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Support Procedures Training Agenda

Verity_1.0_CoursePack_SP 1

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, 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 w/ 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 suite o Innovative hardware that is easy to store, transport, set up and operate

• Common platform with modern, shared interface design makes learning easy • Minimal steps are required for diagnostics, configuration, 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

• Adaptability o Verity software 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

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

Verity Support Procedures Training Agenda


DAY 1

Module 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)


• Equipment specifications

• Equipment environmental standards

o Operating temperature

o Storage temperature

o Operating humidity

o Storage humidity

o Power requirements

• Storage best practices

o Power supply in the storage location

o 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 test

o Acceptance test

o Logic and Accuracy test

• Functionality Test checklist & procedures

o Testing the touch screen

o Testing the Access controller

o Testing the Verity Scan

o Testing the thermal printer

o Testing the laser printer

o Checking the system battery

• Acceptance Test checklist

o Predefine voting devices

o Perform functionality tests

o Vote test election and verify count(s)

o Check device reports

o Verify firmware

o Check/set device clocks

o Perform inventory and affix asset labels

o Disassemble equipment and prepare for storage

• Acceptance Testing supplies

• Acceptance Test procedures

o Verity Touch Writer with Access

o Verity Scan

o Verifying firmware

o Checking/setting device clocks

o Performing inventory

Exercise 3.1: Break class into groups. Perform a functionality test.

Exercise 3.2: Check device reports and verify firmware; set device clocks.



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


• Preventative maintenance steps for Verity devices

o Cleaning touch screen displays

o Cleaning Verity Scan scanners

o Testing and calibrating touch screens

o Testing and calibrating Verity Scan

o Testing, battery charge and replacing system batteries

o Replacing Tablet CMOS battery (HART only)

o Performing a functionality test

• Other device maintenance

o UPS devices

o High-speed scanners

o Ballot printers

• Preventative Maintenance cycles

• RMA steps

o Creating a Return Materials Authorization (RMA) ticket with Hart Support

o Chain of custody forms

o Boxing and shipping

o Testing equipment upon return receipt

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

Exercise 4.2: Clean, test and calibrate a Verity Scan

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, booth set up, opening polls, closing polls

• Review: Scan system set up, booth set up, opening polls, closing polls

No Exercise



Break for Lunch (1 hour)

• Break down and reset all equipment, if necessary, and prepare for Mock Election

Module 5b: Election Predefinition (Timing: 15 minutes)


• Loading the election from the vDrive

• Using the Verity Key

• Selecting a polling place

• Completing predefinition

No Exercise



Module 5c: Election Preparation Procedures (Timing: 1 hour)


• Pre-Election Checklist

• Identifying equipment needs

• Checking polling place supplies

o Logs and Labels

o Documentation

o Polling Place layout plans

o Thermal paper

o Paper and supplies for ballot printers

o Hardware inventory

• Battery packs

• Power bricks and cords

• Headphones

• Tactile switches

• Printer cables

• Extension cords

• UPS devices

• Performing functionality testing

• Checking firmware and device clocks

• Installing vDrives

o vDrive seals and logs

o Organizing equipment by polling place

• Predefining equipment

o Preparing spare equipment

• Configuring printers

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)




• Field Technician Responsibilities and Training

• Field Technician Equipment List

o Documentation

o Hardware

• Help Desk Responsibilities and Training guidelines

• Help Desk Equipment List

o Documentation

o Hardware

• Field Technician and Help Desk logs

• Hart Customer Support Center (CSC)

• Election Night best practices

o Chain of custody

o vDrive processing

• Polling Place Security Recommendations

• Post-election procedures

No Exercise



Module 7: Troubleshooting Procedures (Timing: 2 hours)


• Systematic Approach to Troubleshooting

• Using the troubleshooting guide

• Troubleshooting topics

o Checking AC power and connections

o Checking battery power and connection

o Error displays

o Deactivating access codes

o Headphones and Tactile Switches

o Thermal printer problems

o Restarting voting devices

o Replacing equipment

o Voter issues

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 Procedures

o Functionality & Acceptance Testing

o Preventative Maintenance

o Election preparation and predefinition

o Election support procedures

o Troubleshooting

• Parking Lot Questions and Q&A



Assessment

• Performance Assessment: Verity Training Mock Election

o Consult Mock Election Agenda

o 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 Procedures Equipment List

Har

dwar

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Item Quantity Ratio Notes

PC or laptop with vRestore application (if applicable)

1

Verity Scan 2: Lab station and 1 for presentation

Set up with Training Election

Verity Touch Writer 2: Lab station and 1 for presentation


vDrives 1:Voting Device plus spares


Verity Touch Writer Ballot Printer 1 2: Lab station and 1 for presentation

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

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

Verity Battery packs 1 1:Voting Device

Power strip(s)/Surge protectors 1 1:Lab station, 1: presentation station, and 1: projector/laptop

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

Presentation Laptop 1

Ballot Box/Voting Device Keys 1 full set: lab station and 1 for presentation



Doc

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Service and Maintenance Course Training Agenda

1

Service and Maintenance Operations Guide Troubleshooting Chapter

1:1

Polling Place Operations Desk Reference

1:1 Filtered as appropriate for specific implementation

Marked Ballots

Blank Ballot Stock 3-4 reams reams

Voter Instruction flyers Samples

Voter Instruction Placards 1: Applicable voting device

Reconciliation Logs 2:lab station and class

Canceled Booth Logs 2:lab station and class

Troubleshooting and Observation Logs

1:1

Help Desk Call Log 1:1

Responsibilities Document 1:1

Maps and Phone Contacts List (Example)

1:1

Device Serial Number Logs (device-polling place assignment)

1:1

Polling Place List for Predefinition 1

Device Passwords List 1

Sign-in Sheet 1:class



Mis

cella

neou

s


Daily reports Envelope 1 1:lab station Reusable

Main Reports Envelope 1:lab station Reusable

Glass cleaner and soft cloth 1

Pens 1:1

Markers 1:5

Clipboard(s) 1

Screwdriver(s) 1

Laser Pointer 1

LCD Projector 1

Presentation Screen 1

PowerPoint Slideshow(s) 1

Device Security Seals 1

vDrive Labels 1



Document and Device Layout at Lab Stations



Physical Classroom Layout



Notes

support procedures - colorado · tools that reduce complexity and streamline productivity. o...

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