What is Caseworker for?
During the outreach your contacts might raise matters that you will want to follow up with. For example a contact who wants to speak to the candidate, an issue that a supporter mentions or someone who wants more information on a specific topic.
Issues can be logged as text from both the Walk and Go apps and will be synced to your dashboard for you to follow-up on them. These will populate in the Caseworker section on the dashboard.
To get started, select the Caseworker tab on the dashboard:
There are 3 main parts to the Issues page:
- New Issue
- Issue Details
These functions allow you to segment your messaging database by status.
Please see the below filter options:
There is also a variety of action items which can take place as part of your Caseworker handling you can also do this in the issue itself:
From Left to Right:
-Add contacts to list
Having selected New Issue, the below form will be opened. From here, simply complete the form as appropriate, and select Save to create a new issue.
- Ability to search for Voter's name within Database
- Complete form, adding details such as Name, Address, Contact Details etc.
- Make sure to Save before you finish creating your New Issue
If you have any additional questions please contact: firstname.lastname@example.org