# Pre-Election Setup Checklist

To prepare for an election, complete the following steps:

### Retain Previous Election Files

{% hint style="warning" %}
If all files were saved on election night or post-election, skip to Remove Previous Election Files.
{% endhint %}

  **VxAdmin**

* [ ] setup VxAdmin
* [ ] insert Election Manager Card
* [ ] insert a USB drive
* [ ] select Reports from the side menu 
* [ ] select *`Full Election Tally Report`*
* [ ] select *`Export Report PDF`*
* [ ] select *`Export Report CSV`*
* [ ] select Reports from the side menu
* [ ] select  official *`Write-in Adjudication Report`* 
* [ ] select *`Export Report PDF`*
* [ ] select Settings from the side menu 
* [ ] select *`Save Log File`*
* [ ] select *`eject USB`*
* [ ] remove and securely store USB drive
* [ ] lock VxAdmin

   **VxScan Log Files**

* [ ] setup the VxScan, without the ballot box
* [ ] insert Election Manager Card
* [ ] select CVRs and Logs from the side menu
* [ ] insert a USB drive
* [ ] select*`Save Log File`*
* [ ] select *`Save CVRs (this may take a few minutes)`*
* [ ] select *`Eject USB`*
* [ ] remove USB

##

### **Remove Previous Election Files**

   **VxAdmin**

* [ ] insert System Administrator Card
* [ ] select Election from the side menu
* [ ] select *`Unconfigure Machine`*
* [ ] lock VxAdmin (skip if continuing to the next section)
* [ ] securely store System Administrator Card

   **VxScan**

* [ ] insert Election Manager or System Administrator Card
* [ ] select *`Unconfigure Machine`*
* [ ] securely store Election Manager or System Administrator Card

### Configure VxAdmin

* [ ] set up VxAdmin
* [ ] insert System Administrator Card
* [ ] insert USB drive containing Election Package
* [ ] select the file name of the correct election package
* [ ] verify the title and date of election are correct
* [ ] select *`Eject USB`*
* [ ] remove, and securely store USB drive
* [ ] select Settings from the side menu and verify the current time and date are correct 
* [ ] lock VxAdmin (skip if continuing to the next section)
* [ ] securely store System Administrator Card

### Create Election Manager & Poll Worker Cards

* [ ] insert System Administrator Card
* [ ] select Smartcards from the side menu
* [ ] insert desired card into the card reader (unprogram if necessary)
* [ ] select the correct button for the card you are programming
* [ ] for Election Manager Card, record the PIN and keep secure 
* [ ] repeat for all cards you need to program
* [ ] lock VxAdmin (skip if continuing to the next section)
* [ ] securely store all cards

### Format USB Drives

* [ ] insert System Administrator Card
* [ ] select Settings from the side menu and select *`Format USB`*
* [ ] insert a USB drive
* [ ] confirm you want to format the USB drive by selecting *`Format USB`*
* [ ] confirm again by selecting *`Format USB`*
* [ ] remove the USB drive
* [ ] repeat for all USB drives you need to format
* [ ] lock VxAdmin
* [ ] securely store System Administrator Card

### Save Election Package

* [ ] lock VxAdmin if currently logged in as a System Administrator
* [ ] insert Election Manager Card
* [ ] select Election from the side menu in VxAdmin
* [ ] select *`Save Election Package`* 
* [ ] insert a USB drive
* [ ] select *`Save`*
* [ ] select *`Eject USB`*
* [ ] after VxAdmin confirms USB ejection, it is safe to remove the USB drive
* [ ] repeat for all USB drives you need
* [ ] lock VxAdmin
* [ ] securely store Election Manager Card

### Configure VxScans

* [ ] insert Election Manager Card
* [ ] insert USB drive with the Election Package from VxAdmin
* [ ] verify the title and date of election are correct
* [ ] note VxScan will be in Test Ballot Mode
* [ ] remove Election Manager Card
* [ ] securely store Election Manager Card
* [ ] repeat on each VxScan

Last updated October 14, 2024.


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