-From Black Box Voting Document Arcives-
II I II ArIT interctvi{ eSlaterMElectronic Voting System
TAlly Sorrwnnr TnnIruIruGMANUAL BOSSVersion 2.8 compatible -From Black Box Voting Document Arcives-
TM Tally
TallyVersion # 2.8
containsconfi dential and pmprietary iniormatonbelonging oxclusively to Hart Inte'clylc, lnc. No T-3. RevisionJ5 partof this publicationmay be reproduced,storod in a HartlntercMc, lnc. O 2001 retrievalsystem, or transmittedin anyfurm or by any means All RightsR€s€rved elecfonlc,mechanical, photocopied, recorded, or otherq,ise TallySoflrvare Training Manual
Table of ContentE Taale oF CoNTENTS
-From Black Box Voting Document Arcives-
Course labus TallyOperator Training CourceContent Chart...... ,... 11 TallyOperator Training CourseOutline ...... 12
APPENDICES AppendixA:Glossary of Terms...... 15 AppendixB: Information,Gonfirmation, Error, &WarningMessages .,...... 19 AppendixC: Tips& Tricks...... 2A AppendixD: BackingUp Election Databasesto a GD...... ,..,...... ,....23 AppendixE: CourceSelf-Check|ist...... 30
Page3 HartlnterCivic, Inc. TallySofuvare Training Manual
lntroducdon lurnoDUcrroN -From Black BoxWhat Voting is Tally? Document Arcives- Tallyis a softwareapplicaiion that reads,stores, and tabulates the CastVote Recordsru (CVRS)from Hartlnteroivic s BallotOrigination Soft are System'sMobile Ballot Boxes (MBBS)w. The MBBscontain Cast Vote Records captured by the eslate Precincl VotingSystemm (PVS) and/or scanned Ballot Nown paperballots and audittrail data that authenficatesthe CVRs.Tally is initial2edwith the lockedBallot Origination Softrare Sy$em (BOSS)database that was usedto createthe election.This initialization"programs" Tally for tabulation.The onlyrequired task priorto beginningthe tabuldionprocess is to inputany approvedwrite-in endidate names.Tally counts vote totalsfor TestTabulations, Absentee Voting, Early Voting, and ElectionDay. Tally producesofficial results reports and data. This Document: ThisDocument is a trainingmanual designed to guideoperator training, and it is meant for use in conjunctionwith the TallySystem Operalions Manual. This training manual is meantfor bothinitial faining with HartInterCivic training specialists, and as a reference to supplementthe operations manual once training is complete. Objectives Throughthis course the trainee will: tr TabulateCVRs recorded on eslate systemMBBs, E Generateunoficial reports and ofFcialreports, tr EditMite-ins, tr Checkprovisional ballots, E Includeabsentee and manual votes in thetabulation. tr Producetabulation repons, tl Closean election.and [1 Viewprocedures for backingup elec{iondatabases. Take Note: ' All stepsthat referto a buttonor menuon the screenhave the buttonin bold (i.e.:Save, Close, OK). ' All stepsthat referto a keyon lhe keyboardhave the key undertined(i.e.: Ctrl,Shift, Enter). . Afl stepsthat referto a mouseclbk havethe word(s)italicized (i.e.i click,rtght dick, doubledick). The word clbk refersto a Ieft click. . 4 F refersto areaswithin the TrainingManual that contrainmore informationregarding the topic. . Tallyprints a hardcopy, real-time, Audit Log documenting all useraciivities. € For Tlps & Trlcks s€e page20. Fora Glossaryof Termssee page15.
Page4 Hartlntercivic, lnc. TallySoftrare Training Manual
eSlataDab Flowchart ESLATEDern FIowcHART -From Black Box Voting Document Arcives-
Page5 HartlntercMc, Inc. TallySoftruare Training Manual The Tally YYlndtr Tne TnULYWINDow
-From Black Box Voting Document Arcives-
Noffco:No TaakbarArrllabls Tally slll not allox,the ussr b acc@ anolfier ptogramnrhlls runnhg Tally.
Page6 HartlnteroMc. lnc. TallySoftware Training Manual Tally menus Tallv MeHus
-From Black Box Voting Document Arcives-
Page7 HartIntercMc, Inc. TallySoftivare Training Manual
Tally User Prlvllsgs TeruvUseR PnrvrLEGEs
MministratoF-From and Black Operators Boxlogin to theVoting Tallyapplication Documentby typing a Arcives- UserlD (usemarne)and passwordafter opening Tally.
It is remmmendedthat the usercunently logged in: > SbV d the computerwhile running the application, ) Exitlhe applicationif Vhe stepsaway from the system.
An adminisffatorsets userpdvil€g€. Seethe TallyOpenations Manual for direclionson settingus€r prMleges. The following charts show user privileges for Tallyfundions and Admlnmenu comrEnds:
Tallv Fanctlon Update AIT No Yes Y6 Yes Perfom MangalVotes No Yes PrintReports Y6 Ys ChangeCunent User Pasebvord Ys Yes Cr€ateNevr Usels No Y6
Page8 Hart InterCivic.Inc. TallySofuYare Training Manual
Tally Overvlew Teutv OveRVrEW l lhen you are ready for Tally, you have: 1. -FromCreaied the Black ballotin BOSS. Box Voting Document Arcives- 2. Wrifienall MBB and DAU cards, 3. Lockedthe BOSSdatabase for Tally. 4. Wth MBBscreated in BOSSyou have; a. Conducteda Test or Electionmode election with eSlates. b. Scannedand savedcast vote recordsfor voted BallotNow paper ballots,if applicable.
Creafrng a Tally t atabase The d€finitionsof the threetypes of statusfor a TallyElection database are: > NEW- Vvhenthe databasecunently being used has no votesrecorded yet (no MBBstom Test or Electionhave been read). > OPENED- !{/henthe databasecunently being used has votesrecorded in it. > CLOSED- \ /henthe databasehas beenclosed because all MBBSfor the electionhave been read and all manualvotes have been proce$ed. Pr*Elec{on Acfrvliles Eefore ElectionDay, you can performthe followingtasks with the election'sTally Electiondatabase that hasthe NEWor OPENEDstatus: > Defineeligible writsin candidate names, ! DefineTally options for countingprovisional ballots and consolidatingsplit precincts, ) ReadTest MBBSto performa tabulationtest, and > Yrewand printTst Tallyreports. Electon Day Actlvlfes On ElectionDay you can performthe followingtasks with the eleciion'sTally Election databasethe( has the OPENEDstaius: > Manageprovisional ballots (this can alsobe doneaffer the eleciionis closedin Tally), ) Assignwrite-in vobs, > Readelection MBBs from: t Absenteeballots r@rded withthe BallotNow application ' EarlyVoting ballots . EledionDay ballots, F Viewand printUnofficial Tally reports, ) Addor subtractvotes manually, > Rejector AcceptProvisional Ballots. Post-Hectlon Day Actlvlties .AfiErallMBBsforthe election have been read and the manualvotestask is comolete you en performthe followingtasks with the election'sTally Electiondatabase th;t has the CLOSEDstatus: > Closethe Elec{ion. ) Mew and printfficial Tallyreports, ) Rejec-tor AcceptProvisional Ballots, F Backupto CDand archivethe eledion. Page9 HartlntercMc. lnc. TallySoft^rare Training Manual
Soquental Stepsfor Uslng Tally to Counl Voted MBB8 SeouENTTALSreps ron UsrNGTallv ro
-From BlackCounr Box VoreoVoting DocumentMBBs Arcives- lllore lnfonnation: l. In the BOSSprogram, lock the BOSSdatabase for Make certain all MBBSand DAU cards Tally. have been writen before locking. Test modeand Elec.tionmode databases are copiedinto Tally separately. > EachTally database must have a Copythe BOSSdatabase to Tally. uniquename. > Onlyone TallyElection mode databasefor a specificBOSS d?rtabasemay exist at a time. Write-insmay be editedbefore and/or after MBBshave been read. 3. EditWritelns and Aliases, if applicable. ) An electioncannot b€ closeduntil all write-inshave been edited and resolved. TallyOptions include: ) Choosingto includepmvisional 4. D€fineTally Options. ballotsin the totals,or notto, and > Choosingto consolidatesplit precincts,or notto. Refer 5. Perficrma Logic& AccuracyTest, and readTest to the eSlateSupport Procdures ModeMBBS. TrainingManual for detailson performing anL&AT€st 6. R€peatsteps 2, 3, and 4 for the Elec{ionmode database. Eletion modeMBBs can onlybe read 7. Readthe Electionmode MBBs. intoTally on the dateof the elec{ionor later,based on the electiondate defined in BOSS. 8. AssignUnassigned Write-lns, if applicable. 9. Processprovisional ballots now or afferthe electionhas beenclosed in Tallv. 10.Calculate any necessarymanual vote tabulations. 11 . lmportvotes ftom other systems, if applicable. 12.Affer all MBBshave bean read, close lhe election You can readunvoted MBBs that were in Tally. createdas backupsfor the electjonin orderto accountfor all MBBswrinen. 13. Printoffcial reDorts. Reportsare unoffrcialuriil the eldion is closedin Tally. 14.Back up election database to CD. eSe page23.
Page10 HartInterCivic, lnc. o o
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,o TallySoftrare TrainingManual
Tally OporatorTralnlng Cout€eOutllne Tellv OpeRAToRTRATNtNG Counse -From Black Box Ourlrn Voting Documente Arcives- EsdmatedTlm6: 1 day
Audlence:Tabulation specialists, Elections Offcials
ObJecttves:Trainee will openTally and @W a BOSSdatabase, set up Tallybefore the electionstarts, read MBBs, look at challengedballots, assign write-ins, enter absentee and manualvot6, viewand printTalty reports, close an electionand archivetheTally database. Benef,tsof Tally: Tallytabulates the castvotes with "oneclicr simplicity.Certified writa-inscan b€ identifiedbefore tabulation takes place, making counting votes for those @itions automatic.Provisional ballots can be automaticallyincluded in the count,or not,and can be backedout or addedif challenged.Test modetabulations are kept in separatedatabases from election mode databases. Manuals:Tally Operations Manual, Tally Training Manual
Modules:1-6
Prerequlalte:Hands-on demonstration with the eslate.Trainess will usethe systemas if theyare toters", if time and equipmentavailability allow. TeachlngPolnb:
> Module1: Tally!Ggtflng Started > SystemOveMeu/ and Benefitsto Trainees,and Course Objec,tives > eslate EVSdata flourchart, Tally Wndow, Tally menus ) ReviewLocking the BOSSdatrabase for Tally ) OpeningTally ) Checkingdisk space > Copyinga BOSSdatabase to Tally > Openinga Tallydstabase E Exerclse1.1: Copy a BOSSdatabase that you havelocked for Tallyand voted on an eslate (or scannedwith votedpaper ballotsfrom BallotNor r). Createa Tallydatabase from this BOSSdatabase. and ooenit.
Page12 HartIntercMc, Inc. TallySofirare TrainingManual Tdtt Opara&rfnl|U€ Cou€eQtrnno (.ont) F Module2: Pre-ElectlonAcdvltles ) EditingWrite.ln Candidates ) Addingaliases > DefiningTally Options -FromD OptionsBlackfor ConsolidalingBox Votingsplit Prsincts Document Arcives- F Optionsfor Rejec'tingProvisional Ballots ) MobileBallot Box Types ) TestMode Tabulation (PreEleciion Logic & Aeuracy T6t) ) PossibleMBB Enor Messages E Exerclse2.'1: Edit write.ins and assignaliases. Define the Tally Optionsto refleclthe electionyou havean MBBfor and state and localregulaiions. Read an MBBwritten in Test Modeand votedon an eslate (and/ora test MBBfrom scanned Ballot Now paperballots).
D Module3: Elec{on Day Acffvltle ) Openingan Eleclion(with a newTally database, Pre-Eledion Adivities @mpletedsns TestTabulation) & readingElection MBBs. > Assigningunassigned write.ins E ExerclsE3.1: Copy the BOSSdatabase into Tally, complete Pre-ElectionActivities for the newTally database, and readan MBBwritten in ElectionMode and voted on an eSlate(and/or an MBBfrom scanned ELECTION Ballot Now paper ballots), if available. tr Exerclse3.2: Assign at leastone unassignedWrite-in to a contest.lf you havemore than one unassignedWrite ln, remove at leastone. Resolve all write-ins. F Module4: ManualVotes, lmportlng Vob from Other Slntems & Gloslng the Elecfon > Manualvotes > lmportingVotes trom OtherSystems ) Closingthe Election > Rejectingor AcceptingChallenged Provisional Ballots ) BackingUp the TallyDatabase to a CDR. tr Exorclse4.1: Adjuslthe tabulationfor yourelection. Add S vote$ to onecandidate. Subtract 2 votesfrom another candidate. E Ererclse 4.2: Closethe eleciionyou havebeen working with. ProcessProvisional Ballots. Accept (leave) at leastone. Reject at leastone. Printa "ProvisionalBallob' Report. Backup the Tallydatabase to CDR. ) Module5: Reports ) Reports tr Exerclse5.1: Viewreports. lf you are connectedto a printer, printa reportof your choice.
Page13 HartlnterCMq Inc. Tallysoftffare Training Manual IalbOnard3rl|alntgCeutro Otrllno(tlntl F Module8: Tally AdmlnlstradonTasks ) VrelvingAudit Log (printout) ) Copyinga BOSSdatabase (covered in TallyCource, Module 1) > UserPrivileges -From> Pasword Black Security Box Voting Document Arcives- ) ChangingUsor Password ) CreatingNew User ) Proceduresfor a recountor contestedelec{ion ) Archivingthe Election ) Appendices tr Ex€rclse6. t: Mew the optionsin the Administrationmenu. Administrattveusers, add yourselfas a netv.rser. Delotethe originaluser. Add oth€roperators as users,giving them appropriateprivileges.
> ReylewAppondlces and Dafs leesone ) Appendices > Glossaryof Terms D lnformation,Confinnation, Eror & WamingMessages D Tips & Tricks D BackingUp El€ctionDatabases to a CD > CourseSsf-Check Liei
Page'14 Hart lnterCMc.lnc. TallySoftrare TrainingManual
Appondh A: Glossary of Terms AppENDIcES
-From Black Box A:G Voting Documentof Terms Arcives- Term Ddfrnllian ACCESISCODE A fourdigit numbergiven to eachvoter from the JBC.lhe ACCESS CODEtells the eslate systemwhich ballot style (precinct) to disphy to the voter. ACCESS CODE A JBC reportthat is printedwhen polls are closedon EleciionDay. lt Summary liststhe numberof ACCESSCODES issued, voted, expired, and canceled. Alphanumerlc A fieldtype. Means that the fieldcan containboth letters (alpha) and numbers(numeric). Amerlcans'wlth A 1990federal act, Public Law 101-336, that established Dlsablllds Act comprehensivestandards for the treaimentof personswith (ADA) disabilitiesin employment,public acmmmodations, and other progEms,includinq those operated bv stateand localqovemments. ASCIInle AmericanStandard Code for lnformationlnterchange. Files that, by thehformatting, are easierto transf€rbetween different types and versionsof computers.Also calledtext files". AudftTrall Informationthat allowslhe elec{ionsoffice to viewthe stepsthat occunedon the equipmentincluded in an electionto veriff the steps and pro€duresfollowed without compromisins voter orivacv. Ballot Format The anangementof the ballotcreated in BOSS.Ballots may be formattedfor the eSlatePVS or for BallotNow. Instructionaltext that app€arsat the top of the ballot.There are two Ballot (1) (for lnstrucdons s€paEtetyps of BallotInstructions: PVS the eSlatePVS system)and (2) BallotNow. Ballot Now ru The esl€rteEVS softrvare application that printspaper ballots on demandand thendigitally images the votedballots to savefor deliveryto Tally. Ballot S1yle The specificballot created by precinctassignmenG to @ntestsin BOSS. Ballot Text Instructionaltext emb€ddedin the ballot.Ballot Text is usuallyused to identirya sectionof the ballot. BOSSru BallotOrigination Softrare System.This is the soflrrvarethat builds an el€ctiondatabase and writes multiple ballot styles. BOSS is used to cr€te the MBBand DAUcards that drivePVS and BallotNowru. Contest A choiceto be madeon the ballot.Also knownas races.orffces. issues,referendums, and questions. CastVote Electronicversion of eachvote cast, reflecting a ballotfrom each Record{CVR) voter. CryBhl Repoil8 An off-ihe.shelfreport formatting softrrare application for database, centeredproducts. Gumulaflve (ACcESS A summaryon the JBCSuspend Report or DailyDetail report that coDE) lisb the ACCESSCODES issued, voted, exphed, and caneled for Summary the entiresession of EarlyVoting. Database A storagepoint for Information(data).
Page15 HartlntercMc, Inc. TallySoftrare TrainingManual
Appendh Ar Glossaryof Terms (cont) Tann Defrnitlon Cycllc A continuoustest of eachtransfer of datawithin a syslemto insure Redundancy that the datareceived at the end of the transferis the sameas the Check-From Blackdataoriginated Box bv Votingthe source. Document Arcives- Dally Debll A JBC reportthat can be printedout whenpolls are suspendedin Report EarlyVoting. This report lists the numberof ACCESSCODES issuedand votedby precinc{,as well as Daily(ACCESS CODE) Summaryand Cumulative (ACCESS CODE) Summarv Reports. Dally (ACCESS A summaryon the JBC SuspendReport and DailyDetail report that coDE) liststhe ACCESSCODES issued, voted, expired, and canceledfor Summarv onlythe cunentday of EarlyVoting. DalsyChaln Itemsconnected in a series.The eslats are daisychained, one to another,with one plugging into the JBC. DAUcard The PC cardthat enablesthe DAUeslate b carryaudio and respondto the specialtyinput devices. Also called an 'Audio Card' Dbabled An eSlatethat includesa FC card module.A PC cardis inserted Access UnliB intothis moduleso that voterswith disabilitiescan vote (DAU) independenuyand privately,listening to the ballotwith headphones and/orinteracting with the ballotusing tactile input svritche or a sip and puffdevlce. Also calledthe "DAUeSlate". Dlrect Record The electionindustry term for an electronicmachine at whicha voter Elecbonlc can viewand vote a ballot. (DREI Eles{on A reportthat the JBC prints when the polling place lD is selected. ldentlflcadon Thereport contains the cunent date and time, jurisdiction name, Report electionname, eledion date, polling place, and number of precincts enabled. eSlate A Hart InterOivicelectronic voting input device without audio Unlt capability.An electronicballot is presentedon this unit. eSlate The entiresystem ftom BOSSto Tally.Includes: BOSS, the precinct Electronlc VotingSystem (@see eslate PreclnctVodng Syetem),Ballot Now, Votlng System andTally. Also calledEVS or eSlateEVS. {EVSI eslab Preclnct Thosecomponents ofthe eslate EVSthat are requiredfor election Vodng System activitiesat individualpolling places. The PVS includes: JBCS, (Pvs) eSlates,DAU eSlates, MBBs, and all accessoriesfor pollingplace voting. Fasi Trak Tally A sofiwar€utility that allowsa summaryof resultsto be sentto a centrallocation from the Judge'sBooth Confoller, via modem,to provideadvanced unoffcial results. Fleld An areaavailable for dataentry in a soft,€re application,like BOSS or Tally. Flrmrvare Computerprograms installed permanently in a hardwaredevice that allot,r,data to be readand a programto be executed,but for which alterationsof the dataor the programare not permitted. FlashMemory Flashmemory is reprogrammable,read only memory and is usedin PC cardsor MBBS.Flash Memory does not requirecontinuous elecfuicpower to opeEte. lt is a systemthat canstore more dda and workfaster than a lraditionalfloppv disk.
Page16 HartlnterCivic, lnc. TallySofhvare Training Manual
Appendh A: Glcsary of Toms (cont) Tem Defmition Judge's Booth Thecontrol unit of the eslate PVS,through which a pollworker Controller distributs olectronicballots to the eSlateand DAUeSlate. (JBCI-From Black Box Voting Document Arcives- JBC lnltallzod A reportpdnted from the JBCany time the systemis poweredon. A Report self-diagnostictest is run on the system,and the resultis indicated as "*PASS*' on lhe report. Jurlsdlcdon A precinctor qroupof precinctsmanaged bv a sinoleorqanization. Loglc and ln the @ntextof an election,a test to checkthe accuracyof a piece AccuracyTeot of votingequipment. lt is accomplishedby feedingtest ballotsfor (L&A) whichthe resultsare alreadyknown (i.e., a .test deck) throughthe ballotcounting system and comparingthe resultswith the expected rsults. MoblleBallot A PC €rd that holdsall of the ballotinfonnation forthe sslate EVS. Box (MBB) An MBBis placedin theJBC unit, and an MBBis usedin the Baltot Nowcomputer. Cast Vote Recordsare storedon MBBS. Netnork A reportprinted on the JBCaffer boothsare assigned.The report Conflguradon containsthe serialnumber, soft\ivare version, PUB count, and PVT Report countbr the JBCand eacheSlate unit PC Card A pieceof hardwareabout the sizeof an ATMcard. lt is an informationstorage device, similar in functionto a floppydisk. It ls alsocalled a'PCMCIA' card. ln theeslate Electronic Voting System it is calleda MobileBallot Box (MBB) Party A politicalparty. For example, Democrat or Republican. Polllng Place Wtere votorsphysically go to vote.A singlepolling placa, during earlyvoting, can supportmultiple precinc.ts. PUBCount A six-digitnumber, shown on the NetlrorkConfiguration Repon fom the JBCthat indicatssho$, many votes have b€en counted on thal machinetor the cunenteleciion. Preclnct A jurisdictionsubdivision for elec{ionpurposes. Provlslonal A voterwho maynot meetthe qualificationsfor volingai th€rtpolling Voter place,but is allowedto vote on a "provisionalballof underconditions by stateelection law. Because the voteris "provisional',his/her ballot mustbe retrievableby electionofrcials under ceriain conditions that varyftom stateto state.Also called a voterwith a'challengedballof. PVTCount A six-digitnumb€r, shown on the NetworkConfiguration Report from the JBCthat indicateshow many votes have been counted on that machinein ib lifetime. RetrleyalCode A uniquenumber assigned to a provisionalballot to enableslviff retrievalof that ballotftom the eSlatesvstem bv electonoffcials. SelectWheel The rotarywheel on the eSlateand DAUeslate that allowsa voterto navigatethe ballotand highlight choices by tuming the wheel. lt is alsocalled Rotary &lectm NavigationSvstem. Slp & Pufi An inputdevice that connels lo the DAUeslate in the handicap accessjack. Thisenables voters with disabilitieswith extremely limitedmobility to votewith a mouth-controlleddevice. Spllt Preclnct The smallestdMsion of a precinctfor electionpurpos€s. Spolled Ballot A ballotthat has beenruined somehow. The voter is still prosent. andthe voter needs a newballot. Vlfith the eslate system, a ballotis spoiledif the votergets lhe wrongballot sgle (precinct),the wrong language,or is not on the DAUeslate but needsto bs. Page17 Hartlnteroivic, lnc. TallySoftivare Training Manual
Appsndlx A: Glo$ary of Torm6 (cont ) Ireflnltion Suspend A JBC reportthat automaticallyprints when polls are suspendedin Report EarlyVoting. The reportlists the PUBcount and PVTcount of the -From BlackJBCand eSlateBox unhs, Votinga Daily (ACCESS DocumentCODE) Summary,Arcives- and a CumulativeGCCESS CODE) Summary. Tac0leInput Also called"jelly srAritches" or "jellybutons". SYdtch€ Redand green'paddles'that enable voters with disabilitiesto vote withoutusing the SELECT wheel and ENTER button on the eslate- Voterswithout fine motorcontrol use these. The REDtactile inout srrvitchis similarto theeslate s SELECTwheel. The GREEN dctile inputswitch is similar10 the eslate's ENTER button. Tallyru The eSlateEVS tabulation sofh,vare. After an eleciion,the Tally softwarecounts the voteson the MBB(s)and producesreports on thosecast votes. Tally Roport A JBC reportthat is printedwhen polls are closedon eleclionday. It includesthe date,time, precinct, a tally of votesfor eachcontest, andan ACCESS CODE Summary. Thrown-out A votedballot that the voterdid not placeinto the ballotbox before Ballot leavingthe pollingplace. Wfththe eslate system,this is a ballotthat the voterdid not cast by pressingCAST BALLOI and the voteris not present. UPS UninterruptiblePower Supply. Voter An elec-tronicpoll book. Sometimesknown as a thin clienf. Reglstrafon Computer Zsro Tape A JBC reportthat printsout whenpolls are op€nedon the first day of Report EarlyVoting and on Eletion Day. Thisreport lists the contestsand candidateson the ballot,and verifiesthat the numberof votesfor ech candidateis zero.
Page18 Hartlntercivic, lnc. TallySofirare TrainingManual
Appondlx B: Informadon, Conffrmaton, Earor, and Wamlng Mesaggg AppendixB: Information,Gonfirmationn Error, and Warnin -From Black Box Voting Document Arcives-
r lnformsabout a successfuloperation. I r Hasan informationicon (anlinabubble). r Hasonly an OK button.
r Usedwhen modificationsmade are lostwhen Close is clickedinstead of Save. 1t r Anstrveredby Yc or No. r Hasa questionmark icon(a ? in a bubble). t Caninclude tert fiom thecommand Derformd. 'r r Firststatement in enor givesthe problem. r Secondstalement tells youwhat to do. r Theenor icln (an X insidea red circle)is pr€sem. r Hasonly an OK button. walr|ll lg r Appearswhen the programwants you to double.checka @mmand. \ t Caninclude text fom \ the aommand .\ i,1 performed. r Hasan exclamation icon(a I insidea yellow Uiangle).
Page19 HartInteoMc, Inc. TallySoftruare Training Manual
Appendlx C: Tlp6 and Trlcks AppendixC: Tips and Tricks The followlng apply to ALL eslate ElectronlcVodng Systemprograms. Pa$utord-From dps: Black Box Voting Document Arcives- Do not giveout the administratorpas$vord, either to the computeriyhere the eslate ElectronicVoting System sofr'vare is kept,or to your administratorlogin tor BOSS,Tally, and/or Ballot Now.
Onceyou are assignedyour password,immediately log in to BOSS,Ballot Now, andTally and changeyour passalrord.Have operators with 'Usef levelprivileges do the same. Do not use: . Any pas$\rordyou haveused before. . Any sfuingof 3 charactersrepeated or reversed. ' Any characterrepeated more than twice. ' Yourname or yourinitials. . Yourcomputer user lD in anyform. . Thenames of relatives,birhdays, phone numbers or the companyname. ' The numberfor this year,last year or nextyear, or the threecharacter abbreviationsfor the months. ' Telephonenumber or car licenseplate numbers. . Commonrnathematical values (like pi, sigma and natural log). Do use: ' A combinationof upperand lowercaseletters. . A passMrordthat is at least8 characterslong. ' A newpassword every 6 months. ' Randomcharacters you will remember. Tlps for a securg password: . Usethe first lettersof the wordsin a memorablephrase. . Usea meaninglessbut easy-to-remember phrase. ' Combinenumbers and letters. . Notethe pass,wordin a privateand securelocation.
Page20 HartlnterCMc, Inc. TallySofrirare Training Manual
AppendlxC: Tp3 andTricke SofturareFeatur€: ' Vvhicheverbutton is shadowed/dottedinside a windowis whatthe computer is goingto a$ume you m€n to do whenyou pressEnter. -FromFor example:Black Box Voting Document Arcives-
. ln a menu,an anow iacing to the right) opensup an itemcalled a "pop-up menu',offering more choices. ' ln a dialoguebox, the anowfacing down V opensa "list box', offeringmore choices. ' Onthe menu bar and on buttonsinside a window.there is oneletter underlined.For example, File orAdd. These are called hot keys and can be usedto acces menus,m€nu options and buttonsinstead of usingthe mouse.To accesshot keys: 1. PressAlt on the keyboard(to eitherside of the spacebar). 2. Pressthe underlinedlefter in theword (for example: F in Ele or A in ddd). O The menudrops down or the buttonperforms its action. O Onceinside a menu,you simply press the underlinedletter in the menuoption you are lookingfor (forexample: press O in Qpen).You do notneed to pressAlt again. O Youcan also use the anow keys on your keyboard (e)4V) to movearound inside a menu.Once you have highlighted the menuoption you wishto use,press Enter and the option Iaunches. O To exit a menu,press Esc until the menudisappears (usually onelime for eachmenu/submenu open).
The followlng dF apply to a speclffc software program lbted to the teft. ' BOSS& Ballot Noffi To highlighUselecla list of precinctsthat are all togetherin the list, use SHtFf + CLlCl(. 1. C/ickthe first one once. 2. Holddown on shift. 3. C/ickthe last one once. 4. ReleaseShift.
' BOSS& Ballot Now: To highlighUselecta list of precinctsthat are NOTall togather,use Cttl+ CUCK. 1. C/rbkthe first one. 2. HoldCtrl. 3. Continueto c/rbl Page21 Hart InterCivic,lnc. TallySoftlvare Training Manual AppendlxC: Tlpsand Trlcks (cont) . BOSSCopy and Paste: 1. Selectthe it€m(s)you wishto copyfrom the sourcedocument. (Toselect, dick and dng ouerthe itemto highlightit.) -From Black2. Press CtrlBox and then Voting C (the shortcutDocumentkey for copy). Arcives- 3. Retumto BOSS(by clbkrngon its programbutton on the taskbar. It saysBallot Orlglnauon, . . or as muchof the title as it canfit ontothe butlon). 4. Makecertain the cursoris blinkingin the fieldyou wishto paste intoand pressCtrl and then V or Shift+ Ctrl + V to paste. 5. You can pasteEnglish and Spanishproposition or instructiontext intothe "English" panel, then cut and paste the Spanish fiom that panelto the"Spanish' panel. 6. You can copyand pastefrom one BOSSfield to another,in most windows,by usingShift + Ctrl+ a shortcutkey (C"X,V). . BOSSTo forcea linewithin text usethe I (pipecharacter). This charader can be insertedusing Shn andthe ! key on your keyboard.The I is just abovethe enterbutton and lookslike: . BOSS: Addsselec'ted Addsall ----) Removesselec'ted m Removesar--'' ffi BOSS:Once the ballotis generatedthe cunentdatabase is, forall practical purposes,locked for editingor changing.Audio is stillavailable affer generatinga ballotand before writing MBBs. Once the MBBs are written, audiois no longeravailable and the only aclion available is writing MBBs. Oncethe BOSSdatabase is lockedfor Tallyno ac{ionsare availablein that database. Tally: Testand Eledjonmode MBBS are readinto separate database. This is in orderto protectthe databaseintegrity. Only one electiondatiabase may exisdfor a uniqueBOSS database. Tally: You can r€d unvotedMBBs that werewrmen as spars intoTally. Thisallows you to accountfor all MBBswritten for the election.Reports and the audittrail will reflectthat all MBBsare accounledfor. Page22 Hart lnte0ivic. lnc. Tally SofuYareTraining Manual Appondlx D: Backlng Up ElecdonDalabases to a CD AppendixD: BackingUp ElectionDatabases to a GD Thse stspsassume that you are usingthe AdaptecEasy CD Creatorprogram, though yourversion may have slighfly different screens, the stepswill be similar. Thesocteps show-Fromone way to Black backupfil€s Box using the Voting Adaptecprogram. Document Arcives- We alsosuggest using a CDR insteadof a CDRW. A CDR is a on+time use-you can onlywrite to it once,and ihen you can only Readofi of it. A CDRW is readable/writeable,and can be ussdmultiple times like a floppydisk-you can Readand Writeto it as off€nas you want.CIR s are fairlyinexpensive, and the dataon the CD itselfcannot be chang€d.This makesthe CIR optiona goodmedia for backingup d&. Sfeos Morelrrformation 1. CloseBOSS & Tally (andBallot Norv.if aoolicable). Clid 3. Rollover(mous ove, the makea dab CD button. Page23 Hart lnterCivic.lnc. TallySoftrare TrainingManual Appendh D: BacklngUp Electon Databa8e3b I CD window -From Black Box Voting Document Arcives- Page24 HartIntercMc, lnc. TallySofuiare Training Manual App€ndlx D: Backlng Up Electon Dabbasg3 to a CD -From Black Box Voting Document Arcives- Page25 Hart lnterCMc.lnc. TallySoftvare Training Manual Appendlx D: BacldngUp Elecffonlhiaba$€s to a CD recordb ths CD,the GD Prolec{ window should look somethinq like this: -From Black Box Voting Document Arcives- lne 11. C/lckOpdons (if notalready selected). Page26 HartlnterCMc. lnc. TallySoftrars TrainingManual App€ndb( D: Backlng Up El40on tlabbas3s to a CD The Data -From Black Box Voting Document Arcives- 13.Sel€ct Tmck Atonce andFlnallza CD, 14. C/lckStart Recordlng, Page27 HartlnterCMc. lnc. TaltySofiaare Training Manual Appondk D: Backlng Up ElecffonOahbas€s to a CD -From Black Box Voting Document Arcives- 15.\Ivhen th€ DiskProgress bar indicatesthe CD is 100o/o i{ritt€n, d,bk D€tall8. 16.Veriry that all tt?cks and fils wersrecorded and cli*oK Page28 HartlnterCivic. lnc. TallySoftrare TrainingManual Appsndlx D: BacklngUp Electon Databass to a CD box -From Black Box Voting Document Arcives- 17. ClickNO. Page29 HartInteroMc. lnc. Tally Softrare Training Manual Appondlx Ei courss Sslf-chockllst Appendix E: CourseSelf-Checklist RespondYES or NO to the followingitems regarding the TallySoffware Training. -From Black Box Voting DocumentYES Arcives-NO 1. I canlog into Tally. n u 2. I am ableto checkdisk space. n ! 3. I can copya databaseinto Tally. n n 4. I am ableto edit writ+ins & aliases. u u 5. I am ableto defineTally options for provisional ballotsand consolidationof split precinc{s. n n 0. I can t6t an election. n n 7. I am ableto openan election{in eledion mode). tr D 8. I can add manual& absenteevotes. n n 9. I am ableto procs provisionalballots. n ! 10,I canassign unassigned write-ins. n tr 11.I amable to vieur& printreports. n ! 12.I candce an elec{ion. n ! 13.I amable to changemy password. n ! 14.I canback up a Tallydatabase to CD. tr n Page30 Hart lnterCivic.lnc.