eSlate Training Manual Revised Fall 2018 A message from DIANE TRAUTMAN HARRIS COUNTY CLERK Welcome to the eSlate Polling Place Operation training class. Voting is a major event in our like. It is our desire that through this training we can work together as a professional team to continue to administer fair and honest election and uphold the high standards for which Harris County is known nationwide. The right to vote is one of our most precious and fundamental rights as citizens of this great county. You have an opportunity to uphold this tradition and extend to the voters of Harris County the opportunity to exercise their patriotic duty to vote and be secure in the knowledge that their vote not only counts, but is secure. The Elections Division of the County Clerk’s office and I extend our appreciation to you for accepting this responsibility. You are an integral and important part of the election process. Thank you, Diane Trautman Harris County Clerk and Chief Elections Official NOTES Hart InterCivic Quality and Information Security Policy Hart InterCivic is committed to election integrity, customer satisfaction, and continual improvement of the hardware, software, and services provided to our customers. Continual improvements will be visible from planned and documented activities leading to fulfillment of quality and information security objectives. All products, components, and services provided to our customer shall be safe, secure, and effective for their intended use, and they shall meet or exceed the quality and reliability levels expected by the marketplace. This commitment includes the security of the information used in the product development process. Management at Hart InterCivic will implement information security to ensure contractual requirements are met, employees are trained in information security, and that ensures risks to information security are understood and minimized. Employees of Hart InterCivic are required to comply with information security procedures and to report any instances if known of possible information security breach. This DOCUMENT and the SOFTWARE, HARDWARE, and FIRMWARE to which it pertains contain confidential and proprietary information generated by Hart InterCivic Inc., significantly modified by Harris County for the operation of Harris County polling locations. Any person receiving this manual has a duty to take reasonable precautions preventing unauthorized disclosure of the contents. 0 | eSlate Manual Table of Contents Harris County Voting System ................................................................................................................................................................................... 2 Setting Up Before Election Day – Unloading Caddy................................................................................................................................................ 3 Setting Up eSlate Booth ...................................................................................................................................................................................... 4 Setting Up on Election Day .................................................................................................................................................................................... 10 Voting Booth ..................................................................................................................................................................................................... 10 JBC .................................................................................................................................................................................................................... 11 Connecting the Voting System .......................................................................................................................................................................... 12 Setting up the Privacy Screen ............................................................................................................................................................................ 14 The Scanner for the JBC ......................................................................................................................................................................................... 15 The JBC: Overview ................................................................................................................................................................................................ 16 Outline to Open the Polls ........................................................................................................................................................................................ 17 Opening the Polls.................................................................................................................................................................................................... 18 Assigning Booths .............................................................................................................................................................................................. 18 Printing ZERO Tape .......................................................................................................................................................................................... 20 Opening the Polls on the JBC ............................................................................................................................................................................ 20 Checking Battery power status of JBC and eSlates ........................................................................................................................................... 20 Changing Printer Paper on the JBC ........................................................................................................................................................................ 21 Ballot Style Displayed in Bar Code ........................................................................................................................................................................ 22 Using the Scanner the First Time............................................................................................................................................................................ 23 Generating an ACCESS Code Manually ................................................................................................................................................................ 25 Voter Instructions - Moving about the Ballot: ........................................................................................................................................................ 26 How to Use the CAST BALLOT Button ................................................................................................................................................................ 27 HELP Button .......................................................................................................................................................................................................... 28 Canceling a Booth .................................................................................................................................................................................................. 28 Checking an ACCESS CODE/Printing a Receipt ................................................................................................................................................... 30 Printing an ACCESS Code Report ......................................................................................................................................................................... 31 Adding Provisional Voters...................................................................................................................................................................................... 32 Documenting a Provisional Ballot ................................................................................................................................................................... 34 Restarting the JBC .................................................................................................................................................................................................. 35 Curbside Voting -- Remove DAU eSlate ................................................................................................................................................................ 36 COMMON ERRORS ............................................................................................................................................................................................. 37 Closing the Polls ..................................................................................................................................................................................................... 39 Disconnecting and Packing Equipment .................................................................................................................................................................. 40 Disassembling the eSlate ........................................................................................................................................................................................ 42 Loading Booths on the Wheeled