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23course presentation methodsThese are the recommended methods forteaching the poll worker courses included inthe Verity training program. These methodshave proven successful. The course instructor’smain resources for providing structure andorganization to the training event are: The relevant Verity Course Pack, including thecourse agenda and PowerPoint presentation The Verity Polling Place Operations Guide and/orVerity Poll Worker’s Field Guide, as appropriate forthe implementationElements to take into consideration whenplanning course presentation methods include:1. The AudienceThe Verity Polling Place Operations trainingcourse is the core polling place system coursefor poll worker training. Trainees are pollworkers who will either be directly operating theequipment during an election event or directingothers on how to do so. Key points to stressinclude using the procedures in the Verity PollingPlace Operations Guide. As an instructor, it is

24training theoryand practiceimportant to reference specific page numbers inthe guide as you teach each module/exercise.During hands-on exercises, have trainees usethe guide to direct their actions. One techniqueis to assign a lead role to one trainee per labstation, per exercise. Have this role rotate forthe next exercise. The leader will direct the othertrainee(s) using the guide.Trainees for the optional Assisting Persons withDisabilities training course may be lead pollworkers or a select set of all poll workers. Thegoals of this course are: To provide poll workers with the knowledge, awareness,and sensitivity needed to assist persons with disabilitiesusing the Verity system. To increase poll workers’ knowledge of, and confidencein, the accessibility features of the Verity system.2. The IntroductionIntroduce yourself, set the expectations andobjectives for the course, preview the schedule,including the break, and orient trainees to thetraining facility. Make certain that all traineessign in, and verify that each trainee has theVerity Polling Place Operations Guide or otherdocumentation as appropriate for your courseplan.

253. Course Packs and GuidesEach Course Pack includes a PowerPoint presentation that accompanies and supportsthe training as well as a course agenda. Thepresentation is consistent with the courseagenda and the Verity Polling Place OperationsGuide. The presentation provides visual learnerswith a means to learn, but it is NOT intended toprovide instructors with a script.The course agenda provides instructors witha lesson plan, while the Verity Polling PlaceOperations Guide provides the details, and thepresentation provides visual cues.Following the course agenda, teach usingthe PowerPoint presentation as a visualreference. The presentation also providessome structure for the course (exercises,modules, etc.). Demonstrate tothe entire class, using actualequipment, whenever possible.Refer the trainees to the specificpages in the Verity Polling PlaceOperations Guide relevant to thekey points as you teach.

26training theoryand practice4. The Hands-on ExercisesBefore beginning hands-on exercises, be sure to: Give direction to trainees beforehand Give clear expectations for the outcome of thehands-on exercise Keep group size small if possible Send the same group to the same equipmentset up for each exercise Walk around the room and monitor the progress of each group Remind trainees to use specific pages ofthe Verity Polling Place Operations Guide (orVerity Poll Worker’s Field Guide) that pertainto the exercise Tell the trainees what to do when they finishthe exercise5. The ReviewIf you plan to administer a self-assessment testto trainees, be certain that there is ample timeallowed at the end of the course. While traineescomplete the assessment, the instructor(s)should reset the equipment for the next class,if applicable. Ideally, assessments should bechecked with trainees present, if time permits.

27Assessments may be collected from each traineein order to document individual performanceand identify polling locations that may needfurther training and/or assistance during theelection event.6. Resetting and Packing EquipmentA reality of training in an equipment-relatedcourse is that the equipment has to beready for the next session (or the warehouse)upon completion of a class. Equipment shouldnot be packed until it is reset and prepared forthe next class, or for storage. If youare teaching multiple courses on thesame day, after equipment is reset,it should be packed (or left set up)so that it is in the same location,in the same condition, that it wasin at the beginning of the firstcourse.

28course planning &system expertise2course planning andsystem expertiseplanning overviewCourse agendasIn addition to the course content itself, CourseAgendas also contain the following informationto help you plan your training session: Estimated time Materials and documentation needed Course prerequisites: make sure trainees havethe appropriate background for the courseyou are teaching

29planning overview, continued Recommended teaching methods for eachmodule Equipment Lists Sample Classroom Layout

30course planning &system expertiseThe ideal training environmentConsider all possible training constraints andcontributors: space, time, trainees, equipment,and documentation. Space: Where will you train? How will you setup? Time: How long will you have? Trainees: What is the class size? Equipment: What do you need? Documentation: What will trainees need?SpaceReview the course agenda specific to thecourse being taught. Each agenda includes anequipment list and a classroom layout graphic.Plan for enough space for a group instructionarea, hands-on exercises, and movement ofequipment.TimeYour schedule will be full. Be efficient with yourtime, especially time spent moving trainees inand out of the classroom. Be specific aboutbreaks, and start on time after a break. When

31taking a break, state not only the length of thebreak, but the return time. Do not wait for alltrainees to return, if they are running late. Timemanagement could be a major issue if you are ina situation where you are training fora large jurisdiction. You may needto modify your timing in orderto move more slowly througha module, or more quickly.Timing notes are included incourse agendas.TraineesMake certain that the people in the class arethose that need to be assigned to that course.Use a sign-in sheet to keep track of trainees.Compare the sign-in sheet to the roster, if aroster is available. Retain the sign-in sheet forrecord keeping.EquipmentThe hardware you use during training mustbe the same type of equipment used in anactual election. You must conduct training sothat trainees have hands-on experience with

course planning &system expertise32polling place components. Thisrequires enough equipmentso that there is a low traineeto-equipment ratio. A suggestedlist of equipment and trainee/equipment ratios is included witheach specific course agenda.DocumentationThe standard training document is the VerityPolling Place Operations Guide. This documentfunctions as both a training tool and as areference for operations in the polling place.Other documentation may be included intraining, such as: poll bookslabelslogsother polling place paperworkA suggested list of documentation is includedwith each course agenda. Consult your HartInterCivic project manager if you need assistancein obtaining up-to-date documentation.

33Preparing equipment You will prepare a test election for use withtraining, or (if you use Hart’s Ballot ProductionServices) procure one from Hart You will predefine the voting equipment usingvDrives and a Verity Key written for the test election; equipment predefinition instructions arefound in the Verity Support Procedures Guide; abrief checklist is given below:Predefining Procedure Checklist Power on the voting device Unlock the vDrive compartmentand insert a new, unvoted vDrivewith your training test election Select Yes, load new election and insert theVerity Key for your training test election Type the Verity Key password andwait while the election loads Type the Maintenance Code forthe election you are using Select the appropriate polling placefrom this list, then select Accept Select Yes, assign it to confirmthe polling place

34course planning &system expertisecourse content: Polling PlaceOperations(Verity Touch Writer & Verity Scan)Module 1: Getting StartedPresentation only, 5 minutesModule 2: Setting up thePolling PlacePresentation and Hands-On, 25minutesModule 3: Start of DayProceduresPresentation only, 5 minutesModule 4: Working with VotersPresentation only, 15 minutesModule 5: End of Day ProceduresPresentation only, 10 minutesModule 6: Simulated Polling Place ExerciseHands-on in groups with instructor guidance, rotating roles,45 minutesModule 7: Review and ConclusionPresentation and Q&A, 10 minutes/variable

35course content: AssistingPersons with DisabilitiesModule 1: Getting Started (Putting People First)Presentation & Discussion, 15 minutesModule 2: Assisting A Voter Who is Blind orVisually ImpairedPresentation and Hands-On, 20 minutesModule 3: Assisting a Voter with LimitedDexterityPresentation and Hands-On, 20 minutesModule 4: Assisting A Voter With Sip-andPuff DevicePresentation & Discussion, 10 minutesModule 5: Curbside Voting (Verity Touch Only)Presentation and Hands-On, 20 minutesModule 6: Polling Place Accessibility andTroubleshootingPresentation & Discussion, 20 minutesModule 7: Review and ConclusionPresentation and Q&A, 15 minutes/variable

36course planning &system expertisesystem expertiseIn addition to basic mastery of the Verity VotingDevices themselves, there are several othertopics relevant to polling place operations thatshould be covered:Verity security featuresProviding poll workers with information ondevice security features can give them greaterconfidence in the system they are learning touse. Verity Voting utilizes the AAA (authentication,authorization, and audit) security framework All Verity software has been tested by anindependent voting system test lab and theElection Assistance Commission to ensureproper security. Verity uses a multi-layered authenticationprocess Verity software is tamper evident Comprehensive audit logs are generated forall login attempts, data transfers, configurationchanges, and errors. Logs are storedredundantly and securely.

37 Vote records are stored redundantly for securityand auditability; The integrity of the data isprotected from power outage, power surge,magnets, and rough handling.Verity hardware strengths Innovative hardware is easy to store, transport,set up & operate Modern, shared interface design makes learningeasy Minimal steps required for testing, setup, andmaintenance Secure, integrated compact cases for devicesrequire less warehouse space Secure, lightweight ballot box that folds to 5”thin Lightweight, easy to assemble booth with minimal connections Everything fits easily in private vehicles

38course planning &system expertiseVerity system componentsInformation on each of the Verity Systemcomponents is found at the beginning ofthe Verity Polling Place Operations Guide.Components include:XX Verity Touch WriterThe Verity ballot-marking deviceXX Verity AccessThe Verity disabled access interface includedwith the Verity Touch WriterXX Verity ScanThe Verity polling place-based digital scannerXX vDrivesRemovable media for the Verity Voting devicesthat hold cast vote records (CVRs) and auditlog informationXX Verity KeyA security device used, along with a password,to authenticate certain actions in the VerityVoting system

39Polling place security recommendations Restrict access to votingequipment behind lockeddoors when not in use Ensure chain of custodywhen delivering or transferring any voting equipment or ballots. Maintain documentationfor authentication purposes containing serialnumbers, seal numbers, and identification to anyone tasked withdelivery or transport. Do not leave voting equipment unattendedwhen polling place is open. Put in place and follow local guidelines relatingto device seals and chain of custody procedures,including what to do if a seal is broken. Put in place and follow Access Code procedures.Do not issue Access Codes or ballots until voterhas been qualified and there is an available voting booth. Report any suspicious activity to the local election officer.

40course planning &system expertiseSystematic approach to troubleshootingSpecific troubleshooting steps are found in theback of the Verity Polling Place Operations Guide.Use the techniques below when approaching atroubleshooting situation:1 Remain calm2 Identify the issue or symptoms as reported3 Gather further information4 Think broadly5 Do not jump to conclusions6 Ask questions7 Establish a theory to explain the source of theproblem8 Research resolution steps based on yourtheory9 Use available documentation to identify theresolution steps10 Attempt resolution11 Check for success12 Repeat

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glossary42glossaryabandoned ballotA ballot that the voter did not cast into the ballot box before leavingthe polling place. Local election rules dictate dispensation of anabandoned ballot. In some jurisdictions, abandoned ballots must bespoiled (see also spoiled ballot).absentee ballotBallot cast by a voter unable to vote in person at his or her pollingplace on election day.absentee votingA voting method by which people can cast their ballots without goingto the polling place on election day. In some jurisdictions, early votingis referred to as ‘absentee-in-person’ or ‘absentee walk-in’ and by-mailvoting is sometimes referred to as ‘absentee-by-mail.’acceptance testingExamination of voting equipment and testing of basic functionalityupon delivery including validation that the delivered system is, in fact,the certified system purchased.

43access codeThe five-digit number given to each voter that indicates to the Veritysystem which precinct and ballot style to display to the voter on theTouch Writer. The access code is printed by the poll worker from theTouch Writer that the voter will use. The access code is only valid for alimited time and does not link to any voter information.access code summary reportA report that is printed on the Touch Writer. It lists the number ofaccess codes issued, voted, expired, and canceled.adjudicationThe task of assigning the voter’s intent to votes on ballots that containan undervoted contest, an overvoted contest, a contest with a selectedwrite-in, or an invalid vote. Adjudication may also be required for acompletely blank ballot or a damaged ballot. Also called resolution.air gapA physical separation that describes how non-certified and certifiedvoting system applications relate to each other and manage data.A variety of methods can support a physical ‘air gap,’ primarily theabsence of any network connection between non-certified and certifiedapplications. These air gaps act as a physical firewall for all data andaccess ensuring integrity and security.Americans with Disabilities Act (ADA)A 1990 federal act that established comprehensive standards forthe treatment of persons with disabilities in employment, publicaccommodations, and other programs, including those operated bystate and local governments.audio ballotA ballot in which a set of contests is presented to the voter in spoken,rather than written, form.

glossary44audio-tactile interface (ATI)Voter interface designed to not require visual reading of a ballot. Audiois used to convey information to the voter and sensitive tactile controlsallow the voter to communicate ballot selections to the voting system.audit logA report containing recorded information that allows elections officialsto view the steps that occurred on the equipment and/or softwareincluded in an election in order to verify or reconstruct the user actionstaken without compromising ballot or voter privacy.authenticationThe verification of the identity of a person or process. In acommunication system, authentication verifies that messages reallycome from their stated source, like the signature on a (paper) letter.ballotThe official presentation of all of the contests to be decided in aparticular election.ballot boxA secure receptacle for the Verity Scan that collects scanned paperballots and that also has an emergency compartment for temporarystorage of unscanned voted ballots in case the Scan is disabled.ballot box security sealThe seal attached to the ballot box door to secure the paper ballots.See also security seal.ballot countA number, shown on the Verity configuration reports and Polls Openscreens that indicates how many ballots have been processed on thatdevice for the current election. The ballot count of a device is reset tozero when a new election is loaded by election staff before an election.

45ballot drop boxWhen voted ballots are collected from a physical box at a specificlocation, instead of by mail.ballot imageFor a paper ballot, the electronic digital picture of the ballot. For anelectronic ballot, the Cast Vote Record of the electronic ballot.ballot instructions(1) Instructional text that appears at the top of the ballot. There are twoseparate types of Ballot Instruction text: (1) Electronic and (

about Train the Trainer This document and the training course it supports are the Verity instructors’ guide for successfully implementing Verity poll worker training. Use this manual to plan and prepare for successful training events. Since the Verity Train the Trainer tra