Screener Role Instructions

This is for most people working the call who will speak 1 on 1 with constituents to gather their questions

**Please be sure to adjust the video to the highest resolution possible**

Event Set up

1. At least 15 minutes before the start time the event specialist will log onto the interface to get folks signed in.

2. Log into the full control panel by using the link provided to your office for the event in either Mozilla Firefox or Google Chrome.

3. Put in your actual name to identify you for the event chat.

4. Dial the screener role phone number from a landline phone and put in the corresponding pin when prompted.

5. Click the light blue circle with a dark blue ‘i’ to identify yourself as a screener.

Starting the event

1. Once around 100 people are on the call the event specialist will count down (3 - 2 - 1) and then a recording will play (The music hold has ended, call is live). The host will begin and ask folks to hit *3 to ask a question.

2. Then they’ll be added to the screener queue for you to talk to and screen.

During the event

1. To screen someone, find their name and click the ‘screen’ button.

2. Introduce yourself and ask their name and location and change the name field to match if different.

3. Put in their question and star rank and hit ‘save and return to queue.’

   1. If they are not on the phone hit ‘cancel and return to queue.’

   2. If they are hostile tell them you have many callers and hit ‘save and remove from queue.’

Reminders

• We recommend using a computer connected with an ethernet connection and a landline phone to eliminate any possible connection issues.

• Use the notes section to provide contextual information about the person you screened.

• Use the chat to send office-wide messages to other staff working the event.