
🏗️ Creating and managing projects
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Archive or delete a project
Archived projects are any projects with an unpublished workflow state. All project data, analytics, revisions and submissions are saved when projects are archived.This state may be used for a number of reasons:Project has finished and no longer requi...
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Colour schemes for your projects
Choosing the right colour scheme can greatly enhance the visual appeal of your projects. Below are the available colour schemes you can apply to your teams and projects on District Engage.1. Science BlueRGB: (0, 114, 206)Hex: #0072ce2. TealRGB: (0, 1...
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Creating and publishing a project
In District Engage, a project represents a workspace for a particular set of consultation activities.Creating a projectTo create a new project:Log in via your District Engage website.At the top right of the page, click on your username, then click Da...
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Creating and sharing a project preview link
As a project manager or engagement manager, you may need to send a draft page for review outside of the system so that non-authenticated users can preview a project before it is published.When users access the shareable preview link, they have the ab...
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Manage a project
Find project contentTo find content for an existing project:Navigate to the Dashboard.In the top-level menu bar, click Projects. This will show you a list of all the projects you have access to.Click a project. This will take you to the project page,...
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Public content moderation
Public content moderation is the moderation of content created by public District Engage users, such as posting a discussion, idea, question or comment. Moderation ensures that offensive, off-topic or threatening content is not published on the platf...
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What is a project?
A project is a self-contained set of content and participation activities you can build using District Engage to support a community consultation. A project allows you to engage with your community, communicate important and relevant information, and...
✏️ Content tools
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Adding layers to a map
District Engage allows internal users to further detail spatial information by adding layers to existing maps in the map library.Map layers can be used to display the following items on a map:One or multiple descriptive pins, with each pin having a i...
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Cloning Tools
As a project manager, you may want to use an existing tool as a base for creating a new tool. This can streamline the process of setting up a new tool and ensure consistency across similar tools within your project.Cloning functionality currently exi...
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Create, edit & delete maps
Maps can be used to communicate complex geographical information to the public, and/or to gather spatial feedback from the public. Maps are created on a project level and are stored in the 'Map Library'. Click here for more info on Map Libr...
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Creating an image carousel
Example of an image carousel:Instructions for optimal image displaySupported file typesjpeg, jpg, pngMax. file upload size20 MBMax. dimensionsIf the image is larger than 5000 px to 5000 px, it automatically resizes the image down to the largest axis....
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Creating an image gallery
Instructions for optimal image displaySupported file typesjpeg, jpg, pngMax. file upload size20 MBMax. dimensionsIf the image is larger than 5000 px to 5000 px, it automatically resizes the image down to the largest axis.Therefore we recommend the fo...
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Creating an image slider
Example of an image slider:Instructions for optimal image displaySupported file typesjpeg, jpg, pngMax. file upload size10 MBMax. dimensionsWidth = 5000 px , Height = 5000 pxRecommended aspect ratioThe ratio of the before and after image must have th...
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Documents
Add supporting files to your project page to help your community access all the right information they need to provide informed feedback.Create documentsTo add documents to your project:While logged in, use the top-level menu to navigate to the Proje...
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Events
Events with participants are an important aspect of successful community engagement projects. District Engage has a dedicated section to create and manage events for your project.Create an eventTo create an event for your project:While logged in, use...
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Hotspots
The Hotspot tool lets you add interactive annotations to images, maps and diagrams. When clicked, the animated spots on the hotspot image open to reveal detailed information and additional images. Hotspots enhance user engagement by providing a visua...
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Internal content moderation
Internal content moderation is the moderation of content created by internal District Engage users, such as project pages and participation tools.Depending on the permissions and workflow that has been set up, specific internal users are responsible...
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Manage content blocks and groups
Create dynamic and engaging content for your consultations with a powerful range of content tools. Create accessible, beautiful web pages, add events and timelines to your project, or provide updates to followers quickly and easily.How to use content...
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Map library
Maps can be used to communicate complex geographical information to the public, and/or to gather spatial feedback from the public. Maps are created on a project level and are stored in the 'Map Library'.View your project mapsProject maps ar...
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Marker libraries
District Engage provides two types of marker libraries where custom markers are uploaded. Markers in these libraries will be available to users in the Map Builder when creating a map layer with descriptive pins.Site marker library: Icons uploaded in...
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Marker types
When you add pins to your map layer, you are able to select the marker icon for the pin. Marker icons can be either default icons provided by District Engage, or custom markers uploaded in the site or project marker library.Click here for more info o...
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Pages
Create a new pageThis section describes how to add a basic page to your project. The District Engage interface is designed to be as intuitive as possible; start at the top of the screen and fill in fields as you work your way down. Remember to click...
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Publishing content updates
Content updates require validation through a number of colleague-reviewed states before they are published. This is similar to the workflow process required for publishing a project.The publishing workflow is dependent on both your internal workflow...
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Timeline
Show the current stage of your project by using a timeline. A timeline allows you to show the trajectory of your project including what happened before and where the project is going.Create a new timelineTo create a new timeline for your project:Whil...
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Updates
Project updates are snippets of information that can be used to provide project followers and general users with ongoing updates. Project updates can be simple copy updates, or through the use of blocks and groups can be more comprehensive.Create a p...
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Upload external map layers
Whilst we recommend layers to be created within District Engage, layers created outside of District Engage can be uploaded to your project map. Click here for more information about creating layers within District Engage.How to add an external layer...
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Uploading images
When creating site and project content, users will often have the option to upload an image to make the page more engaging.To have an optimal display of your image, you need to consider the following image aspects:Supported file typesDistrict Engage...
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WYSIWYG editor
A What You See Is What You Get or WYSIWYG editor is a common feature of modern software. You’ll encounter it when using Microsoft Word, composing an email, or updating a website.The name refers to the fact that you can see your changes as you make th...
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WYSIWYG: Accordion tool
Adding an accordion tool to your project pageWhile logged in, use the top-level menu to navigate to the Projects tab.Select the relevant project; this opens your project overview page.In the left-hand menu, click Overview>Edit. This will open the...
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oEmbed
oEmbed is an open format designed to allow embedding content from an external website into your website page.Add an oEmbed to your websiteTo add an oEmbed to your main project page:Log in via your District Engage website.Navigate to the project you w...
🗳️ Participation tools
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Discussions
Drive topic-based discussions in a safe and interactive space, allowing community members and decision-makers to engage with each other in threaded discussions.For each project, multiple discussion topics can be created. A discussion topic allows par...
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Ideas
Promote ideation through our virtual community wall by empowering users to vote, comment and collaborate on user-generated ideas. The ideation tool enables users to leave text-based contributions, share related media (photos, videos, documents), and...
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Map surveys
Collect spatial feedback directly on a map by allowing participants to share insights and ideas through dropping pins on a map.Note: You need to create your project map in the Map library before you can create a map survey. Once your project map is c...
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Participation tool management
Participation tool typesParticipation tools can be added to your projects to get participants to engage and collaborate. To find an overview of the participation tools available via District Engage:While logged in, use the top-level menu to navigate...
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Polls
Gather instant feedback and report on real time results through dynamic charting. Quick polls encourage user interaction and reduce the feedback cycle as results are instantly shared with the public and platform administrators.Add a pollTo add a poll...
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Questions
Allow users to ask questions of a consultation project panel.Enable users to direct questions to a consultation project panel, which serves as a single source of truth for additional project information.For each project, multiple question topics can...
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Surveys
Create simple or complex surveys, embed media, and add form-step validation and question-based logic.A survey can only be created in an existing project. Click here for more information about creating and managing projects. Create a new surveyThis se...
📊 Reporting
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Dashboard exports
N.B: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won'...
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Dashboard settings
N.B: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won'...
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Dashboard widgets
N.B: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won'...
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Participation tool dashboard widgets
Widget typesEach Participation Tool question type is represented on the reporting dashboard using one of the following widget types:Count of selectionsThe Count of selections widget displays the total number of times each option in a question was sel...
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Participation tool reporting
N.B: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the IP Hash field in the submi...
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Project reporting
N.B: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won'...
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Reporting dashboards
N.B: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won'...
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Survey Completion Rate
As of 6th November 2024, new surveys will now have their completion rate tracked.The completion rate can be used to determine how many people who started filling out a survey completed their submission, expressed as a percentage.OverviewThe Completio...
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Understanding Subscriber Email Metrics
This article explains the figures shown on the Subscriber Email Report page and clarifies how key metrics are calculated.Important to noteWhen reviewing email reports, there may be differences between “Sent Emails“ and “Total Subscribers“ counts. Thi...
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Update dashboard widgets
NB: Important note for all for Engage Victoria reporting dashboards:IP data was not being collected prior to the first of March 2023. Therefore, when the start of the date range is set prior to the first of March 2023, the following widgets won'...
🔔 Notifications
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Notifications for admins
The District Engage notification framework enables platform alerts to administrators.Administrator notifications are primarily for tasks that require action. Notifications are built into the publish and review workflow for platform and project update...
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Notifications for public users
Follow a projectThe District Engage notification framework enables email notifications to public users.When a user follows a project, that user is subscribed to email notifications for project updates. When a project update is published, users follow...
⚙️ Advanced admin settings
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Advanced administration settings
Advanced administration settings are controlled by superusers and affect your entire District Engage instance. Normal users of District Engage will not have access to these settings, as changes made here will affect your entire site. Proceed with cau...
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Translation Packs
Translation packs are a feature that can be applied to surveys and pages within our platform. These packs enable you to offer content in multiple languages, making your projects more accessible to a diverse audience.Extra language supportFor language...