Manage Projects

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Introduction

Managing Mobile Projects

 

Introduction

The Manage Projects page gives you the ability to manage your previously created Mobile Canvassing Projects. This page can be used to extend the date of the Mobile Canvassing Projects, along with deactivating and reactivating Mobile Canvassing Projects. You can also use this page to edit active Mobile Canvassing Projects, so those projects will display differentiating elements such as check marks and 3 character codes to make particular voters stand out or even hide party designation from your canvassers.

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

 

Refreshing your Mobile Project

Refreshing your Mobile Canvassing Project allows you to update your Mobile Canvassing Project to reflect the latest iteration of your Voter Universes. If the Mobile Canvassing Project was created before the release of Polling Places you will need to refresh your Mobile Canvassing Project to see Polling Place in the app.

Refreshing your Mobile Canvassing Project

  1. Click the Refresh button for the Mobile Canvassing Project you would like to refresh.
  2. Click the Yes button in the pop-up.
  3. Have your canvassers refresh their mobile devices.

 

Managing Mobile Projects

The Manage Projects page allows you to edit the following fields of your Mobile Canvassing Projects: Name Your Mobile Canvassing Project, Start Date, End Date, Coordinator Phone, Active, Select a Household Observation, Select a Different Acquisition Type, Select a Universe To Display as a Check Mark, Select a Universe To Display as a 3 Character Code, Code, Remove Party Field from Project and On The Go. These fields are accessed by clicking on the name of the Mobile Canvassing Project you would like to edit, followed by clicking on the Show Admin Options link. Once you make any changes, click the Save button to save your changes.

 

Viewing Inactive Mobile Canvassing Projects

Inactive Mobile Canvassing Projects are projects which dates are not yet expired, but have been marked as inactive, whichs makes it hidden in the Assign and Print Turf page.

  1. Click the Show Admin Options link.
  2. Activate the Include Inactive checkbox.
  3. Click the Filter List button.

 

Viewing Expired Mobile Canvassing Projects

Expired Mobile Canvassing Projects are projects which dates are currently expired.

  1. Click the Show Admin Options link.
  2. Activate the Include Expired checkbox.
  3. Click the Filter List button.

 

Adjusting the Date of Mobile Canvassing Projects

  1. Click the name of the Mobile Canvassing Project where you would like to extend the date.
  2. (Optional) Click the Start Date textbox to change the starting date of the Mobile Canvassing Project.
  3. (Optional) Click the End Date textbox to change the ending date of the Mobile Canvassing Project.
  4. Click the Save button.

 

Reactivating and Deactivating Mobile Canvassing Projects

  1. Click the name of the Mobile Canvassing Project you would like to reactivate or deactivate.
  2. Activate/Deactivate the Active checkbox to change the Mobile Canvassing Project's status.
  3. Click the Save button.