Knowing Your Way Around

After starting a job and possibly selecting a jurisdiction, you will see a screen with one field we call Smart Search. The letter to the left of that is the Smart Search mode - H for house or B for birthday. To the right is the active line number and any tag recorded for that line.

If you need to change the active line, such as to skip a blank line, use the up arrow, down arrow, home or end key while the cursor is in the Smart Search field. If the cursor is in the leftmost position or the field is blank, pressing space jumps to the next blank line (if peer reviewing, this jumps to the next unreviewed line).

In all searches, ignore any house suffixes, street direction, street type, or apartment. If an address is 1234A 1/2 N Main St #B, the only things you can search by are 1234 and Main.

Smart Search

Smart Search is the default search field and all you need to use for the vast majority of signatures. It shows search results as you type and allows you to completely process signatures in 8-14 keystrokes. There are two modes, house number mode and birthdate mode. The latter is only available if the petition has a birthdate field on it. If a birthdate field is on the petition, birthdate is the default mode, and you can switch to house number mode under the Task Options menu. If there is not birthdate field on the petition, house number mode is the only option.

House Number Mode

1. Enter the house number, followed by the first 3 letters of the last name, no space between (e.g. "704smi"). Wait for the search results.
2. If there is no matching result, add a space after the last name and enter the first 3 letters of the first name. The last name disappears (converts to "704 joh").
3. If still no match, add two spaces after the first name. The last name reappears and the number disappears (converts to "smi joh").
4. You can narrow the search results for the second and third scenario by adding a space after the the first name and entering a few letters of the street name.

Birthdate Mode

Works the same way as house number mode, but instead of house number enter the month and two-digit day (e.g. "305smi" for John Smith born March 5).

Important

• Will not search without first 3 letters of any name. "704sm" won't search.
• Must include the entire house number, not just the first three numbers. "123smi" won't find Mr. Smith at 1234 Main St.
• Birthdate requires a two-digit day, but not a two-digit month.
• Omit punctuation. If a space in first or last name, omit the space ("dea" for De Angelo or De'Angelo).
• If not certain what a particular letter or number is, try one possibility and then the other. Wild cards do not work in Smart Search.

Tagging in Smart Search

As soon as you find a matching record according to the specs, tag the line as a match. Otherwise, exhaust other searches before tagging. Unless a signature line is deficient, you cannot tag as a non match without 3 distinct searches.

Leave the cursor at the end of your Smart Search query. As long as the cursor is to the right of any non-numeric character, Sigtrack will recognize the numeric input as a tag instead of a search.

• If a hard match, type the row number of the matching result (see note below).
• If a soft match, type / (slash) followed by row number of the matching result (see note below).
• If a non match, type 0 (zero).
• If deficient, type - (minus) and the deficiency codes (provided in the specs) before entering one of the tags above (e.g. "-s/3" or "-nd0").
• If blank or crossed out, don't tag or do anything with that line at all.

When you tag, the active line automatically progresses to the next one.

Note: If there are 10 search results and you enter 1 for your tag, nothing will happen. Type 10 and row 10 will be selected; press 1 and Enter to push the tag as matching row 1.

Custom Search

Custom search is slow, but it's the only option when there is not enough legible information to do 3 Smart searches. Tab or shift-tab from Smart Search into custom search fields. Input only what you're 100% sure you can identify and press Enter to search. To fill the gaps, you can use wild cards. You can also use = for an exact match.

Using wild cards

• @ for one unknown character
• * for an unknown number of characters
• @@ searches faster than *
• If you use a wildcard, you must complete the word even if with other wildcards.

Examples

• j@n will find Jon and Jen, but not John or Jean.
• j*n will find Jon, Jen, John and Jean.
• j@n will find Jen, but not Jennifer.
• j@n* will find Jen and Jennifer.
• jen is the same as searching "jen" - no reason to type the asterisk in this case
• =li will show exactly Li and not Livingston.

Important

• You must include at least two characters per field in at least two fields.
• Do not enter more than one word per field.
• House number is searched literally. "123" will not find 1234, but "123@" will.
• Omit any fraction or house suffix in the house field.
• Omit direction or street type in the street name field.

Tagging After a Custom Search

Your cursor won't be at the end of a Smart Search query after you custom search. Replace the Smart Search field with the tag and press Enter to push it.

Editing Tags

Go to the line number and reprocess it. Your new tag will replace whatever was there.

To move a series of tags that are on the wrong line, select the first tag you want to move down and press ctrl-down arrow, or select the last tag you want to move up and press ctrl-up arrow.

To delete a tag, select the line number and press ctrl-d.