Mobile Data Approval

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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.

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, hover your mouse overField Canvassing, and click Approve Mobile Data in the sub-menu.

Mobile Data Approval Overview

The Approve Mobile Data page features four separate reports all featuring various amounts of information. Combining these report types together will give you a complete look at each of your canvassers' efforts. Three of the various reports are selected from the Method of Canvasser Data Review drop-down menu, while the fourth report is generated from within the Show Data Pending Approval report and the Show Processed History report. The Filter by Canvassing Project drop-down menu will filter your reports to the selected Mobile Canvassing Project. Activating the Auto Save All Assignments Daily checkbox will automatically approve all data coming back from your Mobile Canvassing Projects back into your Organization Account.

Show Data Pending Approval

The Show Data Pending Approval page displays all of your currently pending assignments. By default, this page will give you a very basic overview of your pending data, however, filtering to a Mobile Canvassing Project will display additional statistic about each Survey Question.

Show Processed History

The Show Processed History page displays a simple overview of the data that was collected. This page will list the number of records that were approved, rejected, and currently pending.

Assignment Details

The Assignment Details page is accessed by clicking on the name of a canvasser in the Show Data Pending Approval report, or clicking on either the Approved, Rejected, or Pending button in the Show Processed History report.

Show 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 your canvassers walk path to determine if their canvassing is authentic or forged. The points on the screen use the points provided by the county. If the points provided by the county are incorrect then the data in this screen may appear forged. You will likely want to use this page as a supplement to get a better idea on how your canvassers are walking.

Show Canvasser Details

The Show Canvasser Details page displays the specifics of the canvassing. This page displays the name of the canvasser, the assignment, the name of the voter, the voter PDI's ID, the voters phone number, the date and time the flag was collected, the question they were asked, and their response.

Show Data Pending Approval

The Show Data Pending Approval report allows you to approve data in two ways: you can either approve an entire assignment or just approve canvassing that pass Geo and Time checks. Individual households can be approved can be approved in the Assignment Details report. The Assignment Details report is accessed by clicking on the name of the canvasser. The list of canvassers can be filtered using the Organizer drop-down menu, and the From and To textboxes. If you use the Filter By Canvassing Project drop-down menu to select a Mobile Canvassing Project, the report will display the flag count for each survey question in the Mobile Canvassing Project.

Approving Selected Data

(Optional) Use the Organizer drop-down menu to filter your list to Canvassers to those that are assigned to the selected organizer.
(Optional) Use the From and To textboxes to set the date range of assignments you would like to view.
(Optional) Click the Filter button to filter the report to the selected filter options.
Activate the checkboxes of the assignments you would like to approve.
Click the Approve button.

Approving Geo and Time Approved Data

(Optional) Use the Organizer drop-down menu to filter your list to Canvassers to those that are assigned to the selected organizer.
(Optional) Use the From and To textboxes to set the date range of assignments you would like to view.
(Optional) Click the Filter button to filter the report to the selected filter options.
Activate the Approve All Canvasser Assignments with Passing Geo & Time Checks checkbox.
Click the Approve button.

Rejecting Data

(Optional) Use the Organizer drop-down menu to filter your list to Canvassers to those that are assigned to the selected organizer.
(Optional) Use the From and To textboxes to set the date range of assignments you would like to view.
(Optional) Click the Filter button to filter the report to the selected filter options.
Activate the checkboxes of the assignments you would like to approve.
Click the Reject button.

Show Processed History

The Show Processed History page allows you to quickly review the canvassing data that you have processed from each canvasser. The report can be filtered by using the Status drop-down menu and the From and To textboxes. Clicking on the Pending, Approved, or Rejected buttons will bring you to the Assignment Details report, and will display the information from the selected category. The date filters will filter approved and rejected data to the date the assignments was last approved or rejected, not the date it was collected.

Assignment Details

The Assignment Details page can be used to view three different types of data: Pending, Approved, and Rejected. When using the report to approve data, you are given the advantage of approving or rejecting data on a house by house basis rather than approving or rejecting the whole assignment at the same time. While reviewing Pending data you will be presented with the option to either Reject or Approve the data into your Organization Account. Reviewing Rejected data will provide you with option to Approve the data into your Organization Account. Reviewing Approved data will just give you the option to review the canvassing data that was approved.

Warnings

When viewing a canvassers pending history the system will provide a warning if it detects a problem with the data. The details for each icon can be seen below.

Distance (Arrow) – Indicates that the ID was processed from a distance greater than 300 feet from the location coordinates in the PDI system.
Location (House image) – This image appears when five (5) houses are process at the exact same location.
Timing (clock) – Identifies IDs processed within a two (2) minutes time frame.

These warnings may not always be the appropriate measurement of a problem, but should definitely capable of identifying questionable patterns.

Approving Data

Activate the checkboxes of the records you would like to approve.
Click the Approve button.

Rejecting Data

Activate the checkboxes of the records you would like to reject.
Click the Reject button.

Show Route on Map

The Show Route On Map page provides you with the ability to review the walk path of your canvassers. The points on the map are determined by the GPS location provided to use by the county, not by the canvassers actual location. The lines draw on the map are just lines drawn directly between points and does not reflect your canvassers actual path. The Filter By Status drop-down menu allows you to filter the group of Canvassers and Assignments in the list on the right side of the screen to only that assignment type. The Filter Canvassers By Coordinator drop-down menu allows you to filter the group of Canvassers and Assignments in the list on the right side of the screen to only the canvassers that are assigned the selected Coordinator. The Search Canvassers textbox allows you to filter the group of Canvassers and Assignments in the list on the right side of the screen to the name entered in the textbox. Activating the Show Active Canvassers Location checkbox will display all of the walk paths of the selected Canvasser Assignment combinations that are displayed in the list on the right side of the screen.