This is how you create different groups of eligible voters
- Any number of voter groups
- Simply upload from Excel
- Representing different voting rights
In POLYAS Live Voting, you can book the “voter groups” feature so you can set up any number of voter groups. Eligible voters in a group can only ever see the ballot papers they are supposed to see. The easiest way is to create voter groups directly when importing the ballot papers from Excel, but the groups can be created manually as well.
1. Book feature
In the POLYAS Online Voting Manager, go to the “Features” tab in your project and look for “Voter groups” in the list of available features. After clicking on the feature, a preview window opens in which you can read about the available functions again. Click on the green “Add” button to book the feature.
2. Add voter groups
Now go back to the Eligible voters tab. Your register of voters now contains a table containing the column “Voter groups”. To assign voters to voter groups, you first have to create the required voter groups in the settings of the register of voters.
Click on the gear-wheel icon and then on “Voter groups” and add all of the abbreviations for the voter groups that you wish to use.
Alternatively, you can add them when importing or setting up the ballot papers as described below.
3. Upload the register of voters including voters groups using Excel
First, create your register of voters in Excel format. You can use our practical template to do this. You will find this in the Online Voting Manager on the “Voters” tab by clicking on the gear-wheel icon and then on “Import”. In the Excel file, create a column for voter groups and assign each eligible voter one or (separated by commas) more voter groups.
Example: A club conducts separate votes at each of its local branches. In Excel, enter an “A” or “Branch A” into the column for eligible voters from club branch A, enter a “B” or “Branch B” for all voters from club branch B, and so on.
You can now upload the Excel file. Assign the attributes (e-mail address or ID and voter groups) to the corresponding columns and then specify which attribute should be the ID (e.g. the e-mail address). The login data for accessing the voting is made up of the ID and a password generated by POLYAS.
Learn more about importing the register of voters in Excel format here.
4. Create voter groups and assign ballot papers
If you have not already done so, create your ballot papers in the Online Voting Manager. Find out how here. Another option is to import your ballot papers along with the required voter groups as an Excel file. The voter groups entered into the Excel file are taken over automatically.
With Live Voting, you can import, create and modify ballot papers even after payment and the associated activation of the Live Voting Cockpit. However, you cannot create new voter groups in the Live Voting Cockpit: Before payment, this is only possible in the POLYAS Online Voting Manager.
In order to set or change which ballot papers are seen by which voter groups, go to the tab “Ballot papers”, go to the corresponding ballot paper and click the sub-item “Voter groups”. You can delete existing voter groups and create new voter groups. Assign the ballot paper to the voter group who should see it.
Important: If you do not assign the ballot paper to a voter group, the ballot paper will be visible to all eligible voters.
Caution: If you have a ballot paper that should be seen by non-overlapping voter groups (local branches A and B) but not by other groups, you have to create this ballot paper multiple times, assign it to one of the voter groups and carry out the voting separately, one group after the other. Alternatively you can create a further voter group for this ballot paper, which you assign to all relevant voters (local branch A+B).
Voting in the Live Voting Cockpit
Find out how you conduct the Live Voting here. During Live Voting with voter groups, you should note that voter groups will have to wait if they are not eligible for a ballot paper. Several voter groups all voting on the same question have to take turns one after the other. First, the election management shows the ballot paper to voter group A, then the one with identical content for voter group B, etc.