PROCINCT
Proactive
Victory Management for Precinct Activists
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Put your precinct
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User Guide & Hints
Community Support & Discussion is
provided
at
Precinct California in the PROCINCT group |
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| Navigation Notes: If we refer to tabs on the left or tabs
on the right below and you do not see these tabs, click on the >> or
<< button near the top left or right to open these tab panels.
When these tab panels are closed, you can also open them by clicking
anywhere on the light blue bar below the button. If you open
the panel in this way, then the panel will automatically close by
itself when the mouse pointer leaves the panel. Searching Voters
You can search PROCINCT by last name and street across all
precincts. Simply type in a part of the name and/or street you
are searching for and type ENTER or click the search button. A last
name of Rob and a street of Hid would match 'Ron Robinson' on 'Hidalgo' for instance.
You can also search last name, first name
if you put a comma between the two such as smi, sal would match
Sally Smith (and probably many others).
Search hints: Shorter parts of names work better than full names.
Example: if I am looking for a voter named Sorenson, I may not know
whether that voter spells his name Sorenson or Sorensen - searching
on Soren will find both. Do not use Ave or St (etc) when
searching by street name. |
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Voter Lists
Voter lists are primarily dependent on party. If your voter
file did not supply us with a party marker for each voter you will
not be able to search/list on party, but you can still improvise.
If you try to list voters on 'REPUBLICAN' (for instance) and get no
results, then your file did not indicate the party of each voter,
and we can't search on info that's not there. What you might
try instead if you are going to walk part of your precinct today, is
do a search on all or part of the street name you are going to walk.
Do the same again with the second street you intend to walk.
This will give you the basic lists that will get you out on the
street meeting your neighbors.Voter List vs. Voter Search
These 2 methods of seeking voter info are mutually exclusive.
If you search by last name or street, you will get matches of all
parties. If you click the Get Voters (you want a list) then the 'Street' and 'Last Name' blanks are
ignored.
Click on the voter number at the
left of any listing to edit that voter record. Only
limited information can be edited currently. This is done to
preserve your database integrity and authority. Soon we will offer you a
resource that will allow you to define which fields you want your
workers to be able to edit - we recommend that you use this very
judiciously.
An Important Note on Voter Lists & Query Expense
It's a pretty daring undertaking to offer PROCINCT
for free nationwide. The reason for this is that so many lists
required by precinct captains are very long lists. Long lists
make our servers work hard and take up a lot of internet bandwidth -
resources we want to conserve so PROCINCT can
continue to be free to you.
That said, you will ensure that
PROCINCT can continue on a free basis if you do the following:
1. As soon as you run a list, click the link in upper right
for the printable copy of that list.
2. When that printable list appears, right click on the
document and select 'Save As' and save the list to your computer,
paying attention to the folder that you save the list in so you can
find it later. Give the filename you are saving a unique
filename that describes what is in the list so that saving the next
list you save does not overwrite another list you saved previously.
We've helpfully provided a 'Print Copy of Last List' link that will
let you get the last list you ran if you forget and go back to the
search dialog without saving your list. This link will not
work for reports you ran before your last log in. |
Getting Your Workers Online With You
The most convenient way to get your worker online to work with you
is in the 'Share PROCINCT' tab on the left of your screen, in the
'Invite by Email' section. Simply paste up to 10 email
addresses in the 'Email addresses field, separated by new lines,
spaces or ; characters. If you check the 'Include Link to
Donation Page' that link will be included in the email (be sure to
set your donation Paypal address on the District Control tab before
you do this!).
You workers will be sent a nice email with the link to the 'Join'
page and instructions on which district to join (same as yours).
After they log in and join your district, they will appear in the
right of your PROCINCT page on the 'Volunteers' tab as volunteers
that need to be assigned. You now need to approve this
worker. We'd suggest that you do a search on their last name
and street to determine which precinct they live in and assign them
to that precinct. You then assign them a work title as a
District or Precinct worker. When you click the 'Approve and
Assign' button, that worker can now log in and work in
PROCINCT. They will be sent an email informing
them that their login has been approved. District workers can
approve other new workers and can cross from precinct to precinct.
Precinct workers cannot.
If you cannot approve a worker because you don't know them or
they are outside your geographic area, please choose 'DECLINE and
REASSIGN' - this will place to candidate back in 'TEMP' status and
when they log in, they will NOT be admitted to your district/project
- they will be invited to either join another district/project or to
upload their voter file for their area. A nice email is sent
to them explaining this at the time you click.
All District workers are allowed to cross precincts and work
in any precinct they wish. Precinct workers can only work in
the precinct where they are assigned. Later, we will
implement a 'Precinct Next Door' program that will allow you to
assign a second (or more) precinct to workers in a given precinct so
you can spawn new teams of precinct workers by having existing
precinct captains and their teams develop the 'precinct next door'.
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The Pledge System
PROCINCT allows you to raise funds for your
local (district or county) effort.
To use the pledge system you must first set your 'District Paypal
Email' to the Paypal ID (email address) you want to use.
Sending folks to the pledge/donation page without setting this will
cause the pledge/donation page to ask for a contribution to
PROCINCT. As soon as you have set your Paypal ID (email
address) then the donation page points at YOUR Paypal
account.
After you have done this, you are ready to accept pledges.
When editing any voter (see above) there is a pledge blank.
If you fill a $ amount into this pledge blank (be sure you have an
accurate email address for them!) that pledge amount is stored as
part of that voter record. At the same time, a pledge email is
sent to that voter with a link to their customized ("Thank you John,
for your $35 pledge!') pledge page. When they go to the pledge
page and pay on their pledge, the donations field on that voter
record is automatically updated with the total they have given so
far. The pledge page also acts as a generic donation page for
your district. The link to your generic donation page is on
the 'Share PROCINCT' tab on the left. The Delegation System
On the Precinct Control Tab on the left is a control that allows
you to delegate a task to any other worker in your district and set
a deadline for that task.
Your workers also have this control so they can 'delegate' tasks to
you.
Type what you want done in the text box, set a deadline date (you
can leave this blank) and choose the person you wish to
delegate that task to and click the button. The person you
delegate that task to will see the task appear on their 'Delegated
to Me' tab in the upper left next time they refresh their page.
When they have completed the task assigned, they can click the 'Mark
Complete' link to dismiss the task. Clicking anywhere else on
the task will hide the task until the page is refreshed. |
District News System
District/Precinct/PROCINCT News is the first
thing you will see in the center tab when you log in or refresh the
page. You can dismiss the district new page by clicking the
small X in the upper right order of the tab. If you are a
Precinct Captain or higher, you have privileges to create District
or Precinct news so everybody else can see the news when they log
in.
To post new district news, simply fill in a headline and new
story body and click the button. The story will appear as the
top story and move down as newer stories are posted.
PROCINCTmobile
If you direct your mobile device/phone to the web address on the
PROCINCTmobile tab on the left, you can download
the PROCINCTmobile app for your phone (or just
go to the furnished web page. Log in just as you do to
PROCINCT desktop. After you log in, you will be
given three numbers to call in your neighborhood. After
calling the voter, dismiss that record from your screen by touching
or clicking 'Please Choose' and record the disposition of that call.
You will not be given the same voter to call twice. Later, we
will add precinct/district controls so you can mark voters for
scheduled call-backs.
Walking your neighborhood (or any neighborhood) will be added to
PROCINCTmobile shortly.
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