Filtering: Turf vs. Roles
PRINTThe changes in Toolbox v7.1 around Roles and Turf also mean that users will need approach filtering their data in different ways. This article is meant to address those changes and help users understand the change in their workflow this necessitates.
As the image below shows, there are two new folders, Roles and Turf
Which item you chose to depends on what you are trying to achieve. If you, as an Organizer, would like to see just your own Turf, then you would want to chose to filter from the Turf folder
because then you could filter for those workers assigned to you:
If on the the other hand you want to filter for Organizing Committee, you would Filter for Role > Has Role because in this case you want to see only those people with the Role of Organizing Committee.
Most Field Staff will want to see only their own Turf and then wish to see only those Organizing Committee within their own Turf. In this case you’d use the following Filter:
- Turf: Assigned to (organizer name)
- Role: Has Role (Organizing Committee)
A Campaign Lead or Campaign Director would most likely prefer to see all OC for the campaign and would therefore select only the following Filter:
- Role: Has Role (Organizing Committee)
This will return a result of all Organizing Committee within that Project. What happens if you try to filter for “Role: Has Role (Organizer)”? Most likely no one would show up in your filter. Remember, an Organizer may have a Role in a Project, but they are not actually members of the Project. For more information on Projects, please see What is a Project.