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Managing Walklists, Assigning Walkers, and Attaching Surveys

The Walklist Management functionality allows users with the roles of Precincts Captain, Super Admin, or Client Admin to create and manage walklists, assign them to walkers, and attach relevant surveys. This feature streamlines voter outreach efforts by organizing door-to-door canvassing within precincts.

Accessing and Navigating the Walklist Management Section

  1. Logging In:
    • Click on the "Login" option at the top right corner of the page.
    • Enter your credentials to access the application.
    • Only users with the Precincts Captain, Super Admin, or Client Admin roles can manage walklists.
  2. Viewing Assigned Precincts:
    • Navigate to "Precincts" in the White Menu.
    • Click on "My Precincts" to view the list of precincts assigned to you.
  3. Creating and Naming a Walklist:
    • Click on the "Precincts Management" button to be redirected to a map displaying household pins within the precinct.
    • Users can define a walklist using one of the following methods:
      • Select a Pin on the Map: Click on a household pin to set it as the starting point for the survey.
      • Manually Enter an Address: Enter the starting point address in the search field and click on Search to define and name the Walklist.
  4. Assigning a Survey and Walker to Walklist
    • Once a walklist is created, navigate to the Walker Assignment section.
    • Select a Survey from the available list of surveys.
    • Select a Walker from the available list of users.
    • and Save

This feature helps streamline precinct-level canvassing by efficiently managing walklists, assigning walkers, and ensuring proper survey collection.

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