Liberal Democrats

Walk Manager

This guide will show you how to cut and edit your delivery walks within the Walk Manager. You need to create ‘Walks” in the Walk Manager in order to print Cover Sheets for your leaflet bundles. You can also use the “Walks” to order when printing out letters and Canvass Cards and you can search on them in Create a List. The Walk Manager button is in the central column of the Main Menu screen.

 

1. Begin on the My Voters database

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2. Cutting Walks

○ To Cut Walks, go to Manage Walks on the Connect home page and then click on Walk Manager.
○ Select your Local Authority to find all the Districts there.
○ Click on the Polling District in blue to find the walks for that district

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○ At the bottom of the screen click the ‘Cut District Walks’ link (or Edit All Walks if some walks have already been cut)

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○ A map will then load showing the properties in the polling district, simply click once to add a node to a shape and keep clicking until the shape encircles the properties you want in the first walk (don’t drag).
○ To close the shape, simply click on the first point again
○ Click Save regularly

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3. Walk List

○ When you have created Walks in a Polling District, they will be displayed in a table at the bottom of the Polling District screen.
○ From here, you can edit them, print cover sheets or print canvass cards. You can click the walk name to edit its details, or click ‘Edit All Walks’ to change the walk boundaries.
○ After register updates, you may have new properties added to previously sorted walks. If this happens go into this page and save again to include any new properties. New voters will not appear in your walks until you have done this.


4. Editing Walk info

○ To edit a Walk’s information, click on its name in the Walk List on the Polling District screen. You can give the walk a different name, specify a number of leaflets and add codes to indicate what type of terrain the walk covers or notes about specific addresses.

You can also assign a deliverer and wholesaler to the walk from MyCampaign. To do this, you need to locate a volunteer's MyCampaign record, click on the VAN ID tab, and then where it says "Canvasser / Deliverer", click the "Add New" link. A pop up boc appears that allows you to link the MyCampaign record to their user record (if they use Connect) or to create a new Canvasser / Deliverer if they do not.

This information will then be included in the Walk Cover Sheet.


5. Walk Cover Sheet

○ You can print out Walk Cover Sheets for all the Walks you have created. You can either print these individually from the Polling District Screen, or for a whole polling district from the main Walk Manager screen. In either case, they are created as PDFs that can be downloaded from the ‘My PDFs’ page, accessible from the box on the upper left hand of the Connect home page.  The PDFs remain there for 30 days and can be accessible by any other Connect users in your local party (as long as they know that it was you who created them) so there is no need to email walk cover sheets across to people.


Setting an order for properties

We will now go over how to set an order for properties to print in each street in your area. When you print canvass cards or addressed letters, you will want them to print in the correct order each time. In many places simply ordering by polling number is close enough to the delivery order that sorting properties is not necessary.  But in other places that is not the case.  The street sorting tool allows you to specify the order house by house in which each street should be visited.  Go to Manage Walks on the Connect home page and then click on Walk Manager.

 

1. Finding the street

○ First, you need to locate the list of streets in a particular Polling District. Locate the polling district on the the main Walk Manager menu and then click on the blue link in the Streets Sorted column. The link tells you the number of streets in the Polling District, and how many of them have been sorted. Once you have the list of streets displayed, simply click the name of the street to open it in the Street Sorter. You'll notice that each street has a Sort Status so that you know which ones have been done already.


2. Unsorting the street

○ When you open a street, it will be displayed sorted in its existing order (shown in the final column). Before you can make any changes, you will need to click ‘Undo All’ to remove this.

 

3. Sorting by column

○ To sort a street by a column, simply click on the top of that column. You can click on as many column headers as you like in order to specify which part of the address should be prioritised.  In the example below, the list has been sorted by building name, then Street number, so that all the unnumbered houses are together at the start.

 

4. Additional Sorting options on Street No.

○ If you right click on the top of the Street No column, you will bring up a menu of additional sort options. This allows you to select to sort by Odds and Evens, rather than just sequentially.

 

5. Manually sorting

○ Once you have done the main sorting of the columns in a street, there may be individual properties that need moving. This could be an individually named property that you know sits between two numbered houses, or it may have an incorrect address format.
○ Simply click the property to highlight it then use the dots at the left hand end to drag them up or down
○ Release it to reinsert it where they should be

Helpful tips!

You can use the CTRL key and the Shift key to select and drag multiple properties at once

Using the Page Up and Page Down keys on your keyboard is a lot quicker than waiting for the page to scroll when you are dragging properties about.

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6. Saving the order

○ Once you have finished, change the Status from 'Not Sorted' to 'Sorted' and click Save
○ Street Sorter maintains the order of properties even when they fall vacant, so you shouldn't have to do too much resorting when the register updates.  However, when new properties that Connect doesn't recognise appear, then the status automatically changes from 'Sorted' to 'In Progress'.  It is therefore a good idea to check your streets after every register update to find out where this has happened. 

New properties always get added to the bottom of the page. Sometimes, if a council changes the way they format their addresses, then duplicates can appear in Street Sorter.  This is nothing to worry about as the duplicates will not be present in the main voter database.  Simply resort them so that whichever format of address is currently in use, the order is correct.