Use a ballot to have team members vote on issues that affect your project.

Types of ballots

You can choose from these types of ballots:
Multi-vote ballots

Use a multi-vote ballot to reduce the number of candidates. For example, use a multi-vote ballot to vote on which variables are most likely to affect your process.

Each voter chooses a set number of items, usually 1/3 or 1/2 of the total number, from the list. Candidates that receive the least votes can be removed from the list.

Group multi-vote ballots
Use a group multi-vote ballot to vote as a group on a list of candidates. One person enters the number of Yes votes from the group, for each candidate in the ballot. Candidates that receive the least votes can be removed from the list.
Rating-vote ballots

Use a rating-vote ballot to rate 10 or fewer candidates on several criteria. For example, creating a rating-vote ballot to rate 6 cars on price, safety, and performance.

A rating-vote ballot enables you to assess each candidate on a scale, such as 1 to 10. Voters can also weight the ratings for each item by rating the criteria themselves. For example, each voter rates the importance of price, safety, and performance.

Create a ballot

  1. In Qeystone Tools, right-click a phase in the Roadmap and choose New > Ballot.
  2. Click Ballot, and then click OK.
  3. Enter the Central issue.
  4. Choose the ballot type and then click Next.
  5. Enter the names of the voters.
  6. Enter the candidates.
  7. (Optional) To add a comment to a candidate or criterion, click Insert comment button beside the candidate and then type the comments on the task pane.
  8. Complete the ballot setup.
    Qeystone Tools displays the voter selection page.
  9. Save the file so that others can vote.

Create a ballot from a data-entry table

You can create a ballot directly from a data-entry table in a form, such as the main data-entry table in a C&E Matrix. Voters can then rate each activity by importance to the customer based on specific criteria, and then display the average ratings in the form.

  1. Right-click the data-entry table and choose Create Ballot from Table.
  2. Complete the dialog box and then click OK.
    Qeystone Tools adds a ballot to the Roadmap and the Ballot Setup page appears in the workspace.
  3. Ask each voter to cast a vote.
    After all voters have voted, the overall results table appears in the ballot workspace.
  4. In the ballot, click Update Form.
    Qeystone Tools inserts the overall voting results into the data table on the form.

Vote

Only one person can vote at a time.

  1. Open the project file that contains the ballot.
  2. In the Roadmap, double-click the ballot.
  3. Under Voters, click your name, and then vote.
  4. As you vote, you can do any of the following actions:
    Action Instructions
    Add a comment Click Insert comment button beside a candidate or a criterion and type the comments in the task pane.
    View existing comments Click beside a candidate or a criterion. To view the comments in the workspace, choose View > Comments.
    View a current snapshot of the voting Click View Results and then click Continue Voting to return to the voter selection page.
    Tip

    If you modify the ballot you can call for a revote. For example, if you decide to add a different candidate, click Revote on the task pane.

View ballot results

When voting is complete, Qeystone Tools displays the ballot results in the workspace.

  • As you view the ballot results, you can do any of the following actions:
    Action Instructions
    Rotate/unrotate the X-axis labels of a chart Right-click the graph and check or uncheck Rotate labels.
    Show or hide the individual results, charts, or comments Right-click the workspace and check or uncheck the item.
    (Rating-vote ballot only) Identify areas of disagreement among voters In the Ballot task pane, click Set Consensus Threshold.
  • To save, print, or copy the graph, double-click the graph, and then complete any of the following actions:
    • Click the Save button Save button to save the ballot graph as an .htm file, a .jpg file, or a .bmp file.
    • Click the Print button Print button to print the ballot graph.
    • Click the Copy button Copy button to copy the ballot graph.
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