Liberal Democrats

Candidates and Selections

You can now view your upcoming elections and add selections on Lighthouse. You can do this for elections at all levels and track the full selection process.

If only you have access to a local party, you will only be able to add the selection process for local elections. If you have Regional access or higher, you will be able to add Westminster, Devolved Region, Senedd or Scottish Parliament selections as well.

If you have local access, you will still be able to view all the selection processes in your local party, but you won’t be able to edit them.

In this module:

Understanding Electoral Areas

Step 1 

When you log into Lighthouse, you will be taken to the dashboard. Click on “Candidates” in the blue menu at the top; then select “Electoral Areas” from the drop-down menu which appears.

Dashboard with Candidates drop down with electoral areas circled

Step 2

You will be directed to the Electoral Areas page, where you can see all the electoral areas in your local party.

 

List of Electoral areas in Merton

 

Step 3

To view the boundaries of the electoral area and add an upcoming by-election, click the eye icon on the left of the list.

 

List of Electoral Areas in Merton with abbey ward circled

 

Step 4

You will be directed to the page for that ward. These will show all the electoral areas, from the council ward up to the Westminster constituency. Here you can also see the dates when the area was created and the date of the next election for that area.

Boundaries of Abbey Ward

Adding a By-Election

All full elections will automatically be added, however, you will need to add the by-elections that are happening in your area. If you are a local user, you will only be able to add local by-elections, you will need to be a regional user or higher to add other by-elections.

Step 1

To do this, click on ‘Add by-election’

Add by election button circled

Step 2

You will then be directed to the new by-election page. You will need to work through each of the questions to add your by-election.

Step 3

Add the date of the by-election. You can do this either by typing the date in the box, or clicking the calendar icon and selecting the date.
Election date

Step 4

Select the correct electoral area for the by-election. This will automatically be filled in as the electoral area you clicked the icon for.

Step 5

Add a name for the election, so you can easily identify it in the list of upcoming elections.

Abbey Ward - by2021

 

Step 6

Select the number of vacancies that need to be filled. This will usually be one, but if you have multiple councillors step down in a multi-member ward, you will need to change this.

Number of vacanies in electoral area

Step 7

Add the key dates for the by-election, this includes the date nominations close, when the spending return is due and when the term ends. You can do this by typing in the dates, or selecting the dates by clicking the calendar icon.

Dates for election

Step 8

Once the by-election has happened, you will need to add key numbers for the election. This including the size of the electorate, the turnout and ballots spoiled. It is not a problem if you don't know this information, but it is useful to add if you do to track for future elections.

List of electorate turnout and spoiled ballots to be completed after the election

Step 9

Once this is done, you will need to click ‘save’ or ‘save and add another’ if you have multiple upcoming by-elections

blue save and save and add another

Adding a Selection

You can now add your selection processes to Lighthouse. If you have local party access, you will only be able to add the selection process for local elections. You will be able to view the progress of other selection processes, but not the details.

Step 1

When you log into Lighthouse, you will be taken to the dashboard. Click on “Candidates” in the blue menu at the top; then select “Elections” from the drop-down menu which appears.

Candidates drop down with elections circled

Step 2

You will be directed to the Elections page, where you will see all the upcoming elections in your area.

List of upcoming elections in Lighthouse

Step 3

To add a new selection process, click on the eye icon on the left of the list for the election you want to add a selection for. As a local user, you will be able to view other upcoming elections, but you will not be able to add a selection process.List of elections with Glyndon By-election circled

Here you can view all the details for the upcoming election, including the boundaries, date of the election and the date of the spending returns.Details of by election

Step 4

Click ‘Add new selection process’ to begin creating your selection process.

Add new selection circled

 

Step 5

Select what type of selection you are holding. The options are: Full, Held, Snap, Paper, License

drop down list of selection types

Step 6

Select what method you are using to select your candidates. Can all members apply, or is it only open for diversity lists, such as Candidates with a disability only?

List of types of selections

Step 7

Then select which form you will be asking the applicants to complete. There will be standard ones preloaded, but if you want to add your own, you can create one in forms. You can find guidance on how to do this in the forms section.

Application form

Step 8

Choose the date you want to be the cutoff date for your membership list. This will be the date people will have to be members in the constituency to vote in the selection process. This should be the same date that your advert goes live, but always check ith your returning officer.

Memebership list

Step 9

Select the date the advert goes live, and the date that it ends. Adverts are usually up for two to three weeks. You must ensure these dates have been agreed with your returning officer.

Advert start and end date

Step 10

Enter the date of your hustings.

Hustings date

Step 11

Then click ‘save’ and you will be taken back to the selection page, where you can view the details for the selection.

Adding a Shortlisting Committee

For a selection, you will need a shortlisting committee, who will be responsible for shortlist the candidates.

Step 1

To add a member of the shortlisting committee click ‘Add committee member’ at the top of the selections page.

Step 2

You will be directed to the new committee member page.

new committee member page

Step 3

To add the member, type their name into the Member box. This will generate a list of members, from which you can select the correct member. Members within your local party will appear at the top of the list. If a member is not in your local party, you can still add them to your shortlisting committee.

adding new committee member

Step 4

If the member you are adding is the Chair of the shortlisting committee, you can tick the box that says ‘Chair’. You can only have one chair of each shortlisting committee.

Adding the chair of the shortlisting committee

Step 5

Select the start and end dates for the shortlisting committee to be in the post. You can do this by typing in the date into the boxes, or by clicking the calendar icon.

Dates the shortlisting comittee are in the post for

Step 6

To add the member, click ‘Save and add another’ to save and add another member.

Save and add another circled

Once you have added all the members of your shortlisting committee, click ‘Save’ to be taken back to the selection page.

Step 7

To view the selection, click the link with the details for the selection.

View selection

Adding an Applicant

Step 1

Click ‘Add applicant’ at the top of the selection page.

add applicant circled

Step 2

To add a member as an applicant, type their name into the Member box. This will generate a list of members, from which you can select the correct member.

Selecting which member is the applicant

Members within your local party will appear at the top of the list. If a member is not in your local party, you can still add them as an applicant.

Step 3

Go through the lists of qualifications and disqualifications and tick any that are applicable. This will let you know if that member is eligible to stand in the selection.

If they are not, a warning will appear to let you know they are ineligible. You will still be able to add them as an applicant, as they might be able to become eligible.

Applicant disqaulified for being a british ciizen

You can add comments at the bottom of the page, be aware that these can be made public in response to a subject access request.

Step 4

To add the member, click ‘Save and add another’ to save and add another applicant.

Add comments and save

Step 5

Once all the applicants and shortlisting committee members have been added, you can move the applicants through the selection process.

Selection process list

 

The Selection Process

Step 1

To view the details of the applicant, and to move them through the selection process, click the eye icon next to their name, on the selection page.

Applicant list with eye icon circled

Step 2

You will be directed to the Applicant’s page. You can see where the applicant is in the process in the bar across the top. 

Applicant's page

Step 3

Once you have received the application from the applicant, click ‘continue’.

Continue cirlced with application requested highlighted

You will be directed to complete the application form. You can upload this as a PDF or copy the answers of the applicant into the form.

Applicant form

Step 4

Click ‘Continue’ at the bottom of the page to add the completed form. You can add comments at each stage of the application. 

This will direct you back to the applicant page. You will be able to see the progress of the applicant in the bar across the top.

Progress bar with applied highlighted

Step 5

Click ‘Continue’ to add whether the application has been approved or rejected.

continue circled with applied highlighted

If the applicant has been rejected, state why in the comments box. Again, be aware that comments may be made public in response to a subject access request.

Approve or reject applicant drop down options

Step 6

Click ‘Continue’ to go back to the applicant page.

Approve candidate and add comments

Step 7

If the applicant has been approved, you will then be able to add the applicant to the long list, by clicking ‘Continue’.

Continue circled with approved highlighted

At this stage you can add any useful comments on the applicant. Click ‘Continue’ to go back to add the applicant to the long list and go back to the applicant page.

Save and add comments to approved applicant

Step 8

Once the applicant has made it to the long listing stage, they will have an interview conducted by the shortlisting committee.
If the applicant is successful in this interview click ‘continue’ on the applicant page.

Continue circled with long list highlighted

If the candidate is not successful at the interview stage, leave the candidate as they are and do not click continue here.

Step 9

Upload a PDF of the completed interview checklist, so you can see if the applicant has been successful and any useful notes on the checklist.

Upload interview checklist

Step 10

Select which members of the shortlisting committee are on the interview panel. Only members of the shortlisting committee should be interviewers.

Select interviewers

Step 11

Select ‘Continue’ if the applicant passed the shortlisting interview, to add them to the shortlist.

Add comments to interview and continue

Step 12

Once you have your list of shortlisted applicants agreed with the Returning Officer and listed here, your RO will be able to open the selection to members to vote. When this has been completed, a winner has been declared, and any appeals are over, click ‘continue’ on the successful applicant.

Continue circled with shortlist highlighted

Step 13

You will be directed to the page to confirm this applicant has been selected. Here you can add any comment about the successful applicant.

Add applicant as selected candidate

Once you click ‘Continue’ here, this applicant will become the selected Candidate.

Step 14

At any point, throughout the process if you make a mistake you can edit the applicant’s information by clicking the pencil icon next to their name on the selection page.

Applicant list with pencil icon circled

Alternatively, you can click ‘Edit’ on the applicant's page.

Edit applicant on applicant page

Forms

Step 1

When you log into Lighthouse, you will be taken to the dashboard. Click on “Candidates” in the blue menu at the top; then select “Forms” from the drop-down menu which appears.

Candidates drop down with Forms circled

Step 2

When you select a candidate, they will need to complete an application form. A series of standard forms will be preloaded into Lighthouse, so you can choose from those, depending on which form you want to use for your selection.

List of forms for selection process

 

Step 3

If you don’t want to use an existing form, you can add your own by clicking ‘Add new’

List of selection forms with add new circled

Step 4

Give the form a name, so you can easily identify it in the list of forms.

give a name to the form

Step 5

Add all the questions you want in your form by clicking ‘Add another’

Add another question to the form

Step 6

Once you have added all the questions you need, click ‘Save’ or if you need to add multiple forms, you can click ‘Save and add another’

Sae and add another

 

 

Tasks

  1. Have a look at the upcoming elections in your area

Tasks are quick and easy things you can do after each module to help practice what you've learned. Try them out and see if they help!

◀ Previous module

Time estimate
7 minutes

Topics
Lighthouse
Lib Dem Systems & Tools

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