# Pre-Election Setup Checklist

To prepare for an election, complete the following steps:

### Retain Previous Election Files

**VxAdmin**

* [ ] Log in with election manager card
* [ ] Select *`Reports`* from the side menu
* [ ] Select *`Full Election Tally Report`*
* [ ] Select *`Export Report PDF`*
* [ ] Select *`Export Report CSV`*
* [ ] Select *`Settings`* from the side menu
* [ ] Select *`Save Logs`*

**VxScan**

* [ ] Set up the VxScan, without the ballot box
* [ ] Log in with election manager card
* [ ] Select *`CVRs and Logs`* from the side menu
* [ ] Insert a USB drive
* [ ] Select *`Save CVRs`*
* [ ] Select*`Save Logs`*

### **Remove Previous Election Files**

**VxAdmin**

* [ ] Log in with system administrator card
* [ ] Select Election from the side menu
* [ ] Select *`Unconfigure Machine`*

**VxScan**

* [ ] Log in with election manager card
* [ ] Select *`Unconfigure Machine`*

### Configure VxAdmin

* [ ] Set up VxAdmin
* [ ] Log in with system administrator card
* [ ] Insert USB drive containing the election package
* [ ] Select the file name of the correct election package
* [ ] Verify the title and date of election are correct
* [ ] Select *`Settings`* from the side menu and verify the current time and date are correct
* [ ] Lock VxAdmin (skip if continuing to the next section)

### Create Election Manager & Poll Worker Cards

* [ ] Log in with system administrator card
* [ ] Select *`Smart Cards`* from the side menu
* [ ] Insert card to program into the card reader
* [ ] Select the correct button for the card you are programming
* [ ] For election manager cards, record the PIN and keep it secure
* [ ] Lock VxAdmin (skip if continuing to the next section)
* [ ] Securely store all cards

### Format USB Drives

* [ ] Log in with system administrator card
* [ ] Select *`Settings`* from the side menu and select *`Format USB`*
* [ ] Confirm you want to format the USB drive by selecting *`Format USB`*
* [ ] Repeat for all USB drives you need to format
* [ ] Lock VxAdmin (skip if continuing to the next section)

### Save Election Package

* [ ] Log in with system administrator card
* [ ] Select *`Election`* from the side menu in VxAdmin
* [ ] Select *`Save Election Package`*
* [ ] Insert USB drive when prompted
* [ ] Select *`Save`*
* [ ] Select *`Eject USB`*
* [ ] After VxAdmin confirms USB ejection, it is safe to remove the USB drive

### Configure VxScan

* [ ] Log in with election manager card
* [ ] Insert USB drive with the election package from VxAdmin
* [ ] Select the precinct the VxScan will be assigned to (if applicable)
* [ ] Verify the title and date of election are correct