Jump to Section:
Approve and Review Field Canvassing Data
Show Canvassing Data (Pending Only)
Show Canvassing Data (Approved Only)
Show Canvassing Data (Pending and Approved)
Introduction
As canvassing data is sent from the mobile canvassing devices to the PDI program, that data is set aside for quality control and validation. Field managers will need to approve all mobile canvassing flag data before it goes into your account database. In Progress
The Approve Mobile Data page allows you to review all of the data that is waiting to be approved or rejected, and all of the data that has been previously approved or rejected. The page features multiple reports all with various levels of detail. Combining all of these reports together will provide you with a complete picture of your canvassers' efforts.
To access the Approve Mobile Data page, hover the mouse over the Outreach section of the Navigation Menu and click on Door to Door Canvassing.
Then, click Approve/Review Canvasser Work.
Approve and Review Field Canvassing Data
The Approve and Review Field Canvassing Data page features four types of reports: Show Canvassing Data, Show Processed History, Show Route on Map, and Show Canvasser Details. There are three sub-types of Show Canvassing Data: Pending Only, Approved Only, and Pending and Approved. Viewing all of these reports will give you a complete look at your canvassers' efforts.
You can select the type of report you want to view in the Method of Canvass Data Review dropdown menu.
The Filter by Canvassing Project drop-down menu will filter your reports to the selected Mobile Canvassing Project.
If you choose All Projects, you will not see responses to survey questions; to see responses, select one Canvassing Project to view.
If you wish to view data in a project that has expired, check the Show Expired checkbox. The list will show all projects you have created.
You can also define the date range for the report, either selected a specific number of days previous through the Previous Day Count dropdown (from 1 to 14 days) or a specific date range using the From and To fields.
Activating the Auto-approve toggle will automatically approve all data coming back from your Mobile Canvassing Projects back into your Organization Account.
Depending upon the Canvass Data you have selected to review, other options will be available. See below for the options connected to each type of report.
Once you have selected the report you want to view, click the Process Report button to view the report below. You can also click the Export button to download the report as a spreadsheet.
Show Canvassing Data (Pending Only)
The Show Canvassing Data (Pending Only) option displays all of your currently pending assignments.
- Canvasser Name: The name of the canvasser who did the contacting.
- Assignment: Which Door to Door Project the canvasser was working on.
- Door Knocked: The number of doors the canvasser contacted.
- Non-Contact: How many people were marked as not contacted (such as Not Home, Moved, etc.)
- Contact Count: The number of voters contacted.
- Geo Check: "No" indicates the data does not pass the automated check for where the device recorded the answers in relation to the address of the voter. "Yes" indicates the data passes.
- Timing Check: "No" indicates the data does not pass the automated check for how quickly the recorded contacts were made. "Yes" indicates the data passes.
- Last Sync: When the data was last synched from the canvasser's device.
The list of canvassers can be filtered using the Organizer and Canvasser drop-down menus. Make sure to click the Process Report button after making changes to these filters.
To approve or reject selected data, check the box(es) for the specific canvasser/project and click on Approve Selected Assignments or Reject Selected Assignments.
Assignment Details
To see the specific details about an individual canvasser's work, click on the name for the canvasser connected to the desired assignment. A screen will appear showing each individual contact along with answers to the Survey questions and date-and-timestamps for the entries.
The Assignment Details screen will list the Name, Address, Phone, Cell Phone, Email, and any Comments attached to the voter. It will also display Warnings:
- If the system detects that the device's location when it surveyed the voter is greater than 300 feet from the address of the voter, the Distance icon (arrows) will appear.
- If the system detects that the amount of time taken between surveys is less than 2 minutes, the Time icon (clock) will appear.
- If the system detects that more than five houses are surveyed from the same location, the Location icon (house) will appear.
These warnings may not always be the appropriate measurement of a problem but can identify questionable patterns.
You can approve or reject the entire assignment or just individual voters. To approve or reject the entire assignment, check the checkbox at the very top of the list, next to the Name column. It will check each individual voter's entry. Then, click on either Approve or Reject.
To approve or reject individual voters, check the checkbox for that voter and then click Approve or Reject.
Show Canvassing Data (Approved Only)
The Show Canvassing Data (Approved Only) option displays information regarding assignments that have been approved.
- Canvasser Name: The name of the canvasser.
- Assignment: The name of the assignment.
- Total Doors: The number of doors that the assignment had available to be knocked.
- Knocked: The number of doors the canvasser contacted.
- % Knocked: The percentage of the total doors that were knocked.
- Remaining: The number oof doors that weren't contacted.
- % Remaining: The percentage of the remaining doors that weren't contacted.
- % Non-Contact: Of those doors that were knocked, the percentage which were marked as No Contact.
- % Contact: Of those doors that were knocked, the percentage which had contact.
- Last Synchronized: When the data was last synched from the canvasser's device.
The list of canvassers can be filtered using the Organizer and Canvasser drop-down menus.
By default, the report is displayed by each individual canvasser and for each assignment they were involved in. The Group Report by dropdown can change this to aggregate the data. Selecting Assignment will aggregate all canvassers involved in a single Assignment and change the first column to Assignment. Selecting Canvasser will aggregate all assignments a specific canvasser was involved in and change the first column to Canvasser Name.
If you make any changes to the filters, be sure to click Process Report to refresh the data.
You can download the data by clicking the Export button.
Show Canvassing Data (Pending and Approved)
The Show Canvassing Data (Pending and Approved) functions the same way as Show Canvassing Data (Approved Only), except that it includes both pending assignments and approved assignments.
Show Processed History
The Show Processed History page displays a simple overview of the data that was collected.
- Canvasser Name: The name of the canvasser.
- Assignment: The name of the assignment.
- Door Knocked: The total number of doors knocked by the canvasser for that assignment.
- View Details: Shows the Assignment Details for any Pending, Approved, or Rejected data connected to that canvasser and assignment. Please note that if you choose Pending, you will be able to approve or reject the data. If you choose Approve or Rejected, you will not.
The Show Processed History page can also be filtered by the Status of Pending, Approved, or Rejected. Each displays a similar page.
- Canvasser Name: The name of the canvasser.
- Assignment: The name of the assignment.
- Doors Knocked: The total number of doors knocked by the canvasser for that assignment.
- Non-Contact ID's %: Of those doors that were knocked, the percentage which were marked as No Contact.
- Contact ID's %: Of those doors that were knocked, the percentage which had contact.
- Geo Check: "No" indicates the data does not pass the automated check for where the device recorded the answers in relation to the address of the voter. "Yes" indicates the data passes.
- Timing Check: "No" indicates the data does not pass the automated check for how quickly the recorded contacts were made. "Yes" indicates the data passes.
Click on the canvasser to see the Assignment Details for that canvasser and assignment. Please note that if you choose Pending, you will be able to approve or reject the data. If you choose Approve or Rejected, you will not.
Show Canvasser Route on Map
The Show Route on Map page will display your canvassers' walk path on a map. This will allow you to quickly review a canvasser's walk path to determine if their canvassing is authentic or forged.
The points on the map are determined by the GPS location provided to use by the county, and/or by the canvasser's actual location. The lines drawn on the map are lines of the canvasser's actual location and walking path using the "Show Canvassers Location" check box, and the other check box "Show House Location" is the actual house location from the county data. You will likely want to use this page as a supplement to get a better idea on how your canvassers are walking.
- Organizer: Filters the data based off the organizer of the canvassing project.
- Canvasser: Filters the data based off the canvasser.
- Filter by Status: Filters the data based off the Status of the data: Pending, Approved, or Rejected.
- Show house locations: Shows the locations of the houses canvassed.
- Show canvasser locations: Shows the locations and paths the canvasser took during the canvassing.
- Process Map Data: Click this button after making changes to the filters to update the map.
On the right, you'll see a list of canvassers and the assignments they worked. They are color-coded to help identify them on the map. Click on their name to see their route on the map. To see everybody's information, check the Shall All Canvassers checkbox.
Show Canvasser Details
The Show Canvasser Details page displays the specifics of the canvassing.
- Canvasser Name: The name of the canvasser.
- Assignment: The name of the assignment.
- Voter: The name of the voter canvassed.
- Primary Id: The PDI ID for the voter. This can be found in the Voter Info for the voter under People Search.
- Phone: The phone number of the voter.
- Date/Time: The date and time the voter was canvassed for that assignment.
- Question: The specific question asked of the voter for that assignment.
- Response: The response the voter gave to that question.
The list can be filtered by the Organizer and Canvasser drop-down menus. Make sure to click the Process Report button after making changes to these filters.
You can download the data by clicking the Export button.
Related to