Elector8 Training and Instruction Document Canvassing

Transcription

1 Elector8 Training and Instruction Document Canvassing Version Control Version No. Author Change Details Date T Baker Initial Version of Elector8 Manual June 2016 Page 1

2 Canvassing Search Canvassing enables the User with to understand the canvass activity, displayed across six tabs: Map of Rounds, Particip8 Data, Canvassers and Rounds, Canvasser Pay Rates, and Canvass periods. Map of Rounds Provides the User with a view of the authority area and all canvassers. Active canvassers will be listed at the top and the User can review activity, in realtime Particip8 Data The Particip8 tab allows the User to synchronise data between Elector8 and Particp8 - regular synchronisation will ensure that canvass planning is as efficient and effective as possible When the User synchronises the data, the system automatically removes any visits no longer required, whilst updating elector statuses, contact details and NINo s (for unverified electors). Page 2

3 The data is downloaded into Elector8 and segmented into separate tabs - the User must conduct actions in each of the tabs, to ensure that the database is updated. This is a HOLDING SCREEN only and data must be actioned into the database, from the separate tabs. New Electors Identified This tab lists new electors identified as a result of a canvass visit and must be added into the database. There are a number of tabs, which are for information only, whilst there is no action required by the User. Electors with no changes Empty properties confirmed empty No Replies ITR Activity There are a number of Right Click options are available: Page 3

4 Case selected electors names - allows the User change the casing Add selected elector(s) to the database - allows the User to add electors to the database, with or without the New Elector wizard. Remove selected electors from list - allows the User to remove elector from the tab. View household - allows the User to view the household in which the selected elector resides. Elector Amendments Identified This displays Electors with a change of name recorded by the Canvasser there are a number of Right Click options available. Any non-critical contact details are automatically updated when the data is synchronised. Electors to be removed Provides the User with a list of all Electors who have been marked as removed by the Canvasser, where they have direct evidence the elector is no longer at the property. Page 4

5 There are a number of Right Click options available. ITR Requested This provides the User with a list of all Electors who have requested a new ITR (having previously received one). There are a number of Right Click options available. If the User sends a communication to these Electors, these requests would not appear on the ITR Wizard until the 28 cycle had passed since there last ITR was sent. HEF Activity This provides a list of all households which have had any type of HEF activity. The primarily purpose, is to allow the User to record a registration for this property using the Right Click option, thus removing the property from the chase cycle. Page 5

6 Non-Eligible Citizens This provides a list of all electors who have been recorded as having a citizenship making them ineligible to appear on the electoral roll, providing a full and complete picture of all those people who reside in the authority, regardless of their elector status. There are a number of Right Click options. Canvassers and Rounds The canvasser and rounds tab is split into 2 sections: The top section allows the User to select the relevant canvass period and specific Canvassers The bottom section then lists the canvass rounds allocated to the selected Canvasser this is where the user can add or delete canvass rounds, for individual Canvassers Page 6

7 There are a number of Right Click options for the Canvasser tab: Delete selected canvassers - allows the User to delete the canvasser from completing or performing rounds. View staff details - allows the User to view the details of the canvasser Send Communication - allows the User to communicate with the selected Canvasser/ Canvassers using the Bulk Send Wizard (or more information on this see the Bulk Send Wizard help guide). There are a number of Right Click options for Canvass Rounds and Payment tabs. Canvass rounds tab: Upload canvass round to Particip8 - allows the User to upload canvass data to Particip8. Delete selected rounds - allows the User to delete the selected canvass round. Mark selected rounds as complete allows the User to mark the canvass round as complete. Mark selected rounds as incomplete allows the User to mark the canvass round as incomplete. Print sheets for selected rounds - allows the User print the canvass round in paper form. Payments tab: Page 7

8 Canvassers Pay Rates The Canvassers Pay Rates tab gives the user the ability to view pay rates for each canvasser. There is only one Right Click option available: Canvass Period The canvass period tab allows the User to view the description, start date and end date of a particular canvass period. There are a number of Right Click options are available: Delete selected canvass periods allows the User to delete a certain canvass period Page 8

9 FAQ None at this time Page 9