Printed Walk Packets

Printable Packets and Data Entry UI 

Some campaigns want to use printed canvassing packets instead of using mobile devices. This could be due to preferences or due to poor cellular signal in canvassing areas that make using mobile devices impractical.

This feature gives our users the option to download their packets in a PDF format for printing. There will also be a data entry interface that users can enter the data back into RunningMate.

To download a canvassing packet for printing go to Programs > Canvass setup. 

• Owners, Admins and Data Managers are able to download packets 
• Users are able to download a PDF packet one packet at a time by clicking the “Download PDF” button for that packet
  • Users are able to download via their mobile device as well
• Users can also bulk download multiple packets at once by selecting the desired packet via checkbox and clicking the  bulk download option (icon next to “Selected Packets (#) text) 
  • If user downloads multiple packets at a time, a zip file will be downloaded onto the users computer and the individuals packets will be within that zip file 
  • Note: Bulk downloads are only available for programs with less than 100 packets. This is due to a scaling issue, which we plan to address post election 
    • Users who have more than 100 packets in their program will not see an option for bulk download
  • If user downloads multiple packets at a time, a zip file will be downloaded onto the users computer and the individuals packets will be within that zip file 
• PDF packets are cached for one hour after download
  • This means that any updates to voters within the packet won’t be reflected in the printable packet until one hour after the user initially downloaded the packet. 
  • After one hour if a user downloads the packet again the system will go check for updates to any voters in the packet, so that the canvasser will have the most up to date information

Print Packets Structure 

• Title page will contain instructions on how to use the packet, survey question, party affiliation, and non-contact code keys 
• The title page heading will show showing the program name, packet name, and the date the packet was downloaded 
• Each page will contain either odd or even number households, which will be indicated at the top of the page 
  • This is so canvassers don’t have to cross the street while canvassing 
• The order for each page will be organized by street address
• Voters will be grouped by households 
• Different households will be clearly separated on the page 
• Each voter on the page will be numbered allowing for easy matching while doing data entry into RM 
  • Numbering resets for each page
• For each voter the print packet will display:
  • Name, sex, age, and registration status (found underneath their name) 
  • Their party affiliation (see Party column)
  • Any prior support score (see Prior Sup. column)
    • This will be their current support score, if one exists 
  • Area to mark a support score
  • Area to mark registration intent if the person in question is unregistered (otherwise this survey question will not appear) 
  • Area to mark a non-response code 

Data Entry Interface

Along with the printable packets, RunningMate now has a data entry interface that matches the order and structure of the print packets making data entry a smooth process for our users. 

• Access the data entry interface by going to Programs > Canvass Setup > Finding the packet you want to enter data for and clicking on the pencil icon (enter data icon)
  • The “Enter Data” icon is disabled if the packet has not been downloaded 
  • Currently there is no mobile support for the data entry interface and the enter data icon is hidden on mobile 
• Owners, Admins, and Data Managers are able to access and input data through the data entry interface 

• Voters appear in the same order as they do on each page of the printed PDF packet 
  • For example if page 1 of your print packet shows John Do and Jane Do, RM will also display John Do and Jane Do on page 1 and in the same order as its shown in the print packet. 
  • This allows the user to easily match the voter and enter the data 
  • Note: For now users will not be able to enter tags or notes for voters as this was deferred in favor of getting something out to production. We will be doing a follow up post election to add the ability to add note and tags in the data entry interface
  • Voter registration data entry should only appear if the voter is a registration target (e.g. an unregistered person) 
    • Note this question may show up even if the voter is a registered voter. It has been logged as a bug and will be fixed post election. 
  • Non-response codes and survey responses are mutually exclusive
  • User must click save to save their data before moving to the next page and a prompt will display if user tries to navigate away before saving
• You do not need to provide a response for each voter on the page to save or move onto the next page