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Shifts Page and Adding a New Shift

There is a lot of information in the shifts page! How to access shifts and details about the shift listing.

Ashley Harris avatar
Written by Ashley Harris
Updated over a week ago

To navigate to the shifts page in Blocks, select 'Shifts' under 'Registration' in the menu. There are 2 tabs in the shifts page, 'Shifts' with details about every shift, and 'Calendar' which lists all shifts in a printable calendar view.

You can search the shifts page by packet filename, so we encourage you to use a consistent naming convention for your uploaded packets.

Above the table, you can see more options for filtering the table, including hiding and showing columns and adding filter rules to any of the columns.

Within the table you can click on any column title to sort the table, or click on the 3 dots to the left of the shift details to edit a shift, or click on the packet filename to see form details and a packet gallery view.

Any view you create can be saved and stored in your own saved filters so that you can easily access them every time you return to this page.

To add a shift, click on the blue 'Add Shift' button in the top right of the page.

Adding a Shift

In the add shift page, you will be asked to enter some shift details, such as Canvasser, Location, Shift Date, and Shift and Field Start and End times.

Shift times are the times the canvasser is scheduled for the day, including prep, travel, breaks, and debrief time. Field times are the times that the canvasser is actually at the location. We evaluate all collection stats by field times.

New Feature! Adding Locations from the Shifts Page!

If your location is not appearing in the dropdown to add a location to your shift, click 'Create New' at the bottom of the 'Location' dropdown.

A module will open that will allow you to create a new canvassing location directly from this page.

Enter the location details and click 'Create Location' to add a new location.

Entering Cover Sheet Information

Click 'Create Shift' to add the new shift after entering in all of the shift details.

In the next page, you will be prompted to enter in form details from the cover sheet of the packet you are about to upload. We recommend having the paper packets in front of you while creating shifts.

The notes section on this page is very important. These notes are visible during Visual QC and Phone Verification by the users completing the quality control process. Notes can add valuable context for missing information, canvasser assistance, potential call anomalies. Add as much detail as possible in this section for your quality control team.

If you would like to collect additional information in this page such as pledge card counts or partisanship counts, reach out to the support team or to your Blocks administrator!

Click 'Save' to save your cover sheet information. This data will be reflected in reports in columns with the identifier '(Cover).'

In the 'Upload Scans' page drag and drop your file, or click Browse to find your file in a folder on your computer.

Click 'Upload' in the pop-up to complete the upload of your redacted packet of forms.

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