CAI Ballot System User Manual
Contents
1. User Manual Version 1 0 Computer Arts Inc www gocal com 208 385 9335 208 338 1418 FAX Li t INFORMATION 24 HOUR SUPPORT LINE SYSTEMS SOLUTIONS 1 800 365 9335 Table of Contents MOJU Oor E E E aonesuittin E E S E 1 Wh hatis Ballot Printin Syste sesnertirerinin enea 1 cenimo o Ea E E E E EE E ae 1 Client Software Requirements sicssctvcccssseccussnacunddosandeesinadveseinnedsutenasesdannatdsatnnsdesenioordseeesesueMoaatdeateratnecoess 1 Installation Ins CUCU ONS a acyessveasteuccanevsysecasoossaaesvssecencoessvaxanaveenaneniisacurasaveananusaanuess ceca ioonsaneeeanenea sence 1 RUAN TNE ICAU ON ctee sinew idence siatcicessacsbeavinnchassiactsasneadouendeedssaeneweemuewsessucerasdanneredcetdvieaseosssecseoredinn 1 BU i ecaieeaninec ect oatiee ae vontesaav oa ccanvonuoceavonunexavowavesshonencaenosecy E E 2 IVIAIVV SS CHC GUN Sete tsecinresecanenestacseaeacsa E E E E E E EE seca 3 PTI el De OU a E natant ceuanensiteutes suas ononaanens aves neutered 4 Mom oine Pano orenera ee een eee 5 AOINE SB OG e e E E E E 6 MOCI IDE a BA E e E ER 7 Activating OF Deactivating Ballots x ccccicersuces cers estas EE N 7 Previewing a BAN OU cersesc a EEA 8 Filtering the Manage Ballots View seesseessssessssesesrerssrrrsesrrressreressrrsssrersesererssreressrenssreressreessreresereesseerese 8 Manene Uer ea e E E E E tewmneancanneed 9 eanne a U OPa E R tay etka 10 Chone SO FSS OS oE EA 10 Modne a U E a sea tests ercass ere es senses a2. 20 Sandalone Cla grad ON arean N N Pre eae 21 Preparing Clients tor Standalone Operation icici eiccetcies Gio eis 21 Logging INAISING Standalone Operation secie a a a a a aa lee 21 Available Features in Standalone Operation sessssssssesessenesrrrserrereserressreresereessrerssereessrereseereserereseerese 22 Synchronizing Standalone Client to Network Database ccccccccsssccccessececceseceeeeeseceeeeeceeseeeceeeeees 22 Viewing Client Deployment Status isscvscesvceiteie Apri leeteseass A ati ee 23 Introduction What is Ballot Printing System Ballot Printing System offers a centrally managed and heavily audited solution to manage track and print ballots This document will cover the features and use of the program Getting Started Before installing Ballot Printing System ensure you have the following software installed on your PC Client Software Requirements SQL 2008 Express SP1 Adobe Reader 10 Microsoft NET Framework 3 5 SP1 Operating System Windows XP SP3 or later Microsoft Visual C 2005 Service Pack 1 ATL Security Pack http www microsoft com en us download details aspx id 14431 Installation Instructions See the Ballot Printing System Installation Guide Running the Application You can launch Ballot Printing System by clicking the icon on your desktop or from your start menu under Start gt Programs gt Computer Arts Inc gt Ballot Printing System When you run the application you wi
3. Ballot PE2a4 0172172014 Fi Selecting this ballot from the list will allow you to click the Print button Click the Print button and enter the number of copies you wish to print Print Confirmation Humber of Copiez Click the Print button on the Print Confirmation window to process your print job For each copy you print the program will print the ballot and a stub receipt for that copy Managing Ballots The Manage Ballots screen allows you to control which ballots are entered into the system the information about each ballot and control whether the ballot is printable or not To reach the Ballot Management screen click on the Manage Ballots button near the top of the Main window File Utilities Help eh Log Print Error Manage Ballots a Manage Users You should see the following screen after clicking the Manage Ballots button 4 Manage Ballots Filter Options lt Select Filter gt 1 14 2014 Apply Filter Ballot Name Precinet_ Descrpion ____ Type Ballot Code Updated B Ada County Ballot 1111 Modified Another Test test 11 29 2013 npiatt 1 SA 3 11 41 09 4M Audited Ballot 9957 A test audit ballot i Some Code 11 29 2013 npiatt 11 13AQ013 2 10 34 PM Elections Ballot 1332 Another Future Ballot N Another Ballot 11 27 2013 npiatt 10 30 20TS 4 37 33 PM Elections Ballot 1234 A test ballot entered R EB1234 0172072014 ipope 1 7 2014 4 5382 PM Elections Ballot 1000 Testing Ballot D
4. Test 11 04 2013 npiatt 11 12 2013 5 10 3 amp PM Fair Ballot 3333 Test ballot D d3333 01 428 201 4 pope 1 7 2014 4 52 44 PM changed the name 7733 Also this D nd the code 1172972013 npiatt 11 13 2013 10 40 19 AM MODIFIED THIS 4444 BECAUSE CAN R Modified code 12 04 2013 npiatt 11 19 2013 1 22 46 PM ids Ballot A Kids Ballot Some Ballot 02 21 2011 npiatt 1 2 2014 3 22 19 PM Kids Ballot 8854 test modified again R Modified 10 17 2013 npiatt 11 12 2013 5 05 45 PM Kids Test Ballot 4444 Test Ballot Again for Kids R Changed The Code 12 25 2013 npiatt 12 13 2013 3 53 14 PM Prec 6234 Ballot 6234 Ballot for Precinct 6234 R P6234 01 21 2014 npiatt 1 14 2014 1 56 54 PM Real Test Ballot 9999 A Real Test Ballot N T9983 12 31 2013 npiatt 12 16 2013 10 17 06 AM Sheriffs Ballot MODIFIED 5555 cool Police Ballot R test 02 21 2014 npiatt 1 9 2014 3 31 49 PM Simplex Test 7996 Simples Test Ballot R 2345 01 420 201 4 pope 1 7 2014 4 53 22 PM Test Ballot 2 6623 Second Test Ballot R 8834F 01 13 2014 npiatt 1 2 2014 3 14 15 PM Add Ballot Desa Rashi 8 1 Filter Options allows you to narrow your view of ballots that match a particular set of criteria 2 Ballots List View displays any ballot that exists in the database 3 Add Ballot button allows you to add a ballot to the system 4 Modify Ballot button allows you to modify information about the selected ballot 5 Preview Ballot button will display the ballot file PDF that was attached to that ballot en
5. eos ceseas vce saso caeunnves sou enenarveaanesieaenmnencteaonss 11 Filtering the Manage Users VIEW seriinin eae A 11 Managing Permission Profiles ccscsccscsssscssssssescousssctnssscncossscsecussececuesseneussscneosssecteusssencusscnsousseseensses 12 Add a Permission Profile s csisssrcsecstedwasyeasensasivennwassane aanenadionsvedecasnnanidespiosenibeda velesaveaanveniVedansecnsnaaniearierss 12 PSS SIO MISS Cr TOT ONS ieseni erna 13 Modifying a Permission Profile cccccccsssccccessececeeseccecescceesesececeeseceeeeescceceuecessunecessuneceetensecessenesss 13 PUIG NONO sc ccee cicatya E E E E A E 14 Ume e Bae FRITO ea E E eee eee eae eee 14 Usine the Complex QUE yonsa nee nr ee ee 14 E eri OLS COMPIE SNES oa E E E 15 EPON NE AUCE RES UE ane E A 16 PATAC FNS E NE e E decsueteaisewecameseans 16 Ballot Management Audit Fields Explained ccccccccsssccccessececeeseccceescceceusececeeneceseegeceeseesecetseneees 17 User Management Audit Fields Explained wssecccidieds sacevesceasds aana OEA advan 17 CONTICUFIN eS ADDICAtION SEMINE Seear atenenta dese aca a celta dacbueaeeteebtanacniieamads 18 Conneurne Database SEtUNES nemirno east atsieus avevvavetoasaaedoscessantetiesveasaddopebandiadsoasaveuvieteuaseonteees 18 COMMEULING Printer Seting Snsd a a a Meas 19 Conigeure Voting DISHICU orenian E ees 20 Configure Optional Print Confirmation WINdoW essessssssseesessresssrrrssrresssreressresssreresereesseereserereseeresene
6. the ballot print settings and the receipt print settings To begin configuring these settings click the Change button in the Printer Configuration area Printer Configuration Printer Name Dell Laser Printer 1110 a The printer configuration screen has a drop down box that lists any printer currently installed on your computer Select the printer you wish to use for printing the ballots receipts and click Save The program will create a clone of this printer and name them BALLOT PRINTER and RECEIPT PRINTER Select Printer Send To OneNote 2010 Microsoft sPS Document Writer HP Lasenwet 600 M601 M602 MEO3 PELE HP Laserlet 4250 PELE HP Color Lasenet Pro MFP M476 Series Fax HP Color Laserdet Pro MFP M476 PCL 6 4 HP Color Laserdet m476 mfp Server Room OLD HP Color Lasenlet CM 3530 MFP PELE Fax Sav You should see a message stating the printers were cloned successfully Settings Updated The printer has been cloned to a Ballot and Receipt printer Please modify the settings on those printers to reflect the appropriate paper tray to use for ballots and receipts The settings for the cloned printers now need to be adjusted The Ballot Printer needs to print on both sides of the paper and use the paper tray that has the ballot paper legal size The Receipt Printer should use the tray that has standard letter paper Open the Printers and Devices window from Windows Control Panel and find the printer you
7. this Ballot Printing System database to display the print confirmation window shown below when printing Print Request Confirmation Are pou sure you want to print 1 copies of the ballot named First Test Ballot To change the setting click the Yes or No buttons and click Save Show Print Confirmation Window ves No 20 Standalone Operation Standalone operation allows you to take a machine and continue printing tracking ballots while the machine is disconnected from the network database Preparing Clients for Standalone Operation To prepare a client for standalone use click the Make Standalone button near the top of the Main window Ee View Audit Logs Make Standalone You will see a confirmation window appear asking you to confirm this action Click Confirm to continue or Cancel to cancel the operation Confirm Standalone Preparation You are about to prepare this machine for standalone use Are you sure you wish to perform this action This process prepares a local database to be used as temporary storage for all ballots and logging actions being performed Once the process is complete a confirmation window will display and the program will close Standalone Preparation Complete This machine has successfully been prepared for standalone operation The application will now close Please select the standalone option when you launch the program Logging in using Standalone Operati
8. L Manage Users Make Clients Standalone Manage Ballots E Change Configuration E Yew Audit Logs Manage Protiles Eror Own Ballots L 12 In the following example we create a profile called Temp Users that can only enter errors for their own ballot and print multiple copies PF Profile Details Ioj x Profile Hame Temp Users Profile Permissions Print Multiple Copies Pal Error All Ballots Manage Users Make Clients Standalone Manage Ballots E Change Configuration Wiew Audit Loge Manage Profiles E Error Own Ballots M Permission Descriptions Print Multiple Copies Allow the user to print more than 1 copy when printing ballots Manage Users Allow the user access to the Manage Users window Manage Ballots Allow the user access to the Manage Ballots window View Audit Logs Allow the user access to the Audit Viewer window Error Own Ballots Allow the user access to enter an error for their own ballots only Error All Ballots Allow the user access to enter an error for ballots printed by any user Make Clients Standalone Allow the user access to make a machine standalone Change Configuration Allow the user access to make configuration changes Manage Profiles Allow the user access to manage permission profiles Modifying a Permission Profile To modify an existing permission profile select the desired profile from the profile list view and click the Modify button The profile information will be popula
9. ilter option allows you to type in the full user name of the user you wish to view As you can see below selecting the First Name includes filter option and entering mng in the text box displays all users that have mng in the first name ioixi Filter Options First Name includes mnd Apply Filter Mobing Ballots nomngballota No Manage Ballots T No Ming Ballots Mobing Users HoOMmnQusers No Manage Users t No Ming Users 11 Managing Permission Profiles Each user account has a Permission Profile that gets assigned to them This permission profile determines what actions they can perform To manage the permission profiles click the Manage Profiles button in the Manage Users window A window will appear displaying all current profiles found in the database and the permissions each profile has been issued ee Profile Manager Full Adron Print Multi Error Owr Print Multi No Error Print Single Error Owr Manage Users 4nd Profiles No Mig Users No Mng Ballots Deploy Only Print Multi Error Any Print Single Only Add a Permission Profile To add a new Permission Profile click the Add button in the Profile Manager screen A window will display requesting a Profile Name and a check box for each permission type Type a name for the profile and check the box next to the permissions you wish to grant for this profile ioj x Profle Hame Profile Permissions Print Multiple Copies Error All Ballots
10. ll see a screen asking to choose the Online or Standalone mode Select an Operation Mode Connected to the County network Not connected to the County network Po Click Online if you are connected to the same network as the Ballot Printing System server database Click Standalone if you are NOT connected to the same network as the Ballot Printing System server database Standalone mode will only run after the machine has been prepared for Standalone Operation See the Preparing Clients for Standalone Use section When you select the online mode the first time you will be required to configure the database settings see Configuring Database Settings Logging In After selecting Online or Standalone you will be presented a username and password prompt Login Online DEVE6510 User Name Login Cancel Password Enter your User Name and Password and click Login If you do not know what your username or password is contact a Ballot Printing System Administrator Main Screen After successfully logging in you will see the main Ballot Printing System screen fe Ballot Printing System b a File Utilities Help E Log Print Error EE Manage Ballots J Manage Users View Audit Logs Make Standalone Filter Options Precinct 10 30 2014 Add To Filte Clear Filter Curent Alter Get Ballots m Frecinct Name ode Hection Date Print bodadmin Da
11. mary of the results The summary report gives a by user summary showing how many errors the user had and how many total print events they processed You can run the summary report by clicking the Export Summary button within the Ballot Printing Events tab in the Audit Viewer window Print Audit Fields Explained Below is a list of the fields and field descriptions for the Print Audit events e ID The unique ID that is generated with the print event e BALLOTKEY The unique ID that represents the ballot in the Ballot table e USERKEY The unique ID that represents the user in the Users table e USERNAME The username of the user e USERFNAME The first name of the user e USERLNAME The last name of the user e BALLOTNAME The name of the ballot e BALLOTPREC The precinct of the ballot e BALLOTTYPE The type of ballot Values are R Republican D Democrat or N Non Partisan e BALLOTCODE The ballot code of the ballot e ELECTIONDATE The election date of the ballot e COPIESPRINTED The number of copies printed always 1 for a single entry 16 e COMPNAME The name of the computer the program was running on e LOGNOTES The description behind print errors e TIMESTAMP The date and time the ballot was printed e PRINTERRORDT The date and time of the print error entry e PRINTERRORBY The user who created the print error entry e PRINTERROR Determines if the ballot print event had an error occur This value will be either Y yes an er
12. mplex Queries section Example Complex Queries Example 1 The following example will retrieve any print audit events that were printed by the user npiatt or the user jpope This filter can be created by selecting USERNAME as the field setting the lUn operator to and using the OR statement for the second criteria entry WHERE USERNAME npiatt Or USERNAME jpope Example 2 The following example will retrieve any print audit events that were printed between two dates after midnight on 1 1 2014 and before midnight on 1 15 2014 This filter can be created by 15 selecting TIMESTAMP as the field setting the operator to gt for the first date and lt for the second date setting the date and time and using the AND statement for the second criteria entry WHERE TIMESTAMP gt 1 1 2014 12 00 00 AM And TIMESTAMP lt 1 15 2014 12 00 00 AM Example 3 The following example will find any ballot that had a printing error and an election date of February 21 2014 This filter can be created by selecting the ELECTIONDATE and PRINTERROR fields un using the operator and using the AND statement for the second criteria entry WHERE ELECTIONDATE 02 21 2014 And PRINTERROR Y Exporting Audit Results You can export audit results to PDF by using the Export Results button within the Audit Viewer Jal Export Results The Print Events Audit log includes a second export method that will generate a sum
13. ng or Deactivating Ballots A ballot s active status is a determining factor in whether that ballot is printable or not If the ballot is deactivated it will not be printable regardless of the associated election date To activate or deactivate a ballot select the ballot entry you wish to Activate or Deactivate from the list of ballots Once selected the Activate Deactivate button near the bottom of the Manage Ballots window will become available eee 835 835 02 21 2014 Y npiatt 1 14 2014 2 36 58 PM Add Balla Deactivate Refresh List In the image above you can see the option to Deactivate Test Ballot 2 because it is currently active Click the Deactivate button to set the ballot to Inactive If the ballot is currently inactive and you wish to activate it select the ballot and click the Activate button to set the ballot to active Test Ballot 2 8354 835 02 21 2014 IN mpiat 1 14 2014 2 36 58 PM TE most bana petit Refresh int Previewing a Ballot You can preview the PDF document associated to a ballot by selecting the desired ballot in the Manage Ballots window and clicking the Preview Ballot button Filtering the Manage Ballots View The ballots displayed in the Manage Ballots view can be filtered so you only see the ballots you want to see This is particularly helpful as you add more ballots to the system To filter the ballots shown select the desired filter option e Ballot Code is This filter option allow
14. ng the online version of this tool Would you like to do this now Click Yes to begin the synchronization process After the process is complete the application will close and you will be able to log in to the application using the online mode 22 Viewing Client Deployment Status Ballot Printing System includes a management feature to track which Ballot Printing System clients are currently deployed in standalone mode and which are directly connecting to the database using online mode To access this feature click the Utilities menu from the Main screen and click Manage Clients File Utilities Help d Log BJ Audit Log E Authority Manage Ballots lt Settings Manage Clients A window will appear that displays the current status of any registered client to that Ballot Printing System network database Manage Clients _ O x ID ComputerName Client Version Last Connect DEVEBS10 1 00 0000 1477 2074 10 16 57 AM FPROD F 1 00 0000 1716 2014 3 05 39 PM The user displayed in the Last User column is the user who last logged in to Ballot Printing System from that client If the Deployed column is marked as YES the user listed in the Last User column was the user who prepared that client for Standalone Operation 23
15. on To begin using Ballot Printing System in standalone mode select the Standalone option at the first screen when you launch the application Hot connected to the County network 21 The login screen will display Standalone just above the login box Enter your username and password to login to Ballot Printing System and click Login Login Standalone User Name Password Available Features in Standalone Operation Some features are disabled in Standalone Operation The following functions are available e Printing Ballots e Logging Print Errors e Changing User Passwords e Viewing Print Audit Log Only displays actions performed since being prepared for standalone use e Changing the Printer Configuration Synchronizing Standalone Client to Network Database After a client has been used in Standalone mode it must be synchronized with the network database This synchronization process updates the network database with all print actions that were performed while the client was in Standalone mode To synchronize a client to the network database select the Online option from the initial login screen and login to Ballot Printing System A message will be displayed indicating the client is currently in a deployed status and must be synchronized ClientIs Deployed This chent is currently listed as deployed and must be returned You must synchronize the data from this chent to the server before you can proceed usi
16. rd select the desired user account in the User Management window and click the Change Password button Modify User Enter the new password for the account in each text box and click the Change button to set the new password Change Password xj 10 Modifying a User To change information about a user select the desired user in the User Management window and click the Modify User button Mt A form will display with the user s information populated Change the desired information and click the Save Changes button to apply those changes The user name cannot be changed once a user is created x First Name Last Name Poes User Name bpe tt t i SCS Description BalotExpet Permission Profile FulAdmin Account Status Enabled Filtering the Manage Users View The filter mechanism on the Manage Users View allows you to view only users you wish to view by designating filter criteria To filter the Users View select the appropriate filter option enter the desired criteria and click the Apply Filter button e First Name includes This filter option allows you to supply a portion of the user s first name Any user in the database that matches that text in the first name will be displayed e Last Name includes This filter option allows you to supply a portion of the user s last name Any user in the database that matches that text in the last name will be displayed e User Name is This f
17. ror was reported or N no error was reported Ballot Management Audit Fields Explained Below is a list of the fields and field descriptions for the Ballot Management Audit events e ID The unique ID that is generated with the management event e BALLOTKEY The unique ID that represents the ballot in the Ballot table e BALLOTNAME The name of the ballot e TIMESTAMP The date and time the management action was performed e ACTIONTYPE The type of management action that was performed e USERKEY The unique ID that represents the user who performed the management event e USERNAME The username of the user e ACTIONDETAILS The details about the management event User Management Audit Fields Explained Below is a list of the fields and field descriptions for the User Management Audit events e ID The unique ID that is generated with the management event e TARGETUSERKEY The unique ID that represents the target user in the user table e TARGETUSERNAME The username of the user that was being managed changed e PERFUSERKEY The unique ID that represents the user performing the changes e PERFUSERNAME The username of the user performing the changes e ACTIONTYPE The type of management action that was performed e ACTIONDETAILS The details about the management event e TIMESTAMP The date and time the management event was performed 17 Configuring Application Settings Application settings can be configured by anyone who has the Change Configura
18. s you to type in the ballot code you wish to view Only ballots with the ballot code you enter will be listed e Ballot Name includes This filter allows you to type part of the ballot name and find any ballot that includes that text in the name This can be helpful if you re not sure of the entire name of the ballot e Precinct is This filter option allows you to type in the precinct number you wish to view Only ballots that match that precinct will be displayed e Election Date is This filter option allows you to select the date for the election you wish to view Only ballots associated with this election date will be displayed Managing Users The Manage Users section of Ballot Printing System allows you to control who has access and what the individual can do ig Manage Users i l Ioj x Filter Options lt Select Fiter Apply Filter Hathan Piatt npiatt Developer Test Full amp drmnir Mobing Ballots nomngballots Mo Manage Ballots Mo Ming Ballots Mobing Users MOMMQUSErs No Manage Users Y No Mng Users Print Single orintsingle Print Single Only r Print Single Only Deploy Only deployonly Deploy Only Ki Deploy Only Print AndE rror printanderror Print And Error Ki Full Adrrun Jim Fope pope Ballot Expert Y Full amp dmin Coote ne Meroe i a 1 Filter Options allows you to narrow your view of users that match a particular set of criteria 2 Users List View displays any user that exists in the database 3 Crea
19. selected to clone The printer may also be listed with the name RECEIPT PRINTER or BALLOT PRINTER Printers and Faxes 11 Conference Room Dell Laser Printer TOSHIBA 1110 19 Set the following printer preferences for the respective printer e Ballot Printer Paper size Legal Paper Source paper tray that has the ballot paper Duplex printing enabled print on both sides of the paper flip over option e Receipt Printer Paper size Letter Paper Source paper tray that has the standard letter paper Once the settings have been set close the printer and control panel windows Configure Voting District The voting district is the district identifier that will be placed at the top of the Receipt when you print a ballot The voting district setting is shown in the Settings window as shown below General Configuration Yoting District Identifier Computer Arts nc m ama a ma a Make the desired changes in the text box and click the Save button This is a global setting so all clients who connect to the Ballot Printing System database will receive the new settings when you change them Ifthe text box is greyed out you do not have permissions to make this change Configure Optional Print Confirmation Window There is an optional confirmation window that can be displayed to all users when printing ballots This is a global setting and will result in all clients who connect to
20. tabase Network 1 Menu Bar 2 Navigation Buttons 3 Filter Options allows the filtering of which ballots are displayed to select for printing 4 Ballot List View will display any printable ballots found that match your filter criteria and has an Election Date of today or future dates 5 Print Ballot button will become available upon selecting a ballot to print 6 Close button closes the application 7 Get Ballots button retrieves all printable ballots that match the designated filter If no filter is designated all printable ballots are retrieved A printable ballot is any ballot that is active and the ballot s Election Date is either the current or a future date Ballots from past election dates are not considered printable 8 Clear Filter button will clear the existing filter 9 Add To Filter button will add the filter criteria to the current filter Printing a Ballot To print a ballot you must either establish a filter or display all ballots In this example we will designate the filter to only show ballots for the January 21 2014 election Select the Election Date filter option Choose the date and click the Add To Filter button Click the Get Ballots button to display the ballots that match this filter In this case we have 1 ballot to choose from Filter Options Election Date 1 27 2074 Add To Filte Clear Filter Get Ballots Current Filter YAERE ELECTIONDATE O01 21 2014 ne bas4 Prec 6234
21. te User button displays the form to create a new user 4 Modify User button allows you to change the details about the selected user 5 Change Password button allows you to change the password for the selected account 6 Manage Profiles button allows you to modify or create permission profiles 7 Refresh List button allows you to retrieve the latest list of users from the database 8 Close button closes the Manage Users window 9 Apply Filter button allows you to only view users that meet the criteria you defined in your filter 10 Reset Filter button clears the filter and displays all users found in the database Creating a User To create a user click the Create User button from the Manage Users screen A screen will display requesting information about the user x First Hame Po Last Hame PO User Name PO Description PO Permission Profile ooo SY Account Status ooo SY Enter the user details into the form and click Save Changes to create the user e First Name The user s first name e Last Name The user s last name e User Name The user name for this user This will be their login name e Description A brief description about the user their role position etc e Permission Profile Select the permission profile to give them controlled access to the application e Account Status Enabled or disabled Once the user has been created change the user s password Changing User Passwords To change a user s passwo
22. ted in the profile details window Make the desired changes and click the Save button to save the changes 13 Audit Viewer The Audit Viewer contains all of the audit events from Printing User Management and Ballot Management The Audit Viewer is split up into 3 sections Ballot Printing Events Ballot Management Events and User Management Events _ Audit Viewer Oj x Tl Complex Query Options vi Add To Filter Reset Filter Ballot Name Precinct _ PrintedBy Printed At Printed From Copies Printed Log Notes Print Error_ Print Error Time Print Eror B Select Field Current Filter Each of the sections has two types of filter modes Basic Filters and Complex Queries Using the Basic Filters The basic filters provide some of the most common requested filters These filters allow you to quickly generate data and reports without the need to form a complex query To use a basic filter select a filter option from the drop down and enter the desired criteria Click the Get Results button to find all records matching that filter The filter option also includes the Show All Records option which will display all of the events for that particular audit log Using the Complex Query The Complex Query option is an advanced feature that gives you access to any possible filter method Each audit event category has a complex query option with access to all of the database fields for that a
23. tion of this ballot e Election Date Select the date of the election that this ballot is used for Once the information is entered click the Add Update Ballot button A confirmation screen will be displayed Please Confirm the Following Information Ballot File Path 9 C Users npiatt Desktop BALLOT ST estB allot pdf Precinct 9354 Type Democrat Hame Test Ballot 2 Description 4 Test Ballot Election Date 92 21 2014 View Ballot PDF CONFIRM CANCEL Clicking the View Ballot PDF will display the PDF in Adobe Reader Click Confirm to finish the ballot entry into the database Modifying a Ballot Select a ballot in the Manage Ballots window that you wish to modify and click the Modify Ballot button ee ee ee ed ke a Test Ballot 2 835 i The information about the ballot will be populated in the Ballot Information window as seen below YE Ballot Information i Ioj x Upload Ballot PDF Ballot FilePath Precinct Number Ect Ballot Type Democrat o Ballot Hame TestBalot2 000 Ballot Code T85 60C i Ballot Description JATestBalot2 000 Election Date 21 72014 Modify the necessary information about the ballot and click the Add Update Ballot button to apply those changes If you need to change the PDF file associated with the ballot entry check the Upload Ballot PDF checkbox and click the Browse button to select the appropriate PDF file to attach to the entry Activati
24. tion permission within the application The settings can be accessed by clicking the Settings button inside the Utilities menu on the Main window File Utilities Help Log BJ Audit Log E Authority Manage Ballots 9g Manage Clients Configuring Database Settings Database settings should only be changed in the event you wish to point your Ballot Printing System application to another Ballot Printing System database To change the database settings click the Change button in the Database Configuration section Database Configuration Database Type SOL Database Server DEVEBSIO Set the Database Type to SQL and type the name of the database you wish to connect to If the SQL instance running Ballot Printing System is not the default instance type a and the SQL instance name after the server name The image below demonstrates an example Database Information lOl x Database Type SOL Server Name CAIZ005 CAIDATAl Click Submit to save the settings The settings will be saved if the database can be contacted successfully If you are changing the database settings from within the application the application will close automatically Configuration Updated Database configuration has been updated This application will now close and connect to the new database on next launch 18 Configuring Printer Settings Ballot Printing System allows you to configure different settings for
25. try 6 Activate Deactivate button allows you to Activate or Deactivate the selected ballot 7 Refresh List button refreshes the view and displays any new or updated ballots 8 Close button closes the Manage Ballots screen 9 Apply Filter button displays only the ballots that match the filter you establish 10 Reset Filter button clears the filter and displays all ballots that exist in the database Adding a Ballot Click the Add Ballot button in the Manage Ballots window A window will appear requesting information about the ballot gt Ballot Information 0 x V Upload Ballot PDF Ballot File Path Precinct Number HHH Ballot Type O Ballot Name oOo OS Ballot Code P Ballot Description Election Date 1 14 2014 When you add a new ballot you must designate the PDF file that has the ballot in PDF form Click the Browse button and browse to and select the appropriate PDF file The Ballot File Path field will now be populated with the path to that file W Upload Ballot PDF Ballot File Path C LIsers npiatt Desktop B4LLOTS T estBallot2 pl Fill out the remaining information about this ballot e Precinct Number The 4 digit number that represents the precinct for this ballot e Ballot Type Republican Democrat or Non Partisan e Ballot Name The name you wish to assign to the ballot entry in the database e Ballot Code The ballot code that corresponds to this ballot e Ballot Description A brief descrip
26. udit table To use the Complex Query option click the desired audit category tab in the Audit Viewer window and check the box that says Complex Query Options This will enable the complex query fields to be configured 14 m Filter Options V Complex Query Options AND OR v Select Field 7 Operator x ME Add To Filter Current Filter You must first designate the field you wish to establish criteria for see Audit Field Details section Click the drop down box labeled Select Field and select the desired field Operator erent Filter Click the drop down box labeled Operator to designate the desired operator for this statement see Operators Explained section F Enter the desired criteria to check for or select the desired date if applicable gt EEZAL af a Once you have entered your criteria click the Add To Filter button Seal Add To Filter You should now see the Current Filter text field populated with the criteria you designated The example below shows the results when you select USERNAME as the field value for the operator value and npiatt for the text value Current Filter WHERE USERNAME npiatt If you want to add a second set of criteria to the filter repeat the previous process and select either AND or OR from the AND OR field for each additional criteria you want to add to the filter see Example Co
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