© Hart InterCivic Inc.

Verity Train the Trainer 66XX-XXX A Verity_1.0_CoursePack_TTT

Getting Started Module 1

objectives

After completing this course, trainees will successfully conduct the appropriate polling place operations course(s) in order to teach poll workers how to:

• Operate the voting equipment

• Instruct voters

• Set up the polling place components

• Assist voters

• Suspend (and reopen) or close the polls, and

• Pack up the equipment

benefits of Verity

Usability – Verity makes election administration and voting easier, by providing user-friendly tools that reduce complexity and streamline productivity. • Modern, intuitive, friendly software design, across the

entire suite • Innovative hardware that is easy to store, transport, set

up and operate. • Usable, plain language ballot design and reporting.

benefits of Verity

Adaptability – Verity is designed to support any kind of election (in-person voting, by-mail voting, convenience voting etc.), and to be flexible enough to change as your needs change. • Election management (Verity Election Office) + voting

system (Verity Voting) is a unique “ecosystem” approach that can respond to legislative changes and support new apps over the long term.

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

benefits of Verity

Transparency – Verity provides for open, secure and easily auditable elections. • Store images from Verity Scan scanning devices. • Robust filters to print and export ballot images from

Verity Central, with adjudication notes, if desired. • Built-in Auditing Dashboard in Verity Count, to export

Cast Vote Record data according to your specific, customized desires.

• Usable, easy-to-read plain language audit reports from every software application.

• Easy, efficient methods to validate software on voting devices and desktop workstations.

Ballots

Polling Place

Touch Writer Scan

vDrive

vDrive

vDrive

Ballots

Scanner

Verity system overview

role of the Verity training specialist

• Acquire knowledge

• Create a positive training climate

• Use time wisely

• Treat trainees with respect

• Be thorough

• Assess trainee skills and coach

• Use evaluations effectively

course content overview

Training Theory and Practice

Course Agendas

Preparing Equipment

System Expertise

Presentation Equipment and Skills

Review & Assessment

available resources

Hart InterCivic Verity Support o Customer Support Center (CSC)

o Hart Online Support (HSO)

o Hart File Transfer (HTS)

Hart Documentation o Polling Place Operations Guide

o Polling Place Quick Guide

Hart InterCivic Verity Support

• Hart Customer Support Center (Help Desk) 1.866.275.4278

8 AM-5PM CST, extended hours during election events

• Hart Support Online (HSO) https://hartsupport.hartic.com/

• Hart File Transfer Site (HTS)

Training Theory and Practice Module 2

foundational training theories

Five Principles of Human Learning

Ten Concepts to Remember When

Working with Adult learners

Gagne’s Instructional Theory

The Six Stages of Learning

foundational training theories

Five Principles of Human Learning

• A learning activity should be goal-directed

• People learn what they practice

• Learning is built upon the foundation of the previous step

• Learners must make a personal connection

• Activity and interest must be high

Trainers can help facilitate successful training events by remembering:

foundational training theories

Ten Concepts for Working with Adult Learners • Must see the purpose and benefits • Need positive reinforcement • Must practice to retain information • Associate new skills with past experiences • Engage in learning that helps them cope with life changes • Require clear expectations • Demand comfort and breaks • Need to see successful application of tasks • May be impatient and want to “move on” • Can be quick to evaluate good teaching

foundational training theories

Gagne’s Instructional Theory • Gaining attention – use media and energy • Informing learners of the objective – state the objectives • Stimulating recall of prior learning – ask questions • Presenting the stimulus – present the Verity device • Providing learning guidance – monitor and coach • Eliciting performance – encourage correct procedures • Providing Feedback – correct erroneous procedures • Assessing Performance – monitor simulation and written

review • Enhancing retention – ask follow-up questions

foundational training theories

The Six Stages of Learning

Just trying

Practicing

Getting comfortable

Displaying skill and

confidence

Teaching

Being creative

Novice

Advanced Beginner

Experienced

Competent

Master/Expert

Proficient

training theory & practice

Exercise 2.1

Discussion. Tell about a successful training event you experienced as an adult. What were the positive aspects? What were the benefits? What made it so?

training methodology

The Hart Five Step Teaching Method

Basic Training Rules

Telling alone is not Training

Course Presentation Methods

training methodology

1 Tell

2 Show

3 Encourage Hands-on

4 Review Progress

5 Elicit Questions

Aim For Mastery

The Hart 5 Step Teaching Method

training methodology

The Hart 5 Step Teaching Method Step 1: Tell • Objectives

• Purpose

• Sets expectations

training methodology

The Hart 5 Step Teaching Method Step 2: Show • Projector

• Equipment demonstration

• Video

training methodology

The Hart 5 Step Teaching Method Step 3: Encourage Hands-on • Highest retention

• Keep equipment/trainee ratio low

• Holds trainees accountable

I hear and I forget; I see and I remember; I do and I understand.

training methodology

The Hart 5 Step Teaching Method Step 4: Review • Objectives

• Steps

• Key Points & Exam Questions

• Purpose

• Helpful for smooth transitions

training methodology

The Hart 5 Step Teaching Method Step 5: Elicit Questions • Use positive reinforcement,

• Encourage discussion and questions,

• Facilitate participation by asking questions.

training methodology

Basic Training Rules • Dress professionally • Use training documents • Start on time • Tell objectives and steps • Encourage questions when appropriate • Remain flexible • Work with your strengths • End on time • No cell phones • Telling alone is not training

training methodology

Training Methods • Presentation

• Demonstration with Voting Equipment

• Hands-on Exercises

• Discussion Exercises

• Question & Answer

training theory & practice

Exercise 2.2

Discussion. Give an example of something you are good at. How would you teach someone else to do it? Does it follow the basics of our training methodology? How?

planning overview

Planning for the ideal training environment • Location: Where will you train?

• Classroom: How will you set up?

• Time: How long will you have?

• Trainees: What is the class size?

• Equipment: What do you need?

• Documentation: What will trainees need?

planning overview

Planning tools • Course Agendas

o Equipment Lists

o Classroom Layouts

• Documentation

training theory & practice

Exercise 2.3

Review agendas, documentation, equipment lists, and classroom layouts provided. Where can we train in this jurisdiction? How will we work around the physical space challenges?

Course Agendas Module 3

course agendas

• Adapt agendas to fit your training style • Know the course prerequisites: make sure

trainees have the appropriate background for the course you are teaching

• Plan your classroom layout and materials needed beforehand

course agendas

Exercise 3.1

Read through and discuss applicable course agendas, referencing documentation and presentations, in detail.

instruction groups

Exercise 3.2

Divide into groups of 2. Each group prepare for 15-20 minutes to instruct the rest of the class in one of the modules using the materials and methods recommended in the training handbook. Trainers should use the Hart five-step training method and identified presentation formats in their presentations.

Preparing Equipment Module 4

equipment preparation

In the Verity system, vDrives are used to transfer ballots from software to device for voting, and to transfer voted ballots to software for tabulation.

vDrives also carry the audit log for their associated device to ensure voting remains fair.

equipment preparation

Predefining Procedure Checklist Power on the voting device

Unlock the vDrive compartment and insert a new, unvoted

vDrive for your training election

Tap Yes, load new election

Type the Maintenance Code for the election you are using

Select the appropriate polling place from this list

Tap Accept

Tap Yes, assign it to confirm the polling place

equipment preparation

Exercise 4.1

Practice replacing vDrives and predefining equipment.

System Expertise Module 5

course content: polling place operations

Polling Place Operations Verity Touch Writer & Verity Scan Module 1: Getting Started Presentation only, 5 minutes

Module 2: Setting up the Polling Place Presentation and Hands-On, 25 minutes

Module 3: Start of Day Procedures Presentation only, 5 minutes

Module 4: Working with Voters Presentation only, 15 minutes

Module 5: End of Day Procedures Presentation only, 10 minutes

Module 6: Simulated Polling Place Exercise Hands on in groups with instructor guidance, rotating roles, 45 minutes

Module 7: Review and Conclusion Presentation and Q&A, 10 minutes/variable

course content: APWD

Assisting Persons with Disabilities Module 1: Getting Started “Putting People First” Presentation & Discussion, 15 minutes

Module 2: Assisting A Voter Who is Blind or Visually Impaired Presentation and Hands-On, 20 minutes

Module 3: Assisting a Voter with Limited Dexterity Presentation and Hands-On, 20 minutes

Module 4: Assisting A Voter With Sip-and-Puff Device Presentation & Discussion, 10 minutes

Module 5: Curbside Voting (Verity Touch Only) Presentation and Hands-On, 20 minutes

Module 6: Polling Place Accessibility and Troubleshooting Presentation & Discussion, 20 minutes

Module 7: Review and Conclusion Presentation and Q&A, 15 minutes/variable

system expertise

Exercise 5.1

Rotate modules and roles and practice training as per Exercise 3.2.

troubleshooting

Use a Systematic Approach Remain calm Identify the issue or symptoms as reported Gather further information

o Think broadly o Do not jump to conclusions o Ask questions

Establish a theory to explain the source of the problem Research resolution steps based on your theory Use available documentation to identify the resolution

steps Attempt resolution Check for success Repeat

Verity security features

Verity Security Features • Verity Voting utilizes the AAA (authentication,

authorization, and audit) security framework • All Verity software has been tested by an

independent voting system test lab and the Election Assistance Commission to ensure proper security.

• Verity uses a multi-layered authentication process • Verity software is tamper evident • Comprehensive audit logs are generated for all

login attempts, data transfers, configuration changes, and errors. Logs are stored redundantly and securely.

• Vote records are stored redundantly for security and auditability.

• The integrity of the data is protected from power outage, power surge, magnets, and rough handling.

Verity security features

Verity Key, is a small security device that is programmed for each election. Verity Key is inserted into a USB port. Verity Key is part of Verity’s two-factor authentication process. Two-factor authentication requires each user to have something (a programmed Verity Key) and to know something (the passcode associated with the Verity Key). Both the user passcode and the Verity Key must be authenticated together. Certain operations within the Verity Voting system require the Verity Key to be inserted and the passcode to be entered. Only when the Verity system authenticates the Verity key and password will it allow the operation to continue. If Verity fails to authenticate a Verity Key or password, the Verity Key may not have been programmed properly for the current election.

Verity Key

hardware strengths

• Innovative hardware is easy to store, transport, set up & operate

• Modern, shared interface design makes learning easy • Minimal steps required for testing, setup, and

maintenance • Secure, integrated compact cases for

devices require less warehouse space • Secure, lightweight ballot box that

folds to 5” thin • Lightweight, easy to assemble booth

with minimal connections • Everything fits easily in private

vehicles

Security Recommendations

Polling Place Security Recommendations • Restrict access to voting equipment behind locked doors

when not in use

• Ensure chain of custody when delivering or transferring any

voting equipment or ballots.

• Maintain documentation for authentication purposes

containing serial numbers, seal numbers and identification to anyone tasked

with delivery or transport.

• Do not leave voting equipment unattended when polling place is open.

• Put in place and follow local guidelines relating to device seals and chain of

custody procedures, including what to do if a seal is broken.

• Put in place and follow Access Code procedures. Do not issue Access Codes

or ballots until voter has been qualified and there is an available voting booth.

• Report any suspicious activity to the local election officer.

Presentation Equipment and Skills

Module 6

presentation equipment

Presentation Equipment • LCD Projector • Laptop(s) • Amplifier and Speakers

presentation equipment

Exercise 6.1

Practice setting up and operating presentation equipment.

presentation skills

Presentation Skills • In Lecture

• During Lab

• Leading Q&A

• During Simulation

• Leading Review

• With Presentations

presentation skills

Exercise 6.2

Rotate modules again. Present and critique. Use presentation feedback (as in exercise 3.2) to frame performance feedback.

Review, Assessment & Conclusion

Module 7

Q&A

Questions?

assessment

Trainee Exam

trainer agreements

Exercise 7.1

Trainees complete exams in allotted time. Collect, score, review, and distribute nondisclosure agreements.