Voter Registration System. User Guide. NJ SVRS v.1.1, r.0.1 The State of New Jersey, Division of Elections

Voter Registration System User Guide NJ SVRS v.1.1, r.0.1 The State of New Jersey, Division of Elections

Table of Contents Chapter 1: Getting Started... 7 1.1 Audience... 7 1.2 Related Documentation... 7 1.3 System Requirements... 7 1.4 Supplemental Equipment... 8 1.5 Key Features of the Interface... 8 1.6 Accessing the Voter Registration System... 12 1.6.1 Multi-Factor (MFA) Card Authentication... 12 1.6.2 Logging In... 12 1.6.2.1 First-Time Login... 13 1.6.2.2 Incorrect Login... 15 1.6.3 Logging Out... 15 1.7 System Module... 16 1.7.1 Creating Roles and Setting Permissions as a Super Administrator... 16 1.7.1.1 Adding a State-Level User Role... 17 1.7.1.2 Adding a County-Level User Role... 21 1.7.1.3 Updating an Existing User Role... 25 1.7.1.4 Deleting an Existing User Role... 26 1.7.2 Adding Users as a Super Administrator... 28 1.7.2.1 Adding a State User... 28 1.7.2.2 Adding a County User... 31 1.7.2.3 Deactivating a User... 34 1.7.3 Creating Roles and Setting Permissions as a County-Level Administrative User... 35 1.7.3.1 Adding a User Role... 35 1.7.3.2 Updating an Existing User Role... 37 1.7.3.3 Deleting an Existing User Role... 39 1.7.4 Adding Users as a County-Level Administrative User... 40 1.8 Modifying User Information... 42 1.8.1 Reset State or County User Passwords... 42 1.8.2 Update an Existing User... 44 1.8.3 Activate a User... 46 1.8.4 Delete a User... 48 Chapter 2: System Dashboard... 51 2.1 System Dashboard Notifications... 52 2.1.1 Voter... 54 2.1.2 Letters and Cards... 54 2.1.2.1 Letter Updates... 54 2.1.2.2 Card Updates... 58 2.1.3 External Interfaces... 66 2.1.3.1 Administrative Office of the Courts (AOC)... 67 2.1.3.2 Comprehensive Automated Probation System (CAPS)... 69 2.1.3.3 Department of Health and Senior Services (DHSS)... 70

2.1.3.4 Social Security Administration (SSA-DMF)... 72 2.1.3.5 Department of Corrections (DOC)... 74 2.1.3.6 State Parole Board (SPB)... 75 2.1.4 Motor Vehicle Commission (MVC)... 76 2.1.4.1 MVC Agency... 76 2.1.4.2 MVC Online... 78 2.1.4.3 MVC Inquiry... 80 2.1.4.4 Driver s License Search... 84 2.1.5 Mail-In Ballot Returns... 85 2.1.5.1 Voters Needing Party Updates... 85 2.1.5.2 Bearers That Exceed Limit... 87 2.1.5.3 Ballots For Review... 88 2.1.6 Mail-In Updates... 89 2.1.6.1 UOCAVA Voters Waiting for Electronic Ballot... 89 2.1.6.2 Mail-in Voters with Voter Registration Updates... 91 2.1.6.3 Completed FPCA Registrants... 93 2.1.6.4 Mail-In Application Request List... 95 2.1.6.5 Mail-in Voters with Unreturned Ballots for Four Consecutive General Elections... 96 2.1.6.6 Party Changes for Primary Mail-in Voters... 98 2.1.7 Poll Worker Updates... 100 2.1.7.1 Worker Unassigned from Class... 100 2.1.8 Poll Place Updates... 103 Chapter 3: Voter Module... 107 3.1 Searching for a Voter... 108 3.2 Adding a Voter... 109 3.2.1 Adding a Non-registered Mail-in Application Request... 111 3.2.2 Adding a Non-registered Mail-in Ballot Request... 112 3.2.3 Manual Geocodes... 114 3.2.4 Alternate Domiciles... 117 3.3 Viewing the Voter Profile... 118 3.4 Updating a Voter Profile... 119 3.5 Navigating the Voter Profile... 122 3.5.1 Viewing Voter Registration Information... 122 3.5.1.1 Updating Voter Registration Information... 122 3.5.1.2 Viewing the Voter Registration Form... 123 3.5.2 Managing Mail In Ballot Information... 124 3.5.2.1 Regenerating Ballot Labels, Email Covers, and Electronic Ballots... 127 3.5.2.2 Viewing Mail-in Audit Information... 128 3.5.3 Viewing Poll Worker Election History... 128 3.5.4 Viewing a Voter s Election History... 128 3.5.5 Viewing and Updating a Voter s Correspondence History... 129 3.5.6 Viewing a Voter s Audit or Mail-in Audit History... 132 3.5.6.1 Voter Audit... 133 3.5.6.2 Mail-in Audit... 134 3.5.7 Viewing a Voter s History... 134

3.5.7.1 Inserting a History Line Item in the Voter Profile... 139 3.5.7.2 Deleting a History Line Item in the Voter Profile... 140 3.5.7.3 Updating a History Line Item in the Voter Profile... 141 3.5.8 Viewing Merged Records for a Duplicate Voter... 143 3.5.9 View a Voter s Document History... 144 3.5.10 Additional Voter Module Actions... 145 3.5.10.1 Transferring a Voter s County... 145 3.5.10.2 Adding a Mail-In Application Request for a Registered Voter... 147 3.5.10.3 Adding a Mail-In Ballot Request for a Registered Voter... 150 3.5.10.4 Printing a Mailing Label... 152 3.5.10.5 Viewing a Voter Registration Form... 153 3.5.10.6 Viewing a Voter s Signature... 154 3.6 Voter Print Options... 156 3.6.1 Printing Labels... 157 3.6.2 Printing Party Acknowledgement Letters... 162 3.6.3 Printing Verification Cards... 165 3.6.4 Printing Confirmation Cards... 166 3.6.5 Printing Dual Residence Letters... 168 3.6.6 Printing Acknowledgement Cards... 170 3.6.7 Bulk Printing... 171 Chapter 4: The Candidates Module... 177 4.1 Searching for a Candidate Profile... 177 4.2 Viewing a Candidate Profile... 179 4.3 Adding a Candidate Profile... 181 4.4 Updating a Candidate Profile... 184 4.5 Deleting a Candidate Profile... 187 Chapter 5: Elections Module... 189 5.1 Searching for an Election Profile... 190 5.2 Viewing an Election Profile... 191 5.3 Adding, Updating, and Deleting Elections... 194 5.3.1 Adding an Election... 194 5.3.2 Updating an Election... 196 5.3.3 Deleting Elections... 199 5.4 Managing Mail-in Ballots... 201 5.4.1 Generating Ballot Labels... 201 5.4.2 Uploading a Mail-in Ballot... 204 5.4.2.1 Process Overview... 204 5.4.2.2 Uploading Mail-in Ballots... 204 5.4.3 Assigning Ballot Numbers... 208 5.4.4 Receiving, Rejecting, and Accepting Mail-in Ballots... 210 5.4.4.1 Process Overview... 210 5.4.4.2 Receiving Mail-in Ballots... 210 5.4.4.3 Viewing Mail-in Ballots Received... 218 5.4.4.4 Rejecting Mail-in Ballots... 221

5.4.4.5 Accepting Mail-in Ballots... 223 5.5 Managing Provisional Ballots... 223 5.5.1 Adding Provisional Ballots... 224 5.5.2 Receiving Provisional Ballots... 231 5.5.3 Rejecting Provisional Ballots... 233 5.5.4 Accepting Provisional Ballots... 235 5.5.5 Bulk Accepting Provisional Ballots... 236 5.6 Recording Multiple Election History... 242 Chapter 6: Polls Module... 247 6.1 Viewing and Updating Polling Place Information... 248 6.1.1 Finding and Viewing a Polling Place Profile... 248 6.1.1.1 Updating ADA Details... 249 6.1.1.2 Viewing, Updating, and Deleting Inventory Details... 250 6.1.2 Adding a Polling Place... 251 6.1.3 Creating a Polling Place Template... 254 6.1.4 Updating a Polling Place... 256 6.1.5 Deleting a Polling Place... 258 6.2 Viewing and Updating Poll Worker Information... 259 6.2.1 Searching for a Poll Worker... 260 6.2.2 Adding a Poll Worker... 261 6.2.3 Updating a Poll Worker... 263 6.3 Poll Worker Training... 265 6.3.1 Viewing a List of Training Classes and a Training Class Profile... 265 6.3.2 Adding a Training Class... 268 6.3.3 Updating a Training Class... 271 6.3.4 Deleting a Training Class... 273 6.4 Manage Capacity... 274 Chapter 7 Chapter 7: County Data Module... 277 7.1 Availability of GIS Technology in the NJ SVRS System... 277 7.2 County Map... 278 7.2.1 Navigating the Map... 278 7.2.2 Searching for an Address... 279 7.2.3 Filtering Information... 280 7.2.4 Displaying Locations (Pins) on the Map... 283 7.2.5 Viewing a List of Voters... 283 7.2.6 Adding or Updating State Seal... 284 7.3 County Officials Information... 285 7.3.1 Adding a County Official... 285 7.3.2 Viewing a County Official Profile... 287 7.3.3 Updating a County Official... 288 7.3.4 Deleting a County Official... 290 Chapter 8: Reports Module... 291

8.1 Report Queue... 291 8.2 Voters Reports... 293 8.2.1 Generating Voters Reports... 295 8.2.1.1 Generating Voter Summary Reports... 296 8.2.1.2 Generating Surname Analysis Reports... 298 8.3 Generating Poll Place Reports... 299 8.4 Generating Mail-In Voters Reports... 300 8.5 Generating Election Reports... 301 8.6 Pollbook Reports... 302 8.6.1 Generating Pollbook Reports... 302 8.6.2 Generating Export Sample Ballots Reports... 303 8.7 Generating County Data Reports... 305 8.8 Generating State Reports... 306 8.9 Generating EAVS Reports... 307 Chapter 9: Scanning Module... 309 9.1 Capturing Signature Images... 309 9.1.1 Capturing Individual Images... 310 9.1.2 Capturing Signature Images in Batch Mode... 310 9.1.3 Capturing and Importing Signatures from the MVC Interface... 310 9.1.3.1 Importing MVC Signature Images... 310 9.2 Document Types... 311 9.2.1 Creating Document Types... 311 9.2.2 Viewing, Updating, or Deleting Document Types... 314 9.3 Scanning a Batch... 315 9.4 Updating a Batch... 319 9.5 Adding Signature or Form Images to a Voter Profile... 321 9.6 Scanner Compatibility... 323 9.6.1 Scanners... 323 9.6.2 Dymo Label Printers... 324 Revision History... 325

This page intentionally left blank.

Chapter 1: Getting Started The NJ SVRS provides an end-to-end Voter Registration System (VRS). Users navigate the NJ SVRS interface from a single point of control called the Dashboard, which consists of primary system modules and daily system reminders. This guide is structured in chapters by system module. The interface, use provides a workflow that is logical, intuitive, and work-centric. The logical structure of the workflow in each module is designed to allow users to complete tasks with a minimal number of clicks, each providing visual assurance of progress toward the goal. 1.1 Audience This document is intended for all users of the NJ SVRS. 1.2 Related Documentation The following documents are also available for quick reference: IT User Quick Start Guide State Admin User Quick Start Guide County Admin User Quick Start Guide Standard User Quick Start Guide 1.3 System Requirements NJ SVRS can be accessed from a Mac or PC with the following system requirements: Mac macos 10 or higher One of the following browsers: Google Chrome Mozilla Firefox PC Windows 7, 8.1, or 10 One of the following browsers: Microsoft Edge Microsoft Internet Explorer (IE) 11 Google Chrome Mozilla Firefox Chapter 1: Getting Started Page 7 of 325

1.4 Supplemental Equipment If scanning or printing from NJ SVRS, the following peripheral devices are required: Desktop printer Label printer Document scanner 1.5 Key Features of the Interface The following key features are available within the user interface: Single Point of Control The Dashboard is the landing page, and serves as a single point of control for all tasks within the system. Chapter 1: Getting Started Page 8 of 325

Smart Search Smart Search, which uses Soundex phonetic search and predictive search capabilities, refines search criteria. Smart Search makes it easier and faster to find data with a partial information set. Sort Search Results Up or down arrows ( ) beside column headers in the search return table can be clicked to toggle the search order. *Sample image uses fictitious voter data Chapter 1: Getting Started Page 9 of 325

Pre-Populated Drop-Down Lists Where applicable, fields contain drop-down lists that are pre-populated with system data for that field. Automated Interoperability with External Data Sources NJ SVRS automates many repetitive tasks that are required of users. When interacting with external interfaces, such as the Motor Vehicle Commission (MVC), State Parole Board (SPB), Administrative Office of the Courts (AOC), and the Department of Corrections (DOC). NJ SVRS also processes deceased voter records from the Department of Health and Human Services (DHSS). Chapter 1: Getting Started Page 10 of 325

Context-Sensitive Menus and Embedded Functionality Workflow task navigation is streamlined and context-sensitive menus are populated with relevant actions based on the current page and record selected. For example, when a voter record is selected, users can view the information and perform actions directly in the voter record without to navigating back to a specific area of the interface. View Voter Record and Perform Actions* *Sample image uses fictitious voter data Shortcut Keys The following table lists shortcut keys that can be used within the NJ SVRS: Shortcut Key Function Tab Ctrl+C Ctrl+V Move forward between data entry fields and buttons Copy Paste Chapter 1: Getting Started Page 11 of 325

1.6 Accessing the Voter Registration System The following sections describe the steps required for authorized users to log in and out of the NJ SVRS. The login process uses multi-factor authentication (MFA), which requires a username, password, and a verification code. 1.6.1 Multi-Factor (MFA) Card Authentication From the system login page, users will be asked to enter their verification code as part of the MFA login process. Each NJ SVRS user is assigned an individual MFA card, which displays a unique verification code each time the user logs in. To access the verification code, press the button on the front of the card. The verification code displays in the window on the front of the card, and is used during the MFA login process. 1.6.2 Logging In Follow these steps to log into the NJ SVRS: 1. To display the login page, navigate to https://uat.njsvrs.com from the web browser on an internet-connected computer. Chapter 1: Getting Started Page 12 of 325

2. In the Username field, enter the assigned username. 3. In the Password field, enter the password. 4. Click LOGIN. The 2-Step Verification page displays. 5. From the 2-Step Verification page, enter the verification code displaying on the MFA card and click CONFIRM The Dashboard displays. 1.6.2.1 First-Time Login For first-time login, an MFA card is assigned to a user. This card displays unique codes that are needed at login. The first time a code is used from the MFA card, it must be synchronized. When the user is added, they are also given a default password. Follow these steps to log into the NJ SVRS for the first time: 1. To display the login page, navigate to https://uat.njsvrs.com from the web browser on an internet-connected computer. Chapter 1: Getting Started Page 13 of 325

2. In the Username field, enter the assigned username. 3. In the Password field, enter the default password. After initial login, users are prompted to update the password and answer security questions. The new password is then used to log in. 4. Click LOGIN. 5. From the 2-Step Verification page, press the button on the MFA card and enter the code displayed on the MFA card. The system will automatically detect first-time use and prompt for synchronization. The entered code is displayed in the First Code field. 6. When the displayed code begins to flash, which can take up to 60 seconds, press the button on the MFA card once more to display a new verification code. Enter the new verification code in the Second Code field. If the button is pressed without waiting for the first code to flash, the first code will display again. 7. Click CONFIRM to complete the login process. A message displays on the bottom right corner of the screen, confirming that the MFA card has been synchronized. Chapter 1: Getting Started Page 14 of 325

1.6.2.2 Incorrect Login In the case of an incorrect login, repeat steps 1 through 4 of the First-Time Login section and proceed as follows: 1. Wait for the code display area on the MFA card to go blank, and press the button on the MFA card once more to display a new first code. 2. After entering the new first code, wait for the code to flash on the MFA card before pressing the button again to display the second code. If the button is pressed without waiting for the first code to flash, the first code will display again. 1.6.3 Logging Out To log out of the system, click Log Out from the bottom left corner on any page. The system login page displays, awaiting another user login. Chapter 1: Getting Started Page 15 of 325

1.7 System Module The System module provides users the ability to search for, add, view, and update system users, roles, and preferences. 1.7.1 Creating Roles and Setting Permissions as a Super Administrator The NJ SVRS super administrator role is ready to use, out of the box. This role is used to create additional users and roles in the system. The first step in creating user roles must be performed by the super admin user. The super admin user creates roles for both state and county personnel. After creating the roles, specific permissions or sets of permissions are assigned to each role. Users are later created and assigned specific user roles. Example: System User Roles* *Sample image uses fictitious user data Chapter 1: Getting Started Page 16 of 325

1.7.1.1 Adding a State-Level User Role Follow these steps to add a state-level user role while logged in as a super admin: 1. From the left navigation panel, click System > Roles. The User Roles page displays. 3. Click Add User Role in the upper-right corner of the page. Chapter 1: Getting Started Page 17 of 325

The Add New User Role page displays. 4. (Optional) Enter the required information in the Role Name, Role Code, and Role Description fields. 5. Under Location Type, click State. Chapter 1: Getting Started Page 18 of 325

The Assign Permissions menu displays. This menu will not contain any user roles when the super admin first logs into the system for state or county. Parent roles appear in the drop-down list once they are created. 6. If an optional parent role assignment is desired, from the Apply Parent Role drop-down menu, select the desired parent role and click Apply. Parent roles allow users to apply a subset of permissions from the selected parent role to the new role being created. The parent role will then be able to manage all user roles and users that are created with that parent role. 7. Click Apply. 8. Choose one of the following options to assign permissions: Click the desired toggles along the right side of the page to assign all permissions affiliated with that section. Expand the section and enable only the permissions you want to assign to the role. Once enabled, the toggle will turn blue and display Enabled or All Enabled when permissions are assigned. Chapter 1: Getting Started Page 19 of 325

9. Make additional selections in the remaining permission categories, as desired. 10. Click Add at the bottom of the page to save the state user role and permissions. Chapter 1: Getting Started Page 20 of 325

1.7.1.2 Adding a County-Level User Role Follow these steps to add a county-level user role while logged in as a super admin: 1. From the left navigation panel, click System > Roles. The User Roles page displays. 2. Click Add User Role in the upper-right corner of the page. Chapter 1: Getting Started Page 21 of 325

The Add New User Role page displays. 3. (Optional) Enter the required information in the Role Name, Role Code, and Role Description fields. 4. Under Location Type, click County. Chapter 1: Getting Started Page 22 of 325

5. From the County drop-down menu, select the desired county. 6. Under the Office heading, select the applicable office. Chapter 1: Getting Started Page 23 of 325

7. If an optional parent role assignment is desired, from the Apply Parent Role drop-down menu, select the desired parent role and click Apply. Parent roles allow users to apply a subset of permissions from the selected parent role to the new role being created. The parent role will then be able to manage all user roles and users that are created with that parent role. 8. Click Apply. 9. Choose one of the following to assign permissions: Click the desired toggles along the right side of the page to assign all permissions affiliated to that section. Expand the section and enable only the permissions you want to assign to the role. Once enabled, the toggle will turn blue and display Enabled or All Enabled when permissions are assigned. 10. Make additional selections in the remaining permission categories, as desired. 11. Click Add at the bottom of the page to save the county user role and permissions. Chapter 1: Getting Started Page 24 of 325

1.7.1.3 Updating an Existing User Role The procedure in this section is the same for both county and state user roles. Follow these steps to update an existing user role: 1. Log into the NJ SVRS as a state-level super admin. 2. From the left navigation panel, click System > Roles. The User Roles page displays. 3. Type the name of the role in the search bar. Chapter 1: Getting Started Page 25 of 325

4. Click Update to the right of the role to update. 5. Edit the information as desired. See the sections Adding a State-Level User Role and Adding a County-Level User Role for detailed instructions. 6. Click Update at the bottom of the page. 1.7.1.4 Deleting an Existing User Role The procedure in this section is the same for both county and state user roles. Follow these steps to delete an existing user role: 1. Log into the NJ SVRS as a state-level super admin. 2. From the left navigation panel, click System > Roles. Chapter 1: Getting Started Page 26 of 325

The User Roles page displays. 3. Type the name of the desired role in the search bar. 4. Click Delete to the right of the user role to be deleted. The Confirm Password dialog displays. 5. Enter the password, and click Confirm Password. A message displays to confirm the deletion of the role. Chapter 1: Getting Started Page 27 of 325

1.7.2 Adding Users as a Super Administrator Once user roles and permissions have been established, users are added to the system, where they are assigned roles. The following sections detail how to add both state and county users. 1.7.2.1 Adding a State User Follow these steps to add a new state user while logged in as a super admin: 1. Log into the NJ SVRS as a state-level super admin. 2. From the left navigation panel, click System > Users. 3. Click Add User in the upper-right corner of the page. Chapter 1: Getting Started Page 28 of 325

The Add User page displays. 4. In the First Name field, enter the user s first name. 5. In the Last Name field, enter the user s last name. 6. In the Email field, enter a full, valid email address for the user. 7. (Optional) In the Expiration Date field, enter an expiration date for the user in mm/dd/yyyy format, or select the desired date from the calendar click menu. If this field is left blank, the user will never be deactivated by the system. Chapter 1: Getting Started Page 29 of 325

8. In the Location Type field, click State. This populates the Role field with role types specific to state users. 9. Select the desired role from the Role drop-down menu. 10. To assign an MFA card to a user, enter the serial number from the back of the card in the Multi-Factor Authentication field. Chapter 1: Getting Started Page 30 of 325

11. Click Add to save the new state user. 1.7.2.2 Adding a County User Follow these steps to add a new county user while logged in as a super admin: 1. Log into the NJ SVRS as a state-level super admin. 2. From the left navigation panel, click System > Users. Chapter 1: Getting Started Page 31 of 325

3. Click Add User in the upper-right corner of the page. The Add User page displays. 4. In the First Name field, enter the user s first name. Chapter 1: Getting Started Page 32 of 325

5. In the Last Name field, enter the user s last name. 6. In the Email field, enter a full, valid email address for the user. 7. (Optional) In the Expiration Date field, enter an expiration date for the user in mm/dd/yyyy format, or select the desired date from the calendar click menu. If this field is left blank, the user will never be deactivated by the system. 8. In the Location Type field, click County. 9. From the County field, select the desired county from the drop-down menu. 10. From the Office field, click the desired office. 12. From the Role field, select the desired role from the drop-down menu. 13. To assign an MFA card to a user, enter the serial number from the back of the card in the Multi-Factor Authentication field. 11. Click Add to save the new county user. Chapter 1: Getting Started Page 33 of 325

1.7.2.3 Deactivating a User Follow these steps to deactivate a user while logged in as a super admin: 1. From the left navigation panel, click System > Users. The Users page displays. 2. Click View to the right of the user to deactivate. Chapter 1: Getting Started Page 34 of 325

The User Profile page displays. 3. Click the drop-down arrow next to Update in the upper-right corner of the page, and click Deactivate. A message displays confirming the user is deactivated. 1.7.3 Creating Roles and Setting Permissions as a County-Level Administrative User The county administrator role is created by the super admin user. The following sections describe how to create roles and set permissions. 1.7.3.1 Adding a User Role Follow these steps to add a user role while logged in as a county-level admin user: 1. From the left navigation panel, click System > Roles. Chapter 1: Getting Started Page 35 of 325

Click Add User Role in the upper-right corner of the page. The Add User page displays. Chapter 1: Getting Started Page 36 of 325

2. Enter the required information in the Role Name, Role Code, and Role Description (optional) fields. 3. (Optional) If a parent role is desired, click Apply Parent Role, select the appropriate role, then click Apply. Parent roles allow users to apply a subset of permissions from the selected parent role to the new role being created. The parent role will then be able to manage all user roles and users that are created with that parent role. 4. Assign permissions for the role by clicking the toggles to enable or disable the desired permissions. Once enabled, the toggle turns blue and displays Enabled. 5. To save the new county user role and permissions set, click Add. 1.7.3.2 Updating an Existing User Role Follow these steps to update an existing user role while logged in as a county-level admin user: 1. From the left navigation panel, click System > Roles. Chapter 1: Getting Started Page 37 of 325

The User Roles page displays. 2. Type the name of the role in the search bar. 3. Click Update to the right of the role to update. 4. Choose one of the following to update permissions: Click the desired toggles along the right side of the page to assign all permissions affiliated with that section. Expand the section and enable only the permissions you want to assign to the role. Once enabled, the toggle will turn blue and display Enabled or All Enabled when permissions are assigned. 5. Click Update at the bottom of the page to save the user role and permissions. Chapter 1: Getting Started Page 38 of 325

1.7.3.3 Deleting an Existing User Role Follow these steps to delete an existing user role while logged in as a county-level admin user: 1. From the left navigation panel, click System > Roles. The User Roles page displays. 2. Type the name of the role in the search bar. Chapter 1: Getting Started Page 39 of 325

3. Click Delete to the right of the role to delete. The Confirm Password dialog displays. 4. Enter the password, and click Confirm Password. A message displays to confirm the deletion of the role. 1.7.4 Adding Users as a County-Level Administrative User Follow these steps to add a new user while logged in as a county-level admin user: 1. From the left navigation panel, click System > Users. Chapter 1: Getting Started Page 40 of 325

2. Click Add User in the upper-right corner of the page. 3. Enter the user s information in the First Name, Last Name, and Email fields. 4. (Optional) In the Expiration Date field, enter an expiration date for the user in mm/dd/yyyy format, or select the desired date from the calendar click menu. If this field is left blank, the user will never be deactivated by the system. 5. Select the desired role from the Role drop-down menu. 6. In the Multi-Factor Authentication field, type the serial number on the back of the authentication card. 7. Click Add to add the new county user. Adding a new user generates a username and default password. The user will receive email notification of the password. The admin who created the username can also provide the username and password to the user. Chapter 1: Getting Started Page 41 of 325

1.8 Modifying User Information The following sections describe how to modify user information, roles, and preferences for both the county and state-level admin. 1.8.1 Reset State or County User Passwords Follow these steps to reset the state or county user password: 1. From the left navigation panel, click System > Users. The Users page displays. Chapter 1: Getting Started Page 42 of 325

2. Click View to the right of the user to view. The User Profile displays. 3. Click Update > Reset Password in the upper-right corner of the page. The Confirm Password page displays. 4. Enter the admin password and click Confirm Password. Chapter 1: Getting Started Page 43 of 325

An email is sent to the user to complete the password reset process. 1.8.2 Update an Existing User Follow these steps to update an existing user: 1. From the left navigation panel, click System > Users. The Users page displays. 2. Click Update to the right of the user to update. Chapter 1: Getting Started Page 44 of 325

The Update User page displays. 3. From the Update User page, fill out any of the following fields of the User Details form: <First Name> <Last Name> <Email> <Expiration Date> <Location Type> <Role> <Multi-Factor Authentication> Chapter 1: Getting Started Page 45 of 325

4. Select Update at the bottom of the page. A message displays confirming the update. 1.8.3 Activate a User Follow these steps to reactivate a previously deactivated user: 1. From the left navigation panel, click System > Users. 2. Click View to the right of the user to activate. Chapter 1: Getting Started Page 46 of 325

The Users page displays. 3. Click Update > Activate in the upper-right corner of the page. Chapter 1: Getting Started Page 47 of 325

A message displays confirming the user has been activated. The user profile for the activated user will display Active with a green icon in the User Status field. 1.8.4 Delete a User Follow these steps to delete a user: 1. From the left navigation panel, click System > Users. Chapter 1: Getting Started Page 48 of 325

The Users page displays. Chapter 1: Getting Started Page 49 of 325

2. Click Delete to the right of the user to delete. The Confirm Password dialog displays. 3. Enter the password, and click Confirm Password. A message displays to confirm the deletion of the user. Chapter 1: Getting Started Page 50 of 325

Chapter 2: System Dashboard The System Dashboard provides an overview of the election calendar with relevant events and required tasks, and displays alerts for incoming new or changed records from external interfaces. Users with the correct role and permissions can add or edit calendar events requiring completion prior to an event. When an election is added, all standard electionspecific deadlines are added to the calendar automatically. Note: The election calendar feature is scheduled to be fully functional in future NJ SVRS releases. Dashboard for NJ SVRS Interface Once the user logs in, the system displays the Dashboard, which includes the Elections Calendar and notifications. The left navigation panel displays a list of expandable tabs. Each tab contains user activities related to that module. The navigation panel along the left side of the page displays on every page in the NJ SVRS interface. The following modules are currently available in the left navigation panel: Voter Poll County Data Election Candidates/Questions Chapter 2: System Dashboard Page 51 of 325

Reports Scanning System Module navigation panel activities are explained in chapters 3 through 9 of this guide. The following sections of this chapter will describe the activities available using the Dashboard notifications. 2.1 System Dashboard Notifications The Dashboard is the NJ SVRS home page, which allows users to access numerous functions and information, including Dashboard notifications, which serve as reminders for users to complete outstanding tasks: Dashboard Notification Functionality Voter Letters and Cards External Interfaces 1. Voter Status Updates 2. Duplicate Voter Updates 3. Address Change Updates 4. Manual Geocodes 5. Mail In Voter Requests 6. Poll Worker Requests 2. Letter Updates 3. Card Updates 4. Notice of Return Updates 5. Verification/Postal Notice Updates 1. AOC Updates 2. CAPS Updates 3. DHSS Updates 4. SSA-DMF Updates 5. DOC Updates 6. SPB Updates Motor Vehicle Commission MVC Agency MVC Online MVC Manual Update MVC Inquiry Driver s License Search Revalidate Mail-In Ballot Returns 1. Voters Needing Party Update From Primary Before "Accept" Chapter 2: System Dashboard Page 52 of 325

2. Bearers That Exceed Limit 3. Ballots for Review Mail-In Updates UOCAVA Voters Waiting for Electronic Ballot Mail-In Voters with Voter Registration Updates Non-Registered Mail-In Voter Registrant Records Completed FPCA Registrants Mail-In Application Request List Mail-In Voters Unreturned Ballots Four Consecutive General Elections Party Changes for Primary Mail-In Voters Poll Worker Updates Miscellaneous 1. Voter Registration Updates for Workers 2. New Voter Registration for Existing Workers 3. Worker Unassigned from Class 4. Critical Updates for Workers 1. Voters Removed from County Committee List Poll Place Updates No Default MWD (Municipality - Ward - District) Assignment Chapter 2: System Dashboard Page 53 of 325

2.1.1 Voter The Voter notification list on the Dashboard allows users to update a voter s registration status. Users can display a list of voters who updated their registration through external media. 2.1.2 Letters and Cards The Letters and Cards notification list displays a list of voters that registered through a letter or a card, and provides a verification of the change date. 2.1.2.1 Letter Updates From the Letters and Cards notification list, users can view or print any documentation update regarding a voter into the voter s profile. Follow these steps to access the Letter Updates page: 4. From the Dashboard under Letters and Cards, click View next to Letter Updates. Chapter 2: System Dashboard Page 54 of 325

The Letters and Cards page displays. 3. To print a voter document, select the checkbox to the left of the desired Voter ID. 4. Click Print. A PDF of the letter displays. Chapter 2: System Dashboard Page 55 of 325

5. Click the printer icon in the upper-right corner of the page. The Printer Dialog displays. Chapter 2: System Dashboard Page 56 of 325

6. Click Print. 7. From the print confirmation page, click Confirm after printing the PDF. Once printed, letters associated with voters are scanned and automatically attached to and stored with the corresponding voter s record. Chapter 2: System Dashboard Page 57 of 325

After letters and cards are printed successfully, those records will be removed from the Dashboard, and an audit history will be generated in the voter s record. 2.1.2.2 Card Updates From the Letters and Cards notification list, users can track a voter s acknowledgement card, as well as the date the card was mailed to the voter. Use the steps in the following sections to print, export, or delete acknowledgement cards: 1. From the Dashboard under Letters and Cards, click View next to Card Updates. The Letters and Cards page displays. 2.1.2.2.1 Printing Acknowledgement Cards Use the following steps to print a voter s acknowledgement card: 1. From the Dashboard under Letters and Cards, click View next to Card Updates. 2. From the Letters and Cards page, click on Advanced Filters to filter the cards to display. Chapter 2: System Dashboard Page 58 of 325

3. From the Advanced Filters window, select Acknowledgement Card from the Type of Document drop-down menu. 4. If applicable: a. Select the From and To dates in the Change Date Range field. b. Select the desired municipalities from the Municipalities field. c. Select the desired ward(s) from the Wards field. d. Select the desired district(s) from the Districts field. 5. Click Apply at the bottom of the window. Chapter 2: System Dashboard Page 59 of 325

The Letters and Cards page now displays a list of acknowledgement cards with the applied filters above. 6. Select the checkbox(es) to the left of the desired voter IDs. 7. Click Print Selected at the bottom of the page. A PDF of the selected acknowledgement card(s) is displayed in a new browser tab. Chapter 2: System Dashboard Page 60 of 325

8. Click the printer icon in the upper-right corner of the page. 9. Click Print. The Printer Dialog displays. Chapter 2: System Dashboard Page 61 of 325

The selected acknowledgement card prints. 10. Return to the Dashboard by closing the new tab. The Print - Acknowledgement Card window displays. 11. Click Confirm. Chapter 2: System Dashboard Page 62 of 325

2.1.2.2.2 Exporting Acknowledgement Cards Use the following steps to export a voter s acknowledgement card: From the Dashboard under Letters and Cards, click View next to Card Updates. From the Letters and Cards page, click Advanced Filters to filter the cards to display. From the Advanced Filters window, select Acknowledgement Card from the Type of Document drop-down menu. If applicable: Select the From and To dates in the Change Date Range field. Select the desired municipalities from the Municipalities field. Select the desired ward(s) from the Wards field. Select the desired district(s) from the Districts field. Click Apply at the bottom of the window. Chapter 2: System Dashboard Page 63 of 325

The Letters and Cards page now displays a list of acknowledgement cards with the applied filters. From the Letters and Cards page, select the checkbox to the left of the desired voter s Voter ID. Click Export Selected at the bottom of the page. From the drop-down list, select whether to set the date when the confirmation is mailed or to download as HTML +TXT, for mailing at a later date. Chapter 2: System Dashboard Page 64 of 325

If downloaded as HTML + TXT, the download will appear in the bottom panel of the page. Chapter 2: System Dashboard Page 65 of 325

2.1.2.2.3 Deleting Acknowledgement Cards Follow these steps to delete a voter s acknowledgement card: 2. From the Letters and Cards page, select the checkbox to the left of the desired voter s Voter ID. 3. Click Delete Selected. The selected voter s acknowledgement card is deleted. 2.1.3 External Interfaces The NJ SVRS automates many of the repetitive tasks that are required of users. This includes manual tasks that are typically required to interact with external interfaces for outside data management resources, such as the Administrative Office of the Courts (AOC), Comprehensive Automated Probation System (CAPS), Department of Corrections (DOC), and State Parole Board (SPB). NJ SVRS also processes deceased voter records from the Department of Health and Human Services (DHSS). External Interfaces with Other VR Systems Chapter 2: System Dashboard Page 66 of 325

Interoperability with External Interfaces External Interface to MVC External interfaces display on the NJ SVRS Dashboard. If an update is detected, the number of records displays next to the interface name. Users can click the number of records to view updates. From this view, users can compare, accept, or reject the change. The end result of these integrations is simplification, increased efficiency, and increased accuracy. 2.1.3.1 Administrative Office of the Courts (AOC) Follow these steps to view updates reported from the Administrative Office of the Courts (AOC). 1. From the External Interfaces notification list on the Dashboard, click View next to AOC Updates. Chapter 2: System Dashboard Page 67 of 325

1. To view the update, click Compare in the Action column next to the desired voter. The Compare page displays. i. From the Compare page, choose one of the following: a. To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. Note: Fields with an asterisk (*) must be completed, even if no update is needed for that specific field. ii) Click Update at the bottom of the page. b. To remove the record from the AOC queue, click No Action Required. Note: This action does not create an audit event. c. To exit, click Cancel. Chapter 2: System Dashboard Page 68 of 325

2.1.3.2 Comprehensive Automated Probation System (CAPS) Follow these steps to view updates reported from the Comprehensive Automated Probation System (CAPS): 3. From the External Interfaces notification list on the Dashboard, click View next to CAPS Updates. 3. To view the update, click Compare in the Actions column next to the desired voter. The Compare page displays. Chapter 2: System Dashboard Page 69 of 325

3. From the Compare page, choose one of the following: d. To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. Note: Fields with an asterisk (*) must be completed, even if no update is needed for that specific field. ii) Click Update at the bottom of the page. a. To remove the update from the CAPS queue, click No Action Required. Note: This action does not create an audit event. b. To exit, click Cancel. 2.1.3.3 Department of Health and Senior Services (DHSS) Follow these steps to view updates reported from the Department of Health and Senior Services (DHSS): 3. From the External Interfaces notification list on the Dashboard, click View next to DHSS Updates. Chapter 2: System Dashboard Page 70 of 325

1. To view the update, click Compare in the Actions column next to the desired voter. The Compare page displays. Chapter 2: System Dashboard Page 71 of 325

1. From the Compare page, choose one of the following: e. To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. Note: Fields with an asterisk (*) must be completed, even if no update is needed for that specific field. ii) Click Update at the bottom of the page. f. To remove the record from the DHSS queue, click No Action Required. Note: This action does not create an audit event a. To exit, click Cancel. 2.1.3.4 Social Security Administration (SSA-DMF) Follow these steps to view updates reported from the Social Security Administration (SSA- DMF): 3. From the External Interfaces notification list on the Dashboard, click View next to SSA- DMF Updates. Chapter 2: System Dashboard Page 72 of 325

2. To view the update, click Compare in the Actions column next to the desired voter. The Compare page displays. 1. From the Compare page, choose one of the following: g. To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. Note: Fields with an asterisk (*) must be completed, even if no update is needed for that specific field. ii) Click Update at the bottom of the page. h. To remove the record from the SSA-DMF queue, click No Action Required. Note: This action does not create an audit event a. To exit, click Cancel. Chapter 2: System Dashboard Page 73 of 325

2.1.3.5 Department of Corrections (DOC) Follow these steps to view updates reported from the Department of Corrections (DOC): i. From the External Interfaces notification list on the Dashboard, click View next to DOC Updates. 1. To view the update, click Compare in the Actions column next to the desired voter. The Compare page displays. From the Compare page, choose one of the following: i. To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. Note: Fields with an asterisk (*) must be completed, even if no update is needed for that specific field. 1. ii) Click Update at the bottom of the page. Chapter 2: System Dashboard Page 74 of 325

a. To remove the update from the DOC queue, click No Action Required. Note: This action does not create an audit event. b. To exit, click Cancel. 2.1.3.6 State Parole Board (SPB) Follow these steps to view updates reported from the State Parole Board (SPB): From the External Interfaces notification list on the Dashboard, click View next to SPB Updates. To view the update, click Compare in the Actions column next to the desired voter. 1. From the Compare page, choose one of the following: j. To update the change in the voter record, click Update. The Update Voters page displays. Chapter 2: System Dashboard Page 75 of 325

i) Update the applicable fields as shown on the Compare page. Note: Fields with an asterisk (*) must be completed, even if no update is needed for that specific field. 1. ii) Click Update at the bottom of the page. a. To remove the update from the SPB queue, click No Action Required. Note: This action does not create an audit event. b. To exit, click Cancel. 2.1.4 Motor Vehicle Commission (MVC) The NJ SVRS interacts with the Motor Vehicle Commission (MVC) through the MVC notification on the Dashboard. From the MVC notifications list, users are able to view MVC notifications and update voter information from one central location. 2.1.4.1 MVC Agency The MVC Agency component displays notifications submitted directly to the MVC in-person. Follow these steps to view in-person updates reported from the MVC: 3. From the Motor Vehicle Commission notification list on the Dashboard, click View next to MVC Agency. Chapter 2: System Dashboard Page 76 of 325

A list of voters with in-person MVC updates displays. 4. Click Compare in the row for the desired voter. Chapter 2: System Dashboard Page 77 of 325

3. From the Compare page, choose one of the following: To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. ii) Click Update at the bottom of the page. To remove the update from the MVC queue, click No Action Required. Note: This action does not create an audit event. To exit, click Cancel. 2.1.4.2 MVC Online The MVC Online component displays notifications submitted to the MVC online. Follow these steps to view these updates: 2. From Motor Vehicle Commission on the Dashboard, click View next to MVC Online. Chapter 2: System Dashboard Page 78 of 325

A list of voters with online MVC updates displays. 3. Click Compare in the Actions column next to the desired voter. Chapter 2: System Dashboard Page 79 of 325

1. From the Compare page, choose one of the following: To update the change in the voter record, click Update. The Update Voters page displays. i) Update the applicable fields as shown on the Compare page. ii) Click Update at the bottom of the page. To remove the update from the MVC queue, click No Action Required. Note: This action does not create an audit event. To exit, click Cancel. 2.1.4.3 MVC Inquiry The MVC Inquiry component permits users to search MVC files that have been received into the system. Follow these steps to access MVC files current in the system: 1. From Motor Vehicle Commission on the Dashboard, click View next to MVC Inquiry. Chapter 2: System Dashboard Page 80 of 325

2. Click Compare in the Actions column next to the desired voter. 3. From the Compare Voters page, choose one of the following: Click Add to add the voter to the NJ SVRS. i) Complete all applicable fields as shown on the Compare Voters page. The Voter s Status field, will auto-populate the appropriate status based on information entered on the form. ii) Click Add at the bottom of the page under Generate Acknowledgement Card. i. The voter is created and a confirmation message displays in the lowerright corner of the page. Chapter 2: System Dashboard Page 81 of 325

Click the additional actions icon in the upper-right corner of the page, next to Print. i. Select No Action Required from the drop-down menu. i. Click the additional actions icon in the upper-right corner of the page, next to Print. i. Select Re-assign to another county from the drop-down menu. The Reassign County page displays. Chapter 2: System Dashboard Page 82 of 325

ii. iii. Select the correct county from the drop-down menu. Click Confirm. A confirmation message displays to confirm the voter s county reassignment. Chapter 2: System Dashboard Page 83 of 325

2.1.4.4 Driver s License Search From the Motor Vehicle Commission notification list on the Dashboard, users are able to search a driver s license number to access a voter s profile, if applicable. Follow these steps to search for a driver s license number: 2. From the Motor Vehicle Commission notification list on the Dashboard, click View next to Driver s License Search. The MVC page displays. 3. In the Search bar, type the desired driver s license number and press Enter. 4. When a user searches using the driver s license number, the system displays a side-byside comparison with the MVC record of the driver s license entered. Chapter 2: System Dashboard Page 84 of 325

2.1.5 Mail-In Ballot Returns From the Motor Vehicle Commission notification list on the Dashboard, users are able to view mail-in ballot return notifications prior to accepting mail-in ballots into the system. 2.1.5.1 Voters Needing Party Updates Follow these steps to update a voter s party prior to accepting their mail-in ballot: 1. From the Motor Vehicle Commission notification list on the Dashboard, click View next to Voters Needing Party Update From Primary Before Accept. A list of applicable voters displays. Chapter 2: System Dashboard Page 85 of 325

2. Click Update Party next to the desired voter. The Update Voters page displays. Chapter 2: System Dashboard Page 86 of 325

Scroll down to the Party Affiliation field, and select the updated party affiliation from the drop-down menu. Note: All additional required fields with an asterisk (*) must be completed. 1. Click Update at the bottom of the page to save the party change. 2.1.5.2 Bearers That Exceed Limit Any bearer in the State of New Jersey is authorized to hold only three ballots at a time. Follow these steps to view bearers who have exceeded the three ballot limit: 3. From the Mail-In Ballot Returns notification list on the Dashboard, click View next to Bearers That Exceed Limit. The list of bearers displays. Chapter 2: System Dashboard Page 87 of 325

4. Choose one of the following: To print a list of selected bearers: i. Select the checkbox(es) next to the desired bearer(s) and click Print Selected. ii. Click Print. A list of the selected bearers is printed to the default printer. To delete, select the checkbox(es) next to the desired bearer(s) and click Delete Selected. 2.1.5.3 Ballots For Review Ballots requiring adjudication are sent to the Ballots for Review component of the Mail-In Ballot Returns notification list. Follow these steps to view the ballots requiring review: From the Mail-In Ballot Returns notification list on the Dashboard, click View next to Ballots For Review. The list of ballots displays. Choose one of the following: To print a list of the ballots requiring review: i. Select the checkbox(es) next to the desired ballot(s) and click Print Selected. Chapter 2: System Dashboard Page 88 of 325

ii. Click Print. A list of the selected ballots is printed to the default printer. To delete, select the checkbox(es) next to the desired ballot(s) and click Delete Selected. 2.1.6 Mail-In Updates Updates regarding the status of mail-in voters can be found in the Mail-In Updates notification list on the Dashboard, as seen below. 2.1.6.1 UOCAVA Voters Waiting for Electronic Ballot A list of UOCAVA voters waiting for their electronic ballot for a specific election is available in the Mail-In Updates notification list on the Dashboard. Follow these steps to view the list of UOCAVA voters: 3. From the Mail-In Updates notification list on the Dashboard, click View next to UOCAVA Voters Waiting for Electronic Ballot. Chapter 2: System Dashboard Page 89 of 325

The Mail-In Ballot Updates page displays. 4. From the Select an Election drop-down menu, select the desired election. The list of UOCAVA voters waiting for an electronic ballot for the selected election displays. 5. Click View Ballot Request History next to the desired voter. Chapter 2: System Dashboard Page 90 of 325

The Mail In tab of the Voter Profile page displays. 6. See Chapter 3: Managing Mail-in Ballot Information for information on generating ballot labels. 2.1.6.2 Mail-in Voters with Voter Registration Updates Mail-in voters with updates to their voter registration are viewed through the Mail-in Voters with Voter Registration Updates component of the Mail-In Updates notification list. Follow these steps to view updates to a mail-in voter s registration: 3. From the Mail-In Updates notification list, click View next to Mail-in Voters with Voter Registration Updates. Chapter 2: System Dashboard Page 91 of 325

The list of voters with registration updates displays. 4. Click View Ballot Request History next to the desired voter. The Mail In tab of the Voter Profile page displays. Chapter 2: System Dashboard Page 92 of 325

5. See Chapter 3: Managing Mail-in Ballot Information for information on generating ballot labels. 2.1.6.3 Completed FPCA Registrants A list of voters who have submitted a Federal Postcard Application and are eligible to receive a mail-in ballot is available from the Mail-In Updates notification list. Follow these steps to view the list of eligible FPCA voters: the Mail-In Updates notification list, click View next to Completed FPCA Registrants. Chapter 2: System Dashboard Page 93 of 325

The list of eligible FPCA voters displays. Click View Ballot Request History next to the desired voter. The Mail In tab of the Voter Profile page displays. Chapter 2: System Dashboard Page 94 of 325

See Chapter 3: Managing Mail-in Ballot Information for information on generating ballot labels. 2.1.6.4 Mail-In Application Request List A list of voters who have applied for a mail-in ballot application via voter registration form is available from the Mail-In Updates notification list. Follow these steps to view the list of voters who have applied for a mail-in ballot application via voter registration form: 1. From the Mail-In Updates notification list, click View next to Mail-In Application Request List. Chapter 2: System Dashboard Page 95 of 325

The list of voters who have applied for mail-in ballots displays. 2. Click View Ballot Request History next to the desired voter. The Mail In tab of the Voter Profile page displays. 3. See Chapter 3: Managing Mail-in Ballot Information for information on generating ballot labels. 2.1.6.5 Mail-in Voters with Unreturned Ballots for Four Consecutive General Elections A list of voters issued mail-in ballots for four consecutive General elections without returning these ballots is available from the Mail-In Updates notification list on the Dashboard. These voters All General Election (AGE) request will now be cancelled, unless action is taken by the user. Follow these steps to view this list of voters with unreturned ballots: 1. From the Mail-In Updates notification list, click View next to Mail-In Voters Unreturned Ballots Four Consecutive General Elections. Chapter 2: System Dashboard Page 96 of 325

2. Choose one of the following actions: Click Extend AGE Request to extend the request for mail-in ballots and remove the voter from the list. Click View Ballot Request History next to the desired voter to display the Mail In tab of the Voter Profile page. Chapter 2: System Dashboard Page 97 of 325

3. See Chapter 3: Managing Mail-in Ballot Information for information on generating ballot labels. 2.1.6.6 Party Changes for Primary Mail-in Voters Follow these steps to update a party for primary mail-in voters: 1. From the Mail-In Updates notification list, click View next to Party Changes for Primary Mail-in Voters. Chapter 2: System Dashboard Page 98 of 325

The list of primary mail-in voters with party changes displays. 2. Click View Ballot Request History next to the desired voter. The Mail In tab of the Voter Profile page displays. 3. See Chapter 3: Managing Mail-in Ballot Information for information on generating ballot labels. Chapter 2: System Dashboard Page 99 of 325

2.1.7 Poll Worker Updates Updates regarding the status of poll workers can be found in Poll Worker Updates on the Dashboard. 2.1.7.1 Worker Unassigned from Class Poll workers requiring assignment to a training class are found and managed in the Worker Unassigned From Class component of Poll Worker Updates. Follow these steps to view and manage unassigned poll workers: 1. From Poll Worker Updates on the Dashboard, click View next to Worker Unassigned From Class. A list of poll workers displays. Chapter 2: System Dashboard Page 100 of 325

2. Choose one of the following options: To take no action and remove the poll worker from the list, click No Action. To print the list of poll workers unassigned from a training class, select the checkboxes next to the desired poll workers. i) Click Print List. Chapter 2: System Dashboard Page 101 of 325

The printer dialog displays ii) Click Print. The list prints to the selected printer. Chapter 2: System Dashboard Page 102 of 325

2.1.8 Poll Place Updates The Poll Place Updates notification list on the Dashboard allows users to assign a default municipality, ward, and district to poll places entered into the system. Follow these steps to assign a default municipality, ward, district to a poll place: 1. From the Poll Place Updates notification list on the Dashboard, click View next to No Default MWD Assignment. A list displays of all poll places without municipality, district, and ward assignments. 2. From this list, choose one of the following options: Chapter 2: System Dashboard Page 103 of 325

Click Assign. The Add Poll Place page displays. Chapter 2: System Dashboard Page 104 of 325

i) Enter required information in the Poll Place Information section, including the Address Information section. o For Address Type, select Polling Place Address from the dropdown menu. ii) Click Add in the Poll Place Information section to add the address of the poll place. A green checkmark displays and reads Valid Geocode. iii) (Optional) Enter information in the Contact Person section as desired, and click Add. iv) (Optional) Enter information in the Contacts section as desired. v) Click Add at the bottom of the page under Notes to add the poll place. A confirmation message displays to confirm the poll place has been added to the system. Chapter 2: System Dashboard Page 105 of 325

Click No Action Required. A message displays confirming the poll place was removed from the list. Chapter 2: System Dashboard Page 106 of 325

Chapter 3: Voter Module The Voter module provides information about voter registration and the voter database, along with the ability to edit voter data and initiate actions. The Voter module is accessed by clicking on the Voter tab in the left navigation panel. The sections in this chapter describe how to interact with and perform voter record processes, including the following tasks: 1. Add a voter 2. View and edit voter details 3. Print a mailing label 4. Compare and merge voter profiles 5. View a voter registration form 6. View a voter signature Chapter 3: Voter Module Page 107 of 325

3.1 Searching for a Voter Follow these steps to search for a voter: 1. From the left navigation panel, click Voter. 2. Click in the Search box. 3. Type a voter s first or last name, or partial first or last name. The list of profiles below the search box automatically updates with matching voter profiles based on the information entered. NOTES 1. To sort by Voter ID, Voter Name, or Date of Birth, click the up or down triangles next to the category name to make the results ascend or descend by that criteria. 2. To change the number of the profile results delivered during a search, click the down triangle in the Show NN entries per page and select 5, 10, 25, or 50 voter profiles per search page. 3. To move between search results pages: a. Click < to return to the previous page, and > to advance to the next page. b. Click First to return to the first results page, and click Last to go to the last results page. c. Click a number to go to that results page. Chapter 3: Voter Module Page 108 of 325

3.2 Adding a Voter Follow these steps to add a voter to the system: 1. From the left navigation panel, click Voter. 2. Search for the voter to add. If there is no match, proceed to step 3. 3. Click Add Voter in the upper-right corner of the page. The Add Voter page displays. 4. Follow office procedures for registering a new voter. Enter the information in the applicable fields on the request form. The following fields with an asterisk (*) are required: Registration Date Type of Registration NVRA Last Name First Name Date of Birth Type of Identification i. Driver s License Number ii. Social Security Number iii. Other Identification Chapter 3: Voter Module Page 109 of 325

Address Type Address Search Note: Users can search to select an address, or manually enter one into the system. Address Line One City Zip Code 5. Click Add to save the address to the voter s profile. 6. In the Previous Information section, enter the previous name and address information if applicable. 7. Continue to add the required information in the remaining fields. Note: The Voter Status field automatically populates. 8. Complete the fields in the remaining sections as applicable: a. Contact Information b. Person Providing Assistance c. Rejection/Incomplete Reasons d. Voter Information e. Signature (Scan Form and Crop Signature is available, see Chapter 9: Scanning Module for more information on scanning) f. Notes 9. In the Generate Acknowledgement Card section, choose one of the following: To generate the PDF of the voter s acknowledgement card now, click Generate now. Click Generate later to add the files to the Dashboard, where users can select to print in bulk. 10. When complete, click Add at the bottom of the page to create the voter record, or Cancel to cancel the operation. A confirmation message displays to confirm the voter has been added to the system. Chapter 3: Voter Module Page 110 of 325

3.2.1 Adding a Non-registered Mail-in Application Request Follow these steps to add a mail-in application request for a non-registered voter: 1. Click Voter in the left navigation panel. 2. Click the drop-down arrow next to Add Voter in the upper-right corner of the page, and select Add Non-Registered Mail-In Application Request. The Add Mail-In Application Request page displays. 3. Enter the information in the applicable fields on the request form. The following fields with an asterisk (*) are required as follows: Request Source Request Date Mailed Date Number of Applications Last Name First Name Address Type Chapter 3: Voter Module Page 111 of 325

Address Line One City Zip Code 4. Click Add to save the application information. 5. Choose one of the following under the Generate Request Letter heading: To generate the PDF of the request letter now, click Generate now. Click Generate later to add the files to the Dashboard, where users can select to print in bulk. 6. Click Add at the bottom of the page. 3.2.2 Adding a Non-registered Mail-in Ballot Request Follow these steps to add a mail-in ballot request for a non-registered voter: 1. Click Voter in the left navigation panel. 2. Click the drop-down arrow next to Add Voter in the upper-right corner of the page, and select Add Non-Registered Mail-In Ballot Request. The Add Mail-In Ballot Request page displays. Chapter 3: Voter Module Page 112 of 325

3. Enter the information in the applicable fields on the request form. The following fields with an asterisk (*) are required as follows: Last Name First Name Single Election Name Received Date Processed Date Form Type Voter Type Ballot Type Ballot Transmission Type Address Type Address Line One City Zip Code Application Status 4. If an assistor is required for the voter, expand the Add Assistor Information section and enter the details. 5. Choose one of the following under the Generate Request Letter heading: To generate the PDF of the request letter now, click Generate now. Click Generate later to add notifications to the Dashboard, where users can select to print in bulk. 6. Click Add at the bottom of the page. Chapter 3: Voter Module Page 113 of 325

3.2.3 Manual Geocodes Manual geocoding is available when a voter s profile is flagged with an invalid geocode. Address changes not reported to the USPS or non-residential addresses are flagged as invalid geocodes. Follow these steps to add a manual geocode address for a voter: 1. From the left navigation panel, click Voter. 2. Click Add Voter in the upper-right corner of the Voters page. The Add Voter page displays. 3. Enter all required information marked with an asterisk (*). If an address is flagged with an invalid geocode, a warning message displays. Chapter 3: Voter Module Page 114 of 325

To correct the invalid geocode, click Geocode to the right of the invalid geocode warning. The GIS map displays. 5. Click and drag the pin on the map to the proper location. 6. Click Confirm. Chapter 3: Voter Module Page 115 of 325

The geocode now displays as Valid Geocode. 7. Click Add to save the voter profile with the valid geocode. Chapter 3: Voter Module Page 116 of 325

3.2.4 Alternate Domiciles When the address of any commercial establishment is added instead of a residential address, it will be automatically marked as an Alternate Domicile address. Follow these steps to add an alternate domicile for a voter: 1. To add an alternate domicile, complete the steps in the above section, Manual Geocodes. 2. Click the checkbox next to Alternate Domicile (Non-Residential). a. 3. Click Add to save the voter profile and alternate domicile address. Chapter 3: Voter Module Page 117 of 325

3.3 Viewing the Voter Profile Users can access and view voter information from the voter profile. Follow these steps to open the voter profile: 1. Click Voter in the left navigation panel. The Voters list displays. 2. Click View in the Actions column for a specific voter. Chapter 3: Voter Module Page 118 of 325

The voter s profile displays. 3. Use the tabs on the left side of the voter profile to view voter information and perform related tasks described in this chapter. 3.4 Updating a Voter Profile Follow these steps to update a voter profile: 1. From the left navigation panel, click Voter. 2. Click in the Search box. 3. Type a voter s first or last name, or enter a partial first or last name. 4. Click View next to a voter to view that voter s profile. The voter profile displays. Chapter 3: Voter Module Page 119 of 325

5. Click Update in the upper-right corner of the page. *Sample image uses fictitious voter data The Update Voter page displays. 6. Edit information as needed. 7. In the Update Reason field, select the reason from the drop-down menu. Chapter 3: Voter Module Page 120 of 325

8. Click Update at the bottom of the Update Voters page to save changes. A message displays, confirming that the voter profile has been updated. Chapter 3: Voter Module Page 121 of 325

3.5 Navigating the Voter Profile From the voter profile, users can view and edit the following information: Voter Registration Mail In Poll Worker Election HIstory Correspondence Audit History Merged Records Document History 3.5.1 Viewing Voter Registration Information The Voter Registration page displays by default when viewing a voter profile. The page can also be accessed by clicking the Voter Registration tab on the left side of the window. 3.5.1.1 Updating Voter Registration Information Follow these steps to update voter registration information: 1. From the Voter Registration page, click Update. The Update Voters page displays. Chapter 3: Voter Module Page 122 of 325

2. Edit the voter s information as needed. 3. Click Update at the bottom of the page when complete or click Cancel to exit. 3.5.1.2 Viewing the Voter Registration Form Follow these steps to view the voter registration form: 1. Click View Registration Form in the bottom right corner of the Voter Registration page. The voter registration form displays. 2. To view the voter s signature, click Show Signature. The voter s signature displays in the Registration Form window. 3. Click Hide Signature to return to the voter registration form. 4. Click Close to close the voter registration form Chapter 3: Voter Module Page 123 of 325

3.5.2 Managing Mail In Ballot Information From the Mail In tab, a user can view or add a mail-in ballot request, generate a ballot label to issue a ballot, or access the Update Voters page. Follow these steps to manage mail-in ballot information: 1. From the voter profile, click the Mail In tab on the left side of the window. The Mail In page displays. 2. From the Mail In page, users can perform any of the following tasks, based on the ballot transmission type assigned on the mail-in ballot request: To generate a ballot label, follow these steps: i) Click Generate Ballot Label under the desired election. Note: Generating a ballot label can only be performed once, and additionally creates an Issuance History event. Chapter 3: Voter Module Page 124 of 325

ii) Select the desired election from the Choose Elections field. iii) Click Generate Label. A PDF of the ballot label displays. iv) Click the printer icon in the upper-right corner of the page. v) Click Print to print the ballot label. Chapter 3: Voter Module Page 125 of 325

To generate an email cover, follow these steps: i) Click Generate Options. ii) Select Generate Email Cover to generate a PDF of an email cover sheet. iii) Select the election from the Election Name drop-down menu. iv) Click Confirm. A PDF of the email cover sheet is generated. To send the electronic ballot to the voter, follow these steps: i) Click Generate Options. Chapter 3: Voter Module Page 126 of 325

ii) Select Send Electronic Ballot. iii) Select the election from the Election Name drop-down menu. iv) Click Confirm. The electronic ballot is sent to the voter. 3.5.2.1 Regenerating Ballot Labels, Email Covers, and Electronic Ballots If a user has already generated a ballot label, email cover, or electronic ballot to a voter, follow these steps to regenerate each on second occurrence: 1. Click the Mail In tab inside the voter profile. The Mail In page displays. 2. From the Mail In page, choose one of the following options, based on the original ballot transmission type assigned on the mail-in ballot request application: Click Regenerate Ballot Label. Click Generate Options and select one of these options: o o Regenerate Email Cover Resend Electronic Ballot Chapter 3: Voter Module Page 127 of 325

3.5.2.2 Viewing Mail-in Audit Information The Audit tab inside the voter profile displays an audit trail of voter audit events. Users can view any changes to a voter s record in a side-by-side comparison window. For details on the voter and mail-in audit information, see section 3.6.5 Viewing a Voter s Audit History. 3.5.3 Viewing Poll Worker Election History The Poll Worker tab inside the voter profile displays the voter s poll worker election history. Follow these steps to view a voter s poll worker election history: From the voter profile, click the Poll Worker tab. The Poll Worker Election History page displays. 3.5.4 Viewing a Voter s Election History The Election History tab inside the voter profile displays the voter s complete election history. To view the voter s election history: From the voter profile, click Election History. Chapter 3: Voter Module Page 128 of 325

The Election History page displays, if applicable. 3.5.5 Viewing and Updating a Voter s Correspondence History The Correspondence tab inside the voter profile displays any correspondence sent to the voter from the NJ SVRS. Follow these steps to view a voter s correspondence history: 1. From the voter profile, click the Correspondence tab. Chapter 3: Voter Module Page 129 of 325

The voter s correspondence history displays. 2. From the correspondence list, choose one of the following options: To insert correspondence history into a voter s profile, follow these steps: i) Click Insert in the upper-right corner of the voter profile to open the Insert Correspondence History window. ii) Select values for the fields in this window: Notice Types Date Changed Date Generated Response Date Confirmation Mailed Date Chapter 3: Voter Module Page 130 of 325

Memo iii) Click OK when complete. To reprint the selected correspondence, click Reprint. To update the correspondence history for the voter, follow these steps: i) Click Update next to the correspondence. The Update Correspondence History page displays. ii) Update the desired fields below as needed: o o o o o Notice Types Date Changed Date Generated Response Date Memo (optional) iii) Click OK to update the correspondence history. To delete correspondences, select the checkbox(es) to delete to and click Delete Selected. To print selected correspondences, follow these steps: i) Select the checkbox(es) for the items to print. ii) Click Print Selected. PDFs of the correspondences are generated. iii) Click the printer icon in the upper-right corner of the page.. Chapter 3: Voter Module Page 131 of 325

The Printer Dialog displays iv) Click Print. PDFs of the selected correspondences are printed. 3.5.6 Viewing a Voter s Audit or Mail-in Audit History The Audit tab inside the voter profile provides access to the following information: The Voter Audit tab lists audit events for voter updates and events. The Mail-in Audit tab lists audit events for updates to mail-in ballot requests for voters. Chapter 3: Voter Module Page 132 of 325

3.5.6.1 Voter Audit Follow these steps to access the Voter Audit list: 1. From the voter profile, click the Audit tab. The Voter Audit tab displays. 2. Click Compare next to an audit event to display a side-by-side comparison window with previous and current voter information. The Compare window displays.. 3. Click Close to close the Compare window. Chapter 3: Voter Module Page 133 of 325

3.5.6.2 Mail-in Audit Follow these steps to access the Mail-in Audit list: 1. From the voter profile, click the Audit tab. 2. Click the Mail-in Audit tab at the top of the page. 3. Click Compare next to an audit event to display a side-by-side comparison window with previous and current voter information. 4. Click Close to close the Compare window. 3.5.7 Viewing a Voter s History The History tab inside the voter profile displays a complete history of a voter profile, including changes to the following information: Name Party Residence and Mailing Address Signature Chapter 3: Voter Module Page 134 of 325

Registration Voter Status Follow these steps to view a voter s history: 1. From the voter profile, click the History tab. The voter history displays. 2. Click the desired tab along the top of the page to view corresponding voter history details. Chapter 3: Voter Module Page 135 of 325

3. Select the checkbox(es) next to the desired history item(s) and choose one of the following actions: Click Update to update a history line item. Click OK to save the update for the specified history line item. The following displays an update involving a previous name. Chapter 3: Voter Module Page 136 of 325

Click Print Selected to generate a PDF of the selected item and follow these steps: i) Click the printer icon in the upper-right corner of the page. The Printer Dialog displays. Chapter 3: Voter Module Page 137 of 325

ii) Click Print. The selected item is printed. Click Delete Selected to delete the specified history line item. A message displays, confirming that the history line item was deleted. Chapter 3: Voter Module Page 138 of 325

3.5.7.1 Inserting a History Line Item in the Voter Profile Follow these steps to insert a history line item in a voter profile, such as a residence history or mailing address history: 1. From the voter profile, click the History tab. 2. Select the type of history from the tabs along the top of the window. Options include: Voter Name History Party History Residence History Mailing Address History Signature History Registration History Voter Status History 3. Click Insert in the upper-right corner of the page. Chapter 3: Voter Module Page 139 of 325

The Insert page displays for the option selected. The example below shows the Insert Party page. 4. Complete the required fields for the history line insert being added. For example, a party change history line item includes selecting the appropriate party from the drop-down menu in the example above. 5. Click OK to save the new history line item. A message displays, confirming the addition of the new history line item. 3.5.7.2 Deleting a History Line Item in the Voter Profile Follow these steps to delete a history line item in a voter profile, such as a residence history or mailing address history: 1. From the voter profile, click the History tab. Chapter 3: Voter Module Page 140 of 325

2. Select the type of history from the tabs along the top of the window. Options include: Voter Name History Party History Residence History Mailing Address History Signature History Registration History Voter Status History 3. Select the checkbox(es) next to the history line item(s) to delete and click Delete Selected. 3.5.7.3 Updating a History Line Item in the Voter Profile Follow these steps to update a history line item in a voter profile, such as a residence history or mailing address history: 1. From the voter profile, click the History tab. 2. Select the type of history from the tabs along the top of the window. Options include: Chapter 3: Voter Module Page 141 of 325

Voter Name History Party History Residence History Mailing Address History Signature History Registration History Voter Status History 3. Click Update beside the history line item to edit. 4. Edit the fields and click OK. Chapter 3: Voter Module Page 142 of 325

3.5.8 Viewing Merged Records for a Duplicate Voter From the Voter module, users can select two voters and click Compare > Merge to merge duplicate voters. The merged records will display in the Merged Records tab. Follow these steps to view any records that have been merged for a duplicate voter: From the voter profile, click the Merged Records tab on the left side of the window. A list of merged records for the selected duplicate voter displays. Chapter 3: Voter Module Page 143 of 325

3.5.9 View a Voter s Document History The voter profile includes a Document History tab which stores all documents scanned into the system for a voter. Follow these steps to view a voter s document history: From the voter profile, click the Document History tab. A list of the voter s scanned documents displays. Chapter 3: Voter Module Page 144 of 325

3.5.10 Additional Voter Module Actions From the Voter module, users can quickly access commonly performed tasks, including the following: Transferring a voter s county Adding a mail-in ballot application request Adding a mail-in ballot request Printing a mailing label Viewing a voter registration form Viewing a voter s signature The steps in the following sections detail these commonly performed tasks. 3.5.10.1 Transferring a Voter s County Follow these steps to transfer a voter s county: 1. From the left navigation panel, click Voter. 2. In the row with the voter to transfer, in the Actions column, click Transfer County. The Transfer Voter to a New County page displays. Chapter 3: Voter Module Page 145 of 325

3. Scroll down to the Address Information section and enter the following updated information: Address Type Address Line one Address Line Two City Zip Code 4. Click Add. Chapter 3: Voter Module Page 146 of 325

5. Scroll to the bottom of the page and click Update. 3.5.10.2 Adding a Mail-In Application Request for a Registered Voter Follow these steps to add a mail-in application request for a registered voter: 1. From the left navigation panel, click Voter. 2. Click More > Add Mail-In Application Request in the row for the applicable voter. Chapter 3: Voter Module Page 147 of 325

The Add Mail-In Application Request page displays. 3. Ensure the Request Details fields below are filled out to completion: Request Source Request Date Mailed Date Number of Applications 4. Confirm the Address Information fields below are filled out to completion: Address Type Address Line One Address Line Two City Zip Code 5. Click Add. Chapter 3: Voter Module Page 148 of 325

6. Click Add at the bottom of the page. A message displays, confirming that the mail-in application request has been added to Chapter 3: Voter Module Page 149 of 325

the system. 3.5.10.3 Adding a Mail-In Ballot Request for a Registered Voter Follow these steps to add a mail-in ballot request for a registered voter: 1. From the left navigation panel, click Voter. 2. In the Actions column, click More > Add Mail-In Ballot Request in the row for the applicable voter. The Add Mail-In Request page displays. 3. Complete the required information in the Request Type, Request Details, and Mailing Address Information fields. Chapter 3: Voter Module Page 150 of 325

4. The status of Accepted is defaulted from the Application Status drop-down menu. 5. Click Add to add the mail-in ballot request. Chapter 3: Voter Module Page 151 of 325

3.5.10.4 Printing a Mailing Label Follow these steps to print a voter s mailing label: 1. From the left navigation panel, click Voter. 2. In the Actions column, click More > Print Mailing Label. The PDF of the voter s mailing label is generated. 3. To print the mailing label, click the printer icon in the upper-right corner. The printer dialog displays. Chapter 3: Voter Module Page 152 of 325

4. Click Print. The PDF of the mailing label is printed. This label contains the voter s name, address, ID, and barcode. 3.5.10.5 Viewing a Voter Registration Form Follow these steps to view a voter registration form for a selected voter: 1. From the left navigation panel, click Voter. 2. In the Actions column, click More > View VR Form. The original voter registration form that was scanned into the system displays in the Registration Form window. Chapter 3: Voter Module Page 153 of 325

3. From the voter registration form, choose one of the following actions: a. Click Close to close the voter registration form. b. Click Show Signature to display the voter s signature. 3.5.10.6 Viewing a Voter s Signature Follow these steps to view a voter s signature: 1. From the left navigation panel, click Voter. 2. In the Actions column, click More > View Signature. The Signature window display the voter s signature. Chapter 3: Voter Module Page 154 of 325

3. Click Close to close the Signature window. Chapter 3: Voter Module Page 155 of 325

3.6 Voter Print Options NJ SVRS supports the printing of cards, letters, and labels from a printer on any paper size or weight supported by the printer. Users can select Print Options in the voter profile when logged in as a county user to print the following items, which are detailed in this section: Labels Party acknowledgement letters Verification cards Confirmation cards Dual residence letters Acknowledgement cards Chapter 3: Voter Module Page 156 of 325

3.6.1 Printing Labels Follow these steps to print labels from the voter profile: 1. In the voter profile, click the Voter Registration tab. 2. Click Print Options in the upper-right corner of the Voter Registration page. Chapter 3: Voter Module Page 157 of 325

Select Print Label from the menu. 3. The Print Label Options window displays. 4. Choose one of the following: Chapter 3: Voter Module Page 158 of 325

For mailing labels, select Mailing Label and follow these steps: i) Choose one of the following: o o o o To print the voter s current address, click Default Address. To print the voter s previous address, click Previous County Residential Address. To print the voter s residential address, click Residential Address. (Optional) To exclude municipality, ward, or district from the label, select the Exclude MWD checkbox. ii) Click Print to print the mailing label. The PDF of the label displays. iii) Click the printer icon in the upper-right corner of the page to print the label. The printer dialog displays. iv) Click Print. Chapter 3: Voter Module Page 159 of 325

For envelope labels, select Envelope and follow these steps: i) From the Envelope Size menu, select the desired envelope size. ii) (Optional) Click the checkbox next to Exclude Barcode to omit the voter s barcode from the envelope label. iii) Click Print to generate the PDF of the envelope label. The PDF of the envelope label displays. Chapter 3: Voter Module Page 160 of 325

iv) Click the printer icon in the upper-right corner of the page to print the label. The printer dialog displays. v) Click Print. Chapter 3: Voter Module Page 161 of 325

3.6.2 Printing Party Acknowledgement Letters Party acknowledgement letters notify voters of the receipt of their party declaration and state that their party has been updated. Follow these steps to print party acknowledgement letters from the voter profile: 1. In the voter profile, click the Voter Registration tab. 2. Click Print Options in the upper-right corner of the Voter Registration page. Chapter 3: Voter Module Page 162 of 325

3. Select Party Acknowledgement Letter from the menu. A Generate Letter box displays with options to generate the letter now, later, or cancel the action. 4. Choose one of the following: Click Generate now to generate a PDF of the letter, which displays in the view window. Chapter 3: Voter Module Page 163 of 325

Click Generate later to add the files to the Dashboard, where users can print in bulk. 5. Click the printer icon in the upper-right corner of the page to print the letter. 6. Click Print. Chapter 3: Voter Module Page 164 of 325

3.6.3 Printing Verification Cards Follow these steps to print verification cards from the voter profile: 1. In the voter profile, click the Voter Registration tab. 2. Click Print Options in the upper-right corner of the Voter Registration page. Chapter 3: Voter Module Page 165 of 325

3. Select Verification Card from the drop-down menu. The Generate Cards window displays. 4. Choose one of the following: To generate the PDF of the card now, click Generate now. Click Generate later to add the files to the Dashboard, where users can print in bulk. 3.6.4 Printing Confirmation Cards Follow these steps to print a confirmation card from the voter profile: 1. In the voter profile, click the Voter Registration tab. Chapter 3: Voter Module Page 166 of 325

2. Click Print Options in the upper-right corner of the Voter Registration page. 3. Select Confirmation Card from the menu. Chapter 3: Voter Module Page 167 of 325

The Generate Cards window displays. 4. Choose one of the following: Click Generate now to generate the PDF of the card now. Click Generate later to add the files to the Dashboard, where users can print in bulk. 3.6.5 Printing Dual Residence Letters A dual residence letter is sent to specific voters asking them to complete the dual residency form to ensure their voting record is accurate. Follow these steps to print dual residence letters from the voter profile: 1. From the voter profile, click the Voter Registration tab. 2. Click Print Options in the upper-right corner of the Voter Registration page. Chapter 3: Voter Module Page 168 of 325

3. Select Dual Residence Letter from the menu. The dual residence letter displays. 4. Click the printer icon in the upper right corner of the view window. The printer dialog displays. 5. Click Print. Chapter 3: Voter Module Page 169 of 325

3.6.6 Printing Acknowledgement Cards Follow these steps to print an acknowledgement card from the voter profile: 1. In the voter profile, click the Voter Registration tab. 2. Click Print Options in the upper-right corner of the Voter Registration page. 3. Select Acknowledgement Card from the drop-down menu. Chapter 3: Voter Module Page 170 of 325

The Generate Cards window displays. 4. Choose one of the following: Click Generate now to generate the PDF of the card now. Click Generate later to add the files to the Dashboard, where users can print in bulk. 3.6.7 Bulk Printing Follow these steps to print letters or cards in bulk: 1. From the left navigation panel, click Dashboard. Refer to Chapter 2: System Dashboard Activities, for details about information and actions available from the Dashboard. 2. Click View next to Card Updates from Letters and Cards. Chapter 3: Voter Module Page 171 of 325

The Letter and Cards page displays. 3. Select the checkbox for each voter for which to prepare cards. Chapter 3: Voter Module Page 172 of 325

*Sample image uses fictitious voter data 4. (Optional) Click Advanced Filters to filter the list of voters in the display and follow these steps: i) Select the desired checkboxes to specify filter criteria, including the type of document (card) to be printed. Chapter 3: Voter Module Page 173 of 325

ii) Click Apply A filtered voter list displays. 5. From the updated, filtered voter list, select the desired checkboxes next to the desired voters, or select the checkbox under Select to select all voters in the filtered list. Chapter 3: Voter Module Page 174 of 325

6. Click Print Selected at the bottom of the page. A message displays to confirm that a PDF of the print file was successfully generated. 7. Ensure that the card stock is correctly positioned in the target printer. 8. Click Confirm. The card prints to the default printer selected. For multiple cards, users can select to print to a CSV or XLSX file for processing by a third-party print vendor. Sample: Print Layout for Bulk Card Stock Mailings* *Sample image uses fictitious voter data Chapter 3: Voter Module Page 175 of 325

Sample Excel Print File for Third Party Vendor *Sample image uses fictitious voter data Sample CSV Print File for Third Party Vendor *Sample image uses fictitious voter data Chapter 3: Voter Module Page 176 of 325

Chapter 4: The Candidates Module The Candidates module provides the ability to add, view, update, and delete candidate profile information and view public questions. NJ SVRS Candidates Module The following sections describe how to add and view election candidate profiles. Use the steps in these sections to perform a number of actions and functions including: Search for candidates Add or delete candidate profiles View and edit candidate details 4.1 Searching for a Candidate Profile Follow these steps to search for a candidate profile: 1. From the left navigation panel, click Candidates/Questions > Candidates. Chapter 4: Candidates Module Page 177 of 325

The Candidates list displays. 2. Click the cursor in the Search box. 3. Type a candidate s first or last name or enter a partial first or last name. Chapter 4: Candidates Module Page 178 of 325

The list of profiles below the Search box automatically updates with matching candidate profiles based on the information entered. NOTES To sort by candidate ID or candidate name, click the up or down triangles next to the category name to make the results ascend or descend. To change the number of the candidate profile results delivered during a search, click the down triangle in the Show NN entries per page to display options for 5, 10, 25, or 50 candidate profiles per search page. To move between search results pages: Click < to return to the previous page, and > to advance to the next page. Click First to return to the first results page, and click Last to go to the last results page. Click a number to go to that page s results. 4.2 Viewing a Candidate Profile Users can access and view candidate information from the candidate profile. Follow these steps to open the candidate profile: 1. From the left navigation panel on the Dashboard, click Candidates/Questions > Candidates. Chapter 4: Candidates Module Page 179 of 325

The Candidates list displays. 2. Click View in the Actions column for a specific candidate. Chapter 4: Candidates Module Page 180 of 325

The candidate profile displays. 4.3 Adding a Candidate Profile Follow these steps to add a candidate profile: 1. From the left navigation panel, click Candidates/Questions > Candidates. Chapter 4: Candidates Module Page 181 of 325

The Candidates list displays. 2. Click Add Candidate in the upper-right corner. Chapter 4: Candidates Module Page 182 of 325

The Add Candidate page displays the following information. Fields with asterisks are required. Candidate Registration Bracket Candidate Address Information Upcoming Election and Office Information o MWD Selector (provides filters for selecting counties, municipalities, wards, and districts) Contact Information Petition Chapter 4: Candidates Module Page 183 of 325

3. Follow office procedures for registering a new candidate by entering the required information in the fields below: Last Name First Name Gender Political Party Address Type Address Line One City Zip Code 4. Click Add to save the address to the candidate s profile. 5. Continue to add the required information in the remaining sections. 6. When the information is complete, choose one of the following: Click Add to add the new candidate. Click Cancel to cancel the operation. 4.4 Updating a Candidate Profile Follow these steps to update a candidate profile: 1. From the left navigation panel, click Candidates/Questions > Candidates. Chapter 4: Candidates Module Page 184 of 325

The Candidates list displays. 2. In the Actions column, click Update to display the Edit Candidate page. Fields with asterisks are required. Chapter 4: Candidates Module Page 185 of 325

Candidate Registration Bracket Candidate Address Information Upcoming Election and Office Information MWD Selector Contact Information Petition 3. Follow office procedures for updating a candidate by editing information in the fields below. Last Name First Name Gender Political Party Address Type Address Line One City Zip Code 4. Click Add to save the edited address to the candidate s profile. 5. Continue to add the required information in the remaining sections. Chapter 4: Candidates Module Page 186 of 325

6. When the information is complete, choose one of the following: Click Update to save the new information. Click Cancel to cancel the operation. 4.5 Deleting a Candidate Profile Follow these steps to delete a candidate profile: 1. From the left navigation panel, click Candidates/Questions > Candidates. The Candidates list displays. Chapter 4: Candidates Module Page 187 of 325

2. In the Actions column, click Delete. 3. A message displays to confirm the candidate was deleted. Chapter 4: Candidates Module Page 188 of 325