Create and Edit Turf


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Introduction

Create and Edit Turf Overview

Carving a Turf

Viewing Saved Turfs

Editing Turfs

Deleting Turfs

Printing Turf

 

Introduction


The Create and Edit Turf page allows you to place custom points on the map to generate your own custom geographies. This feature provides you with the ability to create custom geographies containing a singular voter or millions of voters. This will free your organization from relying on traditional geographic areas such as counties, cities, zip codes, and precincts to manage the geographic elements of your voter data. There are limits to this functionality. A voter being incorporated into a turf relies on accurate geocoding of address from the county. If the voter is not properly geocoded they may not show up in your turf. To help generate your turfs, you can display voters and households from a Voter Universe or Mobile Canvassing Project on the map, and display precinct lines.

The Create and Edit Turf page can also be used as an alternative page to generate your paper list from the Process List & Files page.

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

 

 

Create and Edit Turf Overview


The Create and Edit Turf page features a multitude of features. Below is a list of buttons accessed on the page.

  1. Show Voters by - Filters the list in the Load Universe On Map drop-down menu to allow you to select either Voter Universe or Mobile Canvassing Projects.
  2. Load Universe On Map - Displays the voters from the selected Voter Universe or Mobile Canvassing Project on the map.
  3. Adjust Map to Voter Area - Activating this checkbox automatically focus your map to display all of the voters in the universe. Note: If a Voter Universe or Mobile Canvassing Project has already been selected you will need to deselect and reselect the item to display the full universe on the map.
  4. Universe Refresh - Clicking this button will refresh the voter points on the map to display the voters in view.
  5. Select Map Layer - Provides you with the ability to display Precinct Lines and Precinct Lines with Counts on the map. Note: The map will only load the precinct lines that are in view.
  6. Map Layer Refresh - Clicking this button will refresh the precinct lines on the map to display those that are currently in view.
  7. Search Map - Moves the map to the selected location.
  8. Count - Displays the count of the loaded Voter Universe or Mobile Canvassing Project and those in the currently selected turfs.
  9. Show Homes - Clicking this button will changes the voter clusters to points and points to clusters.
  10. Count HH in Areas - Recounts the voters in the selected turfs. Note: This should be used after voter file updates.
  11. Edit Area - Allows you to edit the points in the currently selected turf.
  12. Save Area - Resaves the selected turf. Note: This should be used after editing a turf.
  13. Hide Area - Hides the selected turf from being displayed.
  14. Delete Area - Deletes the selected turf.
  15. Cut Turf - Allows you to manually create a new turf.
  16. Auto Carve Areas - Auto Carving allows you to generate a number of turfs using a previously created larger turf and a universe.
  17. Zoom Options - Allows you to zoom in and out of the map.
  18. Satellite - Changes the display of the map to a satellite view.
  19. Search by Turf, Turf Group - Filters the list to display turfs that match
  20. Turf Group - Filters the list of turfs in the table to the selected turf group.
  21. Proceed To Assign Areas / Print Lists Page - Moves you to the Assign and Print List page.
  22. Turf List - Activating the checkboxes of the turfs will display turfs on the map, allowing you to edit the turfs.
  23. Name Your List - Allows you to assign a name to your Printed List.
  24. Select a Template for a Printable List - Allows you to select the layout that will be used to generate your Printed List.
  25. Select a File Pickup Page - Allows you to select the File Pickup Folder where your Printed List will be sent once it has been generated.
  26. Show Voters on Printed Maps - Activating this checkbox will display your voters on the maps that are generated in the pop-up.
  27. Assign a Layout with Additional Question Capacity - Activating this checkbox will create more space for your questions in the Printed List.
  28. Print - Generates the printed list from the selected parameters.
  29. Create Printable List Template - Allows you to create a new Printable List Template.

 

The Map

Clicking a singular point will display the household information in a pop-up. Points that are blue are pure Democratic households, red points are pure Republican households, and gray points can be mixed households or households that contain individuals registered to other parties.

 

Create Paper List Template Overview

The Create Printable List Template pop-up is accessed by clicking the Create Printable List Template button. This section is where you will create your Printable List Templates, which are used to generate your paper list using the map.

  1. Name Your List - Allows you to set the name of your Printed List Template.
  2. Choose your List or File Type - Allows you to set the type of file you will be using to generate your printed list.
  3. Select a File Layout - Allows you to select the layout that will be used to generate the printed list.
  4. Choose Your Survey - Allows you to select the Printed Survey that will be displayed on the printed list..
  5. Include All Voters in the Qualifying Household - Activating this checkbox will display all of the voters in the household where at least one person meets the criteria of your selected universe.
  6. Custom Options - Displays additional options.
  7. Select a Universe to Display As Check Mark - Displays a check mark next to the name of any voter what meets the criteria of the selected universe.
  8. Select a Universe to Display with Bold Print - Bolds the record of any voter that meets the criteria of the selected universe.
  9. Select a Universe to Display a 3CC - Displays a three character code in the record of the individual that meets the criteria of the selected universe.
  10. Code - Allows you to set the three character code that will be displayed for the individuals who are in the Voter Universe selected in the Select a Universe to Display a 3CC drop-down menu.
  11. Choose Acquisition Type - Sets the Acquisition Type of the flags collected in the printed list that are generated using this template.
  12. Do Not Remove Dead, NCOA, or Voted - Activating this checkbox will add the individuals in your Voter Universe who have been marked as dead, national change of address, or voted back into your Printed List.
  13. Save Quicklist Template - Saves the Printable List Template.

 

Carving a Turf


Carving a Turf

  1. Click the button, which will activate the carving ability.
  2. Use the cursor , which is now a + symbol, to draw a polygon around the area, clicking will place a corner in the location of the cursor.
  3. Repeat step 2 until the shape has been completed.
  4. Click the starting point to close the shape or double click the last point placed.
  5. Us the Naming Method textbox to select the method you will use to assign your turf to a Turf Group.
    1. (Optional) Use the Add New Area to Existing Group drop-down menu to select a group to associate with the carved turf.
    2. (Optional) Use the Use Area Name as Group Name button to add the turf to a new group, which will use the same name as the turf.
    3. (Optional) Use the Create New Group Name button to create a new group for the turf.
  6. Use the Name textbox to assign a name to the turf.
  7. If the Add New Area to Existing Group radio button is active use the Turf Group drop-down menu to select the turf group to associate with the turf. If the Create New Group Name radio button is active, use the Group Name textbox to assign a name to the new Turf Group.
  8. Click the Save button.

 

Auto Carving Turf

  1. Use the Show Voters by drop-down menu to select the item you would like to use to display voters on the map.
  2. Use the Load Universe On Map drop-down menu to select the Universe or Mobile Canvassing Project you would like to select to generate your turf.
  3. Activate the checkbox of the Turf you would like to use to auto generate your new Turfs.
  4. Click on the Turf you would like to use. Note: The selected Turf must contain 1500 households or less. If the turf contains more than 1500 households it will either need to be resized, or you will need to select another universe to auto generate your turfs.
  5. Click the button to start the auto carving.
  6. Use the Area Group Name textbox to assign a name to the new auto generated turf.
  7. Use the Households per Area: textbox to assign count you want to set for each turf.
  8. Click the Save button.

 

Viewing Saved Turfs


The table located beneath the map contains all of your previously saved turfs. Activate the checkbox of each turf you would like to view on the map. The Search by Turf, Turf Group textbox and the Turf Group drop-down menu can be used to filter the list of turfs in the table.

 

Editing Previously Saved Turf


The Create and Edit Turf page can be used to edit the shape of previously saved Turfs. If you would like to change the name of a Turf you will need to access the Manage Turfs page. Instructions for editing a Turf shape can be found below.

  1. Activate the checkbox of the Turf you would like to edit, located in the table below the map.
  2. Click on the Turf in the map to activate the Turf.
  3. Click on the button. This will make the selected Turfs editable by activating their points.
  4. Drag the square points to adjust the size and shape of the Turf.
  5. Click the button to save the changes to the Turf.

 

Deleting Turfs


Turfs can be deleted in the Create and Edit Turf page, however, for mass deletion and Turf management we recommend you use the Manage Turfs page. Instruction for deleting Turfs in the Create and Edit Turf page can be found below.

  1. Activate the checkbox of the Turf you would like to delete, located in the table below the map.
  2. Click on the Turf in the map to activate the Turf.
  3. Click on the button.
  4. Click the Yes button in the pop-up.

 

Printing Turf


When generating your Printed List in the Assign and Print Turf page your maps will generate in a pop-up window instead of being sent to your File Pickup Folder. In order to access these maps you will need to enable pop-ups in your browser. Please consult your browsers documentation on instructions for further information.

Creating your Printable List Template

  1. Click the Create Printable List Template button.
  2. Use the Name Your List textbox to assign a name to the template.
  3. Use the Choose your List or File Type drop-down menu to select the type of list you would like to create with the template.
  4. Use the Select a File Layout drop-down menu to select the layout you would like to use with the template.
  5. Use the Choose Your Survey drop-down menu to select the Printed Survey you would like to display on the printed list.
  6. (Optional) If you would like to display all voters in a household where at least one person meets the criteria of the selected universe, activate the Include All Voters in the Qualifying Household checkbox.
  7. (Optional) If you would like to differentiate particular voters in the paper list, or add the Voter, NCOA, Deceased from your universe back into your list, click the Custom Options button.
    1. (Optional) Use the Select a Universe to Display As Check Mark drop-down menu to select the Universe of individuals that should have a checkmark next to their name.
    2. (Optional) Use the Select a Universe to Display with Bold Print drop-down menu to select the Universe of individuals that should have their name bolded.
    3. (Optional) Use the Select a Universe to Display a 3CC drop-down menu to select the Universe of individuals that should have a three character code in their record.
      1. Use the empty textbox to enter in the three character code you would like to display.
    4. Use the Choose Acquisition Type drop-down menu to select the default Acquisition Type of the list.
    5. (Optional) If you would like to include individuals in your universe who have been marked as Dead, NCOA, or Voted back into your paper list, activate the Do Not Remove Dead, NCOA, or Voted checkbox.
  8. Click the Save Quicklist Template button.

 

Generating your Paper List Using your Printable List Template Using Precincts

  1. Use the Load Universe On Map drop-down menu to select the universe you would like to use to generate your list.
  2. Use the Select Map Layer drop-down menu to select the precincts you would like to generate.
  3. Activate the Precincts you would like to generate on the map.
  4. Use the Name Your List textbox to assign a name to your paper list.
  5. Use the Select a Template for a Printable List drop-down menu to select the Printable List Template you would like to use to generate your list.
  6. (Optional) If you would like to display your voters on your printed map, activate the Show Voters on Printed Maps checkbox.
  7. Use the Select a File Pickup Page drop-down menu to select the File Pickup Folder where the printed list will be sent.
  8. (Optional) If you want additional space for your survey questions, activate the Assign a Layout With an Additional Question Capacity checkbox.
  9. Click the Print button.

 

Generating your Paper List Using your Printable List Template Using Turfs

  1. Use the Load Universe On Map drop-down menu to select the universe you would like to use to generate your list.
  2. Activate the checkboxes in the Turf List of the Turfs you would like to display on the map.
  3. Activate the Turfs you would like to generate on the map.
  4. Use the Name Your List textbox to assign a name to your paper list.
  5. Use the Select a Template for a Printable List drop-down menu to select the Printable List Template you would like to use to generate your list.
  6. (Optional) If you would like to display your voters on your printed map, activate the Show Voters on Printed Maps checkbox.
  7. Use the Select a File Pickup Page drop-down menu to select the File Pickup Folder where the printed list will be sent.
  8. (Optional) If you want additional space for your survey questions, activate the Assign a Layout With an Additional Question Capacity checkbox.
  9. Click the Print button.