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To view this on the COS website, click here [[https://conventionofstates.com/florida-procedures-for-better-reporting|florida-procedures-for-better-reporting]]


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====== Florida Procedures for Better Reporting ======



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|{{https://content.conventionofstates.com/cosaction-prod/public/content/images/87866/87866_original.jpg?}}\\ \\ ==== For best mobile view, turn sideways. ====\\ \\ |   [[https://conventionofstates.com/florida|Home]]  |     |   [[https://conventionofstates.com/florida-calendar|Calendar]]  |     |  [[https://conventionofstates.com/news?utf8=%E2%9C%93&filters%5Bstate%5D=10|Articles]]  |     |  [[https://conventionofstates.com/florida-join|Join]]  |     |   [[https://conventionofstates.com/florida-regional-captains| Reg Captains]]  |     |   [[https://conventionofstates.com/florida-district-captains| Dist Captains]]  |     |  [[https://conventionofstates.com/florida-training|Tools]]  |     |  ** [[https://conventionofstates.com/florida-resources|Resources]]**  |\\ \\ \\ ----\\ \\ //(As of June 17, 2025, per [[mailto:denah.butts@cosaction.com|Denah Butts]], State Director, and [[mailto:deborah.gard1287@cosaction.com|Deborah Gard]], State Grassroots Coordinator)//\\ \\ CitizenBuilder is a very comprehensive application, but one thing it lacks is reporting functions. And, without a way to report, we have no way to track, we have no way to clearly see our [[https://conventionofstates.com/videos/crossroads-servant-leadership-pt-1-helping-others-get-there|THERE-HERE-PATH]]. So, in 2024, to assist with reporting the impact of volunteer events (meetings, table-tops, gun shows, festivals, etc), Deb Gard worked with National on developing a standard for [[https://dashboard.conventionofstates.com/admin/tags|CitizenBuilder Tags]] used at events which increases efficiency for building event reports at all levels.\\ \\ **The tag naming convention was so successful that it was adopted by National. So, today, Florida works with National as follows:**\\ \\ We have both [[https://conventionofstates.com/grassroots-events-forms|National-paid events]] and non-paid events and, therefore, decided this as the best course of action:\\ \\ - **Florida provides oversight**, reviewing and approving ALL Tags for ALL Florida events.\\ \\ - To facilitate this, **any volunteer requesting [[https://conventionofstates.com/grassroots-events-forms|payment from National]] will need to CC the State Grassroots Coordinator (SGC)** so that the coordinator is kept in the process. We do not count on National to remember our process, so our own volunteers must be accountable.\\ \\ \\   - National will always REPLY ALL, so that the **SGC is included in the response.**\\ \\   - Based on that correspondence from National the **SGC will create the tag** in CB and place a copy in [[https://flor.zulip.conventionofstates.com/#narrow/stream/2323-event-tag-approval-florida|the #event-tag-approval-florida channel in Zulip]] for the event volunteer to use.\\ \\   - After the event, National requires the event volunteer to **submit an [[https://conventionofstates.com/grassroots-events-forms|ePEQ Form – Post Evident Evaluation Form]]**.  Florida requires that submission is **ALSO CC'd to the SGC.\\ \\ **\\ - **For non-paid events**, the event volunteer will [[https://conventionofstates.com/files/cos-fl-event-tag-creation-procedure|**create a Tag as outlined in this document**]], place the proposed Tag in the [[https://flor.zulip.conventionofstates.com/#narrow/stream/2323-event-tag-approval-florida|#event-tag-approval-florida channel in Zulip]] for review and approval by the SGC. \\ \\ We ask everyone [[https://docs.google.com/document/d/1ogxY1-AyeSbIivAoQDMuU-dx5PbR8_mZ01bnVIAb0vk/edit?usp=sharing|entering petitions]] (regardless of method used), to please adhere to this naming standard and work with your SGC to approve the tag for your event.\\ \\ [[https://conventionofstates.com/files/cos-fl-event-tag-creation-procedure/download|Download Florida's Procedural Document for Entering Tags]] //(instantly downloads to your Download folder)//\\ \\ |
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|  __Page Metadata__  ||
|Login Required to view?  |No                  |
|Created:                 |2025-06-17 14:51 GMT|
|Updated:                 |2025-06-17 14:51 GMT|
|Published:               |2025-06-17 14:51 GMT|
|Converted:               |2025-11-11 12:42 GMT|
|Change Author:           |Denah Butts         |
|Credit Author:           |                    |