Update README for new tools and clean steps no longer needed
We now have tools to generate most of the emails we'll need to send.
Document how to use them.
While there update docs to remove references to adding {tc,ptl}.rst to
index.rst. This is now done auto-magically ;P
Change-Id: I77b4f930231e6c8930a24e84b67a33490e578d5e
This commit is contained in:
Tony Breeds
parent
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README.rst
59
README.rst
@ -23,21 +23,24 @@ Things to keep in mind when selecting election dates:
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* Should start around R-4 for nominations period
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* Allow at least a week for nomination period
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``setup-election-config`` can be used to pick some obvous dates that need to be
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check by the election offiicals and TC
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Preparation
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-----------
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A month before election starts:
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As early as possible but at least a month before election starts:
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* Edit elections details (timeline, cycle timeframe):
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* edit configuration.yaml
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* Prepare new election, e.g.:
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* tox -evenv -- create-directories
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* Update index.rst to include ptl.rst
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* Commit to update website
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* Update Release Schedule
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A couple of weeks before election starts
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* Send 'PTL Election Season' email
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* tox -e venv -- template-emails election_season
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PTL Candidacy Round
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@ -45,32 +48,38 @@ PTL Candidacy Round
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When PTL Candidacy start
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* Send 'PTL Nominations Kickoff' email
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* tox -e venv -- template-emails nominations_kickoff
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During the PTL Candidacy round:
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* Validate candidacy, e.g.:
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* tox -evenv -- check-all-candidacies, or
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* tox -evenv -- ci-check-all-candidate-files candidates/release/project/candidates , or
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* tox -evenv -- check-candidacy change_id
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* To +2 a candidate:
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* check commit link is indeed valid
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* check filename is email address
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* cursory check the candidacy statement
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* To +Workflow, checks the previous +2 details, find another commits using --limit 5 (optionals)
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* To +Workflow, checks the previous +2 details, find another commits using --limit 5 (optional)
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* Check candidate list and fix badly generated names through changes to the exception.txt file
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* Check candidate list and fix badly generated names through changes to the exception.txt file or
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requesting the candidate to update thier OSF member profile.
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Once the email deadline is reached:
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* Ask the TC chair to tag the governance repository
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* Generate the electorate rolls. This generates the rolls for all project
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teams even if they aren't going to hold an election.
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* tox -evenv -- generate-rolls
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A couple of days before the candidacy submission ends:
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* Render statistics and send 'Motivation call for PTL candidacy round', e.g.:
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* tox -evenv -- render-statistics
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* Send 'PTL Nominations Last Days' email
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* tox -e venv -- template-emails nominations_last_days
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When PTL Candidacy submission ends:
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* Send 'PTL Nominations End' email
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* tox -e venv -- template-emails end_nominations
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When PreferredEmailDeadLine is reached:
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* Ask the TC chair to tag the governance repository with the tag defined in the configuration.yaml
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* When the tag is available, generate ATC rolls, e.g.:
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* tox -evenv -- generate-rolls
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* Compare ATC rolls with at least one other election official
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@ -84,17 +93,22 @@ When PTL Election begins:
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* CIVS has a maximum number of electorate emails you can upload at a time without crashing, limit to 500
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at a time
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* Send 'PTL Voting Kickoff' email
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* tox -e venv -- template-emails voting_kickoff
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A couple of days before the PTL Election ends:
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* Send 'PTL Voting Last Days' email
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* tox -e venv -- template-emails voting_last_days
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When PTL Election ends:
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* Close the election and udpate the results:
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* tox -evenv -- close-election ptl
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* edit doc/sources/pike/ptl.yaml to set election winners to True
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* Update index.rst to comment ptl.rst candidate list
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* Commit the change and review the results
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* Send 'PTL Results' email
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* This is doc/source/results/release/announce_ptl.rst generated by
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building the docs: toc -e docs
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After doc/source/results/release/ptl.yaml has been created and updated
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* Update governance repo:
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* tox -e venv update-governance -- --governance-repo ../governance/
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@ -111,19 +125,22 @@ Things to keep in mind when selecting election dates:
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* Allow for at least 48 hours between email deadline and polling begininning
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* Allow at least a week for nomination and campaign periods
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``setup-election-config`` can be used to pick some obvous dates that need to be
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check by the election offiicals and TC
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Preparation
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-----------
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A month before election starts:
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As early as possible but at least a month before election starts:
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* Edit elections details (timeline, cycle timeframe):
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* Edit configuration.yaml
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* Update index.rst to include tc.rst instead of ptl.rst
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* Commit to update website
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* Update Release Schedule
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A couple of weeks before election starts
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* Send 'TC Election Season' email
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* tox -e venv -- template-emails election_season
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TC Candidacy Round
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@ -131,6 +148,7 @@ TC Candidacy Round
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When TC Candidacy starts:
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* Send 'TC Nominations Kickoff' email
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* tox -e venv -- template-emails nominations_kickoff
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During the TC Candidacy round:
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* To +2 a candidate:
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@ -141,15 +159,27 @@ During the TC Candidacy round:
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A couple of days before the candidacy submission ends:
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* Send 'TC Nominations Last Days' email
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* tox -e venv -- template-emails nominations_last_days
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When TC Candidacy submission ends:
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* Send 'TC End Nominations' email
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* tox -e venv -- template-emails end_nominations
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When PreferredEmailDeadLine is reached:
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* Generate ATC rolls, e.g.:
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Once the email deadline is reached:
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* Ask the TC chair to tag the governance repository
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* Generate the electorate rolls.
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* tox -evenv -- generate-rolls
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TC Campaigning
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--------------
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The TC election includes a perido after the candidates are defined befoer the
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election for candidates to answer question from the community. Open this with
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* tox -e venv -- template-emails campaigning_kickoff
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TC Election Round
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-----------------
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@ -158,9 +188,11 @@ When PTL Election begins:
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* Enable detailed ballot reporting
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* Upload rolls
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* Send 'TC Voting Kickoff' Email
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* tox -e venv -- template-emails voting_kickoff
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A couple of days before the TC Election ends:
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* Send 'TC Voting Last Days' email
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* tox -e venv -- template-emails voting_last_days
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When TC Election ends:
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* Close the election
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@ -168,9 +200,12 @@ When TC Election ends:
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* edit doc/source/pike/tc.yaml setting the winners to 'True'
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* Commit change & push review
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* Send 'TC Results' email
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* This is doc/source/results/release/announce_tc.rst generated by
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building the docs: toc -e docs
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After doc/source/results/release/tc.yaml has been created and updated
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* Update reference/members in governance repository
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* Add new members
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* Remove 'chair' & 'vice-chair' from file
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* Commit change & push review
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* Update tc-election-summary.py with election statistics
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* Send 'TC Election Statistics'
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* [Optional]Send 'TC Election Statistics'
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