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AFL-CIO MyVoters LAN User Guide

1. Location county City Brunswick Precinct Brunswick 1 1 vard s street Mame Once you select a precinct the street name label becomes clickable Other things to note about Location e n some states the organization of the Locations section differs as some do not have precincts or are organized by townships civil districts wards etc e Street From To a good option if you are canvassing in a city Districts Whatever you select in the Location box will be reflected Pistricts in the Districts box and visa versa If you specify a Congressional county the Districts box will only show districts in that Sicha sect county If you select a particular congressional district a a P E 8 State House the Location box will only show the counties and precincts in that CD 14 Membership This section is similarly set up like an upside down pyramid l Membership International Member Type Member Status CLC ALF One Membership International Communications Workers Member Type Local Member Status District Council J E a 4 one When you select an international the Locals dropdown will appear A District Council dropdown will appear as well if applicable Other things to note e If you specify a union in the Local dropdown the list of CLCs and Zones will be limited according to the region in which members of the Local live e Member Type if your screen shows this dropd
2. w H Registration Status International ye 5 Registered Active one Registered Inactive w cle ki d Unregistered Age Registration Date d Multiple Appearances d Dropped d Unknown Scores Household Counts Sex O Survey Questions HOG IEIH nici GIVE Stion We Hl Phones Emails Activist Codes L Phones Only My Saved Lists LI Cel Phones Only d E maila Only Hotes Address Types Early Voting Hame Voting History H Suppressions Include anyone who did oof the following Include People whao have v Gand voting fre ss Sometimes the label next to a dropdown is underlined if you click the label you ll be able to choose multiple criteria If you simply go to the dropdown you will be limited to single criteria For example if you want to choose a specific county go to the dropdown and choose that county If you want to choose several counties click the label county and a list of possible counties will appear enabling you to check the necessary ones 13 Location Think of the Location dropdown as an upside down pyramid As you make regional selections using the dropdowns you will be able to drill down to a more specific region within the selection that you just made l Location court Street Mame Street From Ta L Odd Only d Even Only Zip Radius Miles From Zip Code Zip From Ta Once you select a city this section will refresh giving you access to the precinct ward dropdown
3. Yote Turnout Score LT Likely voter Mon W oter Sporadic oter Targets and Scores loaded into the LAN are predictions of data that we don t currently have for all records on the file They are created by the strategic research and analytics team at the AFL CIO Voting History Voting History Include anyone weha did of the folloyving 2009 General 2006 General 2006 General 2005 General 2004 General 2003 General 2002 General 2001 General 2000 General 2008 Primary 2006 Primary 2004 Primary 2003 Primary 2002 Primary 2001 Primary 2000 Primary 2009 Special 2007 Special 2006 Special 2005 Special 2004 Special 2003 Special 2002 Special 2001 Special 2000 Special Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Voted Didn t Wote Didn t ote Didn t vote Didn t ote Didn t Wote Didn t Wote Didn t Wote Didn t vote Didn t Wote Didn t Wote Didn t Wote Didn t vote Didn t Wote Didn t vote Didn t Wote Didn t Wote Didn t Wote Didn t Wote Didn t vote Didn t Wote Didn t Wote Didn t vote Didn t Wote Didn t vote Didn t Wote After picking your operator Absentee Absentee Absentee Absentee Absentee Absentee Absentee Democrat Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Absentee Republi
4. _ Format for Clipboard 2500 Page Breaks Page Breaks Page Breaks Page Breaks Page Breaks Step 2 IMPORTANT To make your report print correctly you must ensure that your browser s printer settings are correct 1 Goto File Page Set Up menu 2 Make sure all values are set as shown below The next screen asks you to configure your printer This varies from browser to browser Please be sure to follow these instructions or your sheet will not be scan able Once you have adjusted your Print Setup press next Step 3 Candidate In the race for governor who are you likely to support Oliver Whitney Governor Results Harpswell Rd Libby Mitchell Not Home Brunswick ME 04011 Paul LePage Deceased Undecided Wrong Number 207 6933 WAHT Hi Wayne Whitney Governor Results Harpswell Rd Libby Mitchell Not Home Brunswick ME 04011 Paul LePage Deceased Undecided Wrong Number 207 6933 WT Shelby Patton Governor Results Harpswell Rd Libby Mitchell Not Home Brunswick ME 04011 Paul LePage Deceased Undecided Wrong Number 207 6933 e You will see the list of your voters inserted into your report format The script will appear as well if you included one as well e From the file menu select Print to print your lists 24 13 The Labels Icon Print Mailing Labels Labels Label Format Label Type Householding Print one label per address The Smith Farnily w Household Label Mi
5. Questions ee Scripts in the Administrative toolbar on the left side of the Master Survey Questions Main Menu select New Survey Question ee cripts Cycle Type Long Mame Medium Mame short Mame GUestion Status a Active O Archived C Inactive Viewable By Committees with Access All Committees Owner Commitee rl ee hal Cycle Enter the Cycle in which the question will be used The Cycle option is used only for purposes of sorting and viewing Survey Questions or limiting the number of questions displayed in a list If you ask the exact same Survey Question in more than one election cycle you do not need to create a new question for each cycle You could simply update the Cycle property for that question so that it now shows up in your Survey Question list with the rest of the current cycle s questions Type Enter the Type of Survey Question you are asking Like Cycle the Type property is just used for purposes of sorting and viewing Survey Questions in a list The Type property helps differentiate between Candidate questions Issue questions Action questions etc If the system does not include a Question Type that would be useful your System Administrator should contact LAN about the possibility of adding new Types Response Values Long Name Medium Name Short Name The LAN chooses between three versions of the name for display purposes depending on what it s doing It displays the Long Name when pos
6. functions when you would like to expand your list to entire households For instance if you search for all Democrats in a specific geographic area and Fill the household by any of these options your list will now be populated with registered Independents Republicans and other party registrants who live in the same households with Democrats e Select Fill Household by Voting Address Mailing Address Phone Number e Click Next e You will be brought to a page stating You have selected Fill Household by Voting Address Mailing Address Phone Number This process may take a few moments e Click Finish e An icon will appear stating Rebuilding My List and when the process is complete you will be brought back to the My List page now populated with the other voters matching the criteria with which you wanted to Fill the Household 21 Narrow Household Returns only one member of a household by selected information where multiple members exist You may use the narrow functions when you only want to contact one member of each household For example Letter Batches cannot be householded so you would run this function on your list in order to only print out one letter per household e Select Narrow List to One Voter per Voting Address Mailing Address Phone Number e Click Next e You will be brought to a page stating You have selected Narrow Household by Voting Address Mailing Address Phone Number This process may take a few moments e Clic
7. next to text fields where you anticipate a response from a voter e Remember to organize the fields both in rows and columns which will make your canvassers lives much easier e Click Save when you have finished building your report Sample Report Format in Report Format Builder Mode Sh gt Sh aaa Ali Nikseresht Candidate Results 7T Ceradon Cir John Doe Mot Home Chicago IL 00001 Jane Doe Deceased Intim OOOOE AST Undecided Wrong Number AFL CIO 333 333 3334 Preview of Report Format PA Ali Nikseresht Candidate Results 7 Ceradon Cir John Coe Mot Home Chicaga IL 00001 Jane Doe Deceased Intim OOOOEAST Undecided Wrong Number AFL CIO 333 333 3334 Note While the page size number of rows and page orientation are all editable after making the initial selections the text size is not Because text size is so integral to what fits where on the Report it is the one item that remains fixed once it is selected If you need to change the text size on a Report Format you will need to start again from the beginning 28 Creating Label Formats The Label Format Builder much like the Report Format Builder allows users to build and share custom label formats to meet their specific needs such as addressing postcards printing mailing labels or printing address book cards You can access the Label Format Builder from the Main Reports Labels Menu Click Reports Labels then Label Formats On the eee next
8. page you will see the list of all the Label Formats that you have created or have access to while logged in on your current Committee Each of the hyperlinked label format names takes you into the details page of that format where you will see the options to share and edit the format In the upper right corner of Label Format list page you will find a button to Add a New Label Format which allows you to create a custom label by dragging and dropping the appropriate fields onto the grid The LAN s Label Format Builder program works the same way as the Report Format Builder program works 53
9. version of a printed Report for easy data entry Run Bulk Uploads pg 45 The Bulk Uploads tool is for adding large amounts of data back into the site after a list of voters from the My Voter File has been exported and appended Welcome Menu In the upper left on the Main Menu is a blue area with tools that allow you to keep track of your own account Switch States Immediately below the welcome message is the name of your current Committee If you have access to multiple committees and or states this will appear as a blue link which allows you to switch your current committee My Requests If your product goes through the approval process you can download it here My Export Files Download your export files in Excel or txt format here Support Requests Review support tickets which you can submit by using the Contact the Admin link below Contact the Admin Write questions and support requests to the LAN administrator For a quicker response please email LAN aflcio org Admin Menu Below the welcome menu is a white section containing options to manage the tools Users and data in the system My Profile Edit your contact details Change Password pg 4 Change your account password Change PIN pg 4 You can reset your PIN here Reports Labels pg 57 59 Create and manage report formats and label formats Letters pg 49 Create and manage letters that can be sent to a group of voters Codes Questions Scrip
10. AFL CIO America s Union Movement LABOR ACTION NETWORK USER MANUAL AFL CIO America s Union Movement E Main Menu Welcome Aching AFL CIO Output Requests 0 My Requests 1 My Export Files 0 Support Requests 0 Contact the Admin My Profile Change Password Change PIH Reports Labels Letters Codes Questions Scripts Monitor the System MY VOTERS Quick Look Up Quick Look Up Guickly look up individual people Create A List Create A New List Build a list of people Go to My List View my current list of B65 people View My Folders Browse my saved lists and searches Analyze Data View Canvass Results View survey response and canvass data Run Counts and Crosstabs Get counts from the LAM data warehouse Load Data LOGOUT Wa Help Viki Quick Mark Look Up people and add data on one screen Scan Bar Codes Enter data using a bar code reader Script View Load a list to edit in Script View Grid View Load a list to edit in Grid View Run Bulk Uploads Upload data from a text file using the bulk Upload wizard Table of Contents Getting Started 1 About The Labor Action Network 2 Security and Access 3 Your Password and PIN Number 4 The Main Menu 5 Folders 6 Quick Look Up Analyze Data 7 View Canvass Results 8 Counts and Crosstabs Create a List amp My List 9 Create a New List 10 My List What To Do With It 11 The Householding Wizard Produce Canvassi
11. Alderman in the at VWard lcal Back Proco Joe Moreno if a strong supporter of working men and women like Deceased LI bo Not Call You and me Praca Joe Moreno has pledged to fight to protect our pay to protect our pensions and to protect and grow good paying union jobs Alderman 01st Pers Lett Message Do you Klan on supporting Proca Joe Moreno in the upcoming city d Not Eligible elections ee Mot Home Maybe Undecided Mo IF WO OR MA YBEUNCECIDED Thanks so much for your time Refused Spanish IF YES Great By supporting Proco Joe Moreno you re supporting working men and women like You and me Thank You for your time rong Mumber L Other Language How Script Appears on Cover Sheet of Printed Walk Phone Product DC Deceased RF Refused WN Wrong Number NH Not Home SP Spanish Hi this is from UNION NAME and the Chicago Federation of Labor may I speak with I m calling on behalf of Proco Joe Moreno who is running for Alderman in the ist Ward Proco Joe Moreno is a strong supporter of working men and women like you and me Proco Joe Moreno has pledged to fight to protect our pay to protect our pensions and to protect and grow good paying union jobs Candidate Do you plan on supporting Proco Joe Moreno in the upcoming city elections Y Ves M Maybe Undecided H No F WO OR MAYBE UNDECIDED Thanks so much for your time IF YES Great By supporting Proco Joe More
12. Clie Also Activist Can Be Assigned or Removed Status Active C Archived Inactive Owner Commitee Electrical Workers Activist Code Type The type property is used for the purposes of sorting and viewing Activist Codes in a list this is particularly helpful when the number of Activist Codes becomes large and otherwise unwieldy Long Name Medium Name Short Name The system chooses between three versions of the name for display purposes depending on what will fit in a particular display It displays the Long Name whenever possible It uses the Medium Name when space is an issue such as on Reports And it displays the short name when space is very tight such as in column headings on Canvass Results or Counts and Crosstabs Description The description field allows a User to explain thoroughly what the Activist Code is meant to say about a voter that has been assigned it It is not necessary to enter anything in this field Script Question Script Question is an optional feature that will be added to the canvasser s walking or calling Script on a printed Report if the user wants to ask Voters questions such as Would you be willing to take a yard sign 44 Scope A public or private Activist Code determines who can see the Voters that have the Activist Code assigned to them When a public Activist Code is applied to a voter every User on the site that has access to that Voter who has access to that Activist Code will see t
13. D 39 20 Load Data Script View Script view allows you to enter data into the system by simply filling in the blanks of the canvassing script e Click on Script View the Script View table will appear with dropdowns AFL CIO Kentucky ue America s Union Movement My Voter File My Campaign gt Main Menu gt Script View Script View Script KY Pol DIR Demo v Canvasser Volunteer v Date Canvassed 3 308 t Source ELIE v Clear Sort Order Sort Order 1 Phone Number Ascending Descending Sort Order 2 Name Ascending Descending Sort Order 3 ie 3 O Ascending Descending Sort Order 4 iv Ascending O Descending Sort Order 5 O Ascending O Descending Sort Order 6 O Ascending Descending Sort Order 7 O Ascending O Descending e Choose the appropriate script e Choose the appropriate canvasser e Click on the date the data was collected in the calendar that appears after you click in the box e Choose the appropriate source for the data walking or calling e Determine the order in which you want to sort the data by name phone street Zip code etc e Click Next A screen with the actual script used will appear the name of a concrete voter will be in the upper left hand corner of the screen A dropdown s will provide the possible responses 40 G gt Main Menu gt My L
14. Requests 1 Page NOTE You have 72 hours from the time your list was approved to print your lists If your LAN product has expired contact your LAN administrator 31 Step 5 You will be directed to the Turf Cutter page which includes an interactive Google map of the general geographic area in which all the voters on your list reside Note that each pin represents the physical address for a voter or voters depending on whether they share a physical address Turf Cutter oH Sy O Browse Map Legend NH a a fe s e t ve es Turf Z 5 a Unassigned 875 Doors lect Individual Select Individuals Selected a Gy Show Counts By Doors O People O Both cebel St Andrew A Oo Bright Atte Kin Aes Kimpeil Aley Q Q gt 4 Yi a lt Clear JE R a i Gs BRED a Charlott Undo Last Click SF 3 D g a Clear All 1E Rfiaa Rsi Y shton Aney S Findlay St Finish g G Eve Alley Sandsyp Ivingston St 7 Playground Livingston St Click anywhere on the Poplaest map to begin to encircle CO P ad the desired points Poplar St ai Oliver sp O KOO TO o amp A a Map Satellite fe POWERED BY Tp e 9 9 09 wade ak S sagas 200 m 9 E ata 2841 Google Sar porn lernis of ise The Legend Shows each Turf s corresponding color and count By default the legend will show counts by the number of doors which because of shared households will inherently b
15. ading you be able to choose one of the options listed below Bulk Mail Call Email Event Historic normally used when applying old data to system You re not aware where the data came from but you still want it preserved Letter Paid ID Postcard Robocall Walk Web Survey 37 19 Load Data Scan Barcodes On the main menu click on the box Scan Bar Codes The following table with dropdowns will appear Script Date Canvassed 10210 10 240 H Script Date Canvassed i Canvasser Vvalking Calling sw a Entry Order C Result First then Names Name First then Results Yalking Calling Entry Order 2010 GoviSencbo Gen Vounteer x ranna a Result First then Names Name First then Results e Select the script that was canvassed this will determine which response barcodes are printed e Select the date the data was collected NOT the date you are scanning that is automatically entered e Select the canvasser either a user login or the generic volunteer and then the method of collection e Finally decide your entry order Bar Code Report Once you ve selected your options click next to get to the Bar Code Report Bar codes that are matched to possible survey responses will be listed in this report There are also bar codes that correspond to transactional results not home wrong number address etc e In page setup b
16. ailed information about the responses to it that your canvassers received Set My Report Preferences Canvass Results Preferences are set up by the user to define which results will be displayed on the summary page You can specify the default filter settings to narrow down your canvass as well as the default Geo View You can also select the Survey Questions and canvass responses that will appear as columns when displaying Canvass Results Viewing Canvass Trends The Canvass Results by Hour of the Day Canvass Results by Day of the Week and Canvass Results by Day and Hour pages allow you to identify large scale trends within your canvassing data On each page you can narrow your 10 canvass results by the parameters described above Results are then automatically grouped by time and day of the week collected Canvass Results vs Create a New List vs vs Counts and Crosstabs Here is why you get different members when you look at the same data in these three areas of the LAN e Canvass Results As explained above Canvass Results returns information about the number of voter contacts NOT the number of voters The numbers will tend to be much larger than the numbers from Create a List because one or more canvassers may have asked the same voter the same question multiple times e Create a New List returns exclusively counts of people regardless of how many times they ve been canvassed or asked particular questions So if a voter is aske
17. alked to the voter John A Doe Print View Script View Addresses ID Membership H Vital Stats H Salutation Districts H Phones H Scores Email Also in Household Activist Codes Actions Survey Responses T a Save Page Layout Contact History Early Voting H Voting History Hotes Targets When you are in a voter record you have the ability to Update salutation envelope name and add phone s email addresses and notes Add new mailing addresses Apply survey responses and activist codes Mark bad addresses and bad phone numbers Mark voter as deceased Add voter to the LAN s Do Not Walk and or Do Not Call lists Quick Look Up is NOT meant for a broad search use Create A New List for that This option allows you to quickly check on the specifics of individual voters 7 Analyze Data View Canvass Results df Canvass Results returns counts of instances of people canvassing intended to help measure and manage a canvassing operation Canvass Results returns information about the number of voter contacts NOT the number of voters Like some other summary tools in the LAN the data reported by Canvass Results 1s run overnight Canvassing data entered into the LAN 1s available immediately via the Create A List page but will not be available u
18. ame and a description for the search click on the Save button to add your new list or search to the Folder Deleting Folders Navigate to the Edit Folder page from the My Folders page click on the name of a Folder and on the next page click Edit Folder then click Delete Any user who has been given access to a Folder can delete it so that it no longer appears on his or her Folders list But this Folder will still appear for the creator and any other user who has been granted access to the Folder Only the creator of a Folder can actually delete that folder doing so erases all access to it by any user Moreover any list search or turf still in that Folder will also be deleted Users should take great caution before deleting a Folder that no list or search in a Folder is used in a Target or some other Saved Search Print All Lists in a Folder Print All Lists allows users to automatically load the consecutive lists including turfs in their folder and print without needing to load each individual list All lists will be printed in the same format and with the same script that is selected at the time of initial setup Each list will also have a distinct list number in order to comply with limits for data entry This function only works with lists and any saved searches in the folder will be skipped over in printing From the My Folders page click the link to Print All Lists You will be asked Are you sure you want to load this Folde
19. amp sewers or supporting workers rights to jain unions Steve will stand with us Now for the other guy he s a convicted felon who hates unions hates you your neighbors and life in general Could I say anything more Remember to vote on Tuesday November 6th and pull Closing Sincerely Signature John Hancock Title Secretary of the Treasury Initials JQH aa P S P S The last day to register is Sept 3 2008 If needed you can edit Date Name Address City State Zip and Salutation for each individual letter Move from letter to letter by clicking the Next button in the upper right portion of the screen e If you need to edit Text or P S you should access Form Letters from the Main Menu See page 49 for more information Actions e Save and Print Batch Print entire batch of letters at once e Save and Print Letter Print only the letter that is displayed on your screen e Delete Letter Delete the letter that is displayed on your screen e Delete Batch Delete entire batch of letters e Show Only Drafts Show the letters that have not yet been sent to the print screen e Show Only Sent Show the letters that have been sent to print screen Step 4 Would you like to make a contact history Under Contact History in the voter s record it will note that a letter was mailed to from the voter once you press the Save and Print button Example Contact History Date Canvasser Commitee Type Re
20. and or Activist Codes e Medium Script Used for Reports where you anticipate using four to six Survey Questions and or Activist Codes e Long Script Used for Reports where you anticipate using seven to nine Survey Questions and or Activist Codes e Huge Script Used for Reports where you anticipate using up to 20 Survey Questions and or Activist Codes This option will reserve an amount of space that is equal to the amount reserved for the Script on standard Walking Lists and Calling Lists about half the width of a landscape page 5I Report Format Builder Once you have selected the proper set of Layout Options and Script Space you are brought to a screen where you can add the following Display Fields your printed report Place fields on the grid below to build your report Add Column Clear Save Available Fields 12345678 Ali Nikseresht 4li Nikseresht Nikseresht Ali Nikseresht Ali P 7 Ceradon Cir Chicago Chicago 00001 Chicago IL 00001 7 Ceradon Cir Chicago Chicago 00001 Chicago IL 00001 1 1 1998 1 1 1980 27 MD Washington Washington Heights Pen 20 2 333 333 3334 333 3334 333 333 3334 Po wWaterville Fire Station 314 Main St 333 3334 333 333 3334 333 3334 124 333 333 3334 ali myemailaddress com BARCODE Reg 1 3 1 3 IntINm OOOOEAST 01 AFL CIO Active Bal Reg Add Activist Code Add Survey Question Add Exclusion Add Text Field Add Checkbox Field Formatter Drop fields below to format them C Bola LJitalic L Underl
21. can Democrat Democrat Democrat Democrat Democrat Republican Republican Republican Republican Republican First select your criteria from the dropdown At Least Exactly No More Than Any Find voters who have voted in any of the selected elections All Find voters who have voted in all of the selected elections At Least Find voters who have voted in at least x of the selected elections that you specify Exactly Find voters who have voted in excactly x of the selected elections it s saying Find me people who ve voted in only 2 of these elections Doesn t matter which 2 just find them No More Than Find yourself some lazy voters e Click the boxes next to the elections that you wish to search If you don t check the box the election is ignored e Click the circles next to the behavior that interests you voted or didn t vote 17 Canvas Status Here you can specify a particular group of people based upon their participation in previous canvassing For instance if your list will form the basis for a phone bank list to target everyone whom you didn t reach during a previous phone bank you can select exclude in the dropdown and subsequently check canvassed deceased moved 29 66 not eligible wrong number etc O Canvass Status people based on the follaying canvass results Busy Mailed Retused Call Back Moved Spanish canvass
22. d three times whether they support a candidate and they say they love her three times a search for that candidate s supporters will return that voter just once e Counts and Crosstabs like Create a New List returns counts of people but will differ from it for a couple reasons First because Counts and Crosstabs is used for analytic purposes we include various suppressed individuals in the totals Second some people don t have relevant data even for seemingly universal categories like sex or age So if you use Counts and Crosstabs to get a breakdown of all ages the total number will differ from all voters since there are always some voters for whom a date of birth is simply missing 11 Be 8 Analyze Data Counts and Crosstabs You can run counts on e The portion of the voter file that you have access to Available on the Main Menu e The list that you have created Available on My List page This is a GREAT way You can also export your report into an Excel spreadsheet You can run counts on one or a combination of the selects listed below Regional Info City County Precinct Zip Code CD U S House District HD State House District SD State Senate Districts CLC Central Labor Council Zone Regions designated by each respective State Labor Federation to be used for voter contact programs during elections Union Membership Info Member Type AFL CIO Members vs AFL CIO Household Members Member Status Retired
23. ddle Mames lt Include full middle name Clear Sort Order Sort Order Mame Ascending O Descending d Page Breaks Sort Order2 sort Orders Sort Orderd sort Orders Sort Order6 sort Order Ascending Ascending Ascending Ascending Ascending Ascending Descending Descending Descending Descending Descending Descending Page Breaks Page Breaks Page Breaks Page Breaks Fage Breaks Page Breaks 1 Label Format Select either Avery 5160 Avery 5263 or Avery 5264 mailing labels 2 Householding Choose to print one label per individual per last name or per address We suggest you print one label per address 3 Household Label Choose how to refer to the household 4 Middle Names Choose how to refer to the voter s middle name 5 Sort Order Choose from the six sort options that allow you to sort by name zip code city etc Note If you are printing letters with the labels you should make sure that you set up the Householding and the Sort Order in Print Labels and Print Letters the SAME WAY This will make the process of stuffing letters into envelopes much easier Step 2 IMPORTANT To make your report print correctly you must ensure that your browser s printer settings are correct 1 Goto File Fage Set Up menu 2 Make sure all values are set as showin below The next screen asks you to configure your printer This varies from browser to browser Please be sure to follow these instruction
24. ding Show Group Header Page Breaks Sort Order6 Ascending Descending Show Group Header Page Breaks Sort Order Ascending Descending Show Group Header Page Breaks Single Row Multi Row Print Map with People Print Map without People Do Not Print Map Print Last Name Range Print Address Range Do Not Print Range Print List Number and Page Number _ Print Two Copies of Cover Sheet E Exclude Anyone Who Has Early or Absentee Voted _ Format for Clipboard Header Style Include Field Labels Split Report Here s an example of how to set up a call list Report Format 2010 Gov Gen Call 2010 Gov Gen lt Script Source Calling Title My List Clear Sort Order Sort Order Ascending Descending O Show Group Header d Page Breaks Phone Number Sort Order2 Name v Ascending O Descending L show Group Header O Page Breaks Sort Order3 Sort Order4 Sort Orders Sort Order6 Sort Order Split Report Ascending Ascending Ascending Ascending Ascending Descending Descending Descending Descending Descending Show Group Header Show Group Header Show Group Header Show Group Header Show Group Header Print Map with People Print Map without People Do Not Print Map Print Last Name Range C Print Address Range Do Not Print Range Print List Number and Page Number _ Print Two Copies of Cover Sheet C Exclude Anyone Who Has Early or Absentee Voted
25. ds Upload data trom a text file using the bulk Upload wizard 36 18 Load Data Input Type and Contact Type Whenever you load activist codes survey question responses or canvas statuses into the LAN each piece of data will be labeled with an input type and contact type When running searches on activist codes survey question responses and canvas statuses in Create a List you can search using input type and contact type You can also run reports using these two selects in View Canvas Results and View National Reports from the Main Menu Input Type Input Type answers the question How was the data inputted into the LAN Input type is automatically applied to your data anytime you load data into the system Auto Dial Data entered while using the LAN s Predictive Dialer System Back End Data uploaded by the developers of the LAN Voter Activation Network Bar Code Data loaded using Scan Barcodes Bulk Data loaded using the LAN s Bulk Upload tool Manual Data entered using Quick Lookup Script View or Grid View or Quick Mark Palm Data entered while using the LAN mobile app on a Palm Pilot device VPB Data entered while using the LAN s Virtual Phone Bank System Contact Type Input Type answers the question Where did the data come from When using Scan Barcodes Script View Grid View you will have the choice to select Call for call lists or Walk for walk lists If bulk uplo
26. e LAN The information you gain from your walks and phone banks are critical to the strategic decisions we make on which members and which areas we will target as we move forward toward GOTV The need to get this information to us correctly and in a timely manner is vital IMPORTANT You can only scan LAN product back into the LAN You cannot scan walk call lists into the LAN if it was produced somewhere else This is what LAN product looks like Rebert Caurmeyten Posh Anyi Us i d Terole Hile MB 90748 mw P L I MEME Serine 2102 Whleparing Wilo Ct AE A AFA Terol Hils MO 20748 Virgil Clark RPO Caledon Fart d athinatan 1 707 On the main menu of My Voter you will see three different options for entering data onto the LAN from call or walk sheets e Scan Bar Codes takes you to a scanning interface to return data using a bar code scanner e Script View brings up a display Scan Bar Codes Enter data using a bar code reader Script View Load a list to edit in Script view of your list in an easy to follow format thus allowing you to Grid View phonebank without paper a ene ee e Grid View brings up your list in a spreadsheet that allows you to simply click on each canvassed member s response e Run Bulk Uploads The Bulk Uploads tool is for adding large amounts of data back into the site after a list of voters from the My Voter File has been exported and appended Run Bulk Uploa
27. e and password Sharing this information undermines the system s security and your union s ability to track user activities In addition simultaneous log ins on a single user name can confuse the system creating havoc in the save function and jeopardizing your work product 3 Your Password and PIN Number Once a LAN administrator creates your account you will receive an email from no reply voteractionnetwork com with a link to set up your password If you do not set up your password within 48 hours your account will be locked and you will have to contact your LAN administrator to have your account unlocked Password Setup When you click the link in the email you will be prompted to set up a password Every 30 days you will have to change your password Password Requirements e must have at least 8 characters e must have at least 1 letter e must have at least 1 non letter character e cannot be easily guessed PIN Setup After you set up your password you will be asked to select a four digit PIN number Enter the letters that correspond to each digit on the keypad You will need to remember this numeric PIN for future log ins You do not need to remember which letters you typed Every time you log into the LAN the letters that correspond to each digit will change You will be prompted to enter the letters that correspond to your numeric PIN Do not type the numbers themselves Unlike your password your PIN can be perman
28. e letter in a unique identifiable manner including date and issue reason for letter e Type the text of the letter directly into the Text box or cut amp paste a text that you have already written as a Word document ONLY include the body text of your letter DO NOT include address closing etc e Type a post script P S into the box if desired e Click on Save The Edit Form Letter table will now appear e Review your text make any necessary changes e Click on Save 43 24 Creating Activist Codes Activist Codes are tags or labels that can be applied to individual voters If you are only interested in keeping track of Yes responses to a question an Activist Code is ideal For example you may want to keep track of voters that are School Board members or whether a Voter wants a yard sign for a political campaign However it is not necessary to keep track of voters who are not School Board members or who refuse the yard signs When more information is required consider using Survey Questions e From the Main Menu under Codes Questions Codes Questions Scripts Scripts click on Activist Codes e From the Activist Code list page click New Activist Code to create a new tag for users to apply to Voters From here enter in the following information Actiwist Codes Survey Questions Scripts Activist Code Type Long Mame Medium Mame short Mame Description Script Guestian Ce Public 7 Private
29. e much less than the number of voters Show Counts By Allows you to change the settings in order to show counts by voters or both doors and voters in The Legend Note that when you toggle between showing counts by doors or voters the number of pins on the map doesn t actually change Step 6 Draw a Turf outline Make sure Draw Turf button is selected in upper left hand portion of screen The outline should encompass all of the voters doors you want assigned to that Turf 1 To begin drawing an outline click once on the map to make a starting point A red S pin will appear 2 Click again along the perimeter of the group of doors voters that you want assigned to your Turf A red line connecting the two outline points appears Do not attempt to click and hold down the mouse button and drag the mouse 3 In this manner draw an outline completely encompassing all of the voters doors you want assigned to the same Turf You may find it helpful to zoom in closely on the map 32 4 Youcan undo your last click by clicking the Undo Last Click button on the left side of the page 5 In order to pan in any direction click and hold down the mouse on the map and move it opposite to the direction in which you want to pan 6 Complete the outline by clicking on the red S pin thus drawing a final line between your last outline point and your starting point 7 Once you complete the outline all of the voters doors inside of it will tu
30. e sure to set your page orientation to LANDSCAPE with 0 5 inch margins before printing Bar Code Report rach Candidate Gov Gen Candidate Sen Gen to do yea supreet in the opecereng puberercrey Hechin OA IL Tod Sovok anc 3 T TS 25S6IG 251253 herve rat torth J5 to ret TET i m MACINA OLDA CON DORMA AP LAE EE Johs saech Rods 0459595 21me Fob Porima s 3 S045 01 28 5845 missed 2 25206502T LAATAT D Cher OO 5C 0s UNI O OI UO OON DUOMO DUDOI MIT EE ANI Pafused F gt SC330107 Lindactiod A Cpg i030 anore tho re wos ively Canvass Status MINDIN I Covsarad CI RCO 00 TTEE EEE NH ETE hummer Ok 38 e Click Finish and the Bar Code Entry Data screen will appear This is where you scan in the data Bar Code Data Entry Canvasser Volunteer aa sa ee 5 Contact Type Calling Change Settings Person e Make sure your cursor is clicked on the box Green means go Red means you are not ready e First scan the voter barcode then scan the response code from the printout sheet IF that is the entry order you selected when setting up your scanning e If your scanner malfunctions you can manually enter stuff in this section as well Make sure your Caps Lock 1s off Bar Code Data Entry Canvasser volunteer 5058536 261263 Date 10 20 ie Contact Type Calling Change Settings Person Richard Bailey Code Gov Gen Ted Strickland
31. ed Mot Eligible wrong Humber Deceased Mot Home Lett Message Other Language Date From Ta Date Ent From Ta canvassed inthe past Days From T OCCU ENCES Other Selects Party In the states that have party affiliation you can specify a particular affiliation in this section Registration Status Unless you check other boxes the default selection will include all registered voters both active and inactive Race The options shown here reflect information from the State Voter File and commercially obtained data The information is only as good as the data source Phones Emails If you check one of these two boxes you will limit your list to include only those people with either phones or emails It is important to select Phones Only when you create phone lists Suppressions Unless you make changes the default selection will include good voting and mailing addresses only It will also exclude the deceased and voters listed on the LAN s Do Not Walk and Do Not Call lists Once you have selected all of the necessary criteria for your list hit the search button In a few minutes your list will appear 18 10 My List What To Do With It After you click Search in Create a List you will be presented with Your List of voters eis Add People Remove People PE Narrow People 13 86 13998 aX I Cy t eS Print Letters Labels Counts Cut Turf HH Wiz Save Sample Grii Script Map es Add People Add People b
32. egion Turf Lists When you save your work in Turf Cutter you are actually creating a Saved Search called the Map Region which has the same criteria as your original search You re also creating Saved Lists for each of your Turfs in that Map Region 1 You will be prompted to give the Map Region a name and identify the Folder where the Map Region and Turfs will be saved 2 Click Save save My Map Region Folder OO W Mew Folder Mesy Folder CDOS Walk Lists Region Mame Lagrange County Eden Precinct Description Step 3 Fill out the LAN product request form New Report Request Request Name Type Report List Count 615 pose for which product is to be used ace or purpose List of all candidates or issue position being taken zx escription ua ooo O O Saa Po Date Required By fH You must fill out the following fields in order to submit your request e Request Name A very brief overview of your request e Race or purpose for which product is to be used specify what kind of race presidential congressional state legislative etc or the issue for instance a county ballot on living wage 30 e List of all candidates or issue position being taken you must identify the candidate we are supporting as well as the opponent s If it is a ballot question do we support or oppose it e Description of records selected this is a basic description of the record types For instance all retired m
33. embers of such and such union all persuasion targets of such and such union etc e List of exclusions List all international or local unions that informed the AFL CIO headquarters that they requested to be excluded from the candidate race ballot initiative campaign etc e Contact Person amp Phone Please enter your name phone number and email address in case we need to contact you e Date Required By If you are requesting call sheets mailing labels or letters please give a reasonable estimate of when you need to PRINT your lists If you are requesting turf packets please give a reasonable estimate of when you need to CUT TURF and PRINT your lists This will help your LAN administrator prioritize the order in which he she approves requests e Click Submit to send the request to your LAN administrator Step 4 After the LAN administrator reviews your request you can access your LAN product by clicking My Requests from the Main Menu of the LAN A table will appear with your requests listed and whether they have been approved or denied If your Walks request has been approved click on the Cut Turf link to print your product Type Request Hame List Count Date Cre Date Req Date App Den Status Download Report sample Phone Request 665 Att AAT 4441 Approved Print Region Sample Walks Request 665 VA AAT 4401 Approved Labels Sample Labels Request 100 VA VAT 441 Approved Letters sample Letters Request 100 AAT AAT 4441 Approved 4 My
34. ent and will NOT be subjected to changes every 30 days If you want to change your PIN click on Change PIN option on the LAN S main menu Create a PIN 1 a 3 Please select a four digit PIN then enter the C A T letters that correspond to your PIN Do not type the numbers themselves My Mewy PIN i Ox 4 Main Menu After logging on the Main Menu will appear This is the starting point for anything you want to do on the LAN The actual contents of your Main Menu will depend upon your level of security clearance The middle and right hand columns contain different LAN functions AFL CIO a 1 ne meee Action l gt y p America s Union Movement Pe n nsy lvani a eg Metwork t Main Menu Help Wiki Welcome Michael Quick Look Up Load Data Electrical Workers Quick Look Up E Scan Bar Codes Output Requests 0 S Quickly look up individual people Enter data using a bar code reader My Requests l Load a list ta edit in Script View Support Requests 0 Create A New List Contact the Admin Build a list of people Grid View State Updates nn P Load a list to edit in Grid View Go to My List Reports Labels Views my current list of 351 people a Run Bulk Uploads Letters Upload data from a text file using the bulk Codes Questions Scripts a View My Folders upload wizard Monitor the System Ez Browse my saved lists and searches Analyze Data i View Canvass Results View survey response and canva
35. ext e Once you have completed Step 1 your project will Letters be saved as a Letter Batch You will be able to access your project from the Admin Menu from the Main Menu of the LAN Letter Preferences Note If you are printing labels with the letters you should make sure that you set up the Householding and the Sort Order in Print Labels and Print Letters the SAME WAY This will make the process of stuffing letters into envelopes much easier 26 Step 2 Save Step 3 Letter Double check to make sure that your signature preferences are correct and click Actions 272811 SHH Save and Print Heather E Campbell Batch Save and Print Letter Address 292 Somerset Ave City State Zip Pittsfield ME 04967 Salutation Dear Heather i g Delete Letter Text B 7 U x Hm I am writing to you today about the critical election this year for governor of Kentucky Working people and especially union members have a real choice in which the next governor will be Delete Batch Show Only Drafts After careful consideration and about five seconds of Show Only Sent thinking your union is supporting Steve Beshear as our candidate for the next Governor of KY Steve understands what working people face each day and wants to help all working people in our state Whether it is attracting or helping to maintain good jobs with real benefits increasing funding for our schools helping to rebuild our roads
36. f people sO Sort Order3 Ascending Descending Show Group Header Page Breaks s Sort Order4 Ascending Descending Show Group Header Page Breaks that you Can r eturn to them either In Gr id Sort Orders Ascending Descending Show Group Header Page Breaks View or Script View Header Style Split Report Here s an example of how to set up a Walk List Report Format 2010 Gov Gen Call Script 2010 Goy Gen Source Valking vi Title Cincinnati Precinct 18 C Turf 01 Clear Sort Order Sort Order1 County v Ascending Descending Show Group Header Page Breaks Sort Order2 Precinct v Ascending O Descending Show Group Header Page Breaks Sort Order3 StreetName v Ascending Descending Show Group Header Page Breaks Sort Order4 Odd Even v Ascending Descending Show Group Header Page Breaks Sort OrderS Street Number Ascending Descending d Show Group Header d Page Breaks Sort Order6 Apartment v Ascending Descending Ll show Group Header O Page Breaks Sort Order v Ascending Descending Show Group Header Page Breaks Single Row Muti Row Include Field Labels Print Map with People Print Map without People Do Not Print Map Q Print Last Name Range C Print Address Range C Do Not Print Range _ Print List Number and Page Number _ Print Two Copies of Cover Sheet _ Print All Turf At Once F Exclude Anyone Aho Has Early or Absentee Voted _ Format for Clipboard Header S
37. gives you the ability to narrow or expand your list by matching households of voters in your current list by voting address mailing address or phone number The save button allows you to save either the search criteria you used to create your list OR the list of voters itself Saving the search criteria allows you to return to the same universe of people however the list will be constantly updating to reflect new data that has been uploaded You can access your saved lists from View My Folders on the Main Menu Take your lists and create a random sample From My List display up to 25 voter records on screen alongside dropdown menus to enter data about the canvass responses survey questions and or activist codes defined on a script Grid View can thus create an electronic version of report printed out from LAN Script View allows users to interactively view a script and a voter record from My List together While viewing the contact details of the record the user can read from the script and enter data about the voter directly into the survey question and or activist code in the script Create a printable map from this list Records will appear as red dots on the map This button will only appear if your list contains less than 2 500 doors The Restore button appears after you have either used the Add People Remove People or Narrow People buttons It allows you to Undo the last step you made while creating your list This bu
38. he Activist Code applied to them When a user applies a private Activist Code to a Voter only Users on the same Committee that applied the code will see the Activist Code on that Voter Note that it is not necessary to create a separate private Activist Code for each committee that uses it For example if three Committees want to ask voters if they want a yard sign simply create one private Activist Code named Yard Sign and give all three committees access to that code This one step automatically creates a private Activist Code named Yard Sign in the database for each committee without having to do extra work Is Also Activist Is Also Activist means that a Voter who has this Activist Code applied should be generally considered a political activist This becomes a useful tool when you are organizing Voters to a rally for example On the Create a List page a user may select all Activist Codes marked Is Also Activist at one time rather than creating separate lists by using the Activist Code picker It may seem as though anyone with an Activist Code is an activist however these codes are used for a variety of purposes For instance if a state party or campaign obtains a list of voters with a hunting or fishing license they can apply an Activist Code to highlight this information While these people will have an Activist Code there is no reason to assume that they are political activists Can Be Assigned or Removed This allows Users to ass
39. ign or remove the Activist Code from a Voter Some Activist Codes should not be assigned by Users after an initial group is listed For instance if a Voter who participated in a specific event is given an Activist Code for that event others should not be assigned that Activist Code Similarly if a list of subscribers to a hunting magazine is matched against the voter database those subscribers may be given an Activist Code reflecting that specific subscription Other hunters would not be assigned that Activist Code Active Archived Inactive By default Activist Codes start out as active An archived Activist Code can still be used in searching However to avoid clutter it does not appear on normal lists An inactive Activist Code will no longer appear on the site unless an administrator reactivates it Applying Activist Codes Once you have saved an activist code you can apply it to voters by inserting it into a script and using any of the Load Data tools You can also apply it to voters by using the Bulk Upload tool See Pg 45 for more information You can also apply activist codes to voters by using Quick Look Up 45 25 Creating Survey Questions Survey Questions are a means for storing data about voters Each Survey Question may have multiple responses although only one response can be applied to a record on any day to a question being asked of a voter Codes Questions Scripts From the Survey Questions link under Codes
40. ine e Available Fields These are the current available data fields that can be added to your Report Format If you scroll over the data fields a pop up will appear that displays what piece of information it corresponds in the LAN e Add Activist Code A list of available Activist Codes that your committee has access to is displayed in this pull down which you can add as a possible data field e Add Survey Question You can also add a survey question response as a possible data field e Add Text Field You can create a custom data field that will be displayed on every record in your report Note this text field does not pull any particular data from any records in your VoterFile e Add Checkbox This adds a Checkbox as an available field to capture data on your Report e Add Columns Allows you to arrange the sections of your report format in easy to read columns The Field Formatter Allows you to make your tal Display fields print off in Bold Italic and Underlined Drop fields below to format them In order for you to modify your Display Field drag and drop the desired Display Field into the Field Formatter make the desired changes and drag and drop back into the Available Fields box m pene ieee Candidate 52 Building a Report Format e Click your cursor on a desired field and drag it onto the work board or drag the field to the field formatter to Bold Italicize or Underline the field e Remember to place check boxes
41. ions area Users will never encounter an Inactive question until the Administrator changes the question s status to Active or Archived Applying Survey Questions e Once you have saved a Survey Question you can apply it to voters by inserting it into a script and using any of the Load Data tools You can also apply it to voters by using the Bulk Upload tool See Pg 45 for more information You can also apply survey questions to voters by using Quick Look Up 47 26 Creating Scripts A Script specifies what a canvasser should say as text and what questions to ask as Survey Questions and Activist Codes in their printed walk and phone product Scripts also provide the structure for inputting responses using the LAN s Data Entry tools In the Codes Questions Scripts section of the Main Codes Questions Scripts Menu click on Scripts to access the Scripts Page You Activist Codes will see a list of all scripts assigned to every Committee Survey Guestions you can access Click on Add New Script Walk Results Name Test Script Deceased Description d Moved Staus Active C Archived Inactive LJ Not Eligible Owner Committee California School Employees Association O Not Home Created By Tina Wagner California School Employees Association 3 341 O Other Language Cl Refused 3 Cl spanish Edit Delete Testing 1 2 3 Call Results Add Script Element Text d Busy Add L call Back LJ Deceased Survey Questi
42. ist gt Script View Joseph Dunn Standard View Next gt gt Phone 502 561 6103 Viewing f1 of Go gt VAN ID 464115 Go to VAN ID Also In Household Dunn Joseph A Dunn Joseph E Script KY Pol DIR Demo Dunn Joseph E Dunn Sally J Hello May speak to i 5 n Actions Calling Results Hello My name is and am calling from the labor phone bank about this years election We would like to ask you just a couple of questions and it will only take a moment Save Changes If the election for Governor were held today would you be more likely to support Steve Beshear or Ernie Fletcher Or are you undecided If Beshear Thats great Remember election day is Nov 6th and the polls are open from 7 am until 7 v pm s OF D x Change Settings If undecided Well just wanted to let you know Ernie Fletcher is a no good and hates you your neighbors and life in general Please keep this in mind when you vote Current Settings Script KY Pol DIR Demo if Fletcher WHAT Did you lose your mind Please forget called ihe a e HI NUS Source Calling Have you decided yet who you ll vote for in the Governor s race e Choose the appropriate results replies transactional or content for this specific person e Hit Next in the upper right hand corner of the screen to move on to the next person canvassed 21 Load Data Grid View Grid view provides you with a spreadsheet of your list wi
43. k Finish e An icon will appear stating Rebuilding My List and when the process is complete you will be brought back to the My List page now populated only with one voter per household matching the criteria with which you wanted to Narrow the Household Remove Voters from Household Keeps only those voters whose selected information does not match that of another voter in your Saved List You may use each of these remove functions 1f you are sending mail or calling households and want to exclude those households that are being contacted with a different message or in a different way For instance you may want to send a piece of mail to a list but contact likely absentee voters and their households at a different time than you contact voters who will likely vote at the polls In order to do this you would create your targeted list of absentee voters and save it and then remove that list by voting address mailing address and or phone number from the larger list e Select Remove any Voter with a Voting Address Mailing Address Phone Number in another Saved List e Click Next e Select the Folder then the Saved List containing the households you wish to remove from your list e You will be brought to a page stating You have selected Remove any voter with a Voting Address Mailing Address Phone Number in another Saved List This process may take a few moments e Click Finish e Anicon will appear stating Rebuilding My List and
44. nd create canvassing material My Campaign is the My Campaign labor activist database which allows users to search edit and add local union contact information volunteers worksite information and track activities of local unions during grassroots campaigns You may have access to My Voters My Campaign or both databases If you have access to both you can switch between the two databases by clicking the tabs which are illustrated above 2 Security amp Access Security The LAN is a secure website which uses the latest in encryption software to protect data stored on the system All information on union membership is stored in individual data silos by both union international and local and by geographic area state All data is fire walled between unions In addition information on approved users is encrypted and each user is required to change their password every 30 days For additional protection the log in process is protected with the same features commonly used in ATM bank machines If either the user name or password is entered incorrectly more than twice the user will be locked out of the system only to be readmitted by the national LAN administrator Access User access to the LAN is determined either by an international union leader for affiliates and staff or by the staff in the AFL CIO Political Dept Each approved user has a unique user name and password Please do not under any circumstances share your user nam
45. ng Materials 12 The Print Icon Print a Call List 13 The Labels Icon Print Mailing Labels 14 The Letters Icon Printing Form Letters 15 The Export Icon Exporting Your List 16 The Cut Turf Icon Printing Turf Packets Load Data 17 Loading Data Back Into the LAN 18 Input Type and Contact Type 19 Scan Barcodes 20 Script View 21 Grid View 22 Once the Data Is In Administrative Functions 23 Writing Letters 24 Creating Activist Codes 25 Creating Survey Questions 26 Creating Scripts 27 Creating Report Formats 28 Creating Label Formats Onn B W W 1 About The Labor Action Network What is it The Labor Action Network LAN is an online information management tool which is used to manage the AFL CIO and affiliated unions voter contact program This user friendly web platform allows field organizers to develop canvassing materials of union member voters and manage their labor activists The LAN has solved the most difficult data challenges facing organizers moving large numbers of IDs daily from the door or phone into a central database and making that information available when it is needed in the form it is needed In turn this helps the AFL CIO and its affiliated unions to organize at the grassroots level and win Labor endorsed political campaigns My Voter vs My Campaign There are two different sides to the LAN PE Labo SHEET This user manual is about My Voters My ee rene Voters is used to analyze voters a
46. no you re supporting working men and women like you and me Thank you for your time 50 27 Creating Report Formats Report Formats can be designed for Walking and Calling Lists You can modify the standard walking or calling reports an already created custom report or you can click on Add New Report Format and start from scratch Layout Options Mame Description Fage Size Report Orientation Text Size Foz width Show Motes Created By Script Space Script Size Reports Labels Report Formats Label Formats PRE GOTYASOTY Report Format C Legal 8 1 2 x 14 Letter 8 172 x 11 Portrait Landscape a Full Page Columns No C Yes Oliver Whitney 1 0201 0 Multicolumn Repeat Leave no room for a script Intim OOOOESST AFL CIo Active C Reserve room for a short script CO Reserve room for a medium cript O Reserve room for a long cript Reserve room for a huge script GOTY Home Mot Home Bad ddress Phone Deceased PRE GOT Home Not Home Bad Address Phone Deceased Ali Nikseresht 7 Ceradon Cir Chicaga IL 00001 333 333 3334 Using the Script Space Section This feature determines how much space on your Report will be reserved for the Script You have five options to choose from e No Room This is for a Report that does not have any Script associated whatsoever e Short Script Used for Reports where you anticipate using one to three Survey Questions
47. ntil the next day in Canvass Results Canvassing Summary This page will show a summary of the Walk Results specified by your Scripts You can narrow the results displayed by the following criteria e Date Select a date range this page will display only those canvass results that were obtained in this time period Note this date range corresponds to the Data Canvassed field in the Contact History of each voter not the date this information was entered into VAN e Committee Select the Committee that you want to view This will be a list of all Committees you can access e Input Type This data is automatically generated depending on what tool was used to enter canvass data into the system e Contact Type Users entering canvass data can specify how these Voters were contacted e Filter Show only canvass results from within My List or any Saved Lists in your Folders You will not be able to view any Saved Searches in this menu e Group By allows you to group the canvass results you are viewing into larger units You can break down your results by various geographical areas After specifying the parameters of your summary page click Export to Excel to export an Excel file that contains the same data currently displayed on screen Survey Question Summary This page works exactly like the Canvassing Summary Page described above except that instead of viewing canvass results you can select one Survey Question at a time and view det
48. on F Left Message Activist Code C Not Eligible Committee Access d Not Home Committees with Access Committees without Access d Other Language California School Employees Association LJ Refused O Spanish LI Wrong Number Actions a Save if Haein 9 Save As i Name Name Give this Script a name Scripts are used in a wide range of tools on the site so be sure that the name is clear and descriptive Description A brief optional description of the contents of this Script Keep in mind that in many cases Users must choose a Script without viewing its description Status Both Active and Archived Scripts will display in any situation where a User must select a Script Inactive Scripts cannot be displayed anywhere but the Scripts Page on the Main Menu If a certain tool like a Virtual Phone Bank session is using a Script that is set to Inactive attempting to access that tool will result in an error message Database Each Script can only work with lists from My Voter File or My Campaign Once a Script is created its database cannot be changed Hit Next to create the Script and go to the Script Details Page for this Script 48 Preview This section will not appear until at least one Script Element has been added to the Script and displays all Script Elements that have been added to this script To the left of every Script Element are arrow buttons that allow you to move it up or down on the Script Click Dele
49. own you can specify members and or household members e Member Status if your screen shows this dropdown you can specify either active or retired members 15 Age and Registration Date The registration date is a misnomer it is the date of the last change to an individual s voter registration So if someone moves the date they re registered is their Reg Date Age Registration Date Age From To Birthday From To Date Of Birth From To Reg Date Fram To Survey Questions Survey questions are all about IDs Select the question you want and the menu will expand H Survey Questions Guestion Survey Questions Heston 2010 Candidate Sen Gen Responses Harry Reig L Sharron Angle ther L Undecided input Type Contact Type canvassed By Entered by Canvassed From Date Ent From Commitee L Include most recent response only e Specify which response you want e When you select more than one response the list will include people who responded in one way OR another e The checkbox include most recent response only will include only those people whose last answer matches the search criteria 16 Targets and Scores Ol Scores Include people that are aeyot the following 2010 Vote Support Score d Likely Democrat d Likely Republican _ Persuasion 2010 volunteer Propensity Score Likely olunteer d Probable Volunteer d Unlikely Volunteer 2010
50. ption Created By Whitney Oliver 321711 Status Active gt Inactive Delete Save User Access Commitee AFL CIO koa Users with ACCESS Users without kccess State Battles DialerO State Battles DialerO2 state Battles Dialer03 State Battles DialerO4 State Battles DialerO5 State Battles Dialer0G State Battles Dialer r State Battles Dialer0g state Battles Dialer09 State Battles Dialer10 Remove Sharing Folders After creating a Folder users who have the ability to share folders will see an Assign Users page section with a Committee dropdown box and the familiar assign unassign boxes to give other users access To navigate back to the Edit Folders page where other users can be granted access to a Folder click on the name of the Folder on the My Folders page and on the next page click the Edit Folder button in the top right corner Only the user who created the folder has the ability to share it To do so that user must have the security function Basic Share Folders Adding lists and searches to Folders From the My List page click on the Save icon and choose whether to save it as a Saved List Fixed set of people or a Dynamic Search Dynamic set of search criteria Then select which Folder you want to save the search in from the drop down menu You can also create a new Folder by clicking on the New Folder check box and entering the name of the Folder you want to create Once you have created a n
51. r and overwrite your current version of My List Click OK You will be brought to the Print Report page where you can select the report format Script Source Title and Sort Order for your printed reports You can also choose to print a map with voters or not if you are printing out cut turf Click Next Make sure your page is set up correctly to print and click Finish You will notice buttons at the top of Print Preview page that will allow you to either click Next to go to the next list in your folder or that will direct you back to My List Click Next When you have reached your final list there will be no Next button and you can click on My List to return to the My List page 6 Quick Look Up Quick Look Up is a rapid way of accessing a voter s record by searching on a name part of a name address or some combination thereof When searching the files Quick Look Up applies a smart name search technology that recognizes Sue as Susan Mike as Michael and Sam as Samuel Last Mame First Mame Middle Mame Phone Street Address city Zip Email Use Smarhame search technology Remember We Clear Search From the list of possible matches click on a single Voter Record The voter record includes the person s basic union membership info contact info vital stats It also includes voter history which elections the person has voted in Survey Question responses who does the voter support and contact history who has t
52. rings you back to the search screen to run another search The results will be added to your existing list Remove People Remove People takes you back to the search screen and allows you to run another search The results will be removed from your existing list Narrow People runs another search but only searching inside your existing list People not on the list regardless of the search criteria are ignored gt Narrow People Click the print button to print call sheets The Letters button brings you to the form letter system This will let you send mail Noe to your constituents automatically It will let you send the same letter to everyone on the list though it does give you the option to customize individual letters on top Letters Of your form letter In addition you can mail merge a form letter from everyone on My List to a specific individual The labels function will let you generate standard sized labels for letters and eee postcards The Export Wizard allows you to export the voters in your list and their information that you specify into an Excel spreadsheet or a tab delineated Text file D is Double check your list by using Counts amp Crosstabs HIGHLY i RECOMMENDED Counts O Turf Cutter gives you the ability to easily create and print maps showing the Mii location of each door on a canvassing Turf Ut fu 19 Script a Map Restore I Y Upload The Householding Wizard
53. rint Region button associated with the Turf Packets that you want to print Welcome Oliver AFL CIO My Requests Hew tems Support Requests l Contact the Admin Type Request Hame List Count Date Cre Date Req Date App Den Status ae E Print Region Sample Walks Request 665 44i y4 4 411 Approved Cut Turg Print Region 1 My Requests 1 Page Report Format What kind of report do you want to make Script Which questions if any should appear on this report Report Format Script lt lt Source Title My List Sort Order6 Ascending Descending Show Group Header Page Breaks Split Report The list will print in Ascending Descending Show Group Header Page Breaks Sane batches containing the number of O MutiRow include Fieki Labels records you specify in the Split Report Print Map with People Print Map without People Do Not Print Map Print Last Name Range C Print Address Range G Do Not Print Range field The def ault split 1S pre populated Vee eee at 2 500 because lists larger than that _ Print Two Copies of Cover Sheet g Exclude Anyone Aho Has Early or Absentee voted will cause many browser S to crash C Format for Clipboard Sort Order Clear Sort Order Source Choose Walking Sort Order1 Ascending Descending Show Group Header Page Breaks Print List Number This as Si gns a Sort Order2 Ascending Descending Show Group Header Page Breaks uni qu e nu mb er t o thi S S et o
54. rn yellow indicating that they are selected You can also see the counts for selected doors voters in the legend The remaining number of doors will be reflected in the legend as well Step 7 Save voters doors to the Turf With all of the voters you want assigned to a Turf selected 1 Click on the drop down menu next to the Save button on the left side of the page 2 Select which Turf of Turfs 1 through 30 you want to assign the voters doors to 3 Click Save Your outline should disappear and all of the selected voters doors should change to the color corresponding to the Turf to which they are assigned The Turf color and count should also now appear in the legend Adding individual voters to saved turfs Choose the Select Individuals tool from the left side of the page and click on the voters doors to highlight them press and hold Ctrl to select more than one at a time Choose the Turf to which you want to add the voters doors from the drop down menu and click Save Note Voters who are individually assigned to a Turf will not be surrounded by an outline NOTE You may spend up to an hour on the Turf Cutter page before your login times out After an hour if you try to click Finish you will be directed back to the login page your work not having been saved The login timeout for all other pages is 30 minutes 33 How to Print Turf Lists Maps Step 1 Navigate to the My Requests page and click Main Menu on the P
55. rom the dropdowns e Click Save when you are done 22 Load Data Once the Data Is In e If you accidentally scan the wrong data simply click on the voter and delete the item from their history The edit and delete options are there until midnight of the night you enter the data Then it gets fully committed to the LAN and is no longer editable Survey Responses Date Cycle Type Question Answer 10 240 2010 Candidate Sen Gen Lee Fisher an0 2010 Candidate Gov Gen Ted Strickland D e Under their Contact History you ll see the name of the canvasser the date of the canvass how the data was entered and a description of the result Contact History Date Canvasser Committee Result Input 107210 olunteer AFL CIO Canvassed Manual of810 olunteer AFL CIO Canvassed Bulk 42 23 Writing Letters You can create edit delete share and send Letters to and from My List Letters can be created using the Form Letters tool from the Main Menu Once you save a Form Letter you can use them by selecting the Letters icon on the My List page Letters e Inthe admin menu click on Letters and then click on Form Letters The My Form Letters table will appear Letter Batches Form Letters e Click the Add New Form Letter button The New Form peta ea da les Letter table will appear ew Form Letter Letter Type i v Letter Name Text Post Script e Choose the letter type from the dropdown box e Name th
56. rvey question responses The voters LAN ID and DWID will also be exported into the spreadsheet Householded Mailing List Export one record for every mailable household in your list The following fields are exported Name Mailing Address LAN ID and DWID Householded Phone List Exports one record for each unique phone number in your list The following fields are exported Phone Number LAN ID and DWID Survey Responses List Exports one record for each survey response associated with any of the people in your list The following fields are exported Survey Question ID Survey Response Id Cycle Survey Question Type Survey Question Name Survey Response Name Date Created Date Canvassed Contact Type Created By Canvassed By Committee Name LAN ID and DWID Activist Code List Exports one record for each activist code associated with any of the people in your list The following fields are exported Activist Code ID Activist Code Type Activist Code Name Activist Code Description Date Created Date Canvassed Scope Created By Canvassed By Committee Name LAN ID and DWID 29 16 The Cut Turf Icon Printing Turf Packets Q Cut Turf How to Cut Turf Step 1 Click the Cut Turf button This button will not be active if e Your list is larger than 2 500 doors e Your list was created and left unsaved for more than 10 minutes e Your list is reloaded from a Saved List that was saved more than 24 hours ago Step 2 Save the Map R
57. s or your sheet will not be scan able Once you have adjusted your Print Setup press next Step 3 Print your labels 23 14 The Letters Icon Printing Form Letters Letters Before printing double check to make sure that your form letter has been saved to the LAN See page 49 for more information Step 1 Letters to My List Form Letter Endorsement Congressional bee e Ed Batch Mame Letters 2641 Letter Date 284 H Houzeholding Print one letter per address Household Label The Smith Family et Middle Hames Include full middle name Ww FromsTo Send letters to My List O Send letters from bly List Clear Sort Order Sort Order Mame v Ascending J Descending Sort Order Sort Orders sort Orderdt Sort Orders Sort Orders sort Order Ascending Ascending Ascending Ascending Ascending Ascending Descending Descending Descending Descending Descending Descending e Choose the appropriate form letter from the dropdown e Choose a Batch Name e Choose the letter date by clicking on the empty box a calendar will appear This is the date that will appear on your letters e Change the Household Label and Middle Name format if necessary e For Householding we suggest that you select Print one letter per address e Under From To you have the option to send letters to voters in your list or from the voters on your list e Change the Sort Order if necessary and then click N
58. sible It uses the Medium Name when space is an issue such as on Walk Lists And it displays the short name when space is very tight such as in column headings on Canvass Results or Crosstabs 46 Question This is the question you would like to ask voters Keep in mind that you have complete flexibility to enter any question you would like to ask Survey Questions and their corresponding responses can NOT be deleted or removed once a response has been recorded on a single record Database Choose whether you want to survey question to appear in My Campaign as well Please be aware that Survey Questions are NOT linked between the voter file and My Campaign so records in one database will not be tagged with responses to Survey Questions in the other even if both databases contain a Survey Question that asks the same question Survey Question Status e Active By default Survey Questions are Active but you can change that status in order to get them out of your way and out of your users way e Archived Hidden from LAN users by default but can be displayed with a little extra effort On the Create a List page for example the drop down Survey Questions list displays only Active Survey Questions by default but users can select the Show Archived option at the bottom of the list to expand the Survey Question list to include both Active and Archived questions e Inactive Hidden from users entirely except in the Administer Survey Quest
59. ss data ah Run Counts and Crosstabs lt a Get counts from the LAN data warehouse Quick Look Up pg 8 Search for a specific voter using contact information like name address and email Create A List Create a List pg 13 Create a list of voters based on union membership information geography demographics voting history and previous Survey Results or any other kind of voter data stored in the My Voter file Go to My List pg 19 Your current list of voters from the Create a List tool or a Saved List or Search You can do things like save your list to a Folder cut turf or print a report View My Folders pg 7 Access your Saved Lists and Saved Searches Analyze Data View Canvas Results pg 10 View cumulative results from Canvass activities such as phone banks or canvass data which has been entered into the My Voter File Run Counts and Crosstabs pg 12 Access powerful tools to compare multiple data fields stored in the system This is where you should go to analyze union member density in different precincts counties state house districts etc Load Data Enter data about voters back into the system Scan Bar Codes pg 40 Enter data from a printed report using hand held barcode scanners Script View pg 42 Users can view an interactive script that allows them to enter data on screen while they are making phone calls Users view information as one voter per page Grid View pg 43 Create an on screen
60. sul ngut Tools 311 A Aching AFL Clo Letter Mailed Manual Delete 2 Step 5 Print your Letters Go to the File dropdown at the top left of your web browser and click on Page Set Up e Check that your page set up allows for your letterhead Make sure there are no unwanted headers or footers included e Go to the File dropdown at the top left of your screen and click on Print 28 15 The Export Button Exporting Your Lists Export The Export Wizard allows you to export the voters in your list and their information that you specify into an Excel spreadsheet or a tab delineated Text file Please select one of the following Export types Standard Text One record for every person in your list including fields that you choose Householded Mailing List One record for every mailable household in your list including just the fields you need to prepare a mailing C Householded Phone List One record for each unique phone number in your list including just the phone number and the first VSM ID associated with each phone number Survey Responses List One record for each survey response associated with any of the people in your list Activist Code List One record for each activist code associated with any of the people in your list Next Standard Text Select one or all of the available fields that you want to export for each voter on your list You can also export up to six activist codes and or up to six su
61. te to remove any Script Element from the Script and Edit to edit the contents of any Text Element Add Script Element Text You can create a custom Text Element to add to any Script Simply type some text in the box and click Add to add it to the Script Text elements are only displayed when a Script is printed Survey Question You can add a Survey Question to any Script Survey Questions can be added to My Voter File Scripts and only My Campaign Survey Questions can be added to My Campaign Scripts When a Survey Question is added to a script the Question text and Long Name for every possible Survey Response will be displayed when the Script is printed When the Script is used in other tools the Question text may be omitted and the Medium or Short Name for every Survey Response may be used Activist Code You can add an Activist Code to any Script but only My Voter File Activist Codes can be added to Voter File Scripts Depending on what tool is using a script the Long Medium or Short name of the Activist Code may be displayed Walk Results Give Door to Door Canvassers several options to record why they did not talk to a Voter Call Results Give Callers several options to record why they did not talk to a Voter 49 Script Example Preview Edit Delete Hi thisig so from UN IO MAME and the Chicago Federation of D Labor may speak with Call Results L Busy l m calling on behalf of Proca Joe Moreno who i running for
62. th result response dropdowns e Click onto Grid View the Grid View table will appear Grid View Which list do you want to use Use My List Let me enter a List Number 5778865 15211 O Use Quick Look Up e In order to identify a list by number look at the bottom of the list you want to choose and type this number into the boxes Use can only use list numbers if the printed report was produced within the last 30 days List numbers will expire after this amount of time 4 Click next and a second Grid View table will appear with dropdowns Choose the appropriate script Choose the appropriate canvasser Click on the date the data was collected in the calendar that appears after you click in the box Choose the appropriate source for the data walking or calling e Determine the order in which you want to sort the data by name county phone street zip code etc e Click Next e The Grid View spre ve a f adsheet of your list will appear TE Lo to Pei bo G t VAID i Laaa Iir Cty Pty lay Prone e The first column from the left has the LAN ID of a concrete voter on your list of canvassed voters The second column from the left is the list of the names of these voters On the right hand side there are columns with dropdowns that provide possible transactional results or responses for each of the individual voters listed e Select the correct responses f
63. ts pg 50 52 54 Create and manage Activist Codes Survey Questions and Scripts Monitor the System pg 60 Review LAN user activity using the tools under this heading There is also a small icon in the upper right hand corner of the screen Help wiki which takes you to a help section 5 Folders Folders are used to store Saved Lists and Saved Searches including map regions and turfs created in Turf cutter Folders and their contents can be shared between users on the same Committee or across Committees Creating Folders To create a folder from the My Folders page click Add New Folder in the top right corner of the page In addition to a name it s a good idea to make liberal use of the description box as list and search names can begin to all look alike after dozens are created Users also have the option of creating new Folders when saving a Saved List Saved Search or mapping turf On the Edit Folders page users will notice a checkbox to Allow other users to save into this folder Checking that box will give any user listed in the users with access box on this page the ability to put his or her lists and searches including turfs into this folder It is however still the case that only the owner that 1s the person who created the folder has the ability to grant access to a folder or delete or rename that folder est Folder Test Folder C Sllow other users to save into this folder Descri
64. tton sends your list to Bulk Upload to add Survey Question Responses Activist Codes Phone Numbers etc to the records in your list 20 HH Wiz 11 The HH Wiz Icon The Householding Wizard The Householding Wizard narrows or expands your list by matching households of voters in your current list by voting address mailing address or phone number These options can be very helpful in targeting and contacting voters for most purposes and works through matching specific criteria in each voter s file in your list or in another Saved List The Householding Wizard is only available for lists of 120 000 voters or fewer Householding Wizard What would you like ta do Fill Household by Woting Address Fill Household by Mailing Address Fill Household by Phone Mumber Marrow List to one Person per Woting Address Marrow List to one Person per Mailing Address Marrow List to one Person per Phone Mumber Remove any Person with a Voting Address in another Saved List OC Remove any Person with a Mailing Address in another Saved List CO Remove any Person with a Phone Number in another Saved List CO Fill Household by Voting Address sith limit O Fill Household by Mailing Address weith limit Fill Household by Phone Number with limit d Include Unregistered People Fill Household Adds any member of a household who shares selected information but is outside the parameters of your search You may use each of the Fill
65. tyle Split Report 34 Step 3 IMPORTANT To make your report print correctly you must ensure that your browser s printer settings are correct 1 Goto File Page Set Up menu 2 Make sure all values are set as shown below The next screen asks you to configure your printer This varies from browser to browser Please be sure to follow these instructions or your sheet will not be scan able Once you have adjusted your Print Setup press next Step 4 Print Next Y Ka Dayton St A map of your first turf will appear Press Print button to print the map Press the Next button when done printing Step 5 Candidate In the race for governor who are you likely to support Oliver Whitney Governor Results Harpswell Rd Libby Mitchell Mot Home Brunswick ME 04011 Paul LePage Deceased Undecided Wrong Number 207 6933 WTAE Wane ees Governor Results Harpswell Rd Libby Mitchell Mot Home Brunswick ME 04011 Paul LePage Deceased Undecided Wrong Number 207 6933 I I Shelby Patton Governor Results Harpswell Rd Libby Mitchell Mot Home Brunswick ME 04011 Paul LePage Deceased Undecided Wrong Number 207 6933 e You will now see the list of your voters associated with the map that you just printed The script will appear as well if you included one as well e From the file menu select Print to print your lists e Press Next button to move onto the next turf packet 35 17 Loading Data Back Into th
66. vs Active union members International Local Voting Info Reg Status Voter registration status General Voting Lists of General Elections that person has voted in during the past 3 cycles Primary Voting Lists of Primary Elections that person has voted in during the past 3 cycles Party Political Party Affiliation Personal Info Age Phone Race Ethnicity Sex 12 9 Create A New List The Create a New List page is used to begin the process of creating target lists for canvassing mailings phone banks GOTV and other communications with voters and volunteers e From the Main Menu click on Create A New List A screen will appear with categories within which you can choose the criteria that define your list e Below is the screen of possible categories and criteria The more search criteria that you choose the more specific your list will be The options available to you may differ depending upon your state and security clearance Create 4 New List Clear All Fields Search You currently have 1 324 people in your list Running this search will clear your current list and start a new one l Location Districts County ye Street Name Street From To Llodd ony Even onty Zip Radius Miles From zip Code congressional we State Senate WF State House w H Party d Democrat d Republican Zip From Ta 7 d Other Membership LI unattliated Member Type a d Unknown Member Status
67. when the process is complete you will be brought back to the My List page now populated only with the voters whose information did not match that in the Saved List you did not want included 22 12 The Print Icon Create a Call List The Print icon is where you ll go when you want to print call lists or walk lists However you ll most likely want to use the Turf Cutter tool if you want to print a walk list because then you can include turf maps to accompany your walk list Report Format What kind of report do you want to make Script Which questions if any should appear on this report Source Are you calling or walking Choosing one or the other will automatically populate the Sort Orders Print List Number This assigns a unique number to this set of people so that you can return to them either in Grid View or Script View Split Report The list will print in batches containing the number of records you specify in the Split Report field The default split is pre populated at 2 500 because lists larger than that will cause many browsers to crash Report Format Script I lt lt Source Title My List Clear Sort Order Sort Order1 Ascending Descending Show Group Header Page Breaks Sort Order2 Ascending Descending Show Group Header Page Breaks Sort Order3 Ascending Descending Show Group Header Page Breaks Sort Order4 Ascending Descending Show Group Header Page Breaks Sort Orders Ascending Descen

AFL-CIO MyVoters LAN User Guide

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