Pre-Election Setup Checklist

If all files were saved on election night or post-election, skip to Remove Previous Election Files.

To prepare for an election, complete the following steps:

Retain Previous Election Files

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

• selectSave 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