Add Individual Support Scores & Tags in RunningMate
Searching Individuals and Managing Scores & Tags
The Search Individuals feature is designed to make your RunningMate experience more efficient and user-friendly by allowing users to search for individuals, then add or update support scores and manage data tags for individual targets.
Users can access the search feature easily from the side navigation bar, when logged in via a computer.
Mobile: Searching Individuals and Managing Scores & Tags
Users accessing RunningMate from their mobile device will only be able to search for individuals and update data tags and support scores - mobile users are not able to access Goal Tracker, the Home Page, or the data management tab, and will need to log back in via a computer to access those tools.
Who Can Search Individuals and Update Support Scores and Tags in RunningMate?
- The following roles will have access to the search individuals feature:
- Owner
- Admin
- Data Manager
- Volunteer
- This new role has limited access to the platform.
- No access to exports, imports, goal-setting, or tag/data management functionality.
- Can search and edit support scores at an individual level (not bulk).
- Can add data tags at the individual level.
- Cannot bulk import data.
How Can I Search for Individuals in RunningMate?
Users can search by either the name of the individual or the address being canvassed.
How Can I Add Support Scores & Tags to Individuals?
List View
- When searching, users are shown a maximum of 50 results in the results list. If the search returns more than 50 results, the user will see a note with the total number of results and will be asked to narrow the search for better results.
- Users can click into an individual to see additional information and to add/edit support score or data tags
Search Individuals Map View
- Results will also be represented on the map as household markers for users logged in via a computer
- Clicking on a map marker will update the results list view to show the designated household
- For markers with 2+ targets, a user can click on the marker to see the list of individuals listed at that marker
- Users can then select a specific target to see more information for that target and add their support score and data tags.
How Do I Search & Edit on Mobile?
A user logging into RunningMate on their mobile device will be directed to the Search and Edit feature. Mobile users will not be able to access any other RunningMate features outside of Search and Edit on mobile at this time.
The first iteration of the mobile view:
- Will not contain a map.
- State view users will not be able to drill down into specific geographies when logged in via a mobile device. When performing a search it will search against the entire state.
- We will address the ability for state-view users to drill down into more specific geographies via mobile while doing a search in a subsequent version
Tag Management
In order to keep the data, clean we:
- Limited the ability to apply tags on the individual level to existing tags only
- This means the tag needs to be existing in the Customer account already to be applied and volunteers cannot create new tags
- Limited the ability to create tags to certain roles
- Owners, admins, and data managers are able to create tags through import or through the Tag Management feature
The Tag Management feature can be accessed by owners, admins, and data managers through the Data Management view. Tags can be added by clicking into the Data Management screen, then selecting Tags.
