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Proposer Guide

Proposers design and submit workflow proposals that define community projects with sequential steps, role requirements, and bounties. This guide will walk you through all proposer functionality.

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Getting Started

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Requesting Proposer Access

1

Navigate to Settings

Go to /settings and request proposer status if you’re not already approved.
2

Wait for Admin Approval

An admin will review and approve your proposer access request.
3

Access the Proposer Panel

Once approved, navigate to /proposer to access your proposer dashboard.

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Understanding Workflow Components

A workflow consists of several key components:
  • Title & Description: High-level summary of the workflow
  • Recurrence: One-time, daily, weekly, or monthly
  • Start Date/Time: When the workflow becomes active
  • Roles: Named roles with credential requirements (e.g., “DPW Certified”)
  • Steps: Sequential tasks assigned to specific roles
  • Bounties: SFLuv token rewards for completing steps
  • Work Items: Evidence requirements (photos, written responses, dropdown selections)
  • Supervisor (optional): Oversight role with completion payout

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Creating a Workflow Proposal

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Basic Workflow Creation

1

Navigate to Create Workflow Tab

On the proposer panel, ensure you’re on the “Create Workflow” tab.
2

Enter Workflow Details

Fill in the workflow title and description. These fields are always manual entry (not pre-filled by templates).Example Title: “Neighborhood storefront verification”Example Description: “Weekly verification that approved merchants have active SFLuv signage displayed.”
3

Set Recurrence and Start Time

Choose recurrence pattern:
  • One Time: Single execution
  • Daily: Repeats every day
  • Weekly: Repeats every week
  • Monthly: Repeats every month
Select a start date and time using the datetime picker.
4

Define Workflow Roles

Create at least one role:
  • Click ”+ Add Role” to add additional roles
  • Give each role a descriptive title (e.g., “Field Verifier”)
  • Select required credentials from available types (e.g., dpw_certified, sfluv_verifier)
  • Each role must have at least one required credential
5

Add Workflow Steps

Define sequential steps:
  • Each step needs a title, description, and bounty (in SFLuv)
  • Assign each step to one of your defined roles
  • Optionally enable “Step Not Possible” to allow improvers to report if a step can’t be completed
  • Click ”+ Add Step” to add more steps
6

Configure Work Items

For each step, define evidence requirements:Photo Requirements:
  • Toggle “Requires Photo”
  • Choose aspect ratio: vertical, square, or horizontal
  • Set required photo count or allow any count
  • Enable “Camera Capture Only” to require live photos (prevents uploads)
Written Response:
  • Toggle “Requires Written Response” for text input
Dropdown Selection:
  • Toggle “Requires Dropdown”
  • Add dropdown options with labels
  • Optionally require written responses for specific dropdown choices
  • Add notification emails to alert external parties when specific options are selected
Optional Items:
  • Mark items as optional if they’re not always required
7

Add Supervisor (Optional)

If you want workflow oversight:
  • Check “Enable Workflow Supervisor”
  • Select an approved supervisor from the dropdown
  • Set an optional supervisor completion payout
8

Review Total Bounty

Check the “Draft Total Bounty” badge to see the sum of all step bounties plus supervisor payout.
9

Submit Proposal

Click “Submit Workflow Proposal” to submit for voter approval.The workflow will enter pending status and go through the voting process.
Best Practice: Start with small bounties for new workflow types and increase them based on completion rates and feedback from improvers.

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Using Workflow Templates

Templates let you save workflow structures (roles, steps, work items) for reuse.

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Applying a Template

1

Open Template Library

In the “Create Workflow” tab, locate the “Template Library” section.
2

Search and Select

  • Use the search box to find templates by title
  • Click on a template to select it
  • Templates show “Default” (available to all proposers) or “Personal” (yours only)
3

Apply Template

Click the template name to auto-populate:
  • Recurrence pattern
  • Start date/time
  • All roles with credential requirements
  • All steps with bounties and work items
  • Supervisor settings (if defined)
The workflow title and description are NOT populated from templates - you must enter these manually for each workflow.

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Creating Templates

1

Design Your Workflow

Set up all roles, steps, and work items as you would for a normal workflow submission.
2

Enter Template Metadata

Fill in:
  • Template Title: Descriptive name (e.g., “Storefront verification baseline”)
  • Template Description: Purpose and use case
3

Save Template

Click “Save Template” (saves as personal template)Admin users can also click “Save Default Template” to make it available to all proposers.

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Saving a Template from an Existing Workflow

1

View Workflow Details

In the “Your Workflows” tab, click on any approved, in-progress, completed, or finalized workflow.
2

Save as Template

Click the “Save as Template” button in the workflow details modal.
3

Enter Template Info

Provide a template title and description, then save.
Convert successful workflows to templates to speed up future proposals with similar structures.

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Deleting Templates

  • Personal templates: Click the trash icon next to the template in the library
  • Default templates: Only admins can delete default templates

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Managing Your Workflows

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Viewing Workflow Status

Navigate to the “Your Workflows” tab to see all your proposals grouped by series (for recurring workflows). Status Filters:
  • Pending: Awaiting voter approval
  • Approved: Approved and awaiting start time
  • Blocked: Part of a recurring series; waiting for previous instance to complete payout
  • In Progress: Active with improvers working on steps
  • Completed: All steps finished, awaiting payout
  • Finalized (Paid Out): All payments complete
  • Rejected: Denied by voters
  • Expired: Pending for more than 14 days without reaching quorum
  • Deleted: Removed via deletion vote

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Viewing Workflow Details

1

Click Any Workflow Card

In the “Your Workflows” tab, click on a workflow to open details.
2

Review Workflow Information

The modal shows:
  • All workflow metadata (title, description, recurrence, dates)
  • Voting status (approve/deny counts, quorum, countdown)
  • Supervisor assignment
  • All roles with credential requirements
  • All steps with assigned improvers and completion status
  • Work item submissions (photos, responses)

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Deleting Workflows

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Direct Deletion (Pending/Rejected Only)

For workflows in pending, rejected, or expired status:
1

Locate Workflow

Find the workflow in “Your Workflows” tab.
2

Click Delete

Click the delete button on the workflow card or in the details modal.
3

Confirm Deletion

Confirm the action. The workflow is immediately deleted.

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Deletion Proposals (Approved/Active Workflows)

For workflows in approved, blocked, in_progress, or completed status:
1

Open Workflow Details

Click on the workflow to open the details modal.
2

Propose Deletion

Click “Propose Deletion” button.
3

Select Target Type

Choose deletion target:
  • Workflow: Deletes only this single workflow instance
  • Series: Deletes the entire recurring workflow series (all past and future instances)
4

Submit for Voting

The deletion proposal is submitted to voters for approval.If approved by voter quorum, the workflow(s) will be deleted.
Series deletion proposals affect ALL workflows in the series, including future recurring instances. Use with caution.

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Workflow Voting Process

When you submit a workflow, it goes through a voting process:
  1. Submission: Workflow enters pending status
  2. Voting Period: Voters review and cast approve/deny votes
  3. Quorum: When 50% of eligible voters have voted, a 24-hour countdown begins
  4. Early Finalization: If >50% of the full voter body agrees before countdown ends, the vote finalizes early
  5. Result:
    • Approved: Workflow moves to approved status (or blocked if part of a series)
    • Denied: Workflow moves to rejected status
Approval is blocked if the unallocated faucet balance is less than one week’s worth of workflow bounty requirements.

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Tips for Successful Proposals

Voters need to understand the workflow’s purpose and impact. Include:
  • What: The work being done
  • Why: The community benefit
  • Where: Geographic scope or target locations
  • Who: Stakeholders affected
  • Research time required for each step
  • Account for travel time for field work
  • Competitive bounties improve completion rates
  • Start conservative and adjust based on feedback
Use work items to ensure accountability:
  • Photos for visual verification
  • Written responses for context and notes
  • Dropdowns for structured data collection
  • Notification emails to alert stakeholders of specific outcomes
Recurring workflows are ideal for:
  • Regular maintenance tasks
  • Periodic verifications
  • Ongoing monitoring
Each instance is blocked until the previous one reaches paid_out status.
Save time and ensure consistency:
  • Create templates for common workflow patterns
  • Update templates as you learn what works
  • Share effective templates with other proposers (admins can make them default)

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Troubleshooting

Common reasons:
  • Insufficient budget (check faucet balance)
  • Unclear description or purpose
  • Bounties too high relative to work
  • Overlaps with existing workflows
Solution: Revise and resubmit with improvements based on voter feedback.
This is expected for recurring workflows. The current instance is blocked until the previous one completes payout.Check the blocked_by_workflow_id to see which workflow needs to complete first.
  • Use the search box in the template library
  • Personal templates are only visible to you
  • Default templates are visible to all proposers
  • Deleted templates cannot be recovered
The total bounty is fixed after submission. To change bounties:
  1. Delete the workflow (if still pending)
  2. Adjust bounties
  3. Resubmit
For approved workflows, you must propose deletion and create a new workflow.

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API Endpoints Reference

Proposer routes (require proposer or admin role):
  • POST /proposers/request - Request proposer status
  • GET /proposers/workflows - Fetch your workflows
  • GET /proposers/workflows/{workflow_id} - Get workflow details
  • POST /proposers/workflows - Create workflow proposal
  • DELETE /proposers/workflows/{workflow_id} - Delete workflow (pending/rejected only)
  • GET /proposers/workflow-templates - List templates
  • POST /proposers/workflow-templates - Create personal template
  • DELETE /proposers/workflow-templates/{template_id} - Delete template
  • POST /proposers/workflow-deletion-proposals - Propose deletion vote
  • GET /credentials/types - List available credential types
  • GET /supervisors/approved - List approved supervisors

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