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Reviewing Canvasser Flags

How to review and comment on canvasser flags in the Group Manager page and flag inbox

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

When a canvasser flag is generated, it is the group/field manager’s role to review the action plan for the flag and complete it accordingly. As you take the steps prescribed in the action plan, add comments below the action plan to document them. 

When you feel that you have completed the action plan and documented it sufficiently, click ‘Ready’ to mark that the flag is ready for resolution. This will remove the flag from your inbox and complete your portion of the flag resolution workflow.

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.

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