Lab Station Layout/Materials - Colorado Secretary of State · Web viewPresentation Laptop 1 Documentation Item Quantity Ratio Notes Polling Place Operations Course Pack 1 Polling

Polling Place OperationsTraining Agenda

Estimated Time: 2-3 hours

Audience: Verity Scan and Touch Writer with Access operators (poll workers)

Objectives: This course provides poll workers with an overview of the Verity system and the benefits of using Verity. After completing this course, the trainee will successfully set up and run the Voting Equipment, open polls, instruct and assist voters, and suspend (and reopen) or close the polls.

Teaching Method: The teaching methodology is “show, then do, then review”. This is a hands-on course; exercises will be done in small groups with the instructor giving guidance & direction (e.g., picking certain poll workers to practice a step). Timing is crucial, so start on time.

Manuals: Polling Place Operations Guide

Other Materials: Voting devices predefined with training election using Verity Keys and vDrives. Lab stations should have logs and extra printer paper. Other recommended items include Voter instruction flyers.

Modules: 12

Prerequisite: None.

Assessment: Simulated polling place exercise.

Benefits of Verity: Usability – Verity makes election administration and voting easier, by

providing user-friendly tools that reduce complexity and streamline productivity.

o Modern, intuitive, friendly software design.o Innovative hardware that is easy to store, transport, set up and

operate.o Usable, plain language ballot design and reporting.

Adaptability – Verity is designed to support any kind of election, and to be flexible enough to change as your needs change.

o Verity Election Office election management and the Verity Voting system follow a unique “ecosystem” approach that can respond to legislative changes and support new applications over the long term.

6661-003 A Verity_1.0_Course Pack_Polling Place Operations 1

Verity Polling Place Operations Training Agenda

o Modular parts allow Hart to convert Verity devices from electronic to paper and back, as your jurisdiction’s needs evolve.

Transparency – Verity provides for open, secure and easily auditable elections.

o Store images from Verity Scan scanning devices.o Robust filters to print and export ballot images from Verity Central,

with adjudication notes, if desired.o Built-in Auditing Dashboard in Verity Count, to export Cast Vote Record

data according to your specific needs.o Usable, easy-to-read plain language audit reports from every software

application.o Easy, efficient methods to validate software on voting devices and

desktop workstations.

Module 1: Getting Started (Timing: 5 minutes)

Teaching Method for this Module: Presentation only Introduction: greetings; use of “Parking Lot” for questions Course format: this is a two hour course where instructor will explain the

process and steps, demonstrate those steps and then trainees will “do”. Most activities will take place at the workstations.

Survey class (show of hands) to identify experience levels of trainees

Benefits of Verity Polling place user guide overview Verity Security Features Course Objectives System Overview and Components No Exercise

Module 2: Polling Place Planning (Timing: 5 minutes)

Teaching Method for this module: Presentation only Polling place layout Checking supplies Contingency plans No Exercise



Module 3: Setting up the Polling Place (Timing: 20 minutes)Note: Number of booths per lab station is dependent on implementation.

Teaching Method for this module: Presentation and Hands-on Step 1: Set up Touch Writer voting booth(s) Step 2: Set up Verity Touch Writer(s) (lock tablet in operational position) Step 3: Set up ballot printer(s) Step 4: Set up Scan ballot box Step 5: Set up the Verity Scan (lock tablet in operational position) Step 6: Power on devices Hands-on Exercise 3.1: Set up Touch Writer with Access and Scan

equipment and power on.

Module 4: Device Orientation (Timing: 5 minutes)

Teaching Method for this module: Presentation only Orientation to device

o Screeno Ballots, Sheets and Lifetime Countso AC and Battery power indicators (battery level on start up report)o Poll worker Buttono Thermal Printer operationo Explain/demonstrate how passwords are entered

No Exercise

Module 5: Start of Day Procedures (Timing: 5 minutes)

Teaching Method for this module: Presentation only Printing the Zero Tape Report Verifying polling place Opening the Polls No Exercise

Module 6: Working with Voters (Timing: 20 minutes)

Teaching Method: Presentation only



Helping Voterso Protecting voter privacyo Best practices for assisting voters

Assisting persons with disabilitieso General considerationso Available accommodationso Verity Access controllero Access accessories: headphones and input deviceso Modifications for voter instruction flyers

Exercise 6.1: Pair up with another trainee. Take the roles of voter and poll worker. The poll worker will walk through the voting process with a voter who is “blind”. This includes signing the qualification log, escorting the voter to the booth, giving verbal orientation to the Verity Touch Writer touch screen, Verity Access peripheral buttons and headphones, having the voter enter the Access Code, and the “voter” voting by responding to the audio prompts only.



Module 7: Voting with Touch Writer (Timing: 10 minutes)

Teaching Method: Presentation and demonstration Touch Writer Voter Instructions

o Adding Voters/Ballot Styles Identifying correct ballot style/precinct for a voter Deactivating an access code

o Touch Writer help buttons and features Help button Language button Audio button Screen button

Marking ballots with Touch Writer o Select languageo Enter Access Code with the Touch Screeno Begin votingo Make ballot choiceso Review choices on the summary screen

Printing ballots Write-in voting Printing blank ballots Spoiling a ballot Printing Access Code reports Demonstration Only: Instructor gives voter instructions to the group.

Module 8: Hand-marked ballots (Timing: 5 minutes)

Teaching Method: Presentation only Issuing and voting hand-marked ballots with Verity Scan No exercise

Module 9: Voting with Scan (Timing: 10 minutes)

Teaching Method: Presentation and demonstration Scan Voter Instructions



o Scan help buttons and features Help button Language button

o Voting with Verity Scan Make ballot choices by filling in the box next to your selections with a

black or blue pen, or by using Verity Touch Writer Insert the voted ballot into the scanner and follow scanner screen

directions to cast your ballot. Demonstration Only: Instructor gives voter instructions to the group. Processing overvotes Processing undervotes Scanning problems Provisional ballots (do not feed into Scan – local process only) Unscanned ballot bag & Emergency ballot slot No Exercise



Module 10: End of Day Procedures (Timing: 10 minutes)

Teaching Method: Presentation only Suspending and re-opening polls (Early Voting)

o Touch Writero Scan

Closing Polls (Election Day)o Touch Writero Scan

Printing and filing reports Transferring vDrives and ballots Packing up equipment – lock tablet in storage position No Exercise

Module 11: Simulated Polling Place Exercise (Timing: 30 minutes)

Teaching Method: Hands-on, rotating roles using the User Guide and with Instructor guidance in small groups

Rotate roles and run polling places using the Polling Place User Guide as a guide. Walk through:

o Open Polls per deviceo Add Voters on the Touch Writero Vote on the Touch Writer using touch screeno Vote on the Touch Writer using Access with headphones and

wheel/buttono Spoil a ballot on Touch Writer o Deactivate an Access Codeo Print Access Code Reporto Vote and scan hand marked and Touch Writer ballots (use write-in if

available)o Change the device thermal’ printer papero Suspend and Re-open the polls OR Close the pollso Print and file reportso Break down and pack up equipment

Hands-on Exercise 11.1: Complete the simulation tasks above



Module 12: Review and Conclusion (Timing: 10 minutes/variable)

Teaching Method: Presentation and Q&A Reminder: Voter Instructions

o Touch Writer with Access – use your own words, with the script as a guide… keep it simple

Language, if applicable Access Code Navigate and mark ballot Review Summary Page Print ballot

o Scan - use your own words, with the script as a guide… keep it simple Fill box and write-in, if applicable Scan and cast the ballot

Reminder: Guide to Serving Voters with Disabilitieso Adopt a service approach – ask, don’t assume

Power Supply best practices Polling place security recommendations

o Secure access to the physical facilityo Secure delivery procedureso Restricted access to voting deviceso Secure booths and voting areao Secure ballot/access code issuing procedures

Battery only procedures Q&A Evaluation forms

After Class Responsibilities Predefine/prepare equipment for the next class. File sign-in sheet and evaluations in the envelope. Pick up trash and tidy up room. Set out materials for the next class. Make certain equipment is secure.

Polling Place OperationsEquipment List



Har

dwar

eItem Quantit

y Ratio Notes

Verity Scan 1: Lab station and 1 for presentation

Verity Touch Writer 1: Lab station and 1 for presentation

vDrives 2:Voting Device plus spares

Set up with Training Election

Verity Key 1: Lab station and 1 for presentation

Set up for Training Election

Verity Touch Writer Ballot Printer

1: Lab station and 1 for presentation

Verity Scan Ballot Box 1: Lab station and 1 for presentation

Verity Touch Writer Booth 1: Lab station and 1 for presentation

Verity Battery packs 1:Voting Device

Headphones/Jelly Switches 1: Lab station and 1 for presentation

Power strip(s)/Surge protectors/UPS devices

1:Lab station, 1: presentation station, and 1: projector/laptop

Extension Cords 1:lab station and 1 for presentation table

Presentation Laptop 1

Doc

ume Item Quantit

y Ratio Notes

Polling Place Operations Course Pack

1



ntation

Polling Place Operations Guide 1:1Poll Worker’s Field Guide 1:1Marked Ballots ~50-100Blank Ballot Stock ½ ream: Lab

stationVoter Instruction flyers SamplesReconciliation Logs 2:Lab stationPollbook (demonstration) 1Spoiled Ballot Logs 2:Lab stationBallot and Seal Certificates 2:Lab stationDaily Reports envelopes 1:Lab stationEmergency Ballot envelopes 1:Lab stationOther logs as appropriate to implementation

1:Lab station EX: provisional ballot log and envelope, etc.

Sign-in Sheet 1:classTraining Evaluation forms 1:1Nondisclosure agreements 1:1



Mis

cella

neou

sItem Quantit

yRatio Notes

Isopropyl wipes 1 packScanner test sheets 1 Emergency useScanner calibration sheets (set)

1 Emergency use

Scanner gap gauge 1 Emergency useDevice battery charger 1Pens 1:1Clipboard(s) 1Screwdriver(s) 1Laser Pointer 1LCD Projector 1Presentation Screen 1Device Security Seals 1 1:Lab station Demonstration onlyPolling Place I.D. List 1Device Passwords List 1Thermal paper rolls 1:Device plus

sparesBallot Box/ Device Keys (sets) 1:Lab station/ 1

spare

Lab Station Layout/Materials



Suggested Classroom Layout

POLLING PLACE OPERATIONS COURSETrainers: 1Jurisdiction Personnel: 1Trainees: Will vary, usually 10-12 (25) maxTime allotted per session: 2-3 hours

Hart Responsibilities for materials/equipment on site (if class taught by Hart representative):

LCD projector (if not available on site) laptop for presentation laser pointer Sign-in Sheet Training Evaluation forms Nondisclosure agreements Polling Place Operations Course Pack

COUNTY/SITE IS RESPONSIBLE FOR ALL OTHER MATERIALS/EQUIPMENT


Documents

Lab Station Layout/Materials - Colorado Secretary of State · Web viewPresentation Laptop 1 Documentation Item Quantity Ratio Notes Polling Place Operations Course Pack 1 Polling