eSlaterM Electronic Voting System

I III I

i nA r I T

t e r c t v i {

eSlaterM Electronic Voting System

TAlly SorrwnnrTnnIruIruG MANUALBOSS Version 2.8 compatible

-From Black Box Voting Document Arcives-

TM

Tally

Tally Version # 2.8

contains confi dential and pmprietaryiniormaton belonging oxclusively to Hart Inte'clylc, lnc. Nopart of this publication may be reproduced, storod in aretrieval system, or transmitted in any furm or by any meanselecfonlc, mechanical, photocopied, recorded, or otherq,ise

T-3. Revision J5Hart lntercMc, lnc. O 2001

All Rights R€s€rved


Tally Soflrvare Training Manual

Table of ContentE

T a a l e o F C o N T E N T S

Course labusTally Operator TrainingTally Operator Training

APPENDICESAppendixA: Glossary of Terms.... ................15Appendix B: Information, Gonfirmation, Error,&Warning Messages .,................19Appendix C: Tips & Tricks..... .....2AAppendix D: Backing Up ElectionDatabases to a GD...... ,..,........,....23Appendix E: Cource Self-Check|ist................................. 30

Page 3Hart lnterCivic, Inc.

Cource Content Chart......... ..,... 11Course Outline .......12


Tally Sofuvare Training Manual

lntroducdon

l u r n o D U c r r o NWhat is Tally?

Tally is a software applicaiion that reads, stores, and tabulates the Cast Vote Recordsru(CVRS) from Hart lnteroivic s Ballot Origination Soft are System's Mobile Ballot Boxes(MBBS) w. The MBBs contain Cast Vote Records captured by the eslate PrecinclVoting Systemm (PVS) and/or scanned Ballot Nown paper ballots and audit trail datathat authenficates the CVRs. Tally is initial2ed with the locked Ballot OriginationSoftrare Sy$em (BOSS) database that was used to create the election. Thisinitialization "programs" Tally for tabulation. The only required task prior to beginning thetabuldion process is to input any approved write-in endidate names. Tally counts votetotals for Test Tabulations, Absentee Voting, Early Voting, and Election Day. Tallyproduces official results reports and data.

This Document:This Document is a training manual designed to guide operator training, and it is meantfor use in conjunction with the Tally System Operalions Manual. This training manual ismeant for both initial faining with Hart InterCivic training specialists, and as a referenceto supplement the operations manual once training is complete.

ObjectivesThrough this course the trainee will:

tr Tabulate CVRs recorded on eslate system MBBs,E Generate unoficial reports and ofFcial reports,tr Edit Mite-ins,tr Check provisional ballots,E Include absentee and manual votes in the tabulation.tr Produce tabulation repons,tl Close an election. and[1 View procedures for backing up elec{ion databases.

Take Note:' All steps that refer to a button or menu on the screen have the button in bold

(i.e.: Save, Close, OK).' All steps that refer to a key on lhe keyboard have the key undertined (i.e.:

Ctrl, Shift, Enter).. Afl steps that refer to a mouse clbk have the word(s) italicized (i.e.i click, rtght

dick, double dick). The word clbk refers to a Ieft click.. 4 F refers to areas within the Training Manual that contrain more

information regarding the topic.. Tally prints a hard copy, real-time, Audit Log documenting all user aciivities.

€ For Tlps & Trlcks s€e page 20. For a Glossary of Terms see page 15.

Page 4Hart lntercivic, lnc.


Tally Softrare Training Manual

eSlata Dab Flowchart

ESLATE Dern FIowcHART

Page 5Hart lntercMc, Inc.


Tally Softruare Training Manual

The Tally YYlndtr

Tne TnULY WINDow

Page 6Hart lnteroMc. lnc.

Noffco: No Taakbar ArrllablsTally slll not allox, the ussr bacc@ anolfier ptogram nrhlls

runnhg Tally.


Tally Software Training Manual

Tally menus

Ta l l v MeHus

Page 7Hart IntercMc, Inc.


Tally Softivare Training Manual

Tally User Prlvllsgs

Teruv UseR Pnrv rLEGEsMministratoF and Operators login to the Tally application by typing a User lD(usemarne) and password after opening Tally.

It is remmmended that the user cunently logged in:> SbV d the computer while running the application,) Exit lhe application if Vhe steps away from the system.

An adminisffator sets user pdvil€g€. See the Tally Openations Manual for direclions onsetting us€r prMleges. The following charts show user privileges for Tally fundions andAdmln menu comrEnds:

Tallv Fanctlon Update AITNo YesY6 Yes

Perfom Mangal Votes No YesPrint Reports Y6 YsChange Cunent UserPasebvord Ys Yes

Cr€ate Nevr Usels No Y6

Page 8Hart InterCivic. Inc.


Tally SofuYare Training Manual

Tally Overvlew

Teutv Ove RVrEWl lhen you are ready for Tally, you have:1. Creaied the ballot in BOSS.2. Wrifien all MBB and DAU cards,3. Locked the BOSS database for Tally.4. Wth MBBs created in BOSS you have;

a. Conducted a Test or Election mode election with eSlates.b. Scanned and saved cast vote records for voted Ballot Now paper

ballots, if applicable.

Creafrng a Tally t atabaseThe d€finitions of the three types of status for a Tally Election database are:

> NEW - Vvhen the database cunently being used has no votes recorded yet (noMBBs tom Test or Election have been read).

> OPENED - !{/hen the database cunently being used has votes recorded in it.> CLOSED - \ /hen the database has been closed because all MBBS for the

election have been read and all manual votes have been proce$ed.

Pr*Elec{on AcfrvlilesEefore Election Day, you can perform the following tasks with the election's TallyElection database that has the NEW or OPENED status:

> Define eligible writsin candidate names,! Define Tally options for counting provisional ballots and consolidating split

precincts,) Read Test MBBS to perform a tabulation test, and> Yrew and print Tst Tally reports.

Electon Day ActlvlfesOn Election Day you can perform the following tasks with the eleciion's Tally Electiondatabase the( has the OPENED staius:

> Manage provisional ballots (this can also be done affer the eleciion is closed inTally),

) Assign write-in vobs,> Read election MBBs from:

t Absentee ballots r@rded with the Ballot Now application' Early Voting ballots. Eledion Day ballots,

F View and print Unofficial Tally reports,) Add or subtract votes manually,> Reject or Accept Provisional Ballots.

Post-Hectlon Day Actlvlties.AfiErall MBBsforthe election have been read and the manualvotes task is comoleteyou en perform the following tasks with the election's Tally Election database th;t hasthe CLOSED status:

> Close the Elec{ion.) Mew and print fficial Tally reports,) Rejec-t or Accept Provisional Ballots,F Backup to CD and archive the eledion.

Page 9Hart lntercMc. lnc.


Tally Soft^rare Training Manual

Soquental Steps for Uslng Tally to Counl Voted MBB8

SeouENTTAL Sreps ron Us rNG Ta l l v roCounr Vo reo MBBs

lllore lnfonnation:

l. In the BOSS program, lock the BOSS database forTally.

Make certain all MBBS and DAU cardshave been writen before locking.

Copy the BOSS database to Tally.

Test mode and Elec.tion mode databasesare copied into Tally separately.

> Each Tally database must have aunique name.

> Only one Tally Election modedatabase for a specific BOSSd?rtabase may exist at a time.

3. Edit Writelns and Aliases, if applicable.

Write-ins may be edited before and/orafter MBBs have been read.

) An election cannot b€ closed untilall write-ins have been edited andresolved.

4. D€fine Tally Options.

Tally Options include:) Choosing to include pmvisional

ballots in the totals, or not to, and> Choosing to consolidate split

precincts, or not to.

5. Perficrm a Logic & Accuracy Test, and read TestMode MBBS.

Refer to the eSlate Support ProcduresTraining Manual for details on performinganL&AT€st

6. R€peat steps 2, 3, and 4 for the Elec{ion modedatabase.

7. Read the Election mode MBBs.

Eletion mode MBBs can only be readinto Tally on the date of the elec{ion orlater, based on the election date definedin BOSS.

8. Assign Unassigned Write-lns, if applicable.9. Process provisional ballots now or affer the

election has been closed in Tallv.10. Calculate any necessary manual vote tabulations.1 1 . lmport votes ftom other systems, if applicable.

12. Affer all MBBs have bean read, close lhe electionin Tally.

You can read unvoted MBBs that werecreated as backups for the electjon inorder to account for all MBBs wrinen.

13. Print offcial reDorts. Reports are unoffrcial uriil the eldion isclosed in Tally.

14. Back up election database to CD. eSe page 23.

Page 10Hart InterCivic, lnc.


F :tr:{ ;

T:EI

r - Eo -

Y{,

Ec'r

I!

E

;

I

i eE E

a.-ri ri

- b PE H BNE'Es Q t_ 6 : ;

EEFE E PE e i

i--.*F P 5

r - - - - -

_ _ l

t.9

t 0l tIE

I

I

-b n'8

€ i a6 € :e - - E

s q io U ;5 g d

F $ $

:

FHT

tJ1

o

3 , b

Bz3E

a

2 A

- =

F E

-t ;H.S( n 9

E4,e q

r-EcIEEEI€EEl ! {oE

iE-Fr

=-'4

; ti !

Ffli E

F

JA

E

-g

€I

E

E5

E

oE

.g9

N Pg3g:

lEss*g;. i3 5E FEir

FM

ICIFzluJFzoc)uJ(ft&:f,o(J

CIzzaE,r-EoF

Etllo"o-T

r-

o

$ e s:EEj F

-^ ;

: -o9

3 5

T

E R

.e d,

! B -

l 3 o--aE3

4.9

€ gs E i! H E* s U eE ! ; ;T HFES.i ; - -? I

E : 3

I

d !

--l p

€

;

r

I

5

I

,Ia

d

o

o

oo!tEoog,

gFogoILoFF

o

=

.EF

E3o(t)

,o



Tally Oporator Tralnlng Cout€e Outllne

T e l l v O p e R A T o R T R A T N t N G C o u n s eOur l rn e

Esdmated Tlm6: 1 day

Audlence: Tabulation specialists, Elections Offcials

ObJecttves: Trainee will open Tally and @W a BOSS database, set up Tally before theelection starts, read MBBs, look at challenged ballots, assign write-ins, enter absenteeand manual vot6, view and print Talty reports, close an election and archivethe Tallydatabase.

Benef,ts of Tally: Tally tabulates the cast votes with "one clicr simplicity. Certifiedwrita-ins can b€ identified before tabulation takes place, making counting votes for those@itions automatic. Provisional ballots can be automatically included in the count, ornot, and can be backed out or added if challenged. Test mode tabulations are kept inseparate databases from election mode databases.

Manuals: Tally Operations Manual, Tally Training Manual

Modules: 1-6

Prerequlalte: Hands-on demonstration with the eslate. Trainess will use the system asif they are toters", if time and equipment availability allow.

Teachlng Polnb:

> Module 1: Tally! Ggtflng Started> System OveMeu/ and Benefits to Trainees, and Course Objec,tives> eslate EVS data flourchart, Tally Wndow, Tally menus) Review Locking the BOSS datrabase for Tally) Opening Tally) Checking disk space> Copying a BOSS database to Tally> Opening a Tally dstabase

E Exerclse 1.1: Copy a BOSS database that you have locked forTally and voted on an eslate (or scanned with voted paperballots from Ballot Nor r). Create a Tally database from thisBOSS database. and ooen it.

Page 12Hart IntercMc, Inc.


Tally Sofirare Training Manual

Tdtt Opara&rfnl|U€ Cou€e Qtrnno (.ont)F Module 2: Pre-Electlon Acdvltles

) Editing Write.ln Candidates) Adding aliases> Defining Tally Options

D Options for Consolidaling split PrsinctsF Options for Rejec'ting Provisional Ballots

) Mobile Ballot Box Types) Test Mode Tabulation (PreEleciion Logic & Aeuracy T6t)) Possible MBB Enor Messages

E Exerclse 2.'1: Edit write.ins and assign aliases. Define the TallyOptions to reflecl the election you have an MBB for and stateand local regulaiions. Read an MBB written in Test Mode andvoted on an eslate (and/or a test MBB from scanned Ballot Nowpaper ballots).

D Module 3: Elec{on Day Acffvltle) Opening an Eleclion (with a new Tally database, Pre-Eledion Adivities

@mpleted sns Test Tabulation) & reading Election MBBs.> Assigning unassigned write.ins

E ExerclsE 3.1: Copy the BOSS database into Tally, completePre-Election Activities for the new Tally database, and read anMBB written in Election Mode and voted on an eSlate (and/or anMBB from scanned ELECTION Ballot Now paper ballots), ifavailable.

tr Exerclse 3.2: Assign at least one unassigned Write-in to acontest. lf you have more than one unassigned Write ln, removeat least one. Resolve all write-ins.

F Module 4: Manual Votes, lmportlng Vob from Other Slntems & Gloslngthe Elecfon> Manualvotes> lmporting Votes trom Other Systems) Closing the Election> Rejecting or Accepting Challenged Provisional Ballots) Backing Up the Tally Database to a CDR.

tr Exorclse 4.1: Adjusl the tabulation for your election. Add S vote$to one candidate. Subtract 2 votes from another candidate.

E Ererclse 4.2: Close the eleciion you have been working with.Process Provisional Ballots. Accept (leave) at least one. Rejectat least one. Print a "Provisional Ballob' Report. Back up theTally database to CDR.

) Module 5: Reports) Reports

tr Exerclse 5.1: View reports. lf you are connected to a printer,print a report of your choice.

Page 13Hart lnterCMq Inc.


Tally softffare Training Manual

IalbOnard3rl|alntgCeutro Otrllno(tlntlF Module 8: Tally Admlnlstradon Tasks

) Vrelving Audit Log (print out)) Copying a BOSS database (covered in Tally Cource, Module 1)> User Privileges> Pasword Security) Changing Usor Password) Creating New User) Procedures for a recount or contested elec{ion) Archiving the Election) Appendices

tr Ex€rclse 6. t: Mew the options in the Administration menu.Administrattve users, add yourself as a netv .rser. Delote theoriginal user. Add oth€r operators as users, giving themappropriate privileges.

> Reylew Appondlces and Dafs leesone) Appendices

> Glossary of TermsD lnformation, Confinnation, Eror & Waming MessagesD Tips & TricksD Backing Up El€ction Databases to a CD> Course Ssf-Check Liei

Page '14Hart lnterCMc. lnc.



A : G of TermsTerm DdfrnllianACCESIS CODE A fourdigit number given to each voter from the JBC. lhe ACCESS

CODE tells the eslate system which ballot style (precinct) to disphyto the voter.

ACCESS CODESummary

A JBC report that is printed when polls are closed on Eleciion Day. ltlists the number of ACCESS CODES issued, voted, expired, andcanceled.

Alphanumerlc A field type. Means that the field can contain both letters (alpha) andnumbers (numeric).

Amerlcans'wlthDlsablllds Act(ADA)

A 1990 federal act, Public Law 101-336, that establishedcomprehensive standards for the treaiment of persons withdisabilities in employment, public acmmmodations, and otherprogEms, includinq those operated bv state and local qovemments.

ASCII nle American Standard Code for lnformation lnterchange. Files that, bytheh formatting, are easier to transf€r between different types andversions of computers. Also called text files".

Audft Trall Information that allows lhe elec{ions office to view the steps thatoccuned on the equipment included in an election to veriff the stepsand pro€dures followed without compromisins voter orivacv.

Ballot Format The anangement of the ballot created in BOSS. Ballots may beformatted for the eSlate PVS or for Ballot Now.

Ballotlnstrucdons

Instructional text that app€ars at the top of the ballot. There are twos€paEte typs of Ballot Instructions: (1) PVS (for the eSlate PVSsystem) and (2) Ballot Now.

Ballot Now ru The esl€rte EVS softrvare application that prints paper ballots ondemand and then digitally images the voted ballots to save fordelivery to Tally.

Ballot S1yle The specific ballot created by precinct assignmenG to @ntests inBOSS.

Ballot Text Instructional text emb€dded in the ballot. Ballot Text is usually usedto identiry a section of the ballot.

BOSSru Ballot Origination Softrare System. This is the soflrrvare that buildsan el€ction database and writes multiple ballot styles. BOSS is usedto cr€te the MBB and DAU cards that drive PVS and Ballot Nowru.

Contest A choice to be made on the ballot. Also known as races. orffces.issues, referendums, and questions.

Cast VoteRecord {CVR)

Electronic version of each vote cast, reflecting a ballot from eachvoter.

CryBhl Repoil8 An off-ihe.shelf report formatting softrrare application for database,centered products.

Gumulaflve(ACcESScoDE)Summary

A summary on the JBC Suspend Report or Daily Detail report thatlisb the ACCESS CODES issued, voted, exphed, and caneled forthe entire session of Early Voting.

Database A storage point for Information (data).

Appondh A: Glossary of Terms

A p p E N D I c E S

Page 15Hart lntercMc, Inc.



Appendh Ar Glossary of Terms (cont)

Tann DefrnitlonCycllcRedundancyCheck

A continuous test of each transfer of data within a syslem to insurethat the data received at the end of the transfer is the same as thedata originated bv the source.

Dally DebllReport

A JBC report that can be printed out when polls are suspended inEarly Voting. This report lists the number of ACCESS CODESissued and voted by precinc{, as well as Daily (ACCESS CODE)Summary and Cumulative (ACCESS CODE) Summarv Reports.

Dally (ACCESScoDE)Summarv

A summary on the JBC Suspend Report and Daily Detail report thatlists the ACCESS CODES issued, voted, expired, and canceled foronly the cunent day of Early Voting.

Dalsy Chaln Items connected in a series. The eslats are daisy chained, one toanother, with one plugging into the JBC.

DAU card The PC card that enables the DAU eslate b carry audio andrespond to the specialty input devices. Also called an 'Audio Card'

DbabledAccess UnliB(DAU)

An eSlate that includes a FC card module. A PC card is insertedinto this module so that voters with disabilities can voteindependenuy and privately, listening to the ballot with headphonesand/or interacting with the ballot using tactile input svritche or a sipand puff devlce. Also called the "DAU eSlate".

Dlrect RecordElecbonlc(DREI

The election industry term for an electronic machine at which a votercan view and vote a ballot.

Eles{onldentlflcadonReport

A report that the JBC prints when the polling place lD is selected.The report contains the cunent date and time, jurisdiction name,election name, eledion date, polling place, and number of precinctsenabled.

eSlateUnlt

A Hart InterOivic electronic voting input device without audiocapability. An electronic ballot is presented on this unit.

eSlateElectronlcVotlng System{EVSI

The entire system ftom BOSS to Tally. Includes: BOSS, the precinctVoting System (@see eslate Preclnct Vodng Syetem), Ballot Now,and Tally. Also called EVS or eSlate EVS.

eslab PreclnctVodng System(Pvs)

Those components ofthe eslate EVS that are required for electionactivities at individual polling places. The PVS includes: JBCS,eSlates, DAU eSlates, MBBs, and all accessories for polling placevoting.

Fasi Trak Tally A sofiwar€ utility that allows a summary of results to be sent to acentral location from the Judge's Booth Confoller, via modem, toprovide advanced unoffcial results.

Fleld An area available for data entry in a soft,€re application, like BOSSor Tally.

Flrmrvare Computer programs installed permanently in a hardware device thatallot,r, data to be read and a program to be executed, but for whichalterations of the data or the program are not permitted.

Flash Memory Flash memory is reprogrammable, read only memory and is used inPC cards or MBBS. Flash Memory does not require continuouselecfuic power to opeEte. lt is a system that can store more ddaand work faster than a lraditional floppv disk.

Page 16Hart lnterCivic, lnc.


Tally Sofhvare Training Manual

Appendh A: Glcsary of Toms (cont)Tem DefmitionJudge's BoothController(JBCI

The control unit of the eslate PVS, through which a poll workerdistributs olectronic ballots to the eSlate and DAU eSlate.

JBC lnltallzodReport

A report pdnted from the JBC any time the system is powered on.self-diagnostic test is run on the system, and the result is indicatedas "*PASS*' on lhe report.

A

Jurlsdlcdon A precinct or qroup of precincts managed bv a sinole orqanization.Loglc andAccuracy Teot(L&A)

ln the @ntext of an election, a test to check the accuracy of a pieceof voting equipment. lt is accomplished by feeding test ballots forwhich the results are already known (i.e., a .test deck) through theballot counting system and comparing the results with the expectedrsults.

Moblle BallotBox (MBB)

A PC €rd that holds all of the ballot infonnation forthe sslate EVS.An MBB is placed in the JBC unit, and an MBB is used in the BaltotNow computer. Cast Vote Records are stored on MBBS.

NetnorkConflguradonReport

A report printed on the JBC affer booths are assigned. The reportcontains the serial number, soft\ivare version, PUB count, and PVTcount br the JBC and each eSlate unit

PC Card A piece of hardware about the size of an ATM card. lt is aninformation storage device, similar in function to a floppy disk. It lsalso called a'PCMCIA' card. ln the eslate Electronic Voting Systemit is called a Mobile Ballot Box (MBB)

Party A political party. For example, Democrat or Republican.Polllng Place Wtere votors physically go to vote. A single polling placa, during

early voting, can support multiple precinc.ts.PUB Count A six-digit number, shown on the Netlrork Configuration Repon fom

the JBC that indicatss ho$, many votes have b€en counted on thalmachine tor the cunent eleciion.

Preclnct A jurisdiction subdivision for elec{ion purposes.ProvlslonalVoter

A voter who may not meet the qualifications for voling ai th€rt pollingplace, but is allowed to vote on a "provisional ballof under conditionsby state election law. Because the voter is "provisional', his/her ballotmust be retrievable by election ofrcials under ceriain conditions thatvary ftom state to state. Also called a voter with a'challenged ballof.

PVTCount A six-digit numb€r, shown on the Network Configuration Report fromthe JBC that indicates how many votes have been counted on thatmachine in ib lifetime.

Retrleyal Code A unique number assigned to a provisional ballot to enable slviffretrieval of that ballot ftom the eSlate svstem bv electon offcials.

Select Wheel The rotary wheel on the eSlate and DAU eslate that allows a voter tonavigate the ballot and highlight choices by tuming the wheel. lt isalso called Rotary &lectm Navigation Svstem.

Slp & Pufi An input device that connels lo the DAU eslate in the handicapaccess jack. This enables voters with disabilities with extremelylimited mobility to vote with a mouth-controlled device.

Spllt Preclnct The smallest dMsion of a precinct for election purpos€s.Spolled Ballot A ballot that has been ruined somehow. The voter is still prosent.

and the voter needs a new ballot. Vlfith the eslate system, a ballot isspoiled if the voter gets lhe wrong ballot sgle (precinct), the wronglanguage, or is not on the DAU eslate but needs to bs.

Page 17Hart lnteroivic, lnc.


Tally Softivare Training Manual

Appsndlx A: Glo$ary of Torm6 (cont )Ireflnltion

SuspendReport

A JBC report that automatically prints when polls are suspended inEarly Voting. The report lists the PUB count and PVT count of theJBC and eSlate unhs, a Daily (ACCESS CODE) Summary, and aCumulative GCCESS CODE) Summary.

Tac0le InputSYdtch€

Also called "jelly srAritches" or "jelly butons".Red and green 'paddles'that enable voters with disabilities to votewithout using the SELECT wheel and ENTER button on the eslate-Voters without fine motor control use these. The RED tactile inoutsrrvitch is similar to the eslate s SELECT wheel. The GREEN dctileinput switch is similar 10 the eslate's ENTER button.

Tallyru The eSlate EVS tabulation sofh,vare. After an eleciion, the Tallysoftware counts the votes on the MBB(s) and produces reports onthose cast votes.

Tally Roport A JBC report that is printed when polls are closed on eleclion day.includes the date, time, precinct, a tally of votes for each contest,and an ACCESS CODE Summary.

It

Thrown-outBallot

A voted ballot that the voter did not place into the ballot box beforeleaving the polling place. Wfth the eslate system, this is a ballot thatthe voter did not cast by pressing CAST BALLOI and the voter isnot present.

UPS Uninterruptible Power Supply.VoterReglstrafonComputer

An elec-tronic poll book. Sometimes known as a thin clienf.

Zsro TapeReport

A JBC report that prints out when polls are op€ned on the first day ofEarly Voting and on Eletion Day. This report lists the contests andcandidates on the ballot, and verifies that the number of votes forech candidate is zero.

Page 18Hart lntercivic, lnc.


Warnin

r lnforms about asuccessful operation.

r Has an information icon(anl inabubble).

r Has only an OK button.

I

r Used whenmodifications made arelost when Close isclicked instead of Save.

r Anstrvered by Yc orNo.

r Has a question markicon (a ? in a bubble).

t Can include tert fiomthe commandDerformd.

1 t

'r r First statement in enorgives the problem.

r Second stalement tellsyou what to do.

r The enor icln (an Xinside a red circle) ispr€sem.

r Has only an OK button.

walr|ll lg

\\. \i ,1

r Appears when theprogram wants you todouble.check a@mmand.

t Can include text fomthe aommandperformed.

r Has an exclamationicon (a I inside a yellowUiangle).

Tally Sofirare Training Manual

Appondlx B: Informadon, Conffrmaton, Earor, and Wamlng Mesaggg

Appendix B: Information, Gonfirmationn Error, and

Page 19Hart InteoMc, Inc.


Tally Softruare Training Manual

Appendlx C: Tlp6 and Trlcks

Appendix C: Tips and TricksThe followlng apply to ALL eslate Electronlc Vodng System programs.

Pa$utord dps:Do not give out the administrator pas$vord, either to the computer iyhere theeslate Electronic Voting System sofr'vare is kept, or to your administrator logintor BOSS, Tally, and/or Ballot Now.

Once you are assigned your password, immediately log in to BOSS, Ballot Now,and Tally and change your passalrord. Have operators with 'Usef level privilegesdo the same.

Do not use:. Any pas$\rord you have used before.. Any sfuing of 3 characters repeated or reversed.' Any character repeated more than twice.' Your name or your initials.. Your computer user lD in any form.. The names of relatives, birhdays, phone numbers or the company name.' The number for this year, last year or next year, or the threecharacter

abbreviations for the months.' Telephone number or car license plate numbers.. Common rnathematical values (like pi, sigma and natural log).

Do use:' A combination of upper and lowercase letters.. A passMrord that is at least 8 characters long.' A new password every 6 months.' Random characters you will remember.

Tlps for a securg password:. Use the first letters of the words in a memorable phrase.. Use a meaningless but easy-to-remember phrase.' Combine numbers and letters.. Note the pass,word in a private and secure location.

Page 20Hart lnterCMc, Inc.


Tally Sofrirare Training Manual

Appendlx C: Tp3 and TrickeSofturare Featur€:

' Vvhichever button is shadowed/dotted inside a window is what the computeris going to a$ume you m€n to do when you press Enter.For example:

. ln a menu, an anow iacing to the right ) opens up an item called a "pop-upmenu', offering more choices.

' ln a dialogue box, the anow facing down V opens a "list box', offering morechoices.

' On the menu bar and on buttons inside a window. there is one letterunderlined. For example, File orAdd. These are called hot keys and can beused to acces menus, m€nu options and buttons instead of using themouse. To access hot keys:

1. Press Alt on the keyboard (to either side of the space bar).2. Press the underlined lefter in the word (for example: F in Ele or A

in ddd).O The menu drops down or the button performs its action.O Once inside a menu, you simply press the underlined letter in

the menu option you are looking for (for example: press O inQpen). You do not need to press Alt again.

O You can also use the anow keys on your keyboard (e)4V)to move around inside a menu. Once you have highlighted themenu option you wish to use, press Enter and the optionIaunches.

O To exit a menu, press Esc until the menu disappears (usuallyone lime for each menu/submenu open).

The followlng dF apply to a speclffc software program lbted to the teft.' BOSS & Ballot Noffi To highlighUselecl a list of precincts that are all

together in the list, useSHtFf + CLlCl(.

1. C/ick the first one once.2. Hold down on shift.3. C/ick the last one once.4. Release Shift.

' BOSS & Ballot Now: To highlighUselect a list of precincts that are NOT alltogather, useCttl+ CUCK.

1 . C/rbk the first one.2. Hold Ctrl.3. Continue to c/rbl< holding Ctrl until you have selected all those you

wish.4. Release Ctrl.

Page 21Hart InterCivic, lnc.


Tally Softlvare Training Manual

Appendlx C: Tlps and Trlcks (cont). BOSS Copy and Paste:

1 . Select the it€m(s) you wish to copy from the source document.(To select, dick and dng ouer the item to highlight it.)

2. Press Ctrl and then C (the shortcut key for copy).3. Retum to BOSS (by clbkrng on its program button on the taskbar.

It says Ballot Orlglnauon , . . or as much of the title as it can fitonto the butlon).

4. Make certain the cursor is blinking in the field you wish to pasteinto and press Ctrl and then V or Shift + Ctrl + V to paste.

5. You can paste English and Spanish proposition or instruction textinto the "English" panel, then cut and paste the Spanish fiom thatpanel to the "Spanish' panel.

6. You can copy and paste from one BOSS field to another, in mostwindows, by using Shift + Ctrl + a shortcut key (C"X,V).

. BOSS To force a line within text use the I (pipe character). This charader canbe inserted using Shn and the ! key on your keyboard. The I is just above theenter button and looks like:

. BOSS: Adds selec'ted

Adds all

Removes selec'ted ----) m

Removesar --'' ffi

BOSS: Once the ballot is generated the cunent database is, forall practicalpurposes, locked for editing or changing. Audio is still available affergenerating a ballot and before writing MBBs. Once the MBBs are written,audio is no longer available and the only aclion available is writing MBBs.Once the BOSS database is locked for Tally no ac{ions are available in thatdatabase.Tally: Test and Eledjon mode MBBS are read into separate database. Thisis in order to protect the database integrity. Only one election datiabase mayexisd for a unique BOSS database.Tally: You can r€d unvoted MBBs that were wrmen as spars into Tally.This allows you to account for all MBBs written for the election. Reports andthe audit trail will reflect that all MBBs are accounled for.

Page22Hart lnte0ivic. lnc.


Tally SofuYare Training Manual

Appondlx D: Backlng Up Elecdon Dalabases to a CD

Appendix D: Backing Up Election Databases to a GDThse stsps assume that you are using the Adaptec Easy CD Creator program, thoughyour version may have slighfly different screens, the steps will be similar. Theso ctepsshow one way to backup fil€s using the Adaptec program.

We also suggest using a CDR instead of a CDRW. A CDR is a on+time use-youcan only write to it once, and ihen you can only Read ofi of it. A CDRW isreadable/writeable, and can be ussd multiple times like a floppy disk-you can Read andWrite to it as off€n as you want. CIR s are fairly inexpensive, and the data on the CDitself cannot be chang€d. This makes the CIR option a good media for backing upd&.

Page 23Hart lnterCivic. lnc.

Sfeos More lrrformation1. Close BOSS & Tally (and Ballot

Norv. if aoolicable).Clid<the Easy CD Creator

The Adaptec CD Creator Sersct a Projsctmenu appeaE.

3. Rollover (mous ove, the make adab CD button.



Appendh D: Backlng Up Electon Databa8e3 b I CD

window

Page24Hart IntercMc, lnc.


Tally Sofuiare Training Manual

App€ndlx D: Backlng Up Electon Dabbasg3 to a CD

Page 25Hart lnterCMc. lnc.


Tally Softvare Training Manual

Appendlx D: Bacldng Up Elecffon lhiaba$€s to a CDrecord b ths CD, the GD Prolec{ window should look somethinq like this:

l n e

1 1. C/lck Opdons(if not already selected).

Page 26Hart lnterCMc. lnc.


Tally Softrars Training Manual

App€ndb( D: Backlng Up El40on tlabbas3s to a CD

The Data

13. Sel€ct Tmck Atonceand Flnallza CD,

14. C/lck Start Recordlng,

Page27Hart lnterCMc. lnc.


Talty Sofiaare Training Manual

Appondk D: Backlng Up Elecffon Oahbas€s to a CD

15. \Ivhen th€ Disk Progressbar indicates the CD is 100o/oi{ritt€n, d,bk D€tall8.

16. Veriry that all tt?cks andfils wers recorded andcli*oK




Appsndlx D: Backlng Up Electon Databass to a CD

box

17. ClickNO.

Page 29Hart InteroMc. lnc.



Appondlx Ei courss Sslf-chockllst

Appendix E: Course Self-ChecklistRespond YES or NO to the following items regarding the Tally Soffware Training.

YES NO1. I can log into Tally. n u2. I am able to check disk space. n !

3. I can copy a database into Tally. n n4. I am able to edit writ+ins & aliases. u u5. I am able to define Tally options for provisional

ballots and consolidation of split precinc{s. n n0. I can t6t an election. n n7. I am able to open an election {in eledion mode). tr D8. I can add manual & absentee votes. n n9. I am able to procs provisional ballots. n !

10, I can assign unassigned write-ins. n tr11. I am able to vieur & print reports. n !

12. I can dce an elec{ion. n !

13. I am able to change my password. n !

14. I can back up a Tally database to CD. tr n



Documents

eSlaterM Electronic Voting System