Adrian Reyna & Lucas Da Silva United We DREAM Fourth Edition Field VANual
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Adrian Reyna &
Lucas Da Silva
United We DREAM Fourth Edition
Field VANual
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Written 2014 by
Lucas Da Silva, National Field Data Coordinator and Adrian Reyna, National Data Manager of
Own the DREAM Campaign by United We DREAM
Washington, D.C. 20036
Original VANual Credit to Adrian Reyna, Data Manager (UWD-‐2013)
This VANual contains work adapted from State Voices, {issi} & TFA Partners VANual and PICO Campaign for Citizenship Data Manual & VANual
Adapted and Edited for United We DREAM by Lucas Da Silva, National Data Field Coordinator
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Table of Contents
Introduction………...………………………………………………………………………………………………… pg. 3 Glossary…………………………………………………………………………………………………………………. pg. 4 Logging In To VAN...……………………………………………………………………………………………….. pg. 5 Main Menu…………..………………………………………………………………………………………………… pg. 6 Lists: Searching Records………………………………………………………………………………………… pg. 7 Lists: Options & Functions……………………...………………………………………………………………. pg. 10 Lists: Virtual Phone Banks…………………………………………………………………………………….... pg. 11 Events: Creating and Editing...………………………………………………………………………...………. pg. 15 Events: Volunteer Scheduling……………………...………………………………………………………….. pg. 17 Making Confirmation Calls……………………………………………………………………………………… pg. 20 Data Entry 101……………………...……………………………………………………………………………….. pg. 21 Making VAN Work for Your Affiliate……………………………………………………………………...… pg. 26 Current Survey Question Reference……………………………………………………………………..…. pg. 27 Conclusion…………………………………...………………………………………………………………………… pg. 35
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Introduction
What Is VAN? The VAN (Voter Activation Network) is an online information management tool. Its purpose is to promote organizing and activism by combining a strong infrastructure, state-‐of-‐the-‐art programming, and user-‐friendly instructions to let organizers focus on their core mission without having to learn extensive new computer skills. VAN has solved the most difficult data challenges facing organizers: moving hundreds of individual records weekly from the clinic or meeting into a central database, getting that information out when it is needed, and sharing it with other coalition partners in order to avoid duplication of efforts and maximize impact of our services. There are two primary databases within the VAN: My Voter File and My Campaign. My Voter File contains records of all registered voters in your state including registered party and voting history. My Campaign is the database utilized for keeping track of all information regarding volunteers, events, actions, and other campaign related metrics. Own the DREAM (OTD) and your affiliate will exclusively be using My Campaign. You will be getting access to the State Voices VAN My Campaign.
Why are we using VAN? Utilizing this advanced information system will allow you as an affiliate to:
1. Keep track of individual contact information for follow-‐up with their DACA process, invite to
events or actions to volunteer or attend, to schedule 1-‐1 meetings or other office-‐related work. 2. Organize and track a specific group set of data for further development (i.e. DACA approved
applications, sent applications, and more). 3. View the trend of ongoing relationships with leaders and members of your group through
continuous tracking of individual and group data by “status” of volunteer history. 4. Track events and turn-‐out with better consistency and higher quality of information (i.e. clean
data). 5. Utilize a growing database of individual and group information to formulate better strategies
and tactics for expansion and action for your team, community, and state. 6. Allow your team to refine your ladder of engagement for your community while improving the
follow-‐up with local leaders and volunteers. 7. Ultimately allow your team to identify strengths and weaknesses in order to build a stronger
sustainable infrastructure to service your community. VAN will improve your member’s individual and overall team performance as well as expanding on your ability to base-‐build and formulate better, more effective strategies to service your community. It is important to invest time in this form of data collection to better invest in talent in our communities.
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Glossary There are several terms that are used commonly when dealing with the VAN or its functionality: 1. Voter(s)
a. A person or group of people that are added to My Voter File who may or may not have ever spoken to us.
b. NOT on our lists and we will NOT access. 2. Volunteer(s)
a. A person or group of people that are registered in My Campaign that we are in relationship/contact with.
b. Scheduled participants of events, actions, meetings or other gatherings. c. Our primary constituency and universe.
3. Canvasser a. The staff member or person using the VAN to conduct follow-‐up or enter data. b. The person(s) who spoke to or attempted to speak to an individual or attendee.
4. Universe a. The entire collection of a group set of data.
5. Activist Code a. The designation in VAN for an individual volunteer’s activity in a specific event. b. A designation for an individual’s role on your team or at a specific event. c. Used to identify categories mostly in a binary way. For example, if we want to know how
a person heard about an event, we would use a SQ. To know if someone wants or doesn’t want to receive email updates, we would use an AC.
6. Survey Question a. Questions designed to illicit a specific response for a prescribed list for tracking. b. Essentially the same as questions on the intake and exit forms. c. Includes any information in the form of an answer to a particular question.
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Logging In To VAN YOUR VAN ADMINISTRATOR WILL GIVE YOU ACCESS. Please do not share your password with anyone else. The VAN tracks the IP address used by all users and will notify the system administrator if multiple IP addresses are in use for a single individual. If you do share your login information, your access may be discontinued and could be held liable under the terms of the VAN contract. Each user’s access is customized for that user’s need. It is essential that we are conscious of the confidentiality and integrity of the data contained in the VAN.
Log in to VAN through van.statevoices.org. Once you come up to the home screen, you’ll be prompted to log in with your account credentials.
Going Into My Campaign
Once you are logged in, you want to make sure you’re on the My Campaign tab. When you start, it may prompt you to begin a tutorial. If you have time, we encourage you to navigate through it.
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Main Menu
The main menu is the central hub from which you will be performing all VAN operations as well as access VAN functionalities. When you have logged on to the VAN the first thing you will see is the Main Menu. This screen directs you to all of the other system functions and tools that you will use.
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Searching Records
Group Data To search for group data using specified parameters, click on Create A New List from the Main Menu:
This will allow you to create a list from customized fields of data from the universe. Allowing you to view how many people went to an event or volunteered at an action, etc.
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Make sure that you drop down the following the following menus: Events, Location, Survey Questions, Activist Codes, Email, Phone & Emails, and Suppressions. Remember to save your page layout so that you don’t have to drop down the menus every time that you have to create a list. Remember: This data will only be updated every Monday from the home office. Use this tool to cut lists based on the following options under Event:
1. You can include or exclude folks based on the parameters chosen.
2. Under “Type” you can pick the event type that you’ve created.
3. Under “Status” you should include folks that have completed events before.
For the options of Survey Questions & Activist Codes, you can pick according to the categories that your constituency is broken down to.
Once you’ve selected all the options for your list, click Search!
Every time that you cut a new list, it is important that you remove all suppressions before you save and run the list. If the suppressions are not removed, you run the risk that folks with no addresses or that are not contactable will not appear in your lists. However, good ways to avoid this is to ensure that all individual’s contact data is complete.
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The page that you see now is the main list page, titled My List. Right under the title, you’ll find how many people are currently in that list.
Individual Data
The quickest way to search and find an individual’s record is through Quick Look-Up, accessible via the Main Menu:
Enter the information in the appropriate fields and click “Search” to pull up an individual’s record.
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My List: Options & Functions There are a variety of options available from the list menu after a search is completed. Once you have run your search the “My List” page will appear with you results. The total number of people is located at the top left hand side of the screen. Also listed is the number of doors and mailboxes. And below is a sample of the list of people. By clicking on their name their record will appear and you can quickly see if they should be in your target population, or not. If not you will need to determine what you did wrong in your selection criteria and fix it. You can also select a range of options for managing your list as well as options for contacting the individuals populated within that list.
You can refine your search using the “Add Names”, “Remove Names” or “Narrow My List” functions located at the top of the page. Selecting any of these options will take you back to the search criteria screen.
“Add Names” will select additional people based on your new criteria and add them to your current list.
“Remove Names” will delete people from your current list based on your new criteria. Just remember you want to “include” people in your search criteria in order to remove them.
“Narrow My List” will narrow your list based on your new criteria (i.e. If you selected records for the entire district and use the “Narrow My List” to only one precinct, you will get individual records for only the precinct you chose in the new selection.) Letter will allow you to merge your list into a form letter that you format and design. Labels will create mailing labels out of the information contained in your list. Emails will provide an email blast service to all the members of your list. (May or may not be available.)
Saved Lists and Searches
Accessible via the Main Menu under “View My Folders”. DACA lists are saved searches.
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Setting Up a Virtual Phone Bank (VPB) On the icon menu directly above the list, you’ll want to click on a small icon that looks like a phone, and says Calls right underneath it.
Once you’ve clicked on it, a small pop up menu directly over the icon will appear. You’ll want to select the Setup Virtual Phone Bank List option and click Next. Note: One person can set up a Virtual Phone Bank for the entire team! See: Starting your Virtual Phone Bank ahead on this VANual to start a VPB that has already been created.
You’ll be directed to a new page titled New Virtual Phone Bank
For “Name” use the naming standard: DATE: TYPE. For example, if you are following up with clinic attendees from list three, you may want to name it 09/16:FollowUp Description can be left blank, but you can add notes there for folks that may want to see what the follow is specifically about. For “Script” select the title of the list that you selected to make calls to. For upper display, make sure you select: age and sex. For lower display, make sure you select: cell phone, email, home phone, and preferred phone.
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Lower display appears: above the script For editable display, select: events, addresses, phones, email, and notes. For viewable display, select: Activist Codes, Survey Responses, and Contact History Start date: Today End date: Set a reasonable time that you know it will take you to complete. Leave daily availability empty, no time limit, and no contact limit. The progress bar will appear above the phone bank, so select “Show Entire Phone bank Progress.” Do not check “Allow users to repeat session”
& “Distribute voters by ZIP” Make sure you include the Event Scheduler, and select do not display in Household. Once you’ve made your selections, make sure that you click Next, which will redirect you to a new page titled Edit Virtual Phone Bank. It will look just like the previous page, don’t worry, once you scroll down, you will see that User Access is now optional.
Make sure to select the names of one of your teammates and share with them by clicking the Add button. Remember to share with yourself, and with Reyna, Adrian.
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Starting your Virtual Phone Bank:
Find the Quick Tasks in the main menu page from the main page in the My Campaign tab, and click on the Virtual Phone Bank icon that will bring you to select your phone bank. If you successfully shared it with yourself, the phone bank will be there. If the VPB icon is not there, log out and sign in again.
Click next in this prompt to be directed to the introduction to the Virtual Phone Bank screen, where you will also click next. This is the Virtual Phone Bank:
This is where you will find the information of the person you will be calling. If they do NOT pick up the phone, or if you aren’t able to reach them, make sure to mark the appropriate status. On the top, you will see the schedule button, where you can schedule the person to an event that you have created. Click “Save/Next” for the next person on the list.
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First, you’ll want to know what the status of this individual is. Scroll all the way down to the bottom, where you will find three boxes that contain the Contact History, Survey Questions, and Activist Codes. Use the Survey Questions and Activist Codes Reference Sheet in this guide to understand better what this individual will need for support or follow up.
Follow the instructions on the script to apply the right response to your follow up. Here’s an example from a DACA clinic follow up: if Adrian was missing his educational requirement and has been referred to appropriate resources, you will have to mark this under the “Missing Educational Requirements” question, and mark him/her Referred2Help.
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Events Creating and Editing
Find the Calendar Events icon in the Main Menu page. When you click on the icon, a drop down comes down, and you’ll want to click on Calendar, which will direct you to calendar main page.
In the Event Calendar view, click on “Add New Event” Once you click on the icon, a pop up menu will appear that will require you to pick an event type that you want to create.
Follow the instructions to complete the “Name” tab, to include a name, and the times that the event will be running. Make sure to include the city of where you will be hosting the event somewhere in the name. After completing, click “Next.”
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Now you can specify the number of shifts that there will be during the event.
This can help you on scheduling volunteers for certain time blocks. Many events will be single shift, and this will not be necessary. After completing the shifts, the Repeat tab will come next. If this is a recurring event, you can mark it by daily, weekly, or monthly. Phone banking events will likely be the only recurring events at this time. The next tab will be location; you can search for a location that you’ve inputted before, or you can create a new location by clicking on the link next to the search box, and filling out the pop up that appears.
After completing the Location tab, click next to find the Roles tab. Select attendees and volunteers to ensure
that you are scheduling folks and are able to
differentiate between volunteers for the clinic, and folks that actually will participate in the clinic.
Click finish to create your event!
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Events: Volunteer Scheduling There are multiple options available in VAN to schedule volunteers to your events and follow-up with them to confirm their participation or find out more about their DACA process. You can schedule volunteers via Virtual Phone Bank, Quick Look-Up, Quick Mark, or through the Calendar View. Let’s take a closer look at these methods.
Schedule by VPB
After you click on the schedule button, you can select the calendar date that you will be hosting your next event, or the day that you want these folks to be scheduled for. Remember, for every person that you invite to an event, you want to mark him or her as scheduled, so that you can do confirmation calls the night before unless the volunteer has already given you a confirmation either way during your initial invitation phone call.
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Schedule by Individual Record First, access Quick Look-Up from the Main Menu and proceed to fill out the appropriate fields to pull up the individual’s record you are attempting to schedule.
Once in the record, click on the box that says “Events” and then hit “Schedule for Events” to open the event scheduler. (Can also be reached via the “Upcoming Events” or “Past Events” boxes.) Choose the date of the event and choose the appropriate status from the drop down menu on the right.
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Schedule via Calendar View
From the Main Menu, access the Calendar View through the Calendar icon. A dropdown menu with three options will appear. The Event List option will bring you to a list of the current and past events as well as show upcoming events or allow you to search with specific criteria.
Click on the event you would like to view once in Calendar view and click on the magnifying glass from the menu that appears on the screen to access the Event Details page. From the Event Details page, click on “Add Volunteers” from the top right and the Event Scheduler will appear.
Choose the status for the individual volunteer and make sure you click on “Save/Next” in order to ensure your information was stored properly!
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Making Confirmation Calls Making confirmation calls the night before:
All right, let’s bring it back to the Main Menu, and back to the Event List view. Here you will find a list of events that you’ve created and upcoming for the month.
Select the event that you’ll be making confirmation calls for the night before. You’ll then be directed to a page like this:
Event Participant List: You can scroll through the participant list and call them one by one, and change their status from scheduled to confirmed right there and then. You can also download the Excel Document to have in paper form, but you will have to log back in to VAN to change folks to confirmed status.
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Data Entry 101 There are many options to input data into the VAN from individuals to groups. We will only be inputting data manually in the VAN in cases where:
1. We did not gather all the pieces of information required of the volunteer and had to come back to update specific field(s).
2. A volunteer that did not attend one of your clinics but was contacted on a 1-1 basis within the community.
3. Leaders or volunteers that did not use the traditional Google form upon intake/entry. We will take a closer look at two forms of data entry into the VAN, Form View and Quick Mark.
Form View Select to Load Data by clicking on the Form View, and from the drop down, select Enter Data Using Form View.
Once you click there, you will be directed to a list of options on how to use the Form. Select Use Quick Look Up. This tool will ensure that you are able to search for a person to ensure that their data record is not already in My Campaign. Using this option will help us reduce the number of potential duplicates in VAN. Click Next.
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Once you’ve clicked next, you will be prompted to put information about where this data came from:
1. Make sure under form you select Organizing Team General Input Tool. 2. Select a canvasser, or the person that gathered the data. 3. You can add canvassers if they don’t have a specific account for VAN by clicking on the
Add a New Canvasser option. 4. Select the date that your sign in sheet was collected.
Once you’re done, click Next. You’ll be brought up to the Quick Look Up section. You’ll be able to search your supporter information first to see if it already exists in My Campaign. If it doesn’t, you’ll be prompted to search the Voter File to match existing information. The likeliness of you finding someone from the Voter File will be very slim, so if you find some one, just copy the supporter. Otherwise, add a new supporter, which will prompt you to go into the Form View for data entry.
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This is what the form looks like:
EVENT SCHEDULER
DO NOT CLICK ON THE BUBBLES OR COPY ANY RECORD FROM MY VOTER FILE!
You can schedule this individual for an event by clicking on the Calendar icon prompting the Event Scheduler to appear.
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Quick Mark Quick Mark enables you to attach one particular piece of data to multiple records. This is also useful for scheduling multiple volunteers to an event. In this instance we will be looking at Quick Mark to input data for a group of individuals. All you want to do is flag the attendance of folks, if they already have a My Campaign record, and make one if they don’t. Quick Mark works a lot like Quick Look-Up, except that after you search for and find a record, you can simply click on a box to assign the data.
From the Main Menu, select Quick Mark from the icon on the upper right hand side of the screen.
You then have to select exactly what data you want to assign to each record. You can add Volunteer Activities, event shift signups, activist codes, survey responses, and other kinds of data. Just specify exactly what data you’re recording.
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Then, after you search for and find each record, you can update the data without entering their individual record. Just click the box, hit Save, and search for your next record. The main limitation of this practice, besides only being able to enter one bit of data per record, is that you cannot create a new My Campaign record. You have to set aside folks that cannot be matched to existing My Campaign records and create their records later using Quick Look-Up.
Quick Look-Up Other than that, you could always use Quick-Look Up from the Main Menu to search for an individual volunteer’s record and add information via their profile:
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Making VAN Work for Your Team
There are many ways in which DATA Entry can become “tedious” or “monotonous” experiences. We may not always associate the collection of data with the success of our campaigns, but data is a remarkable tool for you on the ground for insight into your team’s individual and group performance. It will raise your team’s effectiveness in the community and allow you to connect and serve more youth and help more families stay united. We value data highly in our daily operations and here are some tips to get VAN to work for you!
Schedule Consistently Have a routine for your team to provide assistance in follow-up data work to clinic and event attendees! Make it a point to schedule a portion of one day out of the week dedicated to data work. Track that event in the VAN! Changing the culture of data requires making it a routine for you, your team, and community leaders! Bring in volunteers to help you and your team! This way, you will be developing your local leadership as well as cutting down on the amount of time your team spends on data! This will also give your volunteers experience in outreach and give them more self-confidence, raising the potential for development and recruitment!
HAVE FUN & BE CREATIVE Have fun with your own DATA PARTIES! Invite local community leaders, order some food, and even throw in some salsa or bacchata! Data work does not have to be “boring, tedious, or monotonous”! There are a variety of ways in which to throw a DATA Party so BE CREATIVE!
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Survey Question Reference Guide Survey Question Reference Guide
Question Name Summary Form Responses
DRN Group
Question regarding DACA Renewals from the DRN
website. None
Have DACA DRN Group Applied DRN Group Eligible DRN Group Not Eligible DRN Group Do Not Need DRN: DACA Hotline
NALEO Hotline Question None
Eligibility
DRN: DACA Hotline Documentation Needed
DRN: DACA Hotline Fees & DACA Process DRN: DACA Hotline Assistance Referral DRN: DACA Hotline Assistance Referral HH Size
Total Size of the individual's Household Entry
1 HH Size 2 HH Size 3 HH Size 4 HH Size 5 HH Size 6 HH Size 7 HH Size 8+ HH Size Prefer Not to Say OTD Entry DACA Stat
Have they submitted a DACA Application in the past? Entry
Yes-‐ Approved OTD Entry DACA Stat Yes-‐ RFE OTD Entry DACA Stat Yes-‐ Pending OTD Entry DACA Stat Yes-‐ Denied OTD Entry DACA Stat No RES:HeardofUs
Old "How did you hear about us" question. NO LONGER IN
USE. Old Entry
Phone Call RES:HeardofUs Text Message RES:HeardofUs Facebook RES:HeardofUs Email RES:HeardofUs Flyer RES:HeardofUs Website RES:HeardofUs Previous Event RES:HeardofUs Friend/Family RES:HeardofUs Guidance Counselor RES:HeardofUs Organizer RES:HeardofUs Radio RES:HeardofUs TV
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RES:HeardofUs Consulate RES:HeardofUs Community Center RES:HeardofUs Church/Congregation RES:HeardofUs High School RES:What event type?
Old Event Type Identifier. NO LONGER IN USE.
Old Entry
DACA Clinic RES:What event type? Informational RES:What event type? Recruitment RES:What event type? DACA Home Office RES:What event type? Consulate RES:What event type? Other Returning Reason
What is the reason for returning to clinic if it'n not
the first time? Entry
Received RFE Returning Reason Needed Legal Review Returning Reason Criminal Background Returning Reason RecBiometricAppt Returning Reason DACA Renewals STAT: DRN
Old DRN question from website. NO LONGER IN USE. None
Have DACA STAT: DRN Applied STAT: DRN Eligible Not Applied STAT: DRN Not Eligible STAT: DRN Do Not Need *SOURCE
Denotes which program or where physically the data
was collected. None
Mobile Commons *SOURCE Salsa *SOURCE OTD *SOURCE DRN *SOURCE O-‐Team *SOURCE DEEP *SOURCE END *SOURCE QUIP *SOURCE PICO *SOURCE Hotline *SOURCE Backlog *SOURCE LAD 1st Time DACA App
What took so long for the applicant to apply for DACA? Entry
NotHeardofDACA 1st Time DACA App Finished Evidence 1st Time DACA App Financial Need 1st Time DACA App Missing Edu Reqr 1st Time DACA App Just Aged In ENT: DACA Applicant?
Old Attendee Role Identifier. NO LONGER IN USE.
Old Entry
Yes ENT: DACA Applicant? No, Friend ENT: DACA Applicant? No, Family Member
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ENT: DACA Applicant? No, Parent/Leg.Guard ENT: DACA Applicant? No, Attorney/Leg.Rep ENT: DACA Applicant? No, Teacher/Educator ENT: DACA Applicant? No, Community Leader ENT: DACA Applicant? No, Volunteer Not Eligible Reason
What are the reasons for not being eliglible for DACA? Exit
CrimBackground Not Eligible Reason NoPhyPresence6/15/12 Not Eligible Reason Arr. After 2007 Not Eligible Reason Arr. After 16yrs SelfDescribed Gender
Used to apply self-‐described gender. Contact
Male SelfDescribed Gender Female SelfDescribed Gender Queer Male SelfDescribed Gender Queer Female SelfDescribed Gender TransGender SelfDescribed Gender Queer Non-‐conforming SelfDescribed Gender Prefer Not to Say *Email Opt In Would they like to receive
email updates? THIS IS THE MOST UP TO DATE. Contact
Opted-‐In *Email Opt In Declined *Email Opt In No Email *Ladder Transition
For Ladder of Engagement and O-‐Team. None
Had 1:1 *Ladder Transition Testing Period *Ladder Transition Failed Test *Ladder Transition Passed Test *Ladder Transition Leader *OnlineActivistLevel
To denote different levels of online activity through email. None
4-‐Highest *OnlineActivistLevel 3-‐Activist *OnlineActivistLevel 2-‐SomeActions *OnlineActivistLevel 1-‐OneTime *RES:HeardofUs
How did you hear about us? THIS IS THE MOST UP TO
DATE. Entry
Phone Call *RES:HeardofUs Text Message *RES:HeardofUs Email *RES:HeardofUs Facebook *RES:HeardofUs Website *RES:HeardofUs Flyer *RES:HeardofUs Previous Event *RES:HeardofUs Organizer *RES:HeardofUs Guidance Counselor *RES:HeardofUs Friend/Family *RES:HeardofUs Radio *RES:HeardofUs TV
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*RES:HeardofUs Consulate *RES:HeardofUs Teacher/Educator *RES:HeardofUs Community Center *RES:HeardofUs Church/Congregation *RES:HeardofUs High School *RES:HeardofUs College/University *SMS Opt In Would you like to receive
text messages? THIS IS THE MOST UP TO DATE. Contact
Opted-‐In *SMS Opt In Declined *SMS Opt In No Cell Phone Constituent Type
Are they a Dreamer, ally, or parent? NO LONGER IN USE. None
DREAMer Constituent Type Ally Constituent Type Parent Data was gathered at
To denote what physical location data was collected at. NO LONGER IN USE. None
High Traffic Data was gathered at Event Data was gathered at High School Data was gathered at Church Data was gathered at DACA Clinic Data was gathered at List Language Preference
What is the language preference? Entry
English Language Preference Spanish Language Preference Portuguese Language Preference Creole Language Preference Other Want to Volunteer? Volunteer Opt-‐In Survey
Question. NO LONGER IN USE. None
Yes Want to Volunteer? No Want to Volunteer? Later Country of Origin
Denotes the country of origin. Entry
Brazil Country of Origin Colombia Country of Origin Ecuador Country of Origin El Salvador Country of Origin Guatemala Country of Origin Honduras Country of Origin Mexico Country of Origin Peru Country of Origin Philippines Country of Origin South Korea Country of Origin Other DACA Clinic #
Is this the first, second, third, or fourth clinic? Entry
First DACA Clinic # Second DACA Clinic # Third
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DACA Clinic # Fourth Email Opt-‐In Would you like to receive
email updates? NO LONGER IN USE.
Old Entry
Opted-‐In
Email Opt-‐In Declined ENT: DACA App
Have you submitted an application in the past? NO
LONGER IN USE. Old Entry
YES-‐RFE ENT: DACA App YES-‐Denied ENT: DACA App YES-‐Pending ENT: DACA App No EXT: Relief Type
What other type of relief are they eligible for? Exit
U Visa EXT: Relief Type Referred2Attorney EXT: Relief Type TPS EXT: Relief Type SIJ Visa EXT: Relief Type H1-‐B Visa EXT: Relief Type Citizenship EXT: Relief Type LPR or Greencard EXT:CrimBackground Not able to complete
application because of criminal background. NO
LONGER IN USE. Old Exit
HasCrimBackground EXT:CrimBackground NoCrimBackground
EXT:CrimBackground Referred2Attorney EXT:FinancialNeed
Not able to complete application due to financial
need. Exit
NeedsAssistance EXT:FinancialNeed NoFiancialNeed EXT:FinancialNeed ScholarshipRequested EXT:FinancialNeed ScholarshipReceived EXT:FinancialNeed Referred2Help EXT:MissEducReqr Not able to compete
application due to missing educational requirement. Exit
MIssingEduReqr EXT:MissEducReqr EduReqrMet EXT:MissEducReqr Referred2Help EXT:MissingEvidence Not able to complete
application due to missing evidence. Exit
Evidence Missing
EXT:MissingEvidence Complete Evidence EXT:NeedsLegalReview
Not able to complete application due to the need for further legal review. Exit
NeedsLegalReview EXT:NeedsLegalReview Scheduled4Review EXT:NeedsLegalReview Not Needed EXT:NeedsLegalReview Referred2Help HH Income
What is the total household income? Entry
Under 20K HH Income 20-‐30K HH Income 30-‐40K HH Income 40-‐50K HH Income 50-‐60K HH Income 60-‐70K
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HH Income 70K+ HH Income Prefer Not to Say Household Size
What is the total household size? NO LONGER IN USE. Old Exit
1 Household Size 2 Household Size 3 Household Size 4 Household Size 5 Household Size 6 Household Size 7 Household Size 8+ OTD Exit DACA Stat
What was the outcome of the clinic? Exit
Ready2Send OTD Exit DACA Stat Sent@Clinic OTD Exit DACA Stat ReadyCantSend OTD Exit DACA Stat Unable2Complete OTD Exit DACA Stat OtherRelief OTD Exit DACA Stat Not Eligible OTD Follow Up DACA S
For follow-‐up after attendee has come to the clinic. What is the status of application?
Follow-‐up
Sent OTD Follow Up DACA S Biometrics OTD Follow Up DACA S Received RFE OTD Follow Up DACA S DACA Approved SMS Opt-‐In Would you like to receive
text messages? NO LONGER IN USE.
Old Entry
Opted-‐In
SMS Opt-‐In Declined US Arrival Year
What is the year the attendee arrived in the USA? Entry
After 2007 US Arrival Year 2007 US Arrival Year 2006 US Arrival Year 2005 US Arrival Year 2004 US Arrival Year 2003 US Arrival Year 2002 US Arrival Year 2001 US Arrival Year 2000 US Arrival Year 1999 US Arrival Year 1998 US Arrival Year 1997 US Arrival Year 1996 US Arrival Year 1995 US Arrival Year 1994 US Arrival Year 1993 US Arrival Year 1992
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US Arrival Year 1991 US Arrival Year 1990 US Arrival Year 1989 US Arrival Year 1988 US Arrival Year 1987 US Arrival Year 1986 US Arrival Year 1985 US Arrival Year 1984 US Arrival Year 1983 US Arrival Year 1982 US Arrival Year Before 1982 SOURCE
Denotes which program or where physically the data was collected. NO LONGER
IN USE. None
Salsa SOURCE Mobile Commons SOURCE END SOURCE DEEP SOURCE QUIP SOURCE DRN SOURCE Hotline SOURCE PICO SOURCE O-‐Team SOURCE LAD Affiliate
Used to denote ownership of data by affiliate. None
AC4D Affiliate DAOK Affiliate DOV Affiliate NJDAC Affiliate NMDIA Affiliate ADAC Affiliate EL Cambio Affiliate SDDT Affiliate SWER Affiliate UWD Contact Affiliate NTDT Affiliate OTDH Affiliate AVDT Affiliate ULI Affiliate CT4D Email Opt-‐In Would you like to receive
email updates? NO LONGER IN USE.
Old Entry
Yes Email Opt-‐In Unsubscribe Email Opt-‐In Declined Ladder Transition For Ladder of Engagement None Had 1:1
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Ladder Transition and O-‐Team. Testing Period Ladder Transition Failed Test Ladder Transition Passed Test Ladder Transition Leader OnlineActivistLevel
None
1-‐One Time OnlineActivistLevel 2-‐SomeActions OnlineActivistLevel 3-‐Activist OnlineActivistLevel 4-‐Highest SMS Opt-‐In Would you like to receive
text messages? NO LONGER IN USE.
Old Entry
Yes SMS Opt-‐In Unsubscribe SMS Opt-‐In Declined UWD Volunteer Would you like to volunteer?
ACTIVE AND MOST UP TO DATE Exit
Yes UWD Volunteer No UWD Volunteer Later Language What is the language of
preference? NO LONGER IN USE. None
English Language Spanish Language English and Spanish How was recruit?
Where was the volunteer recruited? None
High Traffic How was recruit? Event How was recruit? School How was recruit? Church How was recruit? List Who are they?
Are they a Dreamer, ally, or parent? NO LONGER IN USE. None
Dreamer Who are they? Dreamer Parent Who are they? Ally
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Conclusion
VAN will help our network extensively over the next several years to expand our base, develop new leadership, formulate better campaign strategy and tactics, reinforce strong behaviors and strengthen weak ones, etc. We look forward to working with you on the ground to strengthen our movement across the country and expand our power by building a committed base of leaders. Thank you for all the hard work you do in the field and we are honored to be able to deliver this VANual to you. Sincerely, Adrian Reyna, Lucas Da Silva
More Resources…
1. Contact Lucas Da Silva, National Field Data Coordinator [email protected] (202) 669-3156
2. Visit the help guides through the Main Menu in VAN (highlighted in green):