Assign Turf

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Introduction

The Assign Turf page is a multifunctional page which allows you to create Mobile Canvassing Projects, assign Mobile Canvassing Assignments to your canvassers, and generate paper list using the map. The basic Mobile Canvassing Project is a combination of a Voter Universe and Electronic Survey, however, complex Mobile Canvassing Projects can utilize multiple Voter Universes and Electronic Surveys along with other options to assist your canvassing needs. Mobile Canvassing Assignments are the Precincts or Turfs assigned to your canvasser from within your Mobile Canvassing Projects. When utilizing this tool it is best to think of your Mobile Canvassing Project as your Walk List and the Mobile Canvassing Assignment as the walk packets given to your canvassers.

To access the Assign Turf page, hover the mouse over the Outreach section of the Navigation Menu, hover your mouse overField Canvassing, and click Assign Turf in the sub-menu.

Assign and Print Turf Overview

Assign and Print Turf Page Overview

Assignment Method - Where you select the method that you will use to create your Mobile Assignments.
Select a Canvassing Project - Where you select the Mobile Canvassing Project that will be used to create the assignments.
Find Precinct / Turf - Filters your list or map to the entered Precinct or Turf.
Turf Group - Filters your list or map to the selected Turf Group.
Create New Project - Creates a pop-up window allowing you to generate a new Mobile Canvassing Project.
Filter Canvassers Assigned to Organizer - Filters the list of Canvassers to those that are assigned the selected Organizer.
Created By - Filters the list of Turfs to those that are created by the selected user.
Add New Canvasser - Allows you to create a new canvasser.
Select Checkbox - Activates the selected geography allowing you to assign the selected geography to your canvassers.
Select a Canvasser - Allows you to select the canvasser that should be assigned the selected geography.
Turf / Precinct Name - Clicking on the name of the geography allows you to assign the area to more than two canvassers at one time.
Move to Pending Assignments - Moves all selected assignments over to your pending list.
Filter Canvassers Assigned to Organizer - Filters the My Assignments list to canvassers that are assigned the selected Organizer.
Find Precinct / Turf - Allows you to filter the My Assignment list to a particular Precinct or Turf.
Turf Group - Allow you to filter the My Assignment list to a particular Turf Group.
Save Pending Assignments and Send to Devices - Saves all of the assignments in the My Assignments section marked as Pending and sends them to the canvassers' devices.
Select a Canvasser (My Assignments) - Allows you to select an additional canvasser that should receive the assignment.
Turf / Precinct Name (My Assignments) - Allows you to select additional canvassers that should receive the assignment.
Due Date - Clicking on the date allows you to change the end date of the assignment. Once an assignment has reached its end date it will be automatically removed from your canvassers devices.
Trashcan - Removes the assignment from all canvassers.

Create Mobile Project Overview

The Create Mobile Project window is activated by clicking on the Create a New Mobile Project button. This is where you will create your Mobile Canvassing Project. Think of your Mobile Canvassing Project as your entire walk list..

Name Your Mobile Canvassing Project - Allows you to assign a name to your Mobile Canvassing Project.
Select the Save Universe for your Project - Determines the voter universe that will be used to generate the Mobile Canvassing Project.
Select the Project Base Survey - Determine the Electronic Survey that will be used to generate the Mobile Canvassing Project.
Start Date - Determines the date the assignment will be accessible to your canvassers.
End Date - Determines when the date when the assignment will no longer be accessible to your canvassers.
Coordinator Phone - Sets the phone number that will be available in the Mobile Canvassing App.
Select a Household Observation - Set the Household Observations that are available for selection in the Mobile Canvassing App.
Select a Different Acquisition Type - Determines the Acquisition Type of the flags collected in the Mobile Canvassing Project.
Select a Universe To Display as a Check Mark - Displays a checkmark in the record of the voters in the selected universe.
Select a Universe To Display as a 3 Character Code - Displays a three character code in the record of the voters in the selected universe. Note: The three character code is set by you in the Code textbox.
Remove Party Field from Project - Activating this checkbox hides party in the Mobile Canvassing Project.
On The Go Project - Activating this checkbox allows the Mobile Canvassing Project to be utilized as an On The Go Project.
Select a Saved Universe for the Second Survey - Allows you to select a secondary group of voters that will receive a different Electronic Survey from the Base Survey.
Add an Optional Second Survey - Allows you to select an additional survey that an individual will receive if they meet the qualifications of the universe selected in the Add an Optional Second Survey drop-down menu and theSelect the Save Universe for your Project drop-down menu.
Select a Saved Universe for the Third Survey - Allows you to select a tertiary group of voters that will receive a different Electronic Survey from the Base Survey.
Add an Optional Third Survey - Allows you to select a Universe of individuals who will receive the survey selected in the Select a Saved Universe for the Third Survey drop-down menu as long as they are in the universe selected in the Select the Save Universe for your Project drop-down menu, while not in the universe selected in the Select a Saved Universe for the Second Survey drop-down menu.
Save - Saves a Mobile Canvassing Project with the selected parameters.

Assign To Canvasser Pop-Up Overview

The Assign to Canvasser pop-up is accessed in multiple ways: you can either double click on a Turf or Precinct in the map, or click on the name of a precinct or turf in the Assigning window using a list view or in clicking on the name in the My Assignments section. This is where you will create your Mobile Assignments. Think of your assignments as your walk list packets.

Filter By Organizer - Filters your list of canvassers by the selected assigned Organizer.
Search Canvassers - Allows you to search for a specific canvasser.
Add New Canvasser - Allows you to add a new canvasser.
Select Canvasser Checkbox - This is where you will select the canvasser that will be assigned the assignment.
Trashcan Icon - Click the icon will delete the assignment from the canvasser.
Move To Pending Assignments List - Moves all selected assignments over to your pending list.

Creating a Mobile Canvassing Project

The basic Mobile Canvassing Project contains a name for the project, an Electronic Survey, a Voter Universe, a start date, and an end date for your project. The basic Mobile Canvassing Project is suitable for most campaigns, however, if your canvassers will be targeting multiple target and will be utilizing multiple surveys, you will want to create a Multi-Survey Mobile Canvassing Project instead.

Creating a Simple Mobile Canvassing Project

Click the Create New Project button.
Use the Name Your Mobile Canvassing Project textbox to name the Mobile Canvassing Project.
Use the Select the Project Base Saved Universe drop-down menu to select the Voter Universe that will be used to generate the Mobile Canvassing Project.
Use the Select Project Base Survey drop-down menu to select the Electronic Survey that will be used in the Mobile Canvassing Project.
Click the Start Date textbox to populate a calendar, which is used to select the date the Mobile Canvassing Project will begin. Note: The assignment will not display on the canvassers devices until the selected start date.
Click the End Date textbox to populate a calendar, which is used to select the date the Mobile Canvassing Project will end. Note: The assignment will automatically be removed from canvassers devices at the selected date.
Click the Save button.

Multi-Survey Mobile Canvassing Projects allow users to create mobile canvassing projects, containing up to three different surveys. It is important to note that the Second Survey Universe and the Third Survey Universe do not add additional voters to the Universe, but instead intersects with the Base Universe. Pulling voters from the base universe, that match either the Second or Third Universes and assigning them the Top Priority and Second Priority surveys respectively. For individuals who do not intersect with the Second or Third Universes, they will instead be given the Base Survey.

Creating a Multi-Survey Mobile Canvassing Project

Click the Create New Project button.
Use the Name Your Mobile Canvassing Project textbox to name the Mobile Canvassing Project.
Use the Select the Project Base Saved Universe drop-down menu to select the base Voter Universe that will be used to generate the Mobile Canvassing Project.
Use the Select Project Base Survey drop-down menu to select the base Electronic Survey that will be used in the Mobile Canvassing Project.
Click the Start Date textbox to populate a calendar, which is used to select the date the Mobile Canvassing Project will begin. Note: The assignment will not display on the canvassers devices until the selected start date.
Click the End Date textbox to populate a calendar, which is used to select the date the Mobile Canvassing Project will end. Note: The assignment will automatically be removed from canvassers devices at the selected date.
Click the Show Additional Options link.
(Optional) Use the Select a Household Observation drop-down menu to select the Household Observations you would like to display in the mobile project.
(Optional) Use the Select a Different Acquisition Type drop-down menu to select the acquisition type that will be associated with the collected flags in the Mobile Canvassing Project.
(Optional) Use the Select a Universe to Display as a Check Mark drop-down menu to select the universe you would like to display with a check mark.
(Optional) Use the Select a Universe To Display as a 3 Character Code drop-down menu to select to the universe you would like to display with a three character code.
1. Use the Code textbox to enter in the 3 character code that will be displayed.
(Optional) Activate the Remove Party Field from Project checkbox to remove the party designation from the app.
Use the Select a Saved Universe for the Second Survey drop-down menu to select a saved universe that will intersect with the base survey.
Use the Add an Optional Second Survey (Top Priority) drop-down menu to select the survey that the individuals in the Saved Universe for the Second Survey will receive.
(Optional) Use the Select a Saved Universe for the Third Survey drop-down menu to select a third universe that will intersect with the base survey.
(Optional) Use the Add an Optional Second Survey (Second Priority) drop-down menu to select the survey that the individuals in the Saved Universe for the Third Survey will receive.
Click the Save button.

The On The Go Projects provide campaigns with the ability to create Mobile Canvassing Projects, while providing your canvassers with the ability to create their own assignments. These assignments are created within the Mobile App and are determined by the Canvasser's location at the time of requesting an On The Go Assignment.

Creating an On The Go Project

Click the Create New Project button.
Use the Name Your Mobile Canvassing Project textbox to name the Mobile Canvassing Project.
Use the Select the Project Base Saved Universe drop-down menu to select the base Voter Universe that will be used to generate the Mobile Canvassing Project.
Use the Select Project Base Survey drop-down menu to select the base Electronic Survey that will be used in the Mobile Canvassing Project.
Click the Start Date textbox to populate a calendar, which is used to select the date the Mobile Canvassing Project will begin. Note: The assignment will not display on the canvassers devices until the selected start date.
Click the End Date textbox to populate a calendar, which is used to select the date the Mobile Canvassing Project will end. Note: The assignment will automatically be removed from canvassers devices at the selected date.
Click the Show Additional Options link.
(Optional) Use the Select a Household Observation drop-down menu to select the Household Observations you would like to display in the mobile project.
(Optional) Use the Select a Different Acquisition Type drop-down menu to select the acquisition type that will be associated with the collected flags in the Mobile Canvassing Project.
(Optional) Use the Select a Universe to Display as a Check Mark drop-down menu to select the universe you would like to display with a check mark.
(Optional) Use the Select a Universe To Display as a 3 Character Code drop-down menu to select to the universe you would like to display with a three character code.
1. Use the Code textbox to enter in the 3 character code that will be displayed.
(Optional) Activate the Remove Party Field from Project checkbox to remove the party designation from the app.
Activate the On The Go Project checkbox to enable your canvassers to generate their own Mobile Assignments based on their current geographic location.
(Optional) Use the Select a Saved Universe for the Second Survey drop-down menu to select a saved universe that will intersect with the base survey.
(Optional) Use the Add an Optional Second Survey (Top Priority) drop-down menu to select the survey that the individuals in the Saved Universe for the Second Survey will receive.
(Optional) Use the Select a Saved Universe for the Third Survey drop-down menu to select a third universe that will intersect with the base survey.
(Optional) Use the Add an Optional Second Survey (Second Priority) drop-down menu to select the survey that the individuals in the Saved Universe for the Third Survey will receive.
Click the Save button.

Creating Mobile Canvassing Assignments

Assigning Mobile Assignments Using the List Method

Use the Assignment Method drop-down menu to select any of the methods that utilize list. Note: You can select Assign Turf From list, Assign Precincts from List, or Assign Precincts from List with Counts.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
(Optional) Use the Find Precinct / Turf textbox to enter in the name of the turf/s you would like to search for.
(Optional) Use the Turf Group drop-down menu to filter the list of turfs in the table to the selected turf group.
If you would like to assign the Turfs or Precincts to 2 canvassers or less follow the instructions in this sub-section.
1. Activate the checkbox of the Turf or Precinct you would like to assign.
2. Use the Select Canvasser drop-down menu in the Canvasser 1 column to select the canvasser that should be assigned the selected Turf or Precinct.
3. (Optional) Use the Select Canvasser drop-down menu in the Canvasser 2 column to select the canvasser that should be assigned the selected Turf or Precinct.
If you would like to assign the Turfs or Precincts to more than 2 canvassers follow the instructions in this sub-section.
1. Click on the name of the Precinct or Turf you would like to assign in the table.
2. In the pop-up, activate the checkboxes of the canvassers that should be assigned the Turf or Precinct.
3. Click the Move to Pending Assignment List button.
In the pop-up, activate the checkbox of the canvassers that should be assigned the turf.
Click the Save Pending Assignments and Send to Devices button to move the assignments to your canvassers' devices.

Assigning Precinct Mobile Assignments Using the Map

Use the Assignment Method drop-down menu to select any of the methods that utilize precincts and the map. Note: You can select Assign Precincts From Map or Assign Precincts From Map with Counts.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
In the map, double click on the Precinct you would like to assign.
In the pop-up, activate the checkbox of the canvassers that should be assigned the Precinct.
Click the Move to Pending Assignment List button.
Repeat steps 3 - 5 until you have moved all of the assignments you want over to the Pending Assignment List.
Click the Save Pending Assignments and Send to Devices button to move the assignments to your canvassers' devices.

Assigning Turf Mobile Assignments Using the Map

Use the Assignment Method drop-down menu to select any of the methods that utilize turfs and the map. Note: You can select Assign Turf From Map or Assign Turf From Map with Counts.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
Use the Find Precinct / Turf textbox to enter in the name of the turf/s you would like to display on the map or use the Turf Group drop-down menu to select the Turfs you would like to display on the map.
In the map, double click on the Turf you would like to assign.
In the pop-up, activate the checkbox of the canvassers that should be assigned the Turf.
Click the Move to Pending Assignment List button.
Repeat steps 4-6 until you have moved all of the assignments you want over to the Pending Assignment List.
Click the Save Pending Assignments and Send to Devices button to move the assignments to your canvassers' devices.

Managing Mobile Assignments

Adding Additional Canvassers to an Assignment from the My Assignment Section

Use the Assignment Method drop-down menu to select any of the methods that feature the type of geographic assignments you would like to edit. Note: If you would like to edit assignments that incorporate Precincts, you will need to select one of the Precinct options. If you would like to edit Turf assignments, you will need to select on of the Turf options.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
Click on the name of the Precinct or Turf where you would like to assign additional canvassers.
Activate the checkboxes of the individuals that should be assigned the Precinct or Turf.
Click the Move to Pending List button.
Click the Save Pending Assignments and Send to Devices button.

Removing Entire Mobile Assignments

Use the Assignment Method drop-down menu to select any of the methods that feature the type of geographic assignments you would like to edit. Note: If you would like to edit assignments that incorporate Precincts, you will need to select one of the Precinct options. If you would like to edit Turf assignments, you will need to select on of the Turf options.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
In the My Assignments section click the Trashcan icon of the assignment you would like to remove.
Repeat step 3 until you have removed all of the assignments you would like remove from your canvassers' devices.
Click the Save Pending Assignments and Send to Devices button.

Removing a Canvasser from a Mobile Assignment

Use the Assignment Method drop-down menu to select any of the methods that feature the type of geographic assignments you would like to edit. Note: If you would like to edit assignments that incorporate Precincts, you will need to select one of the Precinct options. If you would like to edit Turf assignments, you will need to select on of the Turf options.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
Click on the name of the Precinct or Turf that features the canvasser you would like to remove.
In the pop-up, click on the Trashcan icon next to the assignment you would like to remove.
Click the Move to Pending List button.
Click the Save Pending Assignments and Send to Devices button.

Changing the Date of Mobile Assignments

Use the Assignment Method drop-down menu to select any of the methods that feature the type of geographic assignments you would like to edit. Note: If you would like to edit assignments that incorporate Precincts, you will need to select one of the Precinct options. If you would like to edit Turf assignments, you will need to select on of the Turf options.
Use the Select a Canvassing Project drop-down menu to select the Mobile Canvassing Project you would like to use to make your assignments.
In the My Assignments section click on the date in the Due Date column of the assignment that you would like to extend.
In the pop-up calendar, select the new date.
Repeat steps 3-4 for each assignment you would like to extend.
Click the Save Pending Assignments and Send to Devices button.