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What is a Location?
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Preparing Your CSV File
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Importing the CSV
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Troubleshooting Import Issues
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NAR Import (Canadian Electoral Data)
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What is NAR Data?
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Obtaining NAR Data
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Importing NAR Data
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NAR Data Fields
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Creating and Managing Cuts
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What is a Cut?
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Cut Best Practices
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Creating a Cut (Drawing on Map)
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Automatic Location Assignment
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Editing Cuts
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Managing Locations
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Viewing and Filtering Locations
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<span class="md-ellipsis">
Editing a Location
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<span class="md-ellipsis">
Manually Placing Locations on Map
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Bulk Operations
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Deleting Locations
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Geocoding and Data Quality
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Understanding Geocoding
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<a href="#geocoding-providers" class="md-nav__link">
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Geocoding Providers
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<a href="#geocode-confidence-levels" class="md-nav__link">
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Geocode Confidence Levels
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Data Quality Dashboard
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Improving Geocoding Quality
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Organizing Volunteer Shifts
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<span class="md-ellipsis">
What is a Shift?
</span>
</a>
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<a href="#creating-a-shift" class="md-nav__link">
<span class="md-ellipsis">
Creating a Shift
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<a href="#managing-shift-signups" class="md-nav__link">
<span class="md-ellipsis">
Managing Shift Signups
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<a href="#adding-volunteers-to-a-shift" class="md-nav__link">
<span class="md-ellipsis">
Adding Volunteers to a Shift
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<li class="md-nav__item">
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<span class="md-ellipsis">
Emailing Shift Volunteers
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Generating Walk Sheets
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<a href="#what-is-a-walk-sheet" class="md-nav__link">
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What is a Walk Sheet?
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<a href="#walk-sheet-settings" class="md-nav__link">
<span class="md-ellipsis">
Walk Sheet Settings
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<a href="#generating-a-walk-sheet" class="md-nav__link">
<span class="md-ellipsis">
Generating a Walk Sheet
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<a href="#walking-order-optimization" class="md-nav__link">
<span class="md-ellipsis">
Walking Order Optimization
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</li>
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<a href="#using-walk-sheets-in-the-field" class="md-nav__link">
<span class="md-ellipsis">
Using Walk Sheets in the Field
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Monitoring Canvass Progress
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Canvass Dashboard
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Cut-Level Progress
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Walk Sheet Settings
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Walking Order Optimization
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Session Monitoring
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Support Level Analysis
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Cut Issues
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Shift Issues
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<h1 id="map-organizer-guide">Map Organizer Guide<a class="headerlink" href="#map-organizer-guide" title="Permanent link">&para;</a></h1>
<h2 id="overview">Overview<a class="headerlink" href="#overview" title="Permanent link">&para;</a></h2>
<p>As a Map Organizer, you're responsible for managing territories, coordinating volunteers, and organizing door-to-door canvassing using Changemaker Lite's Map module. This guide will help you:</p>
<ul>
<li><strong>Import and manage locations</strong>: Build your canvassing database from CSV or NAR data</li>
<li><strong>Create territorial cuts</strong>: Divide your area into manageable canvassing zones</li>
<li><strong>Organize volunteer shifts</strong>: Schedule and coordinate door-to-door canvassing</li>
<li><strong>Monitor canvass progress</strong>: Track coverage, outcomes, and volunteer performance</li>
<li><strong>Ensure data quality</strong>: Review geocoding accuracy and fix issues</li>
<li><strong>Generate walk sheets</strong>: Create printable canvassing materials</li>
</ul>
<p>Whether you're organizing a local ward campaign or a city-wide canvass, this guide provides strategies for effective territory management.</p>
<hr />
<h2 id="understanding-map-roles">Understanding Map Roles<a class="headerlink" href="#understanding-map-roles" title="Permanent link">&para;</a></h2>
<p>You may have one of two roles for map management:</p>
<h3 id="super_admin">SUPER_ADMIN<a class="headerlink" href="#super_admin" title="Permanent link">&para;</a></h3>
<ul>
<li><strong>Access</strong>: Full platform access</li>
<li><strong>Capabilities</strong>: All map functions plus user management, campaigns, site settings</li>
<li><strong>Use case</strong>: Primary administrator</li>
</ul>
<h3 id="map_admin">MAP_ADMIN<a class="headerlink" href="#map_admin" title="Permanent link">&para;</a></h3>
<ul>
<li><strong>Access</strong>: Map module only</li>
<li><strong>Capabilities</strong>:</li>
<li>Import and manage locations</li>
<li>Create cuts</li>
<li>Organize shifts</li>
<li>Monitor canvassing</li>
<li>Generate walk sheets</li>
<li><strong>Restrictions</strong>: Cannot manage users (except shift assignments), campaigns, or site settings</li>
<li><strong>Use case</strong>: Dedicated field organizer without full admin access</li>
</ul>
<div class="admonition tip">
<p class="admonition-title">Role Specialization</p>
<p>If you only manage field operations (not campaigns), ask for MAP_ADMIN role. This keeps the interface focused on your work.</p>
</div>
<hr />
<h2 id="understanding-location-data">Understanding Location Data<a class="headerlink" href="#understanding-location-data" title="Permanent link">&para;</a></h2>
<h3 id="what-is-a-location">What is a Location?<a class="headerlink" href="#what-is-a-location" title="Permanent link">&para;</a></h3>
<p>A <strong>location</strong> is a physical address where canvassing occurs. Each location represents:</p>
<ul>
<li>A single-family home, OR</li>
<li>An apartment/condo building (multi-unit), OR</li>
<li>A business address (if canvassing businesses)</li>
</ul>
<p><strong>Location data includes:</strong></p>
<ul>
<li><strong>Address</strong>: Full civic address (street, city, province, postal code)</li>
<li><strong>Coordinates</strong>: Latitude and longitude (from geocoding)</li>
<li><strong>Building type</strong>: RESIDENTIAL, APARTMENT, BUSINESS</li>
<li><strong>Unit count</strong>: Number of dwelling units (1 for houses, 10+ for apartments)</li>
<li><strong>Cut assignment</strong>: Which territorial cut the location belongs to</li>
<li><strong>Canvass history</strong>: Past visits, outcomes, support levels</li>
</ul>
<h3 id="building-vs-unit-level">Building vs Unit Level<a class="headerlink" href="#building-vs-unit-level" title="Permanent link">&para;</a></h3>
<p><strong>Building-level data</strong> (recommended):</p>
<ul>
<li>One location record per building</li>
<li><code>unitCount</code> field indicates multi-unit buildings</li>
<li>Example: "123 Main St" with <code>unitCount: 24</code> (apartment building)</li>
</ul>
<p><strong>Unit-level data</strong> (alternative):</p>
<ul>
<li>One location record per unit</li>
<li>Example: "123 Main St, Unit 1", "123 Main St, Unit 2", etc.</li>
<li>More granular but creates more records</li>
</ul>
<div class="admonition tip">
<p class="admonition-title">Recommended Approach</p>
<p>Use building-level data for apartments (one record with <code>unitCount</code>). This reduces database size and simplifies canvassing (volunteers visit building once, not once per unit).</p>
</div>
<h3 id="data-sources">Data Sources<a class="headerlink" href="#data-sources" title="Permanent link">&para;</a></h3>
<p><strong>1. CSV Import</strong> — Your own data</p>
<ul>
<li>Volunteer sign-up forms</li>
<li>Voter registration data</li>
<li>Membership lists</li>
<li>Custom databases</li>
</ul>
<p><strong>2. NAR Import</strong> — Canadian electoral data</p>
<ul>
<li>Elections Canada National Address Register</li>
<li>All residential addresses in Canada</li>
<li>Pre-geocoded coordinates</li>
<li>Federal electoral districts</li>
</ul>
<p><strong>3. Manual Entry</strong> — Individual addresses</p>
<ul>
<li>Add one location at a time via admin interface</li>
<li>Click-to-add on map</li>
</ul>
<hr />
<h2 id="importing-locations-from-csv">Importing Locations from CSV<a class="headerlink" href="#importing-locations-from-csv" title="Permanent link">&para;</a></h2>
<h3 id="preparing-your-csv-file">Preparing Your CSV File<a class="headerlink" href="#preparing-your-csv-file" title="Permanent link">&para;</a></h3>
<p><strong>Required columns:</strong></p>
<ul>
<li><code>address</code> — Full street address (e.g., "123 Main St")</li>
<li><code>city</code> — City name (e.g., "Ottawa")</li>
<li><code>province</code> — Province/state code (e.g., "ON", "BC")</li>
<li><code>postalCode</code> — Postal code (e.g., "K1A 0B1")</li>
</ul>
<p><strong>Optional columns:</strong></p>
<ul>
<li><code>latitude</code> — Pre-geocoded latitude (decimal degrees)</li>
<li><code>longitude</code> — Pre-geocoded longitude (decimal degrees)</li>
<li><code>buildingType</code> — RESIDENTIAL, APARTMENT, or BUSINESS</li>
<li><code>unitCount</code> — Number of units (integer, default: 1)</li>
<li><code>federalDistrict</code> — Electoral district name</li>
<li><code>notes</code> — Internal notes</li>
</ul>
<p><strong>CSV example:</strong></p>
<div class="language-text highlight"><pre><span></span><code><span id="__span-0-1"><a id="__codelineno-0-1" name="__codelineno-0-1" href="#__codelineno-0-1"></a>address,city,province,postalCode,buildingType,unitCount
</span><span id="__span-0-2"><a id="__codelineno-0-2" name="__codelineno-0-2" href="#__codelineno-0-2"></a>&quot;123 Main St&quot;,&quot;Ottawa&quot;,&quot;ON&quot;,&quot;K1A 0B1&quot;,&quot;RESIDENTIAL&quot;,1
</span><span id="__span-0-3"><a id="__codelineno-0-3" name="__codelineno-0-3" href="#__codelineno-0-3"></a>&quot;456 Queen St E, Unit 5&quot;,&quot;Toronto&quot;,&quot;ON&quot;,&quot;M5A 1T1&quot;,&quot;APARTMENT&quot;,36
</span><span id="__span-0-4"><a id="__codelineno-0-4" name="__codelineno-0-4" href="#__codelineno-0-4"></a>&quot;789 Granville St&quot;,&quot;Vancouver&quot;,&quot;BC&quot;,&quot;V6Z 1K3&quot;,&quot;RESIDENTIAL&quot;,1
</span></code></pre></div>
<p><strong>CSV formatting tips:</strong></p>
<ol>
<li><strong>Use quotes</strong> around addresses with commas</li>
<li><strong>Remove special characters</strong> (emoji, unusual symbols)</li>
<li><strong>Use UTF-8 encoding</strong> (not Windows-1252 or ASCII)</li>
<li><strong>One header row</strong> (first row = column names)</li>
<li><strong>No blank rows</strong> (delete empty rows at end)</li>
<li><strong>Consistent province codes</strong> (use 2-letter abbreviations)</li>
</ol>
<p><strong>Excel to CSV:</strong></p>
<ol>
<li>Open your Excel file</li>
<li>File &gt; Save As</li>
<li>Format: "CSV UTF-8 (Comma delimited) (*.csv)"</li>
<li>Save</li>
</ol>
<h3 id="importing-the-csv">Importing the CSV<a class="headerlink" href="#importing-the-csv" title="Permanent link">&para;</a></h3>
<p><strong>To import locations:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Locations</strong></li>
<li>Click <strong>"Import CSV"</strong> button (top-right)</li>
<li>Upload your CSV file (drag-drop or browse)</li>
<li>Map CSV columns to location fields</li>
<li>Preview imported data (first 10 rows shown)</li>
<li>Click <strong>"Import"</strong></li>
</ol>
<p><strong>Screenshot placeholder</strong>: <em>CSV import dialog showing file upload area and column mapping interface</em></p>
<p><strong>Column mapping:</strong></p>
<p>The system tries to auto-detect columns, but verify:</p>
<ul>
<li>CSV "address" → Location "address"</li>
<li>CSV "city" → Location "city"</li>
<li>CSV "province" → Location "province"</li>
<li>CSV "postalCode" → Location "postalCode"</li>
</ul>
<p>If your CSV uses different column names (e.g., "Street Address" instead of "address"), map manually using the dropdowns.</p>
<p><strong>What happens during import:</strong></p>
<ol>
<li>System validates each row (checks required fields)</li>
<li>Skips invalid rows (logs errors)</li>
<li>Creates location records</li>
<li>Geocodes addresses (if lat/lng not provided)</li>
<li>Shows summary: X imported, Y skipped</li>
</ol>
<p><strong>Import limits:</strong></p>
<ul>
<li>Maximum 10,000 rows per import</li>
<li>For larger datasets, split into multiple files</li>
</ul>
<h3 id="troubleshooting-import-issues">Troubleshooting Import Issues<a class="headerlink" href="#troubleshooting-import-issues" title="Permanent link">&para;</a></h3>
<p><strong>Issue: "Invalid CSV format"</strong></p>
<p><strong>Causes:</strong></p>
<ul>
<li>File is not actually CSV (e.g., Excel .xlsx)</li>
<li>Missing header row</li>
<li>Inconsistent column count (some rows have more/fewer columns)</li>
</ul>
<p><strong>Solutions:</strong></p>
<ul>
<li>Save as CSV UTF-8 from Excel</li>
<li>Ensure first row is headers</li>
<li>Remove blank rows and columns</li>
</ul>
<hr />
<p><strong>Issue: "Missing required field"</strong></p>
<p><strong>Causes:</strong></p>
<ul>
<li>CSV missing required column (address, city, province, or postalCode)</li>
<li>Column name doesn't match (e.g., "Street" instead of "address")</li>
</ul>
<p><strong>Solutions:</strong></p>
<ul>
<li>Add missing column to CSV</li>
<li>Use column mapping to map "Street" → "address"</li>
</ul>
<hr />
<p><strong>Issue: "Geocoding failed for X addresses"</strong></p>
<p><strong>Causes:</strong></p>
<ul>
<li>Addresses are invalid (typos, wrong format)</li>
<li>Addresses are too vague ("Main Street" without number)</li>
<li>Geocoding service is down</li>
</ul>
<p><strong>Solutions:</strong></p>
<ul>
<li>Review failed addresses in Data Quality dashboard</li>
<li>Fix typos and re-import those rows</li>
<li>Manually place locations on map (see below)</li>
</ul>
<hr />
<h2 id="nar-import-canadian-electoral-data">NAR Import (Canadian Electoral Data)<a class="headerlink" href="#nar-import-canadian-electoral-data" title="Permanent link">&para;</a></h2>
<h3 id="what-is-nar-data">What is NAR Data?<a class="headerlink" href="#what-is-nar-data" title="Permanent link">&para;</a></h3>
<p>NAR (National Address Register) is Elections Canada's official database of all residential addresses in Canada. It includes:</p>
<ul>
<li><strong>Precise civic addresses</strong> (from Address files)</li>
<li><strong>Geocoded coordinates</strong> (from Location files)</li>
<li><strong>Federal electoral districts</strong></li>
<li><strong>Building use classification</strong> (residential, commercial, institutional)</li>
</ul>
<p><strong>Advantages:</strong></p>
<ul>
<li>✅ Comprehensive (all Canadian addresses)</li>
<li>✅ Pre-geocoded (high accuracy)</li>
<li>✅ Includes federal district data</li>
<li>✅ Updated regularly by Elections Canada</li>
</ul>
<p><strong>Disadvantages:</strong></p>
<ul>
<li>❌ Canada only (not available for other countries)</li>
<li>❌ Requires server access to install data files</li>
<li>❌ Large file size (multi-GB for provinces like Ontario)</li>
</ul>
<h3 id="obtaining-nar-data">Obtaining NAR Data<a class="headerlink" href="#obtaining-nar-data" title="Permanent link">&para;</a></h3>
<p>NAR data must be obtained from Elections Canada:</p>
<ol>
<li>Contact Elections Canada Open Data team</li>
<li>Request latest NAR dataset (e.g., "NAR 2025 Server")</li>
<li>Download Address and Location files</li>
<li>Provide files to your system administrator</li>
</ol>
<p><strong>Files needed:</strong></p>
<ul>
<li><code>Address_[province]_part_[X].csv</code> — Civic addresses</li>
<li><code>Location_[province].csv</code> — Geocoded coordinates</li>
</ul>
<p>System administrator places files in <code>/data</code> directory on server.</p>
<h3 id="importing-nar-data">Importing NAR Data<a class="headerlink" href="#importing-nar-data" title="Permanent link">&para;</a></h3>
<p><strong>To import NAR data:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Locations</strong></li>
<li>Click <strong>"NAR Import"</strong> button</li>
<li>Select province (e.g., Ontario)</li>
<li>Choose dataset (if multiple years available)</li>
<li>Apply filters (see below)</li>
<li>Click <strong>"Start Import"</strong></li>
</ol>
<p><strong>Screenshot placeholder</strong>: <em>NAR Import modal showing province selector, dataset picker, and filter options</em></p>
<p><strong>Import filters:</strong></p>
<p><strong>Province filter</strong> (required):</p>
<ul>
<li>Select province to import (ON, BC, AB, etc.)</li>
<li>Each province has separate Address/Location files</li>
</ul>
<p><strong>City filter</strong> (optional):</p>
<ul>
<li>Import only specific cities</li>
<li>Example: "Toronto,Ottawa,Mississauga" (comma-separated)</li>
<li>Leave blank to import entire province</li>
</ul>
<p><strong>Postal code filter</strong> (optional):</p>
<ul>
<li>Import only specific postal code prefixes</li>
<li>Example: "K1A,K1B,K1C" (forward sortation areas)</li>
<li>Useful for targeting specific neighborhoods</li>
</ul>
<p><strong>Cut filter</strong> (optional):</p>
<ul>
<li>Assign imported locations to a specific cut</li>
<li>If left blank, locations are imported without cut assignment</li>
<li>You can assign to cuts later</li>
</ul>
<p><strong>Residential only</strong> (toggle):</p>
<ul>
<li>ON: Import only residential buildings (exclude commercial, institutional)</li>
<li>OFF: Import all buildings</li>
<li>Recommended: ON (unless you're canvassing businesses)</li>
</ul>
<p><strong>What happens during NAR import:</strong></p>
<ol>
<li>System scans NAR files for selected province</li>
<li>Joins Address and Location files on <code>LOC_GUID</code> (internal Elections Canada ID)</li>
<li>Filters by city, postal code (if specified)</li>
<li>Converts coordinates from EPSG:3347 (Lambert projection) to WGS84 (lat/lng)</li>
<li>Creates location records</li>
<li>Shows progress (can take several minutes for large provinces)</li>
</ol>
<p><strong>Import performance:</strong></p>
<ul>
<li>Small municipality (10k addresses): ~30 seconds</li>
<li>Large city (500k addresses): ~5 minutes</li>
<li>Full province (3M addresses): ~20 minutes</li>
</ul>
<div class="admonition warning">
<p class="admonition-title">Server-Side Processing</p>
<p>NAR import runs on the server (not in your browser). Do not close the modal during import—wait for completion message.</p>
</div>
<h3 id="nar-data-fields">NAR Data Fields<a class="headerlink" href="#nar-data-fields" title="Permanent link">&para;</a></h3>
<p>NAR import populates these location fields:</p>
<ul>
<li><code>address</code> — From Address file: <code>CIVIC_NO + OFFICIAL_STREET_NAME + STREET_TYPE + STREET_DIRECTION</code></li>
<li><code>city</code> — From Address file: <code>MUNICIPALITY_NAME</code></li>
<li><code>province</code> — From province code</li>
<li><code>postalCode</code> — From Address file: <code>POSTAL_CODE</code></li>
<li><code>latitude</code> — From Location file: <code>BG_LATITUDE</code> (converted to WGS84)</li>
<li><code>longitude</code> — From Location file: <code>BG_LONGITUDE</code> (converted to WGS84)</li>
<li><code>federalDistrict</code> — From Location file: <code>FED_NUM</code> (district number) + name lookup</li>
<li><code>buildingUse</code> — From Address file: <code>BUILDING_USE</code> (RESIDENTIAL, COMMERCIAL, INSTITUTIONAL)</li>
</ul>
<hr />
<h2 id="creating-and-managing-cuts">Creating and Managing Cuts<a class="headerlink" href="#creating-and-managing-cuts" title="Permanent link">&para;</a></h2>
<h3 id="what-is-a-cut">What is a Cut?<a class="headerlink" href="#what-is-a-cut" title="Permanent link">&para;</a></h3>
<p>A <strong>cut</strong> is a geographic area used to organize canvassing. Cuts are polygons drawn on a map.</p>
<p><strong>Common cut types:</strong></p>
<ul>
<li><strong>WARD</strong>: Municipal electoral ward</li>
<li><strong>NEIGHBORHOOD</strong>: Informal neighborhood (e.g., "Downtown", "Riverside")</li>
<li><strong>DISTRICT</strong>: Federal or provincial electoral district</li>
<li><strong>CUSTOM</strong>: Any other boundary (e.g., "North of Highway", "Priority Zone")</li>
</ul>
<p><strong>Why use cuts?</strong></p>
<ul>
<li>✅ <strong>Assign territories to volunteers</strong>: "You canvass Ward 5"</li>
<li>✅ <strong>Track progress by area</strong>: "Ward 5 is 75% complete"</li>
<li>✅ <strong>Generate walk sheets</strong>: Print addresses for Ward 5 only</li>
<li>✅ <strong>Prevent duplication</strong>: Volunteers know their boundaries</li>
</ul>
<h3 id="cut-best-practices">Cut Best Practices<a class="headerlink" href="#cut-best-practices" title="Permanent link">&para;</a></h3>
<p><strong>Size:</strong></p>
<ul>
<li><strong>Recommended</strong>: 200-500 locations per cut</li>
<li>Too small (&lt; 100): Inefficient (volunteers finish too quickly)</li>
<li>Too large (&gt; 1000): Overwhelming (takes many sessions to complete)</li>
</ul>
<p><strong>Boundaries:</strong></p>
<ul>
<li>Use <strong>natural boundaries</strong>: Roads, rivers, parks, rail lines</li>
<li>Avoid cutting through neighborhoods arbitrarily</li>
<li>Use official boundaries when available (ward maps, district maps)</li>
</ul>
<p><strong>Naming:</strong></p>
<ul>
<li>Use <strong>official names</strong> when available ("Ward 5", "Riverdale")</li>
<li>Be consistent (don't mix "Ward 5" and "Fifth Ward")</li>
<li>Avoid abbreviations unless universally understood</li>
</ul>
<p><strong>Colors:</strong></p>
<ul>
<li>Use <strong>distinct colors</strong> for adjacent cuts</li>
<li>Use <strong>color coding</strong> meaningfully (e.g., priority cuts in red)</li>
<li>Ensure colors are visible on both light and dark backgrounds</li>
</ul>
<h3 id="creating-a-cut-drawing-on-map">Creating a Cut (Drawing on Map)<a class="headerlink" href="#creating-a-cut-drawing-on-map" title="Permanent link">&para;</a></h3>
<p><strong>To create a cut:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Cuts</strong></li>
<li>Click the <strong>"Map Drawing"</strong> tab</li>
<li>Click <strong>"Start Drawing"</strong></li>
<li>Click on the map to add polygon vertices</li>
<li>Close the polygon (click near first vertex)</li>
<li>Fill in cut details (see form below)</li>
<li>Click <strong>"Save Cut"</strong></li>
</ol>
<p><strong>Screenshot placeholder</strong>: <em>Cut drawing interface showing map with polygon being drawn</em></p>
<p><strong>Drawing tips:</strong></p>
<ol>
<li><strong>Start at a corner</strong>: Begin at a distinct landmark (intersection, park corner)</li>
<li><strong>Follow roads</strong>: Click along roads and boundaries</li>
<li><strong>Use zoom</strong>: Zoom in for precision, out for overview</li>
<li><strong>Closing detection</strong>: System detects when you're near the first point and offers to close</li>
<li><strong>Undo</strong>: Click <strong>"Undo Last Point"</strong> if you make a mistake</li>
</ol>
<p><strong>Cut form fields:</strong></p>
<p><strong>Name</strong> (required):</p>
<ul>
<li>Cut identifier (e.g., "Ward 5", "Downtown")</li>
<li>Displayed on map, walk sheets, volunteer portal</li>
</ul>
<p><strong>Category</strong> (required):</p>
<ul>
<li>WARD, NEIGHBORHOOD, DISTRICT, or CUSTOM</li>
<li>Used for filtering and organizing</li>
</ul>
<p><strong>Color</strong> (required):</p>
<ul>
<li>Display color on map</li>
<li>Use color picker or enter hex code (#FF5733)</li>
</ul>
<p><strong>Description</strong> (optional):</p>
<ul>
<li>Internal notes about the cut</li>
<li>Example: "Priority area, high support expected"</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Cut creation form showing name, category, color picker, and description</em></p>
<h3 id="automatic-location-assignment">Automatic Location Assignment<a class="headerlink" href="#automatic-location-assignment" title="Permanent link">&para;</a></h3>
<p>When you save a cut, the system automatically:</p>
<ol>
<li>Checks which locations fall inside the polygon (point-in-polygon algorithm)</li>
<li>Assigns those locations to the cut</li>
<li>Shows count: "X locations assigned"</li>
</ol>
<p><strong>Re-assignment:</strong></p>
<ul>
<li>Locations can only belong to one cut</li>
<li>If you draw overlapping cuts, later cuts override earlier assignments</li>
<li>Review location table to verify assignments</li>
</ul>
<h3 id="editing-cuts">Editing Cuts<a class="headerlink" href="#editing-cuts" title="Permanent link">&para;</a></h3>
<p><strong>To edit a cut:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Cuts</strong></li>
<li>Click <strong>"Edit"</strong> in Actions column</li>
<li>Modify name, category, color, or description</li>
<li>Click <strong>"Save"</strong></li>
</ol>
<p><strong>Note:</strong> You cannot edit the polygon shape after creation. To change boundaries, delete the cut and redraw.</p>
<p><strong>To delete a cut:</strong></p>
<ol>
<li>Click <strong>"Delete"</strong> in Actions column</li>
<li>Confirm deletion</li>
</ol>
<p><strong>What happens to locations?</strong></p>
<ul>
<li>Cut assignment is removed (locations become unassigned)</li>
<li>Locations are NOT deleted</li>
<li>Historical canvass data is preserved (visits remain linked to coordinates)</li>
</ul>
<hr />
<h2 id="managing-locations">Managing Locations<a class="headerlink" href="#managing-locations" title="Permanent link">&para;</a></h2>
<h3 id="viewing-and-filtering-locations">Viewing and Filtering Locations<a class="headerlink" href="#viewing-and-filtering-locations" title="Permanent link">&para;</a></h3>
<p><strong>To view all locations:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Locations</strong></li>
</ol>
<p>The locations table shows:</p>
<ul>
<li><strong>Address</strong>: Full civic address</li>
<li><strong>City</strong>: City name</li>
<li><strong>Cut</strong>: Assigned cut (if any)</li>
<li><strong>Geocoded</strong>: ✅ (has coordinates) or ❌ (needs geocoding)</li>
<li><strong>Last Visit</strong>: Date of most recent canvass visit</li>
<li><strong>Actions</strong>: Edit, delete</li>
</ul>
<p><strong>Filters:</strong></p>
<ul>
<li><strong>Search</strong>: Search by address or postal code</li>
<li><strong>Cut</strong>: Filter to specific cut</li>
<li><strong>Geocoded</strong>: Show only geocoded or ungeocoded</li>
<li><strong>Building Type</strong>: Filter by RESIDENTIAL, APARTMENT, BUSINESS</li>
<li><strong>Date Added</strong>: Filter by import/creation date</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Locations table with search bar, cut filter, and geocoded status column</em></p>
<h3 id="editing-a-location">Editing a Location<a class="headerlink" href="#editing-a-location" title="Permanent link">&para;</a></h3>
<p><strong>To edit a location:</strong></p>
<ol>
<li>Click <strong>"Edit"</strong> in Actions column</li>
<li>Modify fields (see below)</li>
<li>Click <strong>"Save"</strong></li>
</ol>
<p><strong>Editable fields:</strong></p>
<p><strong>Address details:</strong></p>
<ul>
<li>Street address</li>
<li>City</li>
<li>Province</li>
<li>Postal code</li>
</ul>
<p><strong>Coordinates:</strong></p>
<ul>
<li>Latitude (decimal degrees, e.g., 45.4215)</li>
<li>Longitude (decimal degrees, e.g., -75.6972)</li>
<li>Drag map pin to adjust visually</li>
</ul>
<p><strong>Metadata:</strong></p>
<ul>
<li>Building type (RESIDENTIAL, APARTMENT, BUSINESS)</li>
<li>Unit count (integer)</li>
<li>Federal district (text)</li>
<li>Notes (internal notes)</li>
</ul>
<p><strong>Cut assignment:</strong></p>
<ul>
<li>Select cut from dropdown</li>
<li>Or leave blank (unassigned)</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Edit Location modal showing address fields, map with draggable pin, and metadata fields</em></p>
<h3 id="manually-placing-locations-on-map">Manually Placing Locations on Map<a class="headerlink" href="#manually-placing-locations-on-map" title="Permanent link">&para;</a></h3>
<p>If geocoding fails, you can manually place a location:</p>
<ol>
<li>Edit the location</li>
<li>Use the map at the bottom of the form</li>
<li>Drag the red pin to the correct position</li>
<li>Latitude and longitude fields update automatically</li>
<li>Click <strong>"Save"</strong></li>
</ol>
<p><strong>Tip:</strong> Use satellite view or street view to identify exact building location.</p>
<h3 id="bulk-operations">Bulk Operations<a class="headerlink" href="#bulk-operations" title="Permanent link">&para;</a></h3>
<p><strong>To perform bulk actions:</strong></p>
<ol>
<li>Select locations (checkboxes in table)</li>
<li>Choose action from <strong>"Bulk Actions"</strong> dropdown:</li>
<li><strong>Assign to Cut</strong>: Assign selected locations to a cut</li>
<li><strong>Geocode</strong>: Re-geocode selected locations</li>
<li><strong>Delete</strong>: Delete selected locations</li>
<li>Confirm action</li>
</ol>
<p><strong>Screenshot placeholder</strong>: <em>Bulk actions dropdown with selected locations and action buttons</em></p>
<h3 id="deleting-locations">Deleting Locations<a class="headerlink" href="#deleting-locations" title="Permanent link">&para;</a></h3>
<p><strong>To delete locations:</strong></p>
<ol>
<li>Select locations in table (or filter and select all)</li>
<li>Choose <strong>"Delete"</strong> from bulk actions</li>
<li>Confirm deletion</li>
</ol>
<div class="admonition warning">
<p class="admonition-title">Canvass History Preserved</p>
<p>Deleting a location removes the address record but preserves canvass visit data (visits are linked to coordinates, not location IDs). Historical data remains for reporting.</p>
</div>
<hr />
<h2 id="geocoding-and-data-quality">Geocoding and Data Quality<a class="headerlink" href="#geocoding-and-data-quality" title="Permanent link">&para;</a></h2>
<h3 id="understanding-geocoding">Understanding Geocoding<a class="headerlink" href="#understanding-geocoding" title="Permanent link">&para;</a></h3>
<p><strong>Geocoding</strong> converts addresses to latitude/longitude coordinates for map display.</p>
<p><strong>Why geocoding matters:</strong></p>
<ul>
<li>Locations without coordinates cannot appear on map</li>
<li>Inaccurate coordinates place locations in wrong areas</li>
<li>Poor geocoding affects canvassing efficiency (volunteers can't find addresses)</li>
</ul>
<h3 id="geocoding-providers">Geocoding Providers<a class="headerlink" href="#geocoding-providers" title="Permanent link">&para;</a></h3>
<p>Changemaker Lite tries multiple geocoding providers in order:</p>
<ol>
<li><strong>Nominatim</strong> (OpenStreetMap) — Free, no API key, global coverage</li>
<li><strong>ArcGIS</strong> — Free tier, accurate for North America</li>
<li><strong>Photon</strong> — Free, Europe-focused</li>
<li><strong>Mapbox</strong> — Requires API key, very accurate</li>
<li><strong>Google Geocoding</strong> — Requires API key, most accurate</li>
<li><strong>LocationIQ</strong> — Requires API key, Nominatim-based</li>
</ol>
<p><strong>How it works:</strong></p>
<ul>
<li>System tries Nominatim first</li>
<li>If confidence &lt; 0.5, tries next provider</li>
<li>If all fail, location remains ungeocoded</li>
</ul>
<p><strong>API keys</strong> (optional, configured by admin):</p>
<ul>
<li>Mapbox: <code>MAPBOX_API_KEY</code></li>
<li>Google: <code>GOOGLE_MAPS_API_KEY</code></li>
<li>LocationIQ: <code>LOCATIONIQ_API_KEY</code></li>
</ul>
<p>Without API keys, only free providers (Nominatim, ArcGIS, Photon) are used.</p>
<h3 id="geocode-confidence-levels">Geocode Confidence Levels<a class="headerlink" href="#geocode-confidence-levels" title="Permanent link">&para;</a></h3>
<p>Each geocoded location has a <strong>confidence score</strong> (0.0 to 1.0):</p>
<ul>
<li><strong>0.9-1.0</strong>: High confidence (exact address match)</li>
<li><strong>0.7-0.9</strong>: Medium-high confidence (likely correct)</li>
<li><strong>0.5-0.7</strong>: Medium confidence (street or area match)</li>
<li><strong>0.3-0.5</strong>: Low confidence (approximate)</li>
<li><strong>0.0-0.3</strong>: Very low confidence (city or region only)</li>
</ul>
<p><strong>Confidence affects accuracy:</strong></p>
<ul>
<li>High confidence → Pin is at exact building</li>
<li>Low confidence → Pin may be at street midpoint or city center</li>
</ul>
<h3 id="data-quality-dashboard">Data Quality Dashboard<a class="headerlink" href="#data-quality-dashboard" title="Permanent link">&para;</a></h3>
<p><strong>To review geocoding quality:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Data Quality</strong></li>
</ol>
<p>The dashboard shows:</p>
<p><strong>Statistics cards:</strong></p>
<ul>
<li><strong>Total locations</strong>: All location records</li>
<li><strong>Geocoded</strong>: Locations with coordinates</li>
<li><strong>Ungeocoded</strong>: Locations without coordinates</li>
<li><strong>Low confidence</strong>: Confidence &lt; 0.5</li>
<li><strong>Medium confidence</strong>: Confidence 0.5-0.8</li>
<li><strong>High confidence</strong>: Confidence &gt; 0.8</li>
</ul>
<p><strong>Geocoding provider breakdown:</strong></p>
<ul>
<li>Chart showing which providers geocoded how many locations</li>
<li>Example: 60% Nominatim, 30% ArcGIS, 10% Mapbox</li>
</ul>
<p><strong>Confidence distribution:</strong></p>
<ul>
<li>Histogram showing confidence score distribution</li>
<li>Identify patterns (many low-confidence addresses?)</li>
</ul>
<p><strong>Action items:</strong></p>
<ul>
<li><strong>Re-geocode low confidence</strong>: Button to retry with different provider</li>
<li><strong>Export ungeocoded</strong>: CSV of failed addresses</li>
<li><strong>Manual review</strong>: Link to locations table filtered for low confidence</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Data Quality Dashboard showing statistics cards, provider pie chart, and confidence histogram</em></p>
<h3 id="improving-geocoding-quality">Improving Geocoding Quality<a class="headerlink" href="#improving-geocoding-quality" title="Permanent link">&para;</a></h3>
<p><strong>Strategy 1: Fix Address Typos</strong></p>
<ol>
<li>Export ungeocoded locations (CSV)</li>
<li>Review addresses in Excel</li>
<li>Fix typos, formatting errors</li>
<li>Re-import corrected CSV</li>
</ol>
<p><strong>Common issues:</strong></p>
<ul>
<li>Missing civic number ("Main Street" → "123 Main Street")</li>
<li>Misspelled street name ("Mane St" → "Main St")</li>
<li>Wrong province ("ON" → "BC")</li>
</ul>
<hr />
<p><strong>Strategy 2: Re-geocode with Better Provider</strong></p>
<ol>
<li>Configure API keys for Mapbox or Google (ask admin)</li>
<li>Select low-confidence locations</li>
<li>Click <strong>"Geocode Selected"</strong> (bulk action)</li>
<li>System retries with all available providers</li>
</ol>
<hr />
<p><strong>Strategy 3: Manually Place Locations</strong></p>
<ol>
<li>Filter locations with confidence &lt; 0.5</li>
<li>Edit each location</li>
<li>Find correct position on map (use satellite view)</li>
<li>Drag pin to correct location</li>
<li>Save</li>
</ol>
<hr />
<p><strong>Strategy 4: Use NAR Data (Canada Only)</strong></p>
<p>NAR data includes pre-geocoded coordinates with very high accuracy. If you imported from CSV and have poor geocoding, consider switching to NAR import.</p>
<hr />
<h2 id="organizing-volunteer-shifts">Organizing Volunteer Shifts<a class="headerlink" href="#organizing-volunteer-shifts" title="Permanent link">&para;</a></h2>
<h3 id="what-is-a-shift">What is a Shift?<a class="headerlink" href="#what-is-a-shift" title="Permanent link">&para;</a></h3>
<p>A <strong>shift</strong> is a scheduled volunteer canvassing session. Shifts have:</p>
<ul>
<li><strong>Title</strong>: Name of the canvass (e.g., "Saturday Morning Canvass - Ward 5")</li>
<li><strong>Start/End Time</strong>: When volunteers should arrive and finish</li>
<li><strong>Cut Assignment</strong>: Which area to canvass (optional but recommended)</li>
<li><strong>Max Signups</strong>: Capacity limit (0 = unlimited)</li>
<li><strong>Meeting Location</strong>: Where volunteers meet before canvassing</li>
</ul>
<p><strong>Why shifts matter:</strong></p>
<ul>
<li>✅ <strong>Coordinate volunteers</strong>: Everyone knows when and where to show up</li>
<li>✅ <strong>Track assignments</strong>: Volunteers see "their" shifts in portal</li>
<li>✅ <strong>Enable canvassing</strong>: Volunteers can only start canvass sessions if they have a shift</li>
<li>✅ <strong>Measure progress</strong>: See which shifts generated most visits</li>
</ul>
<h3 id="creating-a-shift">Creating a Shift<a class="headerlink" href="#creating-a-shift" title="Permanent link">&para;</a></h3>
<p><strong>To create a shift:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Shifts</strong></li>
<li>Click <strong>"Create Shift"</strong></li>
<li>Fill in shift details (see below)</li>
<li>Click <strong>"Create"</strong></li>
</ol>
<p><strong>Shift fields:</strong></p>
<p><strong>Title</strong> (required):</p>
<ul>
<li>Descriptive name</li>
<li>Include date, time, and area</li>
<li>Example: "Saturday Morning Canvass - Ward 5"</li>
</ul>
<p><strong>Description</strong> (optional):</p>
<ul>
<li>Additional details for volunteers</li>
<li>Example: "Bring water, comfortable shoes. We'll provide clipboards and walk sheets."</li>
</ul>
<p><strong>Start Time</strong> (required):</p>
<ul>
<li>Date and time picker</li>
<li>When volunteers should arrive</li>
</ul>
<p><strong>End Time</strong> (required):</p>
<ul>
<li>Expected end time</li>
<li>Helps volunteers plan their day</li>
</ul>
<p><strong>Cut</strong> (optional but recommended):</p>
<ul>
<li>Select which cut to canvass</li>
<li>Volunteers assigned to this shift will see this cut in their portal</li>
<li>Shifts without cuts cannot be canvassed</li>
</ul>
<div class="admonition warning">
<p class="admonition-title">Cut Assignment Required for Canvassing</p>
<p>Volunteers can only start canvass sessions for shifts assigned to a cut. Always assign a cut unless the shift is for training or other non-canvassing purposes.</p>
</div>
<p><strong>Max Signups</strong> (optional):</p>
<ul>
<li>Capacity limit (e.g., 10 volunteers)</li>
<li>Set to 0 for unlimited</li>
<li>Useful for managing group size</li>
</ul>
<p><strong>Meeting Location</strong> (optional):</p>
<ul>
<li>Address or description of meeting point</li>
<li>Example: "Community Centre, 123 Main St" or "Corner of Main &amp; Oak"</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Create Shift form showing date/time picker, cut dropdown, capacity field, and meeting location</em></p>
<h3 id="managing-shift-signups">Managing Shift Signups<a class="headerlink" href="#managing-shift-signups" title="Permanent link">&para;</a></h3>
<p><strong>To view shift signups:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Shifts</strong></li>
<li>Click <strong>"Signups"</strong> in Actions column for a shift</li>
</ol>
<p>The signups drawer shows:</p>
<p><strong>Capacity gauge:</strong></p>
<ul>
<li>Current signups / Max signups</li>
<li>Example: "8 / 10 signups (80% full)"</li>
</ul>
<p><strong>Signup list:</strong></p>
<ul>
<li>Volunteer name</li>
<li>Email</li>
<li>Role (USER or TEMP)</li>
<li>Signup date</li>
<li>Actions: Remove signup, upgrade TEMP to USER</li>
</ul>
<p><strong>Signup sources:</strong></p>
<ol>
<li><strong>Public signup form</strong> (<code>/shifts</code> page):</li>
<li>Anyone can sign up</li>
<li>Creates TEMP user account automatically</li>
<li>
<p>Sends confirmation email</p>
</li>
<li>
<p><strong>Admin-added</strong>:</p>
</li>
<li>You manually add volunteers</li>
<li>
<p>Select existing users or create new</p>
</li>
<li>
<p><strong>Volunteer portal</strong>:</p>
</li>
<li>USER-role volunteers sign up themselves</li>
<li>See <strong>My Shifts</strong> page in their portal</li>
</ol>
<p><strong>Screenshot placeholder</strong>: <em>Shift Signups drawer showing capacity gauge and signup list</em></p>
<h3 id="adding-volunteers-to-a-shift">Adding Volunteers to a Shift<a class="headerlink" href="#adding-volunteers-to-a-shift" title="Permanent link">&para;</a></h3>
<p><strong>To manually add a volunteer:</strong></p>
<ol>
<li>Click <strong>"Signups"</strong> for the shift</li>
<li>Click <strong>"Add Volunteer"</strong></li>
<li>Select existing user from dropdown (or click "Create New User")</li>
<li>Click <strong>"Add"</strong></li>
</ol>
<p><strong>Upgrading TEMP users to USER:</strong></p>
<p>After a TEMP user attends their first shift:</p>
<ol>
<li>Open shift signups</li>
<li>Find the TEMP user</li>
<li>Click <strong>"Upgrade to USER"</strong></li>
<li>Confirm</li>
</ol>
<p>This gives them full canvassing access for future shifts.</p>
<h3 id="emailing-shift-volunteers">Emailing Shift Volunteers<a class="headerlink" href="#emailing-shift-volunteers" title="Permanent link">&para;</a></h3>
<p><strong>To email all volunteers in a shift:</strong></p>
<ol>
<li>Click <strong>"Signups"</strong> for the shift</li>
<li>Click <strong>"Email All"</strong></li>
<li>Compose email:</li>
<li>Subject</li>
<li>Body (HTML supported)</li>
<li>Variables: <code>{{NAME}}</code>, <code>{{SHIFT_TITLE}}</code>, <code>{{SHIFT_START}}</code>, <code>{{MEETING_LOCATION}}</code></li>
<li>Click <strong>"Send"</strong></li>
</ol>
<p><strong>Common email scenarios:</strong></p>
<p><strong>Reminder (day before shift):</strong></p>
<div class="language-text highlight"><pre><span></span><code><span id="__span-1-1"><a id="__codelineno-1-1" name="__codelineno-1-1" href="#__codelineno-1-1"></a>Subject: Reminder: Tomorrow&#39;s Canvass - {{SHIFT_TITLE}}
</span><span id="__span-1-2"><a id="__codelineno-1-2" name="__codelineno-1-2" href="#__codelineno-1-2"></a>
</span><span id="__span-1-3"><a id="__codelineno-1-3" name="__codelineno-1-3" href="#__codelineno-1-3"></a>Hi {{NAME}},
</span><span id="__span-1-4"><a id="__codelineno-1-4" name="__codelineno-1-4" href="#__codelineno-1-4"></a>
</span><span id="__span-1-5"><a id="__codelineno-1-5" name="__codelineno-1-5" href="#__codelineno-1-5"></a>This is a reminder about tomorrow&#39;s canvass:
</span><span id="__span-1-6"><a id="__codelineno-1-6" name="__codelineno-1-6" href="#__codelineno-1-6"></a>
</span><span id="__span-1-7"><a id="__codelineno-1-7" name="__codelineno-1-7" href="#__codelineno-1-7"></a>Shift: {{SHIFT_TITLE}}
</span><span id="__span-1-8"><a id="__codelineno-1-8" name="__codelineno-1-8" href="#__codelineno-1-8"></a>Time: {{SHIFT_START}}
</span><span id="__span-1-9"><a id="__codelineno-1-9" name="__codelineno-1-9" href="#__codelineno-1-9"></a>Meeting Point: {{MEETING_LOCATION}}
</span><span id="__span-1-10"><a id="__codelineno-1-10" name="__codelineno-1-10" href="#__codelineno-1-10"></a>
</span><span id="__span-1-11"><a id="__codelineno-1-11" name="__codelineno-1-11" href="#__codelineno-1-11"></a>Please arrive 10 minutes early. We&#39;ll provide walk sheets and materials.
</span><span id="__span-1-12"><a id="__codelineno-1-12" name="__codelineno-1-12" href="#__codelineno-1-12"></a>
</span><span id="__span-1-13"><a id="__codelineno-1-13" name="__codelineno-1-13" href="#__codelineno-1-13"></a>Looking forward to seeing you there!
</span></code></pre></div>
<p><strong>Cancellation (weather, etc.):</strong></p>
<div class="language-text highlight"><pre><span></span><code><span id="__span-2-1"><a id="__codelineno-2-1" name="__codelineno-2-1" href="#__codelineno-2-1"></a>Subject: CANCELLED: {{SHIFT_TITLE}}
</span><span id="__span-2-2"><a id="__codelineno-2-2" name="__codelineno-2-2" href="#__codelineno-2-2"></a>
</span><span id="__span-2-3"><a id="__codelineno-2-3" name="__codelineno-2-3" href="#__codelineno-2-3"></a>Hi {{NAME}},
</span><span id="__span-2-4"><a id="__codelineno-2-4" name="__codelineno-2-4" href="#__codelineno-2-4"></a>
</span><span id="__span-2-5"><a id="__codelineno-2-5" name="__codelineno-2-5" href="#__codelineno-2-5"></a>Unfortunately, we need to cancel tomorrow&#39;s canvass due to severe weather.
</span><span id="__span-2-6"><a id="__codelineno-2-6" name="__codelineno-2-6" href="#__codelineno-2-6"></a>
</span><span id="__span-2-7"><a id="__codelineno-2-7" name="__codelineno-2-7" href="#__codelineno-2-7"></a>We&#39;ll reschedule and send you a new date soon. Thank you for your understanding.
</span></code></pre></div>
<p><strong>Follow-up (after shift):</strong></p>
<div class="language-text highlight"><pre><span></span><code><span id="__span-3-1"><a id="__codelineno-3-1" name="__codelineno-3-1" href="#__codelineno-3-1"></a>Subject: Thank you for canvassing!
</span><span id="__span-3-2"><a id="__codelineno-3-2" name="__codelineno-3-2" href="#__codelineno-3-2"></a>
</span><span id="__span-3-3"><a id="__codelineno-3-3" name="__codelineno-3-3" href="#__codelineno-3-3"></a>Hi {{NAME}},
</span><span id="__span-3-4"><a id="__codelineno-3-4" name="__codelineno-3-4" href="#__codelineno-3-4"></a>
</span><span id="__span-3-5"><a id="__codelineno-3-5" name="__codelineno-3-5" href="#__codelineno-3-5"></a>Thank you for participating in {{SHIFT_TITLE}}! Your efforts made a real difference.
</span><span id="__span-3-6"><a id="__codelineno-3-6" name="__codelineno-3-6" href="#__codelineno-3-6"></a>
</span><span id="__span-3-7"><a id="__codelineno-3-7" name="__codelineno-3-7" href="#__codelineno-3-7"></a>Together, we knocked on [X] doors and spoke with [Y] residents.
</span><span id="__span-3-8"><a id="__codelineno-3-8" name="__codelineno-3-8" href="#__codelineno-3-8"></a>
</span><span id="__span-3-9"><a id="__codelineno-3-9" name="__codelineno-3-9" href="#__codelineno-3-9"></a>See you at the next shift!
</span></code></pre></div>
<p><strong>Screenshot placeholder</strong>: <em>Email Shift Volunteers modal showing subject, body editor, and variable buttons</em></p>
<hr />
<h2 id="generating-walk-sheets">Generating Walk Sheets<a class="headerlink" href="#generating-walk-sheets" title="Permanent link">&para;</a></h2>
<h3 id="what-is-a-walk-sheet">What is a Walk Sheet?<a class="headerlink" href="#what-is-a-walk-sheet" title="Permanent link">&para;</a></h3>
<p>A <strong>walk sheet</strong> is a printed list of addresses for door-to-door canvassing. It includes:</p>
<ul>
<li>Cut name and statistics</li>
<li>QR code (volunteers scan to start canvass session)</li>
<li>List of addresses in walking order</li>
<li>Fields for volunteers to record outcomes</li>
</ul>
<h3 id="walk-sheet-settings">Walk Sheet Settings<a class="headerlink" href="#walk-sheet-settings" title="Permanent link">&para;</a></h3>
<p><strong>To configure walk sheet defaults:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Map Settings</strong></li>
<li>Scroll to <strong>"Walk Sheet Configuration"</strong></li>
<li>Set:</li>
<li><strong>Header Text</strong>: Organization name, campaign info</li>
<li><strong>Footer Text</strong>: Contact info, instructions</li>
<li><strong>Include QR Code</strong>: Toggle ON/OFF</li>
<li><strong>QR Code Size</strong>: Small, medium, large</li>
<li><strong>Instructions</strong>: How to use the walk sheet</li>
</ol>
<p><strong>Example header:</strong></p>
<div class="language-text highlight"><pre><span></span><code><span id="__span-4-1"><a id="__codelineno-4-1" name="__codelineno-4-1" href="#__codelineno-4-1"></a>Community Action Network
</span><span id="__span-4-2"><a id="__codelineno-4-2" name="__codelineno-4-2" href="#__codelineno-4-2"></a>Fall 2024 Canvass
</span><span id="__span-4-3"><a id="__codelineno-4-3" name="__codelineno-4-3" href="#__codelineno-4-3"></a>Contact: organizer@example.com | (555) 123-4567
</span></code></pre></div>
<p><strong>Example footer:</strong></p>
<div class="language-text highlight"><pre><span></span><code><span id="__span-5-1"><a id="__codelineno-5-1" name="__codelineno-5-1" href="#__codelineno-5-1"></a>Record outcomes: NH (Not Home), R (Refused), SW (Spoke With), S1-S4 (Support Level)
</span><span id="__span-5-2"><a id="__codelineno-5-2" name="__codelineno-5-2" href="#__codelineno-5-2"></a>Return completed walk sheets to the office by end of week.
</span></code></pre></div>
<p><strong>Screenshot placeholder</strong>: <em>Map Settings page showing walk sheet configuration section</em></p>
<h3 id="generating-a-walk-sheet">Generating a Walk Sheet<a class="headerlink" href="#generating-a-walk-sheet" title="Permanent link">&para;</a></h3>
<p><strong>To generate a walk sheet for a cut:</strong></p>
<ol>
<li>Navigate to <strong>Canvass &gt; Walk Sheet</strong></li>
<li>Select cut from dropdown</li>
<li>Click <strong>"Generate"</strong></li>
<li>Review PDF preview</li>
<li>Click <strong>"Print"</strong> or <strong>"Download PDF"</strong></li>
</ol>
<p><strong>OR:</strong></p>
<ol>
<li>Navigate to <strong>Map &gt; Locations</strong></li>
<li>Filter to specific cut</li>
<li>Click <strong>"Walk Sheet"</strong> button (top-right)</li>
</ol>
<p><strong>Walk sheet contents:</strong></p>
<p><strong>Page 1:</strong></p>
<ul>
<li>Header (from settings)</li>
<li>Cut name and statistics:</li>
<li>Total locations</li>
<li>Last visit summary</li>
<li>Completion percentage</li>
<li>QR code (links to <code>/volunteer/canvass/[cutId]</code>)</li>
<li>Instructions (from settings)</li>
<li>Cut map (small overview map)</li>
</ul>
<p><strong>Subsequent pages:</strong></p>
<ul>
<li>Address table:</li>
<li>Street address</li>
<li>Unit count (if apartment building)</li>
<li>Last visit date (if previously canvassed)</li>
<li>Last outcome (if previously canvassed)</li>
<li>Blank fields for volunteers to fill:<ul>
<li>Date visited</li>
<li>Outcome</li>
<li>Support level</li>
<li>Notes</li>
</ul>
</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Walk sheet PDF showing header, QR code, map, and address table</em></p>
<h3 id="walking-order-optimization">Walking Order Optimization<a class="headerlink" href="#walking-order-optimization" title="Permanent link">&para;</a></h3>
<p>Walk sheets sort addresses in <strong>walking order</strong> to minimize backtracking.</p>
<p><strong>Algorithm:</strong></p>
<ol>
<li>Start at center of cut</li>
<li>Find nearest unvisited address</li>
<li>Move to that address</li>
<li>Repeat until all addresses covered</li>
</ol>
<p>This creates an efficient route similar to the GPS route in the volunteer portal.</p>
<h3 id="using-walk-sheets-in-the-field">Using Walk Sheets in the Field<a class="headerlink" href="#using-walk-sheets-in-the-field" title="Permanent link">&para;</a></h3>
<p><strong>Distribute to volunteers:</strong></p>
<ol>
<li>Print one walk sheet per volunteer (or per pair, if canvassing in pairs)</li>
<li>Bring clipboards and pens</li>
<li>Brief volunteers on how to record outcomes</li>
</ol>
<p><strong>Volunteers record:</strong></p>
<ul>
<li>Date visited</li>
<li>Outcome code (NH, R, SW, etc.)</li>
<li>Support level (S1-S4 if spoke with)</li>
<li>Notes (brief comments)</li>
</ul>
<p><strong>After the canvass:</strong></p>
<ol>
<li>Collect completed walk sheets</li>
<li>Enter data into system (or scan QR code during canvass for automatic recording)</li>
</ol>
<hr />
<h2 id="monitoring-canvass-progress">Monitoring Canvass Progress<a class="headerlink" href="#monitoring-canvass-progress" title="Permanent link">&para;</a></h2>
<h3 id="canvass-dashboard">Canvass Dashboard<a class="headerlink" href="#canvass-dashboard" title="Permanent link">&para;</a></h3>
<p><strong>To view overall canvass progress:</strong></p>
<ol>
<li>Navigate to <strong>Canvass &gt; Dashboard</strong></li>
</ol>
<p>The dashboard shows:</p>
<p><strong>Statistics cards:</strong></p>
<ul>
<li><strong>Active sessions</strong>: Volunteers currently canvassing</li>
<li><strong>Total visits today</strong>: Doors knocked today</li>
<li><strong>Completed sessions</strong>: Finished sessions today</li>
<li><strong>Average session duration</strong>: Time spent canvassing</li>
</ul>
<p><strong>Activity feed:</strong></p>
<ul>
<li>Real-time stream of visits</li>
<li>Shows: Volunteer name, address, outcome, timestamp</li>
<li>Updates every 30 seconds</li>
</ul>
<p><strong>Cut progress table:</strong></p>
<ul>
<li>Progress by cut (% of locations visited)</li>
<li>Session count per cut</li>
<li>Visit count per cut</li>
<li>Click cut name to view details</li>
</ul>
<p><strong>Leaderboard:</strong></p>
<ul>
<li>Top volunteers by visit count</li>
<li>Session count</li>
<li>Success rate (% SPOKE_WITH outcomes)</li>
</ul>
<p><strong>Screenshot placeholder</strong>: <em>Canvass Dashboard showing stats cards, activity feed, cut progress table, and leaderboard</em></p>
<h3 id="cut-level-progress">Cut-Level Progress<a class="headerlink" href="#cut-level-progress" title="Permanent link">&para;</a></h3>
<p><strong>To view progress for a specific cut:</strong></p>
<ol>
<li>Navigate to <strong>Canvass &gt; Dashboard</strong></li>
<li>Click cut name in cut progress table</li>
</ol>
<p><strong>Cut detail view shows:</strong></p>
<ul>
<li><strong>Completion gauge</strong>: % of locations visited</li>
<li><strong>Outcome breakdown</strong>: Pie chart of outcomes (NOT_HOME, REFUSED, SPOKE_WITH, etc.)</li>
<li><strong>Support levels</strong>: Count of LEVEL_1 through LEVEL_4</li>
<li><strong>Visit history</strong>: Recent visits in this cut</li>
<li><strong>Active sessions</strong>: Volunteers currently canvassing this cut</li>
</ul>
<p><strong>Export cut data:</strong></p>
<ul>
<li>Click <strong>"Export CSV"</strong> to download all visits for this cut</li>
<li>Use for analysis, reporting, follow-up planning</li>
</ul>
<h3 id="session-monitoring">Session Monitoring<a class="headerlink" href="#session-monitoring" title="Permanent link">&para;</a></h3>
<p><strong>To view active canvass sessions:</strong></p>
<ol>
<li>Navigate to <strong>Canvass &gt; Dashboard</strong></li>
<li>Scroll to <strong>"Active Sessions"</strong> section</li>
</ol>
<p><strong>Each active session shows:</strong></p>
<ul>
<li>Volunteer name</li>
<li>Cut being canvassed</li>
<li>Start time</li>
<li>Visit count</li>
<li>Last activity (how long since last visit)</li>
</ul>
<p><strong>Warning signs:</strong></p>
<ul>
<li>⚠️ No activity for &gt; 30 minutes (volunteer may be stuck or abandoned session)</li>
<li>⚠️ Very low visit rate (volunteer may need help)</li>
</ul>
<p><strong>Actions:</strong></p>
<ul>
<li>Contact volunteer to check in</li>
<li>Manually end session if abandoned</li>
</ul>
<hr />
<h2 id="data-analysis-and-reporting">Data Analysis and Reporting<a class="headerlink" href="#data-analysis-and-reporting" title="Permanent link">&para;</a></h2>
<h3 id="outcome-analysis">Outcome Analysis<a class="headerlink" href="#outcome-analysis" title="Permanent link">&para;</a></h3>
<p><strong>To understand canvassing results:</strong></p>
<ol>
<li>Navigate to <strong>Canvass &gt; Dashboard</strong></li>
<li>View <strong>Outcome Breakdown</strong> chart</li>
</ol>
<p><strong>Outcome categories:</strong></p>
<ul>
<li><strong>NOT_HOME</strong>: Nobody answered (typical: 40-60% of visits)</li>
<li><strong>REFUSED</strong>: Refused to talk (typical: 5-15%)</li>
<li><strong>SPOKE_WITH</strong>: Had a conversation (typical: 20-40%)</li>
<li><strong>MOVED_AWAY</strong>: Resident moved (typical: 2-5%)</li>
<li><strong>WRONG_ADDRESS</strong>: Address doesn't exist (typical: 1-3%)</li>
<li><strong>DO_NOT_CONTACT</strong>: Requested no contact (typical: &lt; 1%)</li>
<li><strong>OTHER</strong>: Other situation (typical: &lt; 5%)</li>
</ul>
<p><strong>Interpreting outcomes:</strong></p>
<p><strong>High NOT_HOME rate (&gt; 60%):</strong></p>
<ul>
<li>Canvassing at wrong time (try evenings or weekends)</li>
<li>Multi-unit buildings (hard to access)</li>
</ul>
<p><strong>High REFUSED rate (&gt; 20%):</strong></p>
<ul>
<li>Issue is unpopular or controversial</li>
<li>Volunteers may need better training on approach</li>
<li>Consider different messaging</li>
</ul>
<p><strong>Low SPOKE_WITH rate (&lt; 20%):</strong></p>
<ul>
<li>See above (related to NOT_HOME and REFUSED)</li>
<li>Canvassing at wrong time</li>
<li>Poor volunteer approach</li>
</ul>
<p><strong>High WRONG_ADDRESS (&gt; 5%):</strong></p>
<ul>
<li>Data quality issues</li>
<li>Need to clean location database</li>
</ul>
<h3 id="support-level-analysis">Support Level Analysis<a class="headerlink" href="#support-level-analysis" title="Permanent link">&para;</a></h3>
<p><strong>To understand voter sentiment:</strong></p>
<ol>
<li>View <strong>Support Levels</strong> on Canvass Dashboard</li>
</ol>
<p><strong>Support level breakdown:</strong></p>
<ul>
<li><strong>LEVEL_1</strong> (Strong support): Target for GOTV (Get Out The Vote)</li>
<li><strong>LEVEL_2</strong> (Leaning support): Persuasion targets</li>
<li><strong>LEVEL_3</strong> (Undecided): Persuasion targets</li>
<li><strong>LEVEL_4</strong> (Opposition): Deprioritize future contact</li>
</ul>
<p><strong>Targeting strategy:</strong></p>
<p><strong>For GOTV:</strong></p>
<ul>
<li>Focus on LEVEL_1 (strong support)</li>
<li>Ensure they vote (door knock day before election, offer rides)</li>
</ul>
<p><strong>For persuasion:</strong></p>
<ul>
<li>Focus on LEVEL_2 and LEVEL_3 (undecided, leaning)</li>
<li>Provide information, answer questions, invite to events</li>
</ul>
<p><strong>For opposition:</strong></p>
<ul>
<li>LEVEL_4: Don't waste time (respect their decision)</li>
</ul>
<h3 id="volunteer-performance">Volunteer Performance<a class="headerlink" href="#volunteer-performance" title="Permanent link">&para;</a></h3>
<p><strong>To evaluate volunteer effectiveness:</strong></p>
<ol>
<li>View <strong>Leaderboard</strong> on Canvass Dashboard</li>
</ol>
<p><strong>Metrics:</strong></p>
<ul>
<li><strong>Visit count</strong>: Total doors knocked</li>
<li><strong>Session count</strong>: Number of canvassing sessions</li>
<li><strong>Success rate</strong>: % of visits that resulted in SPOKE_WITH outcome</li>
<li><strong>Average session duration</strong>: Time spent canvassing</li>
</ul>
<p><strong>Identifying top performers:</strong></p>
<ul>
<li>High visit count + high success rate = Star volunteer (recognize publicly, ask to mentor others)</li>
<li>High visit count + low success rate = May be rushing (provide feedback)</li>
<li>Low visit count + high success rate = Quality over quantity (consider assigning harder areas)</li>
</ul>
<p><strong>Coaching opportunities:</strong></p>
<ul>
<li>Low success rate: Offer training on approach, scripting</li>
<li>Short sessions: Ask why (time constraints? Lack of confidence?)</li>
<li>High REFUSED rate: Review volunteer's approach (too pushy? Poor messaging?)</li>
</ul>
<hr />
<h2 id="troubleshooting">Troubleshooting<a class="headerlink" href="#troubleshooting" title="Permanent link">&para;</a></h2>
<h3 id="geocoding-issues">Geocoding Issues<a class="headerlink" href="#geocoding-issues" title="Permanent link">&para;</a></h3>
<p><strong>Issue: Many locations ungeocoded after import</strong></p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Review ungeocoded addresses (Data Quality &gt; Export Ungeocoded)</li>
<li>Fix typos and re-import</li>
<li>Configure additional geocoding API keys (Mapbox, Google)</li>
<li>Manually place locations on map</li>
</ol>
<hr />
<p><strong>Issue: Locations geocoded to wrong area</strong></p>
<p><strong>Symptoms:</strong> Locations appear far from where they should be</p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Check confidence score (likely low confidence)</li>
<li>Edit location and manually place on map</li>
<li>Re-geocode with better provider (if API key available)</li>
</ol>
<hr />
<h3 id="cut-issues">Cut Issues<a class="headerlink" href="#cut-issues" title="Permanent link">&para;</a></h3>
<p><strong>Issue: Locations not assigning to cut</strong></p>
<p><strong>Symptoms:</strong> Locations inside polygon not assigned after cut creation</p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Verify polygon is properly closed (check vertices)</li>
<li>Check for very complex polygons (may hit algorithm limits)</li>
<li>Manually assign locations using bulk action</li>
</ol>
<hr />
<p><strong>Issue: Overlapping cuts</strong></p>
<p><strong>Symptoms:</strong> Some locations assigned to wrong cut</p>
<p><strong>Cause:</strong> Multiple cuts cover the same area</p>
<p><strong>Solution:</strong></p>
<ul>
<li>Locations can only belong to one cut</li>
<li>Later cuts override earlier assignments</li>
<li>Redraw cuts to avoid overlap, OR</li>
<li>Accept overlap and use manual assignment for edge cases</li>
</ul>
<hr />
<h3 id="shift-issues">Shift Issues<a class="headerlink" href="#shift-issues" title="Permanent link">&para;</a></h3>
<p><strong>Issue: Volunteer cannot start canvass session</strong></p>
<p><strong>Symptoms:</strong> "No active shift found" error</p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Verify shift date is today</li>
<li>Verify volunteer is signed up for shift</li>
<li>Verify shift has a cut assigned (required for canvassing)</li>
<li>Verify volunteer role is USER (not TEMP)</li>
</ol>
<hr />
<p><strong>Issue: Shift signups not appearing</strong></p>
<p><strong>Symptoms:</strong> Public signup form doesn't show shift</p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Check shift start time (past shifts don't appear)</li>
<li>Check max signups (if full, shift is hidden)</li>
<li>Check feature toggle (Settings &gt; Allow Public Shift Signup must be ON)</li>
</ol>
<hr />
<h3 id="canvassing-issues">Canvassing Issues<a class="headerlink" href="#canvassing-issues" title="Permanent link">&para;</a></h3>
<p><strong>Issue: Walking route not updating</strong></p>
<p><strong>Symptoms:</strong> Route doesn't change after completing visits</p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Route updates every 30 seconds (wait a moment)</li>
<li>Refresh volunteer's map (pull down)</li>
<li>Check internet connection (route calculation requires server)</li>
</ol>
<hr />
<p><strong>Issue: Visit won't save</strong></p>
<p><strong>Symptoms:</strong> Volunteer reports "Save Visit" doesn't work</p>
<p><strong>Solutions:</strong></p>
<ol>
<li>Check internet connection (visits save to server)</li>
<li>Verify outcome is selected (required field)</li>
<li>Check for abandoned session (volunteer may need to start new session)</li>
</ol>
<hr />
<h2 id="related-documentation">Related Documentation<a class="headerlink" href="#related-documentation" title="Permanent link">&para;</a></h2>
<ul>
<li><strong><a href="../admin-guide/">Admin Guide</a></strong>: Full administrator guide (includes map management)</li>
<li><strong><a href="../volunteer-guide/">Volunteer Guide</a></strong>: Guide for volunteers using canvassing portal</li>
<li><strong><a href="../features/map.md">Map Module</a></strong>: Technical documentation on locations, geocoding, cuts</li>
<li><strong><a href="../features/canvassing.md">Canvassing System</a></strong>: Technical documentation on canvass sessions and GPS tracking</li>
<li><strong><a href="../api/map.md">API Reference</a></strong>: Map API endpoints</li>
</ul>
<hr />
<p><strong>Last updated</strong>: February 2026 (V2 complete)</p>
</article>
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