Elector8 Training and Instruction Document New Elector Wizard

Transcription

1 Elector8 Training and Instruction Document New Elector Wizard Version Control Version No. Author Change Details Date S Verdon Initial Version of Elector8 Manual October M Warner Review of Elector8 Manual November A Ashton Review of Elector8 Manual January M Leech Review of Elector8 Manual June C Coleman Review of Elector8 Manual November 2017 Page 1

2 New Elector Wizard NOTE: Depending on the type of New Elector the User is adding, the User will be presented with some alternative screens. INFORMATION: Once added, all Other Electors can be viewed in Electors & Registers> Other Electors ADDING ORDINARY VOTERS, ATTAINERS, ANONYMOUS AND NON-ELIGIBLE CITIZENS The New Elector Wizard allows the User to add new electors onto the system The User is asked if a previous address is known - this information is used to produce a list of Electors that have moved from other Authority areas. Don t show this step in the wizard in future.. ticking this allows the User to disable this step whenever using the New Elector Wizard Page 2

3 The User will then be asked to enter the address where the Elector is claiming their vote. Find property allows the User to search for a property within the system and will open the Property Search screen. Double clicking on the required property in the data grid, will populate the address details The User is then asked if they want to set up an absent vote request at this stage If the User selects Yes then Next, the Wizard will flag the Elector Details as requesting a postal vote and progress to the screen where the Elector Details Screen (proceed to Elector Details Screen on page 5) Page 3

4 If the User selects No then Next the User will be presented with the Absent Vote Wizard screen Selecting No offers the User a number of options: Set up the Absent Vote arrangement now Do not set up an Absent Vote as none is required No Absent Vote arrangement required The User must tick None of these and progress to the Elector Details Screen within the Wizard (proceed to Elector Details Screen on page 5) Setting up an Absent Vote arrangement now By ticking either Postal, Proxy or Postal Proxy, the User will then be presented with a popup screen, where they can set up the Absent Vote arrangement: Upon entering data in the pop-up and clicking Next, the User is presented with another screen. Page 4

5 Once the User has entered the necessary details, clicking Next will progress the User to the Elector Details Screen Elector Details Screen The User is then required to enter the new Elector s details Once the User has entered the details, they must click Next If the User does not have the NINO and/or DoB, the User will receive a prompt from the system when trying to progress to the next stage: Page 5

6 The User can choose to progress without entering either or both the NINO and DoB BUT the User is unable to send to GDS for verification (via the Provenance Wizard) until the missing/ incorrect data has been updated. To proceed, the User must click NO, as they do not want to correct the data IMPORTANT: Incomplete records will appear in Electors & Registers>Manage Elector Authentication> Incomplete Unsubmitted Applications The User will then see a confirmation pop, indicating when the Elector will appear on the register. If NINO and DoB have been entered, pressing OK will allow the User to submit the record to the Government Digital Service. Submitting a New Elector to GDS After entering the Elector details, the User can automatically submit the Elector to GDS this launches the Provenance Wizard. Once all the prerequisites have been met, the User can press OK to begin uploading the new Elector to GDS. Page 6

7 A progress bar will show, and once this has completed a message box will confirm that the upload was successful INFORMATION: The Elector can be downloaded at a later date using the Provenance Wizard. ADDING SERVICE VOTERS The New Elector Wizard allows the User to add new Service Voters onto the system The User is asked if a previous address is known - this information is used to produce a Page 7

8 list of Electors that have moved from other Authority areas. Don t show this step in the wizard in future.. ticking this allows the User to disable this step whenever using the New Elector Wizard The User is then asked of the Service Voter resides in the Borough: No allows the Service Voter to be added at the end of the Register as an Other Elector By clicking No, the user will proceed to the Service Voter Arrangement screen see page 9. Yes allows the Service Voter to be added to a Household and assigned a Roll Number. By clicking Yes, the User will be presented with another screen: If the Service Voter has not made a declaration, the user can select Ordinary Voter and they will appear on the register in the selected Household. If the Service Voter has made a declaration to be registered as such, they user can select Other Elector and they will appear at the end of the Register. Page 8

9 Adding a Service Voter as an Ordinary Voter Please refer to page 2-7 of this Guide for how to proceed Adding a Service Voter as an Other Elector The User will be presented with a screen where they must set up the Service Voter arrangement: Please refer to pages 2 7 of this Guide for how to proceed. Page 9

10 ADDING CROWN SERVANTS & OVERSEAS VOTERS The New Elector Wizard allows the User to add new Crown Servants and Overseas Voters onto the system The User is asked if a previous address is known - this information is used to produce a list of Electors that have moved from other Authority areas. Don t show this step in the wizard in future.. ticking this allows the User to disable this step whenever using the New Elector Wizard The User will then be presented with a screen where they must enter the Crown Servants/ Overseas Electors claim address. Page 10

11 The User will then be required to set up the Overseas or Crown Servant voting arrangement. Please see pages 2-7 of this Guide for how to proceed. ADDING LOCAL CONNECTIONS The New Elector Wizard allows the User to add new Local Connection onto the system The User is asked if a previous address is known - this information is used to produce a list of Electors that have moved from other Authority areas. Don t show this step in the wizard in future.. ticking this allows the User to disable this step whenever using the New Elector Wizard Page 11

12 The User will be required to enter a Polling District for where they reside by selecting from the drop down. The User must the set up the Local Connection voting arrangement. Please see pages 2-7 of this Guide for how to proceed. Frequently Asked Questions None at this point Page 12