Update Readme with Wiki Info
This patch cleans up the Readme and includes the missing information that exists on the wiki: https://wiki.openstack.org/wiki/Election_Officiating_Guidelines#Running_the_election_itself Once this patch is merged, the wiki will be updated to point to the Readme file. Story: 2001608 Task: 6569 Change-Id: Ie2644243f528a6e2b09a392436b6353feaae30ab
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README.rst
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README.rst
@ -9,14 +9,19 @@ and tooling to run elections.
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Election officials process
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Election officials process
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==========================
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==========================
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=============
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PTL Elections
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=============
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Selecting Election Dates
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Selecting Election Dates
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------------------------
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------------------------
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Things to keep in mind when selecting election dates:
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Things to keep in mind when selecting election dates:
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* At least 48 hours in between cut-off of electorate and poll start
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* At least 48 hours in between email deadline and poll start
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* Consider extra-atcs approval deadlines
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* Consider extra-atcs approval deadlines
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* Should start around R-4 for nominations period
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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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Preparation
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Preparation
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-----------
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-----------
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@ -29,16 +34,17 @@ A month before election starts:
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* tox -evenv -- create-directories
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* tox -evenv -- create-directories
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* Update index.rst to include ptl.rst
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* Update index.rst to include ptl.rst
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* Commit to update website
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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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A couple of weeks before election starts
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* Send 'First announce'
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* Send 'PTL Election Season' email
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PTL Candidacy round
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PTL Candidacy Round
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-------------------
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-------------------
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When PTL Candidacy start
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When PTL Candidacy start
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* Send 'Opening PTL candidacy round'
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* Send 'PTL Nominations Kickoff' email
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During the PTL Candidacy round:
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During the PTL Candidacy round:
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* Validate candidacy, e.g.:
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* Validate candidacy, e.g.:
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@ -46,11 +52,11 @@ During the PTL Candidacy round:
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* tox -evenv -- check-candidacy change_id
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* tox -evenv -- check-candidacy change_id
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* To +2 a candidate:
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* To +2 a candidate:
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* check commit link is indeed valid
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* check commit link is indeed valid
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* check filename is ircname
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* check filename is email address
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* cursory check the candidacy statement
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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 (optionals)
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* Check candidate list and fixes badly generated name using the exception.txt file
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* Check candidate list and fix badly generated names through changes to the exception.txt file
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Once the email deadline is reached:
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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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* Ask the TC chair to tag the governance repository
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@ -58,78 +64,108 @@ Once the email deadline is reached:
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A couple of days before the candidacy submission ends:
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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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* Render statistics and send 'Motivation call for PTL candidacy round', e.g.:
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* tox -evenv -- render-statistics
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* tox -evenv -- render-statistics
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* Send 'PTL Nominations Last Days' email
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When PTL Candidacy submission ends:
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When PTL Candidacy submission ends:
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* Send 'PTL nomination ending'
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* Send 'PTL Nominations End' email
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PTL Election round
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------------------
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When PreferredEmailDeadLine is reached:
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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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* 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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* When the tag is available, generate ATC rolls, e.g.:
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* tox -evenv -- generate-rolls
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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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PTL Election Round
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------------------
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When PTL Election begins:
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When PTL Election begins:
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* Create CIVS page ( https://wiki.openstack.org/wiki/Election_Officiating_Guidelines#Running_the_election_itself )
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* Create CIVS page ( https://wiki.openstack.org/wiki/Election_Officiating_Guidelines#Running_the_election_itself )
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* Upload rolls
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* Upload rolls
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* Send 'PTL election opening'
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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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A couple of days before the PTL Election ends:
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A couple of days before the PTL Election ends:
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* Send 'PTL vote motivation call'
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* Send 'PTL Voting Last Days' email
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When PTL Election ends:
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When PTL Election ends:
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* Close the election and udpate the results:
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* Close the election and udpate the results:
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* tox -evenv -- close-election ptl
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* tox -evenv -- close-election ptl
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* edit doc/sources/pike/ptl.yaml
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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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* Update index.rst to comment ptl.rst candidate list
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* Commit the change and review the results
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* Commit the change and review the results
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* Send 'PTL results'
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* Send 'PTL Results' email
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* Update governance repo:
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* Update governance repo:
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* tox -e venv update-governance -- --governance-repo ../governance/
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* tox -e venv update-governance -- --governance-repo ../governance/
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============
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TC Elections
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============
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TC Candidacy round
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Selecting Election Dates
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------------------------
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Things to keep in mind when selecting election dates:
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* Needs to conclude by S-3 (3 Weeks prior to OpenStack Summit)
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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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Preparation
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-----------
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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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TC Candidacy Round
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------------------
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------------------
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When TC Candidacy starts:
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When TC Candidacy starts:
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* Send 'TC Candidacy Opening'
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* Send 'TC Nominations Kickoff' email
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* Update index.rst to include tc.rst instead of ptl.rst
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During the TC Candidacy round:
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During the TC Candidacy round:
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* To +2 a candidate:
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* To +2 a candidate:
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* check candidate profile using https://www.openstack.org/community/members/
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* check candidate profile using https://www.openstack.org/community/members/
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* check filename is ircname
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* check filename is email address
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* cursory check the candidacy statement
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* cursory check the candidacy statement
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* To +Workflow, check the previous +2 details
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* To +Workflow, check the previous +2 details
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A couple of days before the candidacy submission ends:
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A couple of days before the candidacy submission ends:
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* Send 'Motivation call for TC Candidacy round'
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* Send 'TC Nominations Last Days' email
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When TC Candidacy submission ends:
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When TC Candidacy submission ends:
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* Send 'TC nomiation ending'
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* Send 'TC End Nominations' email
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TC Election round
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-----------------
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When PreferredEmailDeadLine is reached:
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When PreferredEmailDeadLine is reached:
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* Generate ATC rolls, e.g.:
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* Generate ATC rolls, e.g.:
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* tox -evenv -- generate-rolls
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* tox -evenv -- generate-rolls
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TC Election Round
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-----------------
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When PTL Election begins:
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When PTL Election begins:
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* Create CIVS page
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* Create CIVS page
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* Upload rolls
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* Upload rolls
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* Send 'TC election opening'
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* Send 'TC Voting Kickoff' Email
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A couple of days before the TC Election ends:
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A couple of days before the TC Election ends:
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* Send 'TC vote motivation call'
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* Send 'TC Voting Last Days' email
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When TC Election ends:
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When TC Election ends:
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* close the election and update the results:
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* close the election and update the results:
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* tox -e venv -- close-election tc
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* tox -e venv -- close-election tc
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* edit doc/source/pike/tc.yaml
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* edit doc/source/pike/tc.yaml
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* Commit the change and review the results
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* Commit the change and review the results
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* Send 'TC results'
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* Send 'TC Results'
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* Update tc-election-summary.py with election statistics
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* Update tc-election-summary.py with election statistics
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* Send 'TC election statistics'
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* Send 'TC Election Statistics'
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