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Support ProceduresTraining Agenda

Estimated Time: 1 day (may vary per implementation)

Audience: Warehouse personnel, Election Officials, Information Technology specialists, and support personnel

Objectives: Trainees will practice proper storage, delivery, and maintenance practices for longevity of the hardware components. Trainees will learn how to perform Acceptance and Functionality testing with the polling place hardware. Trainees will also learn how to prepare equipment and supplies for an election, and learn field technician and help desk operator support procedures. An optional module covers in-depth troubleshooting procedures. With knowledge of Verity Support Procedures, local personnel can run full election cycles independently. All of the procedures involved are straightforward and they lend themselves to local modifications.

Manuals: Verity Support Procedures Guide, including Troubleshooting Guide

Other Materials: Soft copies of all manuals and logs for the implementation, as appropriate for implementation type; Verity Keys and vDrives.

Modules: 8

Prerequisite: Hands-on experience with voting equipment/Polling Place Operations course

Assessment: Intra-office Training Mock Election with performance assessment rubric.

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, across the entire suiteo 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 (in-person voting, by-mail voting, convenience voting etc.), and to be flexible enough to change as your needs change.

6661-005 A Verity_1.0_Course Pack_Support Procedures 1

Verity Support Procedures Training Agenda

o 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.

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, customized desires.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.

DAY 1Module 1: System Overview, Security & Safeguards (Timing: 15 minutes)

Teaching Method for this Module: Presentation only Introduction: greetings; use of “Parking Lot” for questions Survey class (show of hands) to identify experience levels of

trainees Support Procedures Guide overview Course Objectives Verity Security Features Benefits of Verity System overview (per local implementation) System components Important safeguards and safety warnings No Exercise



Module 2: Storage & Delivery Procedures (Timing: 15 minutes)

Teaching Method for this Module: Presentation only Equipment specifications Equipment environmental standards

o Operating temperatureo Storage temperatureo Operating humidityo Storage humidityo Power requirements

Storage best practiceso Power supply in the storage locationo Thermal paper storage

Transport and Delivery best practices No Exercise



Module 3: Functionality & Acceptance Testing (Timing: 1 hour)

Teaching Method for this Module: Presentation and hands-on Testing definitions

o Functionality testo Acceptance testo Logic and Accuracy test

Functionality Test checklist & procedureso Testing the touch screeno Testing the Access controllero Testing the thermal printero Testing the laser printero Testing the Verity Scano Checking the system battery

Acceptance Testing supplies Acceptance Test checklists

o Touch Writero Scan

Additional Acceptance Test procedureso Verifying software versionso Checking/setting device clockso Performing inventory and recording serial numbers

Exercise 3.1: Break class into groups. Perform a functionality test. Exercise 3.2: Check device reports and verify software versions.



Module 4: Preventative Maintenance procedures (Timing: 45 minutes)

Teaching Method for this Module: Presentation and hands-on Preventative Maintenance cycles Preventative maintenance steps for Verity devices

o Cleaning touch screen displayso Cleaning Verity Scan scannerso Testing and calibrating touch screenso Setting Scan alert levelo Testing and calibrating Verity Scano Testing and charging system batterieso Replacing Tablet CMOS batteryo Setting device clocks

Other device maintenanceo High-speed scanners o Ballot printers

RMA stepso Creating a Return Materials Authorization (RMA) ticket with Hart

Supporto Chain of custody formso Testing equipment upon return receipt

Exercise 4.1: Break class into groups. Clean and calibrate touch screens

Exercise 4.2: Clean and calibrate a Verity Scan Exercise 4.3: Set a device clock and adjust a Scan alert level Exercise 4.4: Remove and test a system battery



Module 5a: Polling Place Operations Review (Timing: 20-45 minutes)

Teaching Method for this Module: Presentation and demonstration Review: Polling place planning Review: Touch Writer with Access set up, opening polls, closing polls Review: Scan set up, opening polls, closing polls No Exercise

Break for Lunch (1 hour)

Break down/ predefine all equipment, if necessary, and prepare for Mock Election

Module 5b: Election Preparation Procedures (Timing: 30 minutes)

Teaching Method for this Module: Presentation only Election Preparation Checklist Ballot printers UPS devices Identifying equipment needs Checking polling place supplies

o Logs, Labels and Documentationo Polling Place layout planso Thermal papero Paper and supplies for ballot printerso Hardware inventory

Battery packs Power bricks and cords Headphones Tactile switches Printer cables Extension cords UPS devices

No Exercise



Module 5c: Election Predefinition (Timing: 30 minutes)

Teaching Method for this Module: Presentation only Materials needed Installing vDrives Predefining procedures Printing Configuration Readiness reports DO NOT OPEN POLLS Exercise 5.1 Break class into groups. Each group prepares one set of

equipment for the polling place using the pre-election checklist. Vote the equipment.

Module 6: Election Support Procedures (Timing: 15 minutes)

Teaching Method for this Module: Presentation only Field Technician Responsibilities and Training Field Technician Equipment List

o Documentationo Hardware

Help Desk Responsibilities and Training guidelines Help Desk Equipment List

o Documentationo Hardware

Field Technician and Help Desk logs Hart Customer Support Center (CSC) Polling Place Security Recommendations Election Night best practices

o Chain of custodyo vDrive processing

Post-election procedures No Exercise

Module 7: Troubleshooting Procedures (Timing: 2 hours/variable)

Teaching Method for this Module: Presentation and hands-on Systematic Approach to Troubleshooting



Using the troubleshooting guide Troubleshooting topics

o Checking AC power and connectionso Checking battery power and connectiono Deactivating access codeso Headphoneso Thermal printer problemso Restarting voting deviceso Replacing equipment

Exercise 7.1: Equipment troubleshooting exercises. A minimum of two hours of hands-on with each troubleshooting situation listed in the guide, troubleshooting responsibilities and techniques, and an exam as appropriate to the implementation.

Module 8: Review and Conclusion (Timing: 30 minutes/variable)

Teaching Method: Presentation and discussion Review

o Storage & Delivery Procedureso Functionality & Acceptance Testingo Preventative Maintenanceo Election preparation and predefinitiono Election support procedureso Troubleshooting

Parking Lot Questions and Q&A



Assessment Performance Assessment: Verity Training Mock Election

o Consult Mock Election Agendao Conducted only after all training courses completed

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



Support ProceduresEquipment List

Har

dwar

e

Item Quantity 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

umen

tati

onItem Quantit

y Ratio Notes

Support Procedures Course Pack

1

Support Procedures Guide 1:1Polling Place Operations Guide 1:1 As appropriate for

specific implementationMarked Ballots ~50-100Blank Ballot Stock ½ ream: Lab

stationVoter Instruction flyers SamplesReconciliation Logs 2:Lab stationSpoiled Ballot Logs 2:Lab stationBallot and Seal Certificates 2:Lab stationTroubleshooting Logs 1:1Help Desk Call Log 1:1Equipment Chain of Custody form

1:1

Out of Service Equipment tags 1-2:Lab station

Acceptance test logs 1:Lab station Full sets as appropriate for implementation

vDrive Tracking Log 1:Lab station (samples)Daily Reports envelopes 1:Lab stationSign-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: Lab station

and 1 for presentation

Scanner calibration sheets (set)

1: Lab station and 1 for presentation

Scanner gap gauge 1

Device battery charger 1 As appropriate for implementation

Pens 1:1

Clipboard(s) 1

Screwdriver(s) 1Laser Pointer 1LCD Projector 1Presentation Screen 1Device Security Seals 1 Demonstration onlyvDrive Labels 1Polling Place I.D. List 1Device Passwords List 1Thermal paper rolls 1:Device plus

sparesBallot Box/Voting Device Keys 1 full set: lab

station and 1 for presentation



Document and Device Layout at Lab Stations



Suggested Classroom Layout

SUPPORT PROCEDURES COURSETrainers: 1Jurisdiction Personnel: 1, if applicableTrainees: Will vary, usually 20-25 maxTime allotted per session: 4-6 hours (will vary)

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 Support Procedures Course Pack

COUNTY/SITE IS RESPONSIBLE FOR ALL OTHER MATERIALS/EQUIPMENT


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