Schedule

At the beginning of every day, the Quality Control team Manager will be responsible for creating the day’s staff schedule in Blocks. 

In the menu, click Quality Control and then Table (Quality Control) Manager. You will see the Quality Control Manager dashboard. 

Click the ‘Schedule’ link on the right to create your schedule. 

You will see today’s date at the top of the page, below a blue ‘Table Manager’ link to take you back to the dashboard. 

In the schedule you can add shift managers and staff members. Work for both will appear in reporting, however packet assignment will only apply to staff members and not shift managers.  You are able to manually assign packets to the shift manager if need be.  

To add a staff member, click the drop down and select the staff member you are adding. Then click on the hours drop down menu to select the shift hours this staff member is working. 

Before saving your schedule, make sure that you click the checkbox to auto-assign packets.  This will automatically assign packets to the staff that you have scheduled based on a variety of factors including packet due date and language, states the staff member is trained in and what permissions the staff member has (to do visual qc, phone verification or both).  

Packet auto-assignment may take several minutes and will happen in the background. If you do not see the correct results after clicking ‘Save,’ refresh the page in another minute or so. 

Click ‘Save’ to save your schedule and auto-assign packets to your staff members. 

When you click ‘Save,’ you will be taken to the packet assignment page. 

​Packet Assignment 

After the schedule has been created, you will be automatically directed to the Packet Assignment page. To navigate there from the menu, you will click Quality Control and select Table QC Manager. 

In the Quality Control Manager dashboard, click ‘Assign.’

At the top of the page you will see a graph displaying the scans left to QC for the day. This chart can be filtered by state. Below the graph, you will see progress charts for the states that will show you how many scans have been QC’d for each state that day. 

Reprioritization
Below this visualization you will see a purple button that says “Reprioritize Packets.” 

When you click this button you will see a reprioritize window pop up listing the turfs of the packets available to QC. At the top, you can search by turf name. Enter in the new “Days Left” number to adjust the deadline for all packets in a turf that are currently in quality control. 

Click ‘Save’ to save your re-prioritization. 

View Packets Table
Below the ‘Reprioritize Packets’ button you will see a bar that says ‘View Packets.’ Click the arrow to the right of the ‘View Packets’ to expand a table of all packets ready for or in Visual QC or Phone Verification.

In the expanded table, you can search by packet filename or filter by staff member assigned to the packet, or qc office of the staff assigned to the packet. 

You can also choose to display only the packets that remain unassigned. 

You can select a packet using the checkbox to the left of the packet or select all by clicking the purple ‘Select All’ button. 

After selecting all, you will then see the options to clear all or to reassign all selected packets. 

When you click ‘Reassign’ you will see a reassignment window which will show the packet filenames of the packets you have selected as well as the option to reassign them to another QC office if there are staff available to pick up the packets.

Click ‘Assign’ to reassign the packets to staff in another QC office or click ‘Cancel’ to cancel your changes. 

In the table, there is also an Actions column for individual packets.

Click the three vertical dots in the Actions column to see actions for individual packets.  You can choose to reassign the packet, view the inbox of the staff member it is assigned to, or reprioritize just this packet.  

Click ‘Reassign’ to open up a staff reassignment window. 

At the top of this window you will see the packet filename for the packet you are reassigning as well as the packet’s language on the right and the packet’s due date underneath the filename.  Below the packet information you will see a list of all staff on the day’s schedule. You will see the staff details, such as their role, their states trained in, their timezone and their languages.  You can also see how many scans they are assigned as well as their shift length.  Click the purple ‘Assign’ button next to the staff member to reassign the packet to that staff member.  

Click ‘Reprioritize to open an individual packet reprioritization window. 

Here you can see the file name of the packet you have selected, the current days left and the language of the packet. Enter in the new days left and click ‘Save’ to reprioritize the packet.

Click ‘View Assignee Inbox’ to view the QC Staff Worklist of the staff member assigned to the packet. More information on the Assignee Inbox will come later. 

View QC Worklist
Below the View Packets table you will see the staff you have scheduled listed. 

You will see information on each staff member such as their name, role, states trained in, timezone, and language. You can also see how many scans the user is assigned and their shift length. 

Click ‘View QC Worklist’ to view each staff member’s worklist. You will be taken to the Inspected QC Worklist. In this view you will see what the staff member sees. 

You can inspect a staff member’s progress with the visualizations to the right of the user’s name. You can also click on any of the packets in the Visual QC, Phone Verification or Completed tabs to view the responses the staff member has logged for each packet. 

For completed packets, click ‘Review’ to review individual responses in Visual QC and Phone Verification. Scroll down to inspect the responses. 

Click Redo QC to resubmit a different Visual QC response, or click ‘Begin Call Session’ to call a scan again.  

Manage Packets
Below the View Packets table in the Packet Assignment page, you will see a list of staff scheduled. You can inspect their worklist, or you can click ‘Manage Packets’ to manage each staff member’s assigned packets. 

At the top right of the Manage Packets page you will see all staff details. To the right, you can see a list of all of the staff member’s currently assigned packets. 

Here you are able to select all and reassign them to another staff member or to reprioritize them. You can also click ‘Reassign’ to the right of the packets to reassign them individually. 

A reassignment window will appear listing the other staff members on today’s schedule. Click ‘Assign’ to reassign the packets to another user. 

Scroll down and you will see a list of assignable packets. 

You can make a selection of these packets, or select all to assign them to the staff member whose packets you are currently managing. Like the View Packets table on the Packet Assignment page, this table can be searched by packet filename, or filtered by staff member or QC Office to which a packet is assigned. You can also select to only display packets that are unassigned. 

​Flags

To navigate to the Flags Inbox from the menu, you will click Quality Control and select Table/Quality Control Manager. In the dashboard, click ‘View Flags.’

In the Quality Control Manager Flag Inbox you will see all flags. They are separated into tabs denoting their progress in the flag resolution workflow. A red dot next to the tab indicates that the tab has unreviewed activity on at least one flag. In each tab, the flags can be filtered to review only Technical Flags or only Canvasser flags. The lists of flags can be filtered by date, turf, and flag type.

Each tab can be sorted by Flag ID, the dates flags were created or the dates flags were last commented on. You can also choose to only display flags with new comments. 

Table/QC Manager Review
Once a flag is generated based on Visual QC or Phone Verification responses, it appears in the Table/QC Manager Review tab.  

In this tab, for each flag you will see the flag details. Each flag is given a unique flag ID number. This is displayed along with the flag name. Below this you can see the packet file name, the scan that triggered the flag and how long ago the flag was generated. 

The icons to the right indicate the packet’s progress in quality control. The eye icon represents Visual QC, the phone icon represents Phone Verification and the message icon represents notes. A check indicates that the packet has completed that portion of quality control. The packet above has completed Visual QC, has not completed Phone Verification and has one note. 

From the list, you can click ‘Delete’ to delete a flag created in error. Click ‘View’ to review the individual flag. 

You will see the flag ID and flag name at the top of page. Below, you will see the Action Plan for the flag type and room below for the group to add a resolution and responses. This Action Plan is populated from the Flag Resolution Guide, however the plan can be edited as needed by clicking the purple pencil icon to the right of the text box. 

Scroll down to view the flag details. 

You will see which scans generated the flag. You can click the scan number to view the responses to that scan below. Scroll down to see the packet(s) that generated the flag. On the right you will see a pdf display of the packet. If you would like to look at the scan in closer detail, click ‘View Scan.’ To compare multiple scans side-by-side click ‘Packet Gallery.’ 

Back in the flag view, scroll down below the scan pdf to see the shift details and review the responses that triggered this flag.  

Click ‘Inspect’ next to either of the responses to expand them and see what the particular issues were that generated the flag. 

You can redo visual QC responses if you think that the original response is not correct by clicking ‘Redo QC.’ Blocks stores a history of these revisions that will be displayed in registration reports. 

Phone verification details will show all call attempts and the results of those attempts. It will show you the response, the call time, the caller, any notes and what number the caller dialed for that attempt. 

You can also call through a packet again if necessary by clicking ‘Begin Call Session.’ 

Once you have reviewed the flag, the scans that triggered the flag, and the action plan, scroll back to the top of the flag view and click ‘Send Flag to Group’ to send the flag to the group to complete the prescribed action plan. 

The flag will then appear in the Group Manager inbox for them to take action and respond accordingly. 

Awaiting Group QC Action
After the flag has been sent to the group and while the group completes the action plan, the flag will appear in the ‘Awaiting Group QC Action’ tab.  

In the flags list, you will see a red dot to the right of the flag name for any flags with new or unread comments from the group. 

Click ‘View’ next to the flag to review new comments and monitor group progress on the action plan.  

You can also add comments here by clicking on the purple ‘Comment’ button. These notes will be visible to the group staff and how you communicate progress or guidance between quality control staff and groups. 

Enter your note text and click ‘Save’ to save and post your comment. 

Awaiting Resolution
Once the group has completed the prescribed action plan for a flag and documented their completion in the flag comments, they will mark the flag as ready for resolution. Once this is done, the flag will appear in the Awaiting Resolution tab. 

Click View next to the flags to review the original action plan on the flag and the group’s comments. If the group has completed the action plan sufficiently, click ‘Mark as Resolved.’

Marking a flag as resolved will complete the flag workflow and will move the flag to the resolved tab. 

Resolved
Once a flag is marked as resolved its record is preserved in the ‘Resolved’ tab.  

You can see that this tab’s default view filters to flags from the current week. If you would like to look at flags prior to this date range, you can adjust the date filter at any time. 

Click ‘View’ to view a resolved flag. 

Once in the flag, if necessary, you can add a comment and restore the flag. 

Clicking this option will move the flag back to the Awaiting Group/Field QC Action tab and the Group/Field Manager flag inbox. This is not an option for technical flags requiring re-upload as by the time the flag is restored there will be a new packet attached to the shift.