When you create a survey, you must check the box next to the Dispositions that you want canvassers to access to when they are conducting Surveys during a Canvassing Effort. Canvassers will use the Dispositions to mark whether to visit people again in the future.
We suggest using the same set of Dispositions across all of the surveys in your campaign to ensure that all collected data is consistent throughout the campaign.
Dispositions are not customizable but are manageable in two categories:
- Revisit in Future Efforts: These people will remain on your list.
- Do Not revisit in Future Efforts: These people will drop off of your list.
In the upper right corner of the Survey tab, click the dropdown arrow next to your Campaign name. and click Manage Dispositions.
From here, you can organize the available Dispositions into one of two categories: "Revisit" and "Do Not Revisit." Simply drag-and-drop a disposition to move it from one category to the other. Dispositions that are under "Revisit" will mark a door or number for future visit later in the Effort. Dispositions that are under "Do Not Revisit" will remove the door or number from those available.
You can set Dispositions to be chosen for a given Survey. From the "Surveys" tab, select the Survey for which you would like to set Dispositions, or create a new Survey. Note that any Survey with the lock symbol has already been used for an Effort and is not able to be edited.
Select "Disposition" on the left side of the screen. Mark which Dispositions you would like your workers to be able to select when completing this Survey. You can select as many Dispositions as you'd like, but you must have at least one Disposition selected for a valid Survey. The "Export As" column shows how the chosen Disposition will show up when you export your data. You can read more about exporting your data in Exporting Data.
Once you are done, select the save icon at the top of the screen to save your Survey. When you add this Survey for use in a Canvassing Effort, your workers will be able to select any marked Dispositions for reasons of non-contact.