California Use Procedures

Precinct Central Touchpad Poll Worker Training Guide Election Day Version 5.0.0 Table of Contents Assembly 2 Logging into the ePollbook 5 The Launchpad 6 The Launchpad Menu 7 Searching for a Voter 8 Manual Voter Search 8 Location Lookup 10 Regular Voter Check-In 11 Conditional Voter Registration 13 Residential Address Change (SB207) 17 Invalid Address 20 First Time Federal Voter – ID Provided 23 Proof of Residence Required – Not Provided 24 Already Voted 25 VBM Already Returned 27 Provisional Voted 29 Requesting Assistance 30 Spoiling a Ballot 32 Check-in Totals 35 Closing the Election 36 California – Precinct Central ePollbook Training Guide 1 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Assembly 1 The Touchpad carrying case should be set on 2 Open the case by unlatching the two locks at the the check-in table as pictured. top of the case. Remove the Touchpads from the case and place 3 Once opened, you will see two Touchpads, 4 them on the table along with the additional four styli, and charging cords. items underneath. California – Precinct Central ePollbook Training Guide 2 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Open your Touchpad by inserting your finger 5 Power on the Cradlepoint then plug it into a 6 under the tab opposite the hinge. Open the case power source (Cradlepoint model may vary). as if opening a book, breaking the binding and flipping it open. Set the touchpad on the table. Once the Touchpad has been properly set up, 7 8 Insert the compatible end of the white charging locate the power port on the right-hand side cord into the charging port on the Touchpad. of the unit. California – Precinct Central ePollbook Training Guide 3 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 9 Plug the other end of the charging cord into 10 Plug the brick into the power outlet. The the USB charging brick. Touchpad will turn on automatically. 11 Your hardware is now set up and you are ready to log in to the Touchpad. California – Precinct Central ePollbook Training Guide 4 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Logging into the ePollbook Begin by selecting the tealEPBappicon at The EPB application will automatically launch. 1 2 the bottom of the screen. This will launch Touch the greenSTARTbutton to begin logging the EPB application. in. 3 Enter your full first and last name using the 4 Enter the password given then touchUNLOCK pop-up keyboard and touchCONTINUE. DEVICE. After the Touchpad has been unlocked, you 5 will be redirected to theLaunchpadscreen and ready to begin checking in voters. California – Precinct Central ePollbook Training Guide 5 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. The Launchpad This is your home screen. After every check-in, you should arrive back at this screen. At the top of the screen you will see At the bottom of the screen you will see ❶ ❹ Location you are logged into, your job title, and Troubleshooting Menu your name ❷ ❺ Election Name Connectivity and sideways status ❸ ❻ Launchpad Menu Battery status GreenandOrangeButtons To manually search for a voter, touch the greenManual To search for a voter’s assigned voting location, touch the Voter Searchbutton. orangeLocation Lookupbutton. California – Precinct Central ePollbook Training Guide 6 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. The Launchpad Menu The Launchpad Menu provides menu options to access additional system functions. The Launchpad Menu provides further menu options: ❶ PRINT VOTER LIST— View a running log of all voterschecked-in. ❷ CHECK-IN TOTALS– View running totals of differentballot styles issued throughout the day ❸ REPORT INCIDENT– Report incident(s) and receive troubleshootinginformation. ❹ REQUEST ASSISTANCE– Use this feature to completethe request assistance process for a voter who has already been checked-in. ❺ HELP GUIDES– View Informational guides and videoson Election Day. ❻ IMPORTANT PHONE NUMBERS– Gives access to a directoryof phone numbers for election officers and voting equipment assistance. ❼ VOTING LOCATION CLOCK-IN– Provides Poll Workers theability to clock in and out. ❽ RE-PRINT– Re-print voter slips and/or ballots. ❾ LOGOUT– Use this feature to temporarily logout fora break or to close the election at the end of the day. California – Precinct Central ePollbook Training Guide 7 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Searching for a Voter Manual Voter Search To search for a voter using a valid ID type, touch the green MANUAL VOTER SEARCH button on the Launchpad screen. Using information provided by the voter, use one of the five available search options to search for the voter’s record. Enter the voter’s information into the search fields chosen by using the on-screen keyboard and touch the green SEARCHbutton to continue. California – Precinct Central ePollbook Training Guide 8 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. If only one voter matches the search criteria, the Voter Identification screen will appear automatically. Continue checking in your voter. If more than one voter matches the search criteria, your screen will look like the one on the left with a list of all possible matches. Touch the correct voter from the list and then touch the greenCONTINUE button. Once you have selected the voter, touchGET VOTER SIGNATUREto begin the check-in process. California – Precinct Central ePollbook Training Guide 9 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Location Lookup To search for a voter’s assigned voting location, touch the orangeLOCATION LOOKUPbutton on the Launchpad screen. Type in the voter’s address, then tapSEARCH. The voter’s assigned voting location will be displayed, along with a map of the poll’s location. California – Precinct Central ePollbook Training Guide 10 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Regular Voter Check-In If the voter is eligible to vote via a regular ballot, 1 the screen will display a green “Voter is eligible to vote” message. SelectGET VOTER SIGNATUREto continue. 2 TheVoter Signaturescreen will appear. Tilt the Touchpad screen toward the voter and have them sign with the provided stylus. Once they have signed, they will need to select theDONE button. Flip the screen back toward you and verify that 3 a complete and valid signature has been captured. Select theISSUE BALLOTbutton to continue. California – Precinct Central ePollbook Training Guide 11 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 4 Select the voter’s preferredballot typeunder the Select ballot typefield then select COMPLETE CHECK-IN. Congratulations! The voter has been 5 successfully checked in. Verify any additional instructions in the blue box then select the PROCESS NEXT VOTERbutton and move on to the next voter. California – Precinct Central ePollbook Training Guide 12 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Conditional Voter Registration If a voter cannot be found in the ePollbook, you will process them as a CVR. A Conditional Voter Registration (CVR) can be initiated by pressing 1 thePROCESS CVRbutton on theFind Voter screen. If a voter cannot be found in the ePollbook and would still like to vote, you will need to process them as aCVRvoter. 2 Enter the voter’snameanddate of birthin the provided fields then selectCONTINUE. Enter the voter’shouse numberandstreet 3 namein the provided fields, then press the SEARCHbutton. Select the voter’s address then press CONTINUE. California – Precinct Central ePollbook Training Guide 13 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 4 If the voter’s address includes an apartment number, selectYESto add this information. Otherwise, selectNOto continue. The screen will flip, allowing the voter to verify that their information is correct. Tilt the screen toward them. 5 If the information is correct, have the voter selectCONTINUE. If it is incorrect, have voter selectNOT CORRECT. This will allow you to make changes as needed. 6 Once the voter has verified that their information is correct, tilt the screen back toward you and selectCONTINUE. California – Precinct Central ePollbook Training Guide 14 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 7 Now that the voter’s registration has been created, you will be able to process them as a CVRvoter. SelectPROCESS CVRto continue. TheVoter Signaturescreen will appear. Tilt 8 the Touchpad screen toward the voter and have them sign with the provided stylus. Once they have signed, they will need to select the DONEbutton. Flip the screen back toward you and verify 9 that a complete and valid signature has been captured. Select theISSUE BALLOTbutton to continue. California – Precinct Central ePollbook Training Guide 15 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 10 SelectCOMPLETE CHECK-IN. Congratulations! The voter has been successfully checked in. Verify any additional 11 instructions in the blue box then select the PROCESS NEXT VOTERbutton to move on to the next voter. California – Precinct Central ePollbook Training Guide 16 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Residential Address Change (SB207) If a voter would like to update their address 1 before voting, select the yellowMORE OPTIONSbutton and chooseUpdate Voter Info. 2 Select theEDITbutton next to theResidence Addressfield. Enter the voter’s newhouse numberandstreet 3 namein the provided fields, then press the SEARCHbutton. Select the voter’s new address then press the CONTINUEbutton. California – Precinct Central ePollbook Training Guide 17 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 4 If the voter’s address includes an apartment number, selectYESto add this information. Otherwise, selectNOto continue. The screen will flip, allowing the voter to verify that their updated address is correct. Tilt the screen toward them. 5 If the updated address is correct, have the voter selectCORRECT. If it is incorrect, have voter selectNOT CORRECTand repeat steps 2-6. 6 Once the voter has confirmed their updated address, tilt the screen back toward you and selectCONTINUE. California – Precinct Central ePollbook Training Guide 18 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Now that the voter’s address has been updated, 7 you will be able to process them as a regular voter. SelectGET VOTER SIGNATUREto begin the check-in process. California – Precinct Central ePollbook Training Guide 19 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Invalid Address If a voter provides an invalid address, or one that cannot be found, but insists that it is correct, you can manually enter it while 1 updating their information and process them as aCVRvoter. After two searches have been performed, an ADDRESS NOT FOUNDbutton will appear. Select this button to begin updating the voter’s address. 2 Enter the address provided by the voter then selectCONTINUE. Use thePrecincting Applicationto determine 3 the precinct the voter should be assigned to, then select it from thePrecinctdropdown. This will assign the voter aSequence #. Once you have done this, selectCONTINUE. 4 Select the precinct from the Select Precinct dropdown. Then, touchCONTINUE. California – Precinct Central ePollbook Training Guide 20 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 5 Confirm the precinct and add a split if applicable. TapCONTINUEto proceed. 6 Confirm that all necessary fields have been updated then pressCONTINUE. The screen will flip, allowing the voter to verify that their updated address is correct. Tilt the screen toward them. 7 If the updated address is correct, have the voter selectCORRECT. If it is incorrect, have voter selectNOT CORRECT. This will allow you to make changes as needed. 8 Once the voter has confirmed their updated address, tilt the screen back toward you and selectCONTINUE. California – Precinct Central ePollbook Training Guide 21 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Once the voter’s address has been updated, you will be able to process them as aPROVISIONAL voter. 9 A yellowInvalid Addressflag is displayed on the Voter Eligibilitypage for voter’s whose addresses could not be verified. Select PROCESS PROVISIONALto continue. California – Precinct Central ePollbook Training Guide 22 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. First Time Federal Voter – ID Provided If a voter is flagged as a First Time Federal 1 Voter, they will need to produce a valid form of photo ID to vote regularly on Election Day. Select theRECORD IDbutton to continue. 2 Select theID Typethe voter has provided. 3 A prompt will appear. SelectYESto confirm that the voter has provided a valid form of photo ID. TheVoter Signaturescreen will appear. Tilt the screen toward the voter and have them sign with the provided stylus. Once they have 4 signed, they will need to select theDONE button. Once they have done this, tilt the screen back toward you and continue processing them as you would aregularvoter. California – Precinct Central ePollbook Training Guide 23 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Proof of Residence Required – Not Provided If a voter is flagged as a First Time Federal Voter, they will need to produce a valid form of photo ID to vote regularly on election day. 1 If a voter doesnotprovide a valid form of ID, they are ineligible to vote via a regular ballot and will need to be processed as a provisional voter. Select theRECORD IDbutton to continue. 2 Select theNot Providedbutton. 3 A prompt will appear. SelectYESto confirm that the voter hasnotprovided a valid form of photo ID. 4 You will be redirected to theVoter Eligibility page. Select thePROCESS PROVISIONAL button to continue. California – Precinct Central ePollbook Training Guide 24 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Already Voted The Touchpad will identify any voter who has already voted during an election. However, if 1 the voter still insists on voting at your polling location, you may process them as aprovisional voter. SelectPROCESS PROVISONALto begin this process. TheVoter Signaturescreen will appear. Tilt the 2 Touchpad screen toward the voter and have them sign with the provided stylus. Once they have signed, they will need to select theDONE button. 3 Once the voter has finished, tilt the screen back toward you and select theISSUE BALLOT button. California – Precinct Central ePollbook Training Guide 25 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 4 SelectCOMPLETE CHECK-IN. Congratulations! The voter has been 5 successfully checked in. Verify any additional instructions in the blue box then select the PROCESS NEXT VOTERbutton and move on to the next voter. California – Precinct Central ePollbook Training Guide 26 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. VBM Already Returned The Touchpad will identify any voter who has already returned their vote-by-mail ballot. These voters are ineligible to vote via a regular 1 ballot. However, if the voter still insists on voting at your polling location, you may process them as aprovisionalvoter. SelectPROCESS PROVISONALto begin this process. TheVoter Signaturescreen will appear. Tilt the 2 Touchpad screen toward the voter and have them sign with the provided stylus. Once they have signed, they will need to select theDONE button. Tilt the screen back toward you and verify that 3 a complete and valid signature has been captured. Select theISSUE BALLOTbutton to continue. California – Precinct Central ePollbook Training Guide 27 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 4 SelectCOMPLETE CHECK-IN. Congratulations! The voter has been 5 successfully checked in. Verify any additional instructions in the blue box then select the PROCESS NEXT VOTERbutton and move on to the next voter. California – Precinct Central ePollbook Training Guide 28 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Provisional Voted The Touchpad will identify any voter who has already voted provisionally during an election. Voters who have voted provisionally are eligible to cast another provisional ballot. SelectPROCESS PROVISIONALto continue. California – Precinct Central ePollbook Training Guide 29 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Requesting Assistance If a voter requires assistance while voting, you can process them as aRequires Assistance 1 voter using the Touchpad. Select the yellowMORE OPTIONSbutton and chooseRequest Assistancefrom the menu options. 2 SelectYESto confirm that the voter is requesting assistance. A yellowNeeds Assistanceflag will display to indicate that the voter is now classified as a 3 Requires Assistance voter. SelectPROCESS ASSISTANCEto continue. You will be redirected to theProvide Assistancescreen. If the voter has brought someone to provide 4 assistance, selectYESto continue. If hasn’t brought somebody to provide assistance, selectNOto display a message that will indicate how many election officials should assist the voter.Steps 5-7do not apply to this scenario. California – Precinct Central ePollbook Training Guide 30 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. 5 Enter thenameof the person providing assistance then selectCONTINUE. The screen will flip. Tilt the Touchpad screen 6 toward the person providing assistance and have them sign with the provided stylus. Once they have signed, they will need to select the DONEbutton. Flip the screen back toward you and verify that 7 a complete and valid signature has been captured. Select theCONTINUEbutton to proceed. 8 You will be redirected back to theVoter Eligibilityscreen. SelectGET VOTER SIGNATUREto continue processing the voter. California – Precinct Central ePollbook Training Guide 31 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Spoiling a Ballot 1 To spoil a ballot, first search the voter. Under the More Options menu, selectSpoil Ballot. The Spoil Ballot pop-up will appear. Select a reason for spoil, then select whether you will be issuing a replacement ballot. 2 If you are NOT issuing a replacement ballot, a confirm spoil pop-up will appear. Confirm spoil. Then, the ballot will be spoiled. If you are issuing a replacement ballot, proceed to step three. 3 SelectYESto confirm that you would like to spoil the ballot. California – Precinct Central ePollbook Training Guide 32 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. TheVoter Signaturescreen will appear. Tilt the 4 Touchpad screen toward the voter and have them sign with the provided stylus. Once they have signed, they will need to select theDONE button. Tilt the screen back toward you and verify that 5 a complete and valid signature has been captured. Select theISSUE BALLOTbutton to continue. 7 SelectCOMPLETE CHECK-IN. California – Precinct Central ePollbook Training Guide 33 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Congratulations! The voter has been 8 successfully checked in. Verify any additional instructions in the blue box then select the PROCESS NEXT VOTERbutton to move on to the next voter. California – Precinct Central ePollbook Training Guide 34 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Check-in Totals From theLaunchpad Menu, Select theCHECK-IN TOTALSlink from theLaunchpad Menuto view this screen.Here, you will be able to see a running total of all ballots issued throughout the day. These totals allow you to account for all ballots issued. To change fromThis LocationtoThis Touchpad,select the appropriate button in theInclude Forsection. California – Precinct Central ePollbook Training Guide 35 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent. Closing the Election Once the election has ended, it is time to close A pop-up will appear. Select the yellowCLOSE 1 the election on the Touchpads. From the 2 THE ELECTIONbutton to begin the closing Launchpad, open theLaunchpad Menuand process. selectLOGOUT. Enter the password you’ve been given to lock 3 A warning screen will appear. If you are ready 4 the device then select theLOCK DEVICE to close the election, selectYES. button. Congratulations, you have closed out your election! An orange screen will appear with a 5 6 If your Device has not sent all of its transactions, “Synchronizing Device” message. Wait for the PENDINGwill appear in the left-hand corner. message to disappear. Don’t panic! This is normal. Complete the rest of your end-of-election procedures. California – Precinct Central ePollbook Training Guide 36 Copyright©2022 by Tenex Software Solutions, Inc. - No reproduction or distribution without written consent.