1122 lines
31 KiB
Markdown
1122 lines
31 KiB
Markdown
# Volunteer Guide
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## Overview
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Welcome to Changemaker Lite! As a volunteer, you'll use the volunteer portal to:
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- **View your assigned shifts**: See upcoming canvassing shifts you've signed up for
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- **Canvas neighborhoods**: Go door-to-door talking to voters
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- **Record visit outcomes**: Track who you spoke with and their responses
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- **Navigate efficiently**: Use GPS and walking routes to cover your territory
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- **Track your activity**: View your canvassing history and statistics
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This guide will help you get started and make the most of your canvassing time.
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---
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## Getting Started
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### Creating Your Account
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There are two ways to get a volunteer account:
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#### Option 1: Sign Up for a Shift (Creates Temporary Account)
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1. Visit the public shifts page (your organizer will send you the link)
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2. Find a shift that works for your schedule
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3. Click **"Sign Up"**
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4. Fill in:
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- Your name
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- Your email address
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- Phone number (optional)
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5. Click **"Confirm Signup"**
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You'll receive a confirmation email with your temporary login credentials.
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!!! note "Temporary Accounts"
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When you sign up for a shift publicly, you get a TEMP account. This gives you limited access. After your first shift, an administrator will upgrade you to a full USER account with canvassing access.
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#### Option 2: Admin Creates Your Account
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Your organizer may create an account for you directly. You'll receive a welcome email with:
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- Your login email address
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- A temporary password
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- Instructions to change your password on first login
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**Screenshot placeholder**: *Shift signup form showing name, email, and phone fields*
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### Logging In
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**To access the volunteer portal:**
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1. Go to your organization's login page (usually `https://app.yourorg.org`)
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2. Enter your email address
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3. Enter your password
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4. Click **"Log In"**
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After logging in, you'll be automatically redirected to the volunteer dashboard at `/volunteer`.
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!!! tip "Remember Me"
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Check "Remember me" to stay logged in for 7 days. Only do this on your personal device.
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**Screenshot placeholder**: *Login page with email/password fields and "Remember me" checkbox*
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### First Login: Change Your Password
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If you received a temporary password, change it immediately:
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1. After logging in, click your email in the top-right corner
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2. Select **"Change Password"**
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3. Enter your temporary password
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4. Enter new password (must meet requirements)
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5. Confirm new password
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6. Click **"Update Password"**
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**Password requirements:**
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- Minimum 12 characters
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- At least one uppercase letter (A-Z)
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- At least one lowercase letter (a-z)
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- At least one digit (0-9)
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**Screenshot placeholder**: *Change password modal showing current/new password fields*
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### Volunteer Dashboard Overview
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Your volunteer dashboard shows:
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**Top Navigation:**
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- **Dashboard** — Overview and quick stats
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- **My Shifts** — Upcoming and past shifts
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- **My Activity** — Canvassing history and statistics
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- **My Routes** — Maps of areas you've canvassed
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**Dashboard Cards:**
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- **Upcoming Shifts**: Next 3 shifts you're signed up for
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- **Your Statistics**: Total visits, doors knocked, support found
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- **Recent Activity**: Last 10 visits you recorded
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- **Quick Start**: Button to start canvassing if you have an active shift
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**Screenshot placeholder**: *Volunteer dashboard showing statistics cards and upcoming shifts list*
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---
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## Viewing Your Shifts
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### My Shifts Page
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**To view all your shifts:**
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1. Click **"My Shifts"** in the top navigation
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The shifts page shows two tabs:
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#### Upcoming Shifts
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Shows shifts you're signed up for that haven't happened yet.
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**Each shift card shows:**
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- **Shift title**: Name of the canvass
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- **Date and time**: When to arrive
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- **Meeting location**: Where to meet (address or description)
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- **Cut assignment**: Which area you'll be canvassing
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- **Other volunteers**: Who else signed up (if visible)
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- **Actions**: Cancel signup, view details, get directions
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**Screenshot placeholder**: *Upcoming shifts showing three shift cards with date, time, and location*
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#### Past Shifts
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Shows shifts you've completed or that have passed.
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**Each past shift shows:**
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- Shift details
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- Your attendance (if tracked)
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- Number of visits you recorded
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- Session duration
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**Screenshot placeholder**: *Past shifts showing completed shift cards with visit counts*
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### Shift Details
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**To view shift details:**
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1. Click on a shift card
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2. View:
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- Full description
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- Map of the cut you'll canvass
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- List of other volunteers (if visible)
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- Instructions from organizer
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- QR code to start canvassing (if you arrive early)
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**Screenshot placeholder**: *Shift detail modal showing map, description, and volunteer list*
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### Canceling a Signup
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**To cancel a shift signup:**
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1. Find the shift in **My Shifts > Upcoming**
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2. Click **"Cancel Signup"**
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3. Confirm cancellation
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!!! warning "Cancel Early"
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Please cancel at least 24 hours before the shift if possible. Your organizer needs time to find a replacement.
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You'll receive a confirmation email when you cancel.
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---
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## Canvassing
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### Starting a Canvass Session
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You can start canvassing in two ways:
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#### Method 1: From Dashboard (If Shift is Today)
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1. Go to **Volunteer Dashboard**
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2. If you have a shift today, you'll see a **"Start Canvassing"** button
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3. Click the button
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4. Select which shift you're canvassing for (if you have multiple)
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5. Click **"Start Session"**
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#### Method 2: From My Shifts
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1. Go to **My Shifts**
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2. Find today's shift
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3. Click **"Start Canvassing"**
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#### Method 3: Scan QR Code (Walk Sheet)
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If your organizer gave you a printed walk sheet:
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1. Open your phone's camera app
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2. Point at the QR code on the walk sheet
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3. Tap the notification that appears
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4. Your browser will open and start the session automatically
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**Screenshot placeholder**: *Start canvassing button on dashboard with shift selector dropdown*
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!!! note "One Session at a Time"
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You can only have one active session. Finish your current session before starting a new one.
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### Understanding the Canvass Map
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When you start a session, you'll see a full-screen map with:
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**Map Elements:**
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1. **Your location** (blue dot with accuracy circle)
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- Updates as you move
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- Accuracy circle shows GPS precision
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2. **Locations to visit** (house icons)
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- **Gray house**: Not visited yet
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- **Yellow house**: You visited, outcome recorded
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- **Red house**: Refused to talk
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- **Green house**: Supportive (LEVEL_1 or LEVEL_2)
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- **Blue house**: Not home
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3. **Walking route** (purple line)
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- Suggested path connecting unvisited locations
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- Updates as you complete visits
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- Follow the line for efficient canvassing
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4. **Cut boundary** (colored polygon)
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- Your assigned territory
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- Don't canvass outside this area
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**Screenshot placeholder**: *Canvass map showing blue location dot, house icons in different colors, and purple walking route*
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### Map Controls
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**Top-left controls:**
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- **Menu** (hamburger icon): Open navigation drawer
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- **Center on me** (target icon): Re-center map on your location
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- **Fullscreen** (expand icon): Enter fullscreen mode
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**Bottom toolbar:**
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- **Session timer**: Shows how long you've been canvassing
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- **Visit counter**: Number of doors you've knocked
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- **Next door** button: Navigate to nearest unvisited location
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**Screenshot placeholder**: *Map controls showing timer, visit counter, and "Next Door" button*
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### Following Your Walking Route
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The purple line on the map is your suggested walking route.
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**How the route works:**
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1. Starts at your current location
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2. Connects to nearest unvisited location
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3. Then to next nearest unvisited location
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4. And so on, minimizing backtracking
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**To follow the route:**
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1. Look at the map
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2. Walk toward the first location on the purple line
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3. Your blue dot will move as you walk
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4. When you reach a location, tap the house icon
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5. Record your visit (see next section)
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6. The route automatically updates to skip that location
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!!! tip "Use Turn-by-Turn Navigation"
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For long distances, tap a location and select "Get Directions" to open Google Maps for turn-by-turn navigation.
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**Screenshot placeholder**: *Walking route showing path from current location through several unvisited houses*
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### Recording Visits
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**To record a visit:**
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1. Knock on the door (or ring doorbell)
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2. Wait 20-30 seconds
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3. If someone answers, have your conversation
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4. After the interaction (or non-interaction), tap the house icon on the map
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5. A bottom sheet slides up with the visit recording form
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**Screenshot placeholder**: *Bottom sheet showing visit recording form with outcome buttons*
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### Visit Outcomes
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You must select one of seven outcomes:
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#### 1. NOT_HOME (Nobody Answered)
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**When to use:**
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- Nobody answered the door
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- Waited 20-30 seconds
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- No signs of activity
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**What happens:**
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- Location marked as "not home"
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- Could try again later
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- No other details needed
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#### 2. REFUSED (Refused to Talk)
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**When to use:**
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- Someone answered but declined to talk
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- "Not interested"
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- Closed door immediately
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**What happens:**
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- Location marked as "refused"
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- Don't visit again (respect their wishes)
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- Optional: Add notes about interaction
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#### 3. SPOKE_WITH (Had a Conversation)
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**When to use:**
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- Had a conversation (any length)
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- Discussed campaign issues
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- May or may not be supportive
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**What happens:**
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- Prompts for support level (see below)
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- Can add notes about conversation
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- Can request sign placement
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**Most important outcome** — this is your goal!
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#### 4. MOVED_AWAY (Resident Moved)
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**When to use:**
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- Current resident says previous resident moved
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- For sale / for rent sign
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- Mailbox indicates new occupant
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**What happens:**
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- Location marked as outdated
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- Helps organizer update database
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#### 5. WRONG_ADDRESS (Location Doesn't Exist)
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**When to use:**
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- Address doesn't exist (vacant lot, wrong number)
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- Building demolished
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- Address is commercial, not residential
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**What happens:**
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- Flags location for removal from database
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#### 6. DO_NOT_CONTACT (Asked Not to Be Contacted)
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**When to use:**
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- Resident explicitly asks not to be contacted again
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- "Please remove me from your list"
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- Hostile response
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**What happens:**
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- Location permanently marked "do not contact"
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- Will never appear on future walk sheets
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!!! warning "Respect Privacy"
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Always honor "do not contact" requests immediately. It's legally required in many jurisdictions.
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#### 7. OTHER (Something Else)
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**When to use:**
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- Situation doesn't fit other categories
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- Special circumstances
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**What happens:**
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- Prompts you to add notes explaining situation
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**Screenshot placeholder**: *Outcome buttons showing seven options with icons*
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### Support Levels
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When you select **SPOKE_WITH**, you'll be asked to rate the resident's support level.
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**Support Level Guide:**
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#### LEVEL_1: Strong Support
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- **Definition**: Enthusiastically supports your cause
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- **Indicators**:
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- "Absolutely, I'm with you 100%"
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- Asks how they can help
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- Already familiar with the issue
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- Wants to volunteer
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- **Action**: Ask if they want a yard sign, ask for volunteer signup
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#### LEVEL_2: Leaning Support
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- **Definition**: Generally supportive but not highly engaged
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- **Indicators**:
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- "Yeah, I agree with that"
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- Positive but brief response
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- Willing to listen
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- May have some questions
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- **Action**: Provide information, ask if they want updates
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#### LEVEL_3: Undecided / Neutral
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- **Definition**: Hasn't made up their mind
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- **Indicators**:
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- "I need to think about it"
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- Sees both sides of the issue
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- Doesn't have strong opinion
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- Wants more information
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- **Action**: Provide balanced information, offer to follow up
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#### LEVEL_4: Opposition
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- **Definition**: Opposed to your cause
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- **Indicators**:
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- "I disagree with that"
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- Supports opposing position
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- Strong opinions against
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- **Action**: Thank them for their time, respectfully end conversation
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!!! tip "Be Honest"
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Record the support level as accurately as possible. This data helps your organizer understand the community and plan strategy.
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**Screenshot placeholder**: *Support level selector showing LEVEL_1 through LEVEL_4 with descriptions*
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### Requesting Signs
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If the resident is supportive (LEVEL_1 or LEVEL_2), you can mark that they want a yard sign.
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**To record a sign request:**
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1. After selecting support level
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2. Toggle **"Wants Sign"** to ON
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3. Optionally add notes (e.g., "Prefers small sign", "Needs post")
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Your organizer will see this request and arrange sign delivery.
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**Screenshot placeholder**: *Sign request toggle and notes field in visit form*
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### Taking Notes and Photos
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**Notes field:**
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Use the notes field to record:
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- Key points from the conversation
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- Specific concerns the resident mentioned
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- Contact information (if they want follow-up)
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- Delivery instructions for signs
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- Any special circumstances
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**Example notes:**
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- "Very concerned about climate change. Has two kids. Wants to receive newsletter."
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- "Undecided on issue. Worried about cost. Wants more info on funding."
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- "Strong support. Already signed petition. Wants to volunteer. Email: john@example.com"
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**Photo upload** (optional):
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Some organizations enable photo upload. You might take photos of:
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- Yard sign placements
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- Location identifiers (helps future canvassers)
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- Special notes left by resident
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!!! warning "Privacy"
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Never take photos of people without permission. Only photograph property/signs if allowed by your organizer.
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**Screenshot placeholder**: *Notes textarea and photo upload button in visit form*
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### Saving a Visit
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**To save the visit:**
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1. Select outcome
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2. Select support level (if spoke with resident)
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3. Add notes (optional)
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4. Toggle sign request (if applicable)
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5. Click **"Save Visit"**
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The bottom sheet closes, the location icon changes color, and your visit counter increments.
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**Screenshot placeholder**: *Complete visit form with all fields filled and "Save Visit" button highlighted*
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### Skipping a Location
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**If you need to skip a location:**
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1. Don't tap the house icon
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2. Walk to the next location on your route
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**Reasons to skip:**
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- Dangerous dog
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- Unsafe approach (icy steps, etc.)
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- Location is inaccessible
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You can come back to skipped locations later in the session.
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---
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## Using GPS Navigation
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### Enabling Location Permissions
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**To allow location access:**
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**On iPhone:**
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1. When app requests location, tap **"Allow While Using App"**
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2. Or go to Settings > Safari > Location > Allow
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**On Android:**
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1. When prompted, tap **"Allow"**
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2. Or go to Settings > Apps > Chrome > Permissions > Location > Allow
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!!! note "Location Required"
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The canvassing map requires location access to show your position and update the walking route.
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**Screenshot placeholder**: *Location permission prompt on mobile browser*
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### Improving GPS Accuracy
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**Tips for better GPS:**
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1. **Enable high accuracy mode**
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- iPhone: Settings > Privacy > Location Services > System Services > Improve Location
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- Android: Settings > Location > Google Location Accuracy > ON
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2. **Ensure clear sky view**
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- GPS works best outdoors
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- Move away from tall buildings if possible
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- Trees and structures reduce accuracy
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3. **Wait for signal**
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- When you start session, GPS may take 30-60 seconds to lock
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- Blue circle will shrink as accuracy improves
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4. **Keep phone unlocked**
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- Some browsers pause location updates when screen is locked
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- Consider increasing screen timeout
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5. **Use Wi-Fi**
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- Even if not connected, enabling Wi-Fi improves location accuracy
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- Wi-Fi scanning helps triangulate position
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**Screenshot placeholder**: *Map showing blue location dot with large accuracy circle (poor) vs small circle (good)*
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### "Next Door" Button
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The **"Next Door"** button at the bottom of the map automatically:
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1. Finds the nearest unvisited location
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2. Centers map on that location
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3. Highlights the location (pulses)
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**When to use it:**
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- You've finished a visit and want to know where to go next
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- You got turned around and need to reorient
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- You want to skip the current location and find the next one
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**Screenshot placeholder**: *"Next Door" button highlighted with arrow pointing to nearest unvisited location*
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### GPS Troubleshooting
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**If GPS isn't working:**
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1. **Refresh the page**: Pull down to refresh
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2. **Check permissions**: Make sure location is allowed
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3. **Toggle location off/on**: In phone settings
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4. **Restart browser**: Close and reopen
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5. **Try airplane mode toggle**: Turn on/off to reset radios
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6. **Check battery saver**: Some battery saver modes disable GPS
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7. **Contact your organizer**: They can manually mark your visits
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---
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## Ending Your Session
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### Finishing Canvassing
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**When you're done canvassing:**
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1. Open the menu (hamburger icon, top-left)
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2. Tap **"End Session"**
|
|
3. Review your session summary:
|
|
- Total visits
|
|
- Breakdown by outcome
|
|
- Session duration
|
|
- Support levels found
|
|
4. Tap **"Confirm End Session"**
|
|
|
|
**Screenshot placeholder**: *End session confirmation showing session statistics*
|
|
|
|
### Session Summary
|
|
|
|
After ending, you'll see a summary screen with:
|
|
|
|
**Your results:**
|
|
|
|
- **Total visits**: Doors you knocked
|
|
- **Spoke with**: Conversations had
|
|
- **Support found**: LEVEL_1 and LEVEL_2 residents
|
|
- **Sign requests**: Signs to deliver
|
|
- **Session time**: How long you canvassed
|
|
|
|
**What happens next:**
|
|
|
|
- Your visits are saved to the database
|
|
- Your organizer can see your results
|
|
- You can view your activity history in **My Activity**
|
|
|
|
!!! tip "Share Your Results"
|
|
Take a screenshot of your summary to share on social media and encourage other volunteers!
|
|
|
|
**Screenshot placeholder**: *Session summary screen showing statistics and "Share Results" button*
|
|
|
|
### Abandoned Sessions
|
|
|
|
If you forget to end your session, don't worry:
|
|
|
|
- Sessions older than 12 hours are automatically closed
|
|
- Your visit data is preserved
|
|
- Next time you log in, you can start a new session
|
|
|
|
---
|
|
|
|
## Viewing Your Activity
|
|
|
|
### My Activity Page
|
|
|
|
**To view your canvassing history:**
|
|
|
|
1. Click **"My Activity"** in the top navigation
|
|
|
|
The activity page shows:
|
|
|
|
**Statistics cards:**
|
|
|
|
- **Total visits**: All-time visit count
|
|
- **Doors knocked**: Total locations visited
|
|
- **Support found**: LEVEL_1 and LEVEL_2 combined
|
|
- **Signs requested**: Total sign requests
|
|
|
|
**Outcome breakdown chart:**
|
|
|
|
- Pie chart showing % of each outcome
|
|
- NOT_HOME, REFUSED, SPOKE_WITH, etc.
|
|
- Helps you see patterns
|
|
|
|
**Visit history table:**
|
|
|
|
- Date and time
|
|
- Address visited
|
|
- Outcome
|
|
- Support level
|
|
- Notes
|
|
- Associated shift
|
|
|
|
**Screenshot placeholder**: *My Activity page showing statistics, pie chart, and visit history table*
|
|
|
|
### Filtering Your Activity
|
|
|
|
**Available filters:**
|
|
|
|
- **Date range**: Last 7 days, last 30 days, all time, custom
|
|
- **Outcome**: Show only specific outcomes
|
|
- **Support level**: Show only specific support levels
|
|
- **Shift**: Show only specific shifts
|
|
|
|
**Screenshot placeholder**: *Activity filters showing date range picker and outcome dropdown*
|
|
|
|
### Exporting Your Data
|
|
|
|
**To export your activity:**
|
|
|
|
1. Go to **My Activity**
|
|
2. Apply filters (optional)
|
|
3. Click **"Export CSV"**
|
|
4. Open the file in Excel or Google Sheets
|
|
|
|
The export includes all visible visits with full details.
|
|
|
|
---
|
|
|
|
## My Routes
|
|
|
|
### Viewing Past Routes
|
|
|
|
**To see where you've canvassed:**
|
|
|
|
1. Click **"My Routes"** in the top navigation
|
|
|
|
Each past session shows:
|
|
|
|
- **Map of the cut** you canvassed
|
|
- **Your path** (GPS track, if available)
|
|
- **Visited locations** (colored by outcome)
|
|
- **Session details**: Date, duration, visit count
|
|
|
|
**Screenshot placeholder**: *My Routes showing map with GPS track and visited location markers*
|
|
|
|
### Route Statistics
|
|
|
|
For each route, you can see:
|
|
|
|
- **Distance traveled**: Estimated walking distance
|
|
- **Coverage**: % of cut visited
|
|
- **Average time per visit**: How long each interaction took
|
|
- **Efficiency**: Visits per hour
|
|
|
|
This helps you improve your canvassing technique over time.
|
|
|
|
---
|
|
|
|
## Mobile Tips
|
|
|
|
### Battery Saving
|
|
|
|
Canvassing uses GPS continuously, which drains battery. To conserve:
|
|
|
|
1. **Lower screen brightness**: Adjust in quick settings
|
|
2. **Enable battery saver** (after GPS locks): Reduces background activity
|
|
3. **Close other apps**: Free up resources
|
|
4. **Bring portable charger**: Essential for long sessions
|
|
5. **Use low power mode** (cautiously): May reduce GPS accuracy
|
|
|
|
**Expected battery life:**
|
|
|
|
- 2-3 hours of continuous canvassing
|
|
- Bring charger for sessions longer than 2 hours
|
|
|
|
**Screenshot placeholder**: *Phone battery settings showing low power mode and brightness slider*
|
|
|
|
### Offline Considerations
|
|
|
|
The canvassing app requires internet connection for:
|
|
|
|
- Loading the map
|
|
- Saving visits to the server
|
|
- Updating the walking route
|
|
|
|
!!! warning "No Offline Mode"
|
|
Currently, there's no offline mode. Ensure you have cellular data or Wi-Fi before starting.
|
|
|
|
**If you lose connection:**
|
|
|
|
- Your current location still updates (GPS works offline)
|
|
- You can still record visits (they're saved locally)
|
|
- Visits will sync when connection returns
|
|
- Map tiles may not load in new areas
|
|
|
|
**Tips:**
|
|
|
|
- Check signal strength before starting session
|
|
- Start session while connected (loads map data)
|
|
- If rural area, load map of cut before leaving Wi-Fi
|
|
|
|
### Network Connectivity
|
|
|
|
**Minimum requirements:**
|
|
|
|
- 3G cellular data or better
|
|
- Low latency (< 500ms ping)
|
|
|
|
**Recommended:**
|
|
|
|
- 4G/LTE or better
|
|
- Wi-Fi for starting session (loads initial data faster)
|
|
|
|
**Data usage:**
|
|
|
|
- ~5-10 MB per hour of canvassing
|
|
- Map tiles are the largest data use
|
|
- Visit recording uses minimal data
|
|
|
|
---
|
|
|
|
## Safety & Privacy
|
|
|
|
### Personal Safety Tips
|
|
|
|
**Before you go:**
|
|
|
|
1. **Let someone know**: Tell a friend/family where you'll be canvassing
|
|
2. **Bring a buddy**: Canvass in pairs if possible
|
|
3. **Charge your phone**: Essential for emergencies
|
|
4. **Wear comfortable shoes**: You'll be walking a lot
|
|
5. **Check the weather**: Dress appropriately
|
|
|
|
**While canvassing:**
|
|
|
|
1. **Stay in public view**: Don't enter homes or yards
|
|
2. **Trust your instincts**: Skip locations that feel unsafe
|
|
3. **Avoid aggressive dogs**: Use the "skip" function
|
|
4. **Stay hydrated**: Bring water, especially in summer
|
|
5. **Take breaks**: Rest every hour
|
|
6. **Be aware of traffic**: Look both ways before crossing streets
|
|
|
|
**If you feel unsafe:**
|
|
|
|
1. Leave the area immediately
|
|
2. Mark the location with outcome "OTHER" and note the safety concern
|
|
3. Contact your organizer
|
|
4. Call 911 if there's an emergency
|
|
|
|
!!! danger "Safety First"
|
|
Never prioritize completing visits over your personal safety. It's always okay to skip a location or end your session early.
|
|
|
|
**Screenshot placeholder**: *Safety checklist infographic*
|
|
|
|
### Privacy of Resident Information
|
|
|
|
**What you can do with resident data:**
|
|
|
|
- Use it during your canvass session
|
|
- Record visit outcomes and notes
|
|
- Share relevant information with your organizer
|
|
|
|
**What you cannot do:**
|
|
|
|
- Share resident information on social media
|
|
- Use contact info for personal purposes
|
|
- Sell or distribute the data
|
|
- Contact residents outside official campaign activities
|
|
|
|
**Legal obligations:**
|
|
|
|
- Respect "do not contact" requests immediately
|
|
- Don't photograph residents without permission
|
|
- Don't share personal details residents tell you (unless they explicitly allow)
|
|
|
|
**Data you record is used for:**
|
|
|
|
- Campaign strategy and planning
|
|
- Follow-up contact (official campaign only)
|
|
- Sign delivery coordination
|
|
- Voter outreach statistics
|
|
|
|
!!! warning "Confidentiality"
|
|
Treat all resident information as confidential. Violating privacy can result in legal consequences and harm the campaign.
|
|
|
|
---
|
|
|
|
## FAQs
|
|
|
|
### Account & Login
|
|
|
|
**Q: I forgot my password. How do I reset it?**
|
|
|
|
A: Click "Forgot Password" on the login page, enter your email, and check your email for reset instructions.
|
|
|
|
**Q: My email says I have a TEMP account. What does that mean?**
|
|
|
|
A: TEMP accounts are created when you sign up for a shift publicly. After your first shift, an admin will upgrade you to a USER account with full access.
|
|
|
|
**Q: Can I change my email address?**
|
|
|
|
A: Contact your organizer to change your email. You cannot change it yourself.
|
|
|
|
---
|
|
|
|
### Shifts
|
|
|
|
**Q: I signed up for a shift but didn't receive a confirmation email.**
|
|
|
|
A: Check your spam folder. If still not there, contact your organizer to verify your signup.
|
|
|
|
**Q: Can I sign up a friend for a shift?**
|
|
|
|
A: Use the public signup form (one signup per person). Or ask your organizer to create accounts for multiple people.
|
|
|
|
**Q: What if I'm running late to a shift?**
|
|
|
|
A: Contact your organizer as soon as possible. You can still start canvassing when you arrive.
|
|
|
|
**Q: I don't see any shifts. When will more be added?**
|
|
|
|
A: Your organizer creates shifts as needed. Check back regularly or ask when the next shift will be scheduled.
|
|
|
|
---
|
|
|
|
### Canvassing
|
|
|
|
**Q: What should I say at the door?**
|
|
|
|
A: Your organizer will provide a script or talking points. Generally:
|
|
1. Introduce yourself and your organization
|
|
2. Briefly explain why you're canvassing
|
|
3. Ask if they have time to talk
|
|
4. Respect their answer (yes or no)
|
|
|
|
**Q: What if someone gets angry?**
|
|
|
|
A: Stay calm, polite, and respectful. Say "I understand, thank you for your time" and leave. Mark as REFUSED. If threatened, leave immediately and report to your organizer.
|
|
|
|
**Q: Can I canvass outside my assigned cut?**
|
|
|
|
A: No, stick to your assigned territory. Other volunteers may be assigned to other cuts, and visiting outside your area creates duplication.
|
|
|
|
**Q: What if I make a mistake recording a visit?**
|
|
|
|
A: Contact your organizer. They can edit visit records in the admin panel.
|
|
|
|
**Q: The walking route seems inefficient. Can I change it?**
|
|
|
|
A: The route is generated automatically. You can visit locations in any order you prefer—the route is just a suggestion.
|
|
|
|
**Q: What if it starts raining?**
|
|
|
|
A: Your safety comes first. End your session and seek shelter. You can resume canvassing later.
|
|
|
|
---
|
|
|
|
### Technical Issues
|
|
|
|
**Q: The map won't load.**
|
|
|
|
A:
|
|
1. Check your internet connection
|
|
2. Refresh the page (pull down)
|
|
3. Try logging out and back in
|
|
4. Try a different browser
|
|
5. Contact your organizer if still not working
|
|
|
|
**Q: My location is wrong on the map.**
|
|
|
|
A:
|
|
1. Make sure location permissions are enabled
|
|
2. Move to an area with clear sky view
|
|
3. Wait 1-2 minutes for GPS to improve
|
|
4. Toggle airplane mode off/on to reset GPS
|
|
|
|
**Q: I can't save a visit.**
|
|
|
|
A:
|
|
1. Check your internet connection (visit saves to server)
|
|
2. Make sure you selected an outcome
|
|
3. Try refreshing the page
|
|
4. If offline, visit will save when connection returns
|
|
|
|
**Q: The app is slow.**
|
|
|
|
A:
|
|
1. Close other apps (frees up memory)
|
|
2. Restart your browser
|
|
3. Clear browser cache (Settings > Safari/Chrome > Clear Cache)
|
|
4. Update your browser to latest version
|
|
|
|
**Q: I accidentally ended my session. Can I resume?**
|
|
|
|
A: No, sessions cannot be resumed. Start a new session to continue canvassing.
|
|
|
|
---
|
|
|
|
### Data & Privacy
|
|
|
|
**Q: What data do you collect about me?**
|
|
|
|
A: We collect:
|
|
- Your name and email (account info)
|
|
- GPS location (only during canvassing sessions)
|
|
- Visit records (outcomes, notes you enter)
|
|
- Session statistics (time, visit count)
|
|
|
|
**Q: Is my location tracked when I'm not canvassing?**
|
|
|
|
A: No, location is only accessed when you have an active canvassing session. Close your browser when done to ensure no tracking.
|
|
|
|
**Q: Can other volunteers see my activity?**
|
|
|
|
A: Other volunteers cannot see your activity. Only administrators can view visit records and statistics.
|
|
|
|
**Q: Can I delete my account?**
|
|
|
|
A: Contact your organizer to request account deletion. This will remove your personal information but preserve anonymized visit records for campaign statistics.
|
|
|
|
**Q: What happens to the data I collect?**
|
|
|
|
A: Visit data is used for:
|
|
- Campaign strategy (identifying support levels)
|
|
- Volunteer coordination (tracking coverage)
|
|
- Sign delivery (fulfilling requests)
|
|
- Follow-up outreach (contacting supportive residents)
|
|
|
|
Data is never sold or shared with third parties.
|
|
|
|
---
|
|
|
|
## Troubleshooting
|
|
|
|
### Common Issues
|
|
|
|
#### Cannot Start Canvass Session
|
|
|
|
**Error: "No active shift found"**
|
|
|
|
**Solution:** You need a shift assigned to you for today. Check **My Shifts** to see if you have any upcoming shifts. If not, sign up for a shift or contact your organizer.
|
|
|
|
---
|
|
|
|
**Error: "Shift has no cut assigned"**
|
|
|
|
**Solution:** The shift you signed up for doesn't have a territory assigned. Contact your organizer to assign a cut to the shift.
|
|
|
|
---
|
|
|
|
**Error: "You already have an active session"**
|
|
|
|
**Solution:** You have an abandoned session from a previous canvass. Contact your organizer to close the old session, or wait 12 hours for automatic cleanup.
|
|
|
|
---
|
|
|
|
#### GPS Not Working
|
|
|
|
**Symptoms:** Blue location dot doesn't appear or doesn't move
|
|
|
|
**Solutions:**
|
|
|
|
1. **Enable location permissions**:
|
|
- iPhone: Settings > Safari > Location Services > While Using
|
|
- Android: Settings > Apps > Chrome > Permissions > Location > Allow
|
|
2. **Refresh the page**: Pull down to refresh
|
|
3. **Check GPS signal**: Move to an area with clear sky view
|
|
4. **Restart location services**: Toggle location off/on in phone settings
|
|
5. **Try a different browser**: Some browsers have better GPS support
|
|
|
|
---
|
|
|
|
#### Walking Route Not Updating
|
|
|
|
**Symptoms:** Purple line doesn't change after completing visits
|
|
|
|
**Solutions:**
|
|
|
|
1. **Refresh the map**: Pull down to refresh
|
|
2. **Check internet connection**: Route updates require server communication
|
|
3. **Wait 30 seconds**: Updates may be delayed
|
|
4. **Manually navigate**: Use "Next Door" button instead of following line
|
|
|
|
---
|
|
|
|
#### Visit Won't Save
|
|
|
|
**Symptoms:** "Save Visit" button doesn't work or shows error
|
|
|
|
**Solutions:**
|
|
|
|
1. **Check required fields**: Make sure you selected an outcome
|
|
2. **Check internet connection**: Visits save to server (requires connection)
|
|
3. **Try again**: Close bottom sheet and tap location again
|
|
4. **Refresh page**: Pull down to refresh
|
|
5. **Record offline**: If persistently failing, write down visit details and report to organizer later
|
|
|
|
---
|
|
|
|
#### Bottom Sheet Won't Close
|
|
|
|
**Symptoms:** Visit recording form stays open after saving
|
|
|
|
**Solutions:**
|
|
|
|
1. **Swipe down**: Swipe bottom sheet downward to close
|
|
2. **Tap outside**: Tap on the map area
|
|
3. **Refresh page**: Pull down to refresh
|
|
|
|
---
|
|
|
|
### Getting Help
|
|
|
|
**If you have technical issues during canvassing:**
|
|
|
|
1. **Try basic troubleshooting**: Refresh page, check connection
|
|
2. **Continue canvassing**: Use "Next Door" button and visual map
|
|
3. **Take notes**: Write down visit details if app fails
|
|
4. **Report to organizer**: After session, explain what happened
|
|
|
|
**If you have questions about canvassing technique:**
|
|
|
|
1. **Ask your organizer**: Before the shift
|
|
2. **Consult the script**: Your organizer should provide talking points
|
|
3. **Watch experienced volunteers**: Learn by observing
|
|
|
|
**If you have account or scheduling issues:**
|
|
|
|
1. **Contact your organizer**: They have admin access to fix account problems
|
|
2. **Check your email**: Look for notifications about shift changes
|
|
3. **Review this guide**: Many common questions are answered here
|
|
|
|
---
|
|
|
|
## Related Documentation
|
|
|
|
- **[Admin Guide](admin-guide.md)**: For organizers and administrators
|
|
- **[Campaign Manager Guide](campaign-manager-guide.md)**: Guide to running advocacy campaigns
|
|
- **[Map Organizer Guide](map-organizer-guide.md)**: Guide to managing territories and canvassing operations
|
|
- **[Map Module Features](../features/map.md)**: Technical documentation on canvassing system
|
|
- **[Canvassing System](../features/canvassing.md)**: Detailed technical documentation
|
|
|
|
---
|
|
|
|
**Last updated**: February 2026 (V2 complete)
|
|
|
|
**Need help?** Contact your organizer or visit the documentation at `/docs`.
|