Elections

Overview

Elections are used to organise and report campaign financial activity.

Each election record contains key information including:

• Election type
• Area or constituency name
• Candidate name
• Agent name
• Electorate size
• Important election dates

Field	Description
Name	The name of the election or constituency being managed.
Type	The election category such as Council, Westminster, Combined Authority or Mayoral.
Election Date	The official polling date for the election.
Candidate	The candidate standing in the election.
Spending Limit	The legal campaign spending limit calculated using Electoral Commission rules.
Actions	Options to edit, select or share the election.

All expenses and income entered into AgentAid are associated with a specific election.

Creating an Election

To create a new election:

1. Navigate to the Elections page.
2. Click Add in the top right of the page.
3. Select the type of election.
4. Enter the requested election details.
5. Fill in the relevant dates and electorate information.
6. Click Add Election to save.

Once created, the election will appear in your elections list.

Election Types

AgentAid currently supports the following election types.

National Elections

• Combined Authority Mayoral
• Local Authority Mayoral
• Westminster
• Council

Regional Elections

• London Mayoral
• Scottish Regional (Coming Soon)
• Welsh Regional (Coming Soon)

Additional election types may be added in future updates.

Editing Elections

You can only edit elections that you created.

Shared elections cannot be modified by users who are not the owner.

To edit an election:

1. Navigate to the Elections page.
2. Locate the election you wish to update.
3. Click the edit (pen) icon under the Actions column.
4. Modify the required information.
5. Click Save to apply the changes.

Deleting Elections

Only the owner of an election can delete it.

To delete an election:

1. Navigate to the Elections page.
2. Click the edit (pen) icon under Actions.
3. Scroll to the bottom of the page.
4. Click Delete Election.
5. Confirm the deletion when prompted.

Deleting an election is perminant and cannot be undone.

Ensure you no longer require the associated data before deleting.

Selecting an Election

Selecting an election sets it as the active election for your account.

The active election determines where expenses and income will be recorded.

To select an election:

1. Navigate to the Elections page.
2. Click the play icon under the Actions column.
3. The election will become your current election.

You can confirm the selected election on the Dashboard, displayed in the top-left panel.

Expenses cannot currently be transferred between elections, so ensure the correct election is selected before entering financial data.

Sharing Elections

Elections can be shared with other AgentAid users.

Shared elections allow multiple users to view and work with the same campaign data.

To share an election:

1. Navigate to the Elections page.
2. Click the share icon under Actions.
3. Enter the email address of another AgentAid user.
4. Confirm the share.

If the email belongs to an existing user, the election will appear in their elections list.

Shared elections are displayed with lighter text to distinguish them from elections you own.

Party-Based Sharing

If an election is created under a registered political party account, the election may automatically be shared with other authorised party users.

This allows campaign teams to collaborate on election reporting.

Action Buttons

Action	Icon	Description
Select Election	play_arrow	Sets the election as the current active election for recording expenses and income.
Edit Election	edit	Allows you to modify election details such as candidate information and electorate size.
Share Election	share	Shares the election with another AgentAid user using their email address.

Best Practice Recommendations

• Confirm election details before creating the record.
• Ensure the correct election is selected before entering expenses.
• Regularly review shared access to maintain data security.
• Avoid deleting elections unless they are no longer required.