Templates (#173)

Co-authored-by: Carolina Romero <carolromero@users.noreply.github.com>
Co-authored-by: paulinebessoles <pauline.bessoles@opensourcepolitics.eu>

docs/en/modules/ROOT/nav.adoc

@@ -133,8 +133,12 @@
 *** xref:admin:features/versions.adoc[Versions]
 ** xref:admin:newsletters.adoc[Newsletters]
 ** xref:admin:global_moderations.adoc[Global moderations]
-*** xref:admin:moderations/reported_users.adoc[Reported users]
 *** xref:admin:moderations/reported_content.adoc[Reported content]
+*** xref:admin:moderations/reported_users.adoc[Reported users]
+** xref:admin:templates.adoc[Templates]
+*** xref:admin:templates/questionnaires.adoc[Questionnaires templates]
+*** xref:admin:templates/block_users.adoc[Block user messages]
+*** xref:admin:templates/proposal_answers.adoc[Proposal answers]
 
 * xref:contribute:index.adoc[Contribute]
 ** xref:contribute:governance.adoc[Governance]

docs/en/modules/admin/pages/templates.adoc

@@ -0,0 +1,38 @@
+= Templates
+
+== Understand the basics
+
+The templates tab allow you to create templates and to save time when managing your instance. 
+You can create templates for three different items:
+
+* *Questionnaires*: for creating template surveys in the xref:admin:components/surveys.adoc[survey component]
+* *Block user messages*: for creating template justification for blocking xref:admin:moderations/reported_users.adoc[reported users]
+* *Proposal answers*: for creating template xref:admin:components/proposals/answers.adoc[answers to proposals]
+
+Once created, those templates are available to all the administrators, and help them manage the instance more efficiently. 
+
+== Configuration
+
+To access the Templates configuration panel, go in the administration panel and click the "Templates" item in the administration navigation bar.
+
+image::templates/templates_menu.png[Pages: Access templates panel]
+
+There, you can start creating and managing:
+
+* xref:admin:templates/questionnaires.adoc[Questionnaires templates]
+* xref:admin:templates/block_users.adoc[Block user messages]
+* xref:admin:templates/proposal_answers.adoc[Proposal answers]
+
+image::templates/templates_questionnaires_list.png[Backend: templates panel]
+
+== Examples
+
+At the end of each of the participatory processes you do, you want to collect the feedback of the participants. 
+Creating a questionnaire template makes the survey creation quicker than re-creating the survey and its questions for each process. 
+
+On some platforms, you can also have spam users, that you want to be able to block quickly for the same reason each time. 
+Creating a justification template allow you to quickly choose this justification when blocking a spam user, rather than writing it 
+again each time. 
+
+Same goes for proposal answers, sometimes you want to give a same answer to a lot of different proposals. Creating a proposal 
+answer template allows you and the processes administrators to manage proposals more efficiently. 

docs/en/modules/admin/pages/templates/block_users.adoc

@@ -0,0 +1,58 @@
+= Block user messages templates
+
+In this section, you can create, edit, and delete block user justification templates, that you can then use when moderating users. 
+
+== Create a block user message template
+
+To create a new block user message template, you need to click the "New template" button. 
+
+image::templates/templates_block_user_backend_form.png[Backend: new template form]
+
+.New questionnaire template form
+|===
+|Field |Type |Description
+
+|Name
+|Required
+|Title of this template. Choose a clear title, describing precisely what the message is for, like "spam users."
+
+|Description
+|Required
+|Block user message that is used for justifying the blocking of the participant.
+
+|===
+
+== Manage
+
+All the block user messages templates appear in the templates list:
+
+* *Template*: name of the template.
+* *Created at*: date of creation.
+
+You can edit a template at any moment. 
+
+=== Actions
+
+|===
+|Icon |Name |Definition
+
+|image:icons/action_edit.png[Edit template]
+|Edit
+|To edit the block user message.
+
+|image:icons/action_duplicate.png[Duplicate template]
+|Duplicate
+|To duplicate the template. 
+
+|image:icons/action_delete.png[Delete template]
+|Delete
+|To delete the template. 
+
+|===
+
+=== Use the template
+
+To use the template, go to the xref:admin:moderations/reported_users.adoc[reported users] panel, and click a "Block user" icon. 
+You then see a page proposing you to choose a template for the justification to block this participant. 
+
+image::templates/templates_block_user_choice.png[Backend: choose template when blocking user]

docs/en/modules/admin/pages/templates/proposal_answers.adoc

@@ -0,0 +1,71 @@
+= Proposal answers templates
+
+In this section, you can create, edit, and delete proposal answers templates, that you can then use when answering proposals. 
+
+== Create a proposal answers template
+
+NOTE: To be able to create a proposal answers template, you need to have created at least one 
+xref:admin:components/proposals.adoc[proposals] component.
+
+To create a new proposal answers template, you need to click the "New template" button. 
+
+image::templates/templates_proposal_answers_choice_component.png[Backend: Proposal component choice for template]
+
+Choose the participatory space and component for which you want to create proposal answers to see the template answer form. 
+
+image::templates/templates_proposal_answers_backend_form.png[Backend: new proposal answer template form]
+
+.New proposal answer template form
+|===
+|Field |Type |Description
+
+|Name
+|Required
+|Title of this answer template. Choose a clear title, describing precisely what the answer is for, like "accepted proposal".
+
+|Description
+|Required
+|Content of the answer provided to the proposals for which you choose this template. You can use variables in your answer. 
+
+|Proposal state
+|Required
+|By default, you can choose Evaluating, Accepted, or Rejected. 
+
+|===
+
+== Manage
+
+All the templates appear in the proposal answers templates list:
+
+* *Template*: name of the proposal answer template.
+* *Internal state*: state given to proposals when using this template. 
+* *Add constraint*: proposal component where you can use this template. 
+* *Created at*: date of creation.
+
+You can edit a template and its fields at any moment. 
+
+=== Actions
+
+|===
+|Icon |Name |Definition
+
+|image:icons/action_edit.png[Edit template]
+|Edit
+|To edit the proposal answer.
+
+|image:icons/action_duplicate.png[Duplicate template]
+|Duplicate
+|To duplicate the template. 
+
+|image:icons/action_delete.png[Delete template]
+|Delete
+|To delete the template. 
+
+|===
+
+=== Use the template
+
+To use the template, go to one of the proposal component for which you created a proposal answer template, and click an "Answer" icon. 
+You can choose an answer template to fill the answer field. 
+
+image::templates/templates_proposal_answers_choice.png[Backend: choose template when answering proposal]

docs/en/modules/admin/pages/templates/questionnaires.adoc

@@ -0,0 +1,76 @@
+= Questionnaires templates
+
+In this section, you can create, edit, and delete questionnaire templates, that you can then use in any survey component. 
+
+== Create a questionnaire template
+
+To create a new questionnaire template, you need to click the "New template" button. 
+
+image::templates/templates_questionnaires_backend_form.png[Backend: new template form]
+
+.New questionnaire template form
+|===
+|Field |Type |Description
+
+|Name
+|Required
+|Title of this template. Choose a clear title, describing precisely what the survey is for, like "feedback survey."
+
+|Description
+|Required
+|Description of what the template is made for. This description is only available in the templates panel, to describe precisely what 
+the survey is for. 
+
+|===
+
+Click the "Save" button to continue creating your template questionnaire. 
+
+image::templates/templates_questionnaires_backend_survey_form.png[Backend: new survey template form]
+
+Then, click the "Edit" button. You enter the survey creation process. Click the "Skip" button if you don't want to use an existing template. 
+
+On the next page, you can create a survey. Please refer to the xref:admin:components/surveys.adoc[Surveys] documentation for more information. 
+
+Click the "Save" button to see a preview of your survey. 
+
+image::templates/templates_questionnaires_backend_survey_preview.png[Backend: new survey template preview]
+
+Click on the "Save" button again to save your template. 
+
+== Manage templates
+
+All the templates appear in the questionnaire templates list:
+
+* *Template*: name of the template.
+* *Questionnaire Title*: name of the survey by default when choosing this template.
+* *Number of questions*: number of different questions in the survey.
+* *Created at*: date of creation.
+
+You can edit a template and its questions at any moment. Also, please note that when you choose a template when creating a survey, 
+you can also change the questions, add some or delete some for this specific component. 
+
+=== Actions
+
+|===
+|Icon |Name |Definition
+
+|image:icons/action_edit.png[Edit template]
+|Edit
+|To edit the template and the survey questions.
+
+|image:icons/action_duplicate.png[Duplicate template]
+|Duplicate
+|To duplicate the template. 
+
+|image:icons/action_delete.png[Delete template]
+|Delete
+|To delete the template. 
+
+|===
+
+=== Use the template
+
+To use the template, create a xref:admin:components/surveys.adoc[survey] component in a participatory space, then edit it. 
+You then see a page proposing you to choose a template for this survey. 
+
+image::templates/templates_questionnaires_survey_choice.png[Backend: choose template when creating survey]