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Group/Field Manager Flag Inbox

How partners and group or field staff review flags and add comments, reupload packets and mark flags as ready to be resolved.

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

The Group Manager view is where partner QC staff, or field staff, can review flags sent to them from the quality control team 

In the menu, navigate to Quality Control and then Group Manager. 

This will take you to the Group/Field flag inbox. Here you will see a list of all flags sent by the quality control team.

The blue dot indicates a new flag that has not yet been viewed. The red dots indicate new comments on the flags that have not been read. You can also see an icon that indicates the type of flag, with a flag icon for canvasser flags and a reupload icon for technical flags that require reuploads. 

You can toggle the top buttons to see only technical flags, only canvasser flags, or both. 

You can also sort the page by flag ID, the date of the flags or the date of the last comment added to the flags.

Additionally, you can select certain flag types to view or, alternatively, search by canvasser name. 

Click View to look at an individual flag. Here you will see the flag title and details. Then you will see the Action Plan for this flag type, populated from the flag resolution guide. You will review the Action Plan and add comments on how you are resolving the flag, per the Action Plan.

For a Canvasser Flag

Scroll down and you will see the canvasser that this flag is associated with, along with the canvasser’s turf.  If you scroll farther down you will see the packet(s) where the issues were marked. On the left you will see the list of the packets and on the right you will be able to see the pdf view of each form in the packet, as well as the QC responses. Click View Scan or Packet Gallery to look at one or more scans up close and compare multiple scans. 

Scroll farther down to see the packet details such as the canvasser name, shift date and any notes added to the shift when it was created. 

Here you can also see which county the form is assigned to and the responses submitted in Visual QC and Phone Verification (if completed). Click Inspect to view the response details including the specific issue marked and any notes. 

The expanded response view is also where you have an opportunity to redo QC or Phone Verification responses. 

Click Redo QC to enter a new visual qc response for this scan. 

Click Begin Call Session to call this registrant again and enter a new Phone Verification response. 

Blocks will store a record of the previous response and the redo details, which will be accessible in the registration reports.

For a Technical Flag

Technical flags refer to flags that require re-uploading a packet, such as redaction issues, voided forms, duplicate forms/packets, etc. 

The top of each technical flag page looks the same as canvasser flags, however you will not see canvasser information. 

You will see a re-upload button that will enable you to re-upload a corrected file back into the same shift. 

That’s right! No more need to create a new shift, Blocks will now retain your shift information and you will reupload right on this page. When you click ‘Reupload’ an upload pop-up will appear. 

Drag and drop or browse your computer to attach the corrected packet. Once a new packet is uploaded, the flag will resolve and the packet will restart quality control. You will no longer see the flag.  

As always, you can still look on the Shifts page to see if the re-upload was successful. 

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