My Worklist is where staff members will go to do visual QC and phone verification on the packets that they are assigned.
At the top of the page, you will see the date. Below that, you will see your name and turf. To the right are two progress charts displaying how many packets have completed Visual QC and how many have completed Phone Verification.
Scroll down to see the packets that have been assigned to you for the day.
The packets are sorted into three tabs - Visual QC, Phone Verification and Completed. The Visual QC and Phone Verification tabs can be sorted and filtered by days left, timezone, days since collection and state of collection.
For each packet, you can see the packet file name, the total number of forms in the packet, the total number of forms with phone numbers in the packet, how many days left the packet has to be QC’d, the packet’s status and the state of collection.
Visual QC
In your QC worklist, click on the Visual QC tab. You will see packets with the status of ‘ready for qc’, which means that the packet has not yet started Visual QC, but is ready. You will also see packets with the status of ‘in qc’, meaning that someone has started visual QC on the packet, but has not completed it.
Click the purple ‘Review’ button to the right of the packet details to begin Visual QC.
The packet you have chosen to review will expand to display the pdf of the scans. On the left you will see a list of all of your packets assigned for Visual QC. On the right, you will see a pdf display of the scans you will be reviewing.
To see the scan in a larger format, click ‘View Scan’ on the top right of the pdf display. You can also compare scans side-by-side by clicking ‘Packet Gallery.’
This gallery comparison can help you better identify similar handwriting issues or quickly identify technical issues such as blurry scans and redaction issues.
Scroll down in your worklist to submit Visual QC responses.
You can use the arrows at the bottom of the page to move to different scans. If some of the scans in the packet have already been reviewed and you are simply completing QC on the packet, you can click the checkbox to skip reviewed scans and go directly to the scans that sill need responses.
First, you will select the county of residence that is listed on the registration form.
If there is not a county listed on the form, you can use the county lookup tool.
Click on ‘County Lookup’ to open a search field. You will also see an option to close the county lookup tool or to cancel county lookup in the bottom right of the page.
Enter the address from the form in the search field to proceed with county lookup. The results will populate underneath, displaying the county of the address, city and state.
Click ‘Set County’ to set the resulting county as the county for the form. The lookup tool will close and you will see the county is selected. From here, you can continue to submit the appropriate Visual QC responses for the form.
Once you have added a county, you will be able to either ‘Approve Form’ or select that it ‘Needs Attention.’
If you click ‘Approve Form’ you will be advanced to the next scan and will see a pop-up confirming that your response has been submitted.
If you click that the form needs attention, you will then be prompted to enter the issues found on the form.
Click the arrows next to each issue category to select the specific issue that has been spotted.
Below your selected issues, you can add notes for context and detail. For example, if you select ‘Handwriting looks the same as others in the packet,’ you can add a note explaining which forms look similar.
Click ‘Save’ to save your responses.
Once you have completed Visual QC on a packet, the packet will move to the Phone Verification tab of your inbox. You will then be able to do Phone Verification on the packet if your user account has phone verification permissions.
Phone Verification
In your QC worklist, click on the Phone Verification tab. You will see packets with the status of ‘ready for phone verification’, which means that the packet has not yet started Phone Verification, but is ready. You will also see packets with the status of ‘in phone verification’, meaning that someone has started phone verification on the packet, but has not submitted the packet for delivery.
Click the purple ‘Review’ button to the right of the packet details to begin Visual QC.
The top of the Phone Verification page in your inbox mirrors the Visual QC page, displaying the packets in phone verification on the left and the display of the pdf on the right. Again, you have the options to pop out the scan or review the pdfs of the scans side-by-side using the packet gallery.
Scroll down to see shift details and the Visual QC responses logged for the each scan.
Click ‘Inspect’ next to the Visual QC response to see the response details, including when the response was logged and which user submitted the response.
You can click ‘Collapse’ to collapse the details, or you can click Redo QC to submit a different Visual QC response. Your new QC response will overwrite the previous response, but we will maintain a record of these revisions that can be accessed in the registration reports.
Scroll down and click the blue ‘Begin Call Session’ button to start phone verification. You will need to select whether you will be completing calls externally (on your cell phone or office phones), or whether you will be completing calls in the browser.
It is now an option to do all of your calling through Blocks. If you choose to do your calls through Blocks, the outgoing call numbers will match the zipcode of each registrant.
Once you make your selection, you will be taken to the Phone Verification Call Session.
In the top left you will see the registrant information for the form you are currently calling. This will be populated from Vidado (data entry) within 2-4 hours of upload. You will also see a button to update this information.
Here, you can update information such as name, phone number and address based on responses from the registrant and what you see on the registration form. This will update the data on the backend so that the corrected information will be stored in the registration form data.
Below this you will see a scan count above the pdf view of the scan. There are 2 counts here - one is the total number of forms in the phone queue. This is the count of how many “callable” scans are in the packet. The second count is the count of total forms in the packet, regardless of whether they have phone numbers or are “callable.”
Click View Scan to view a PDF version of the scan, or Packet Gallery to compare multiple scans in the packet side-by-side.
You can also click the magnifying glass icons to zoom in on the PDF view in this page.
Below the PDF view, shift information as well as previous call attempts and the Visual QC responses for the scan are displayed.
On the right side of the call session screen, you will see your verification call script. You can switch the script to English or Spanish as needed.
On the bottom of the call session page, you will see a bar with some instructions and a phone number. This phone number will automatically populate from Vidado (data entry). However, you can also type in that text box to try alternate numbers instead.
Once you are ready to begin calling, click ‘Start Call.’
Your status will be updated to ‘On a Call…’ and a timer will start to record your call time. You will also see a notes section as well as call response options. Once your call is completed, click ‘End Call.’ You will not be able to submit any responses until after you end your call.
If you cannot contact the registrant, click ‘End Call,’ select ‘Could not contact,’ and select a reason for not being able to contact the registrant.
You can also click ‘Try Again’ under the phone number if you would like to try a different number for this registrant. All numbers tried and call attempts will be recorded on this page and in reporting.
If you were successful in contacting a registrant, follow the script and ask the registrant the questions in the script. These questions are required to submit your response.
Once you have completed the script and ended your call with the registrant, click ‘End Call.’ You will not be able to submit a response until after your call is ended in Blocks.
Select ‘Contacted’ and click ‘Submit Response’ to submit your phone verification results.
You will then see the options to move on to the next call or end your session.
Once 25% of the packet has been verified or 3 rounds of calling have been completed on the packet, the packet is eligible to submit for delivery. You will see a pop-up window with options to keep calling or submit the packet for delivery.
If you click ‘Submit for Delivery’ you will be redirected back to your QC worklist. The packet will display in the Completed tab and you are then able to move on to the next packet. If, for any reason, you choose to keep calling, the pop-up will go away. This bar will remain at the top of the phone verification session and any future sessions for this packet.
At any point, click ‘Submit for Delivery’ to complete phone verification for the packet.