Use Election Management

The Election Management solution delivers a set of capabilities that help you report wait times and request assistance at voting centers and polling places, dispatch field staff to respond to requests, monitor the performance of voting locations, and gauge the satisfaction of voters on Election Day.

In this topic, you’ll learn how to use the solution by assuming the role of a user and performing the workflows below.

Note:

Use your organization's data or configured apps to follow these workflows.

Report wait times

You will first assume the role of an Election Day poll worker tasked with reporting voter wait times at a regular interval throughout the day.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Election Management solution.
2. View the Election Assistant app.
3. Select a voting location from the list.

   Note:

   You can also select a voting location using the map.

4. Click the Report wait time button.
5. In the Election Wait Times form, enter and submit a wait time in minutes.
6. Return to the Election Assistant app.

Request assistance

Election officials, in communities large and small, respond to Election Day issues and requests from polling places and voting centers. Issues with computer hardware, facilities, or supplies (for example, ballots, pens, and pencils) are reported by poll workers, triaged by central election office staff, and resolved by field workers. You will assume the role of an Election Day poll worker requesting assistance.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Election Management solution.
2. View the Election Assistant app.
3. Select a voting location from the list.

   Note:

   You can also select a voting location using the map.

4. Click the Request assistance button.
5. In the Election Requests form, do the following:
   • In the Request Type section, choose Election Supplies.
   • In the How critical is your request section, click the drop-down arrow and choose Critical.
   • Add additional details such as Additional ballots needed in the Provide additional details text box.

     Note:

     To help the election office understand the request, you can attach images.

6. Click Submit.

Manage election requests

As requests for assistance are submitted by poll workers, election staff review requests and assign field staff to resolve the request. Now, you will assume the role of a dispatcher who needs to assign field open requests to field staff.

1. In a browser, sign in to your ArcGIS organization and click the Apps button in the header of the site.
2. From the app launcher, click ArcGIS Workforce to open the app.
3. Under Projects, click Election Manager to open the project.

   Tip:

   When implementing the Election Management solution in your organization, add election staff responsible for resolving election requests in the field to the Election Manager ArcGIS Workforce project with a Mobile Worker role. You can add users and assign roles in the configuration settings of the project. To access configuration settings, hover over Election Management project and click Configure. Click the Users tab. For the purposes of this exercise, ensure your named user account is assigned as a dispatcher and as a mobile worker. Click My Projects tab to return to your projects.

4. In assignments list, click on assignment type header or an election request on the map.
5. Review the request details, click Assign drop-down arrow and choose a field worker to resolve the issue.
6. Click the Assignments back button to return to the assignments list.

Resolve election requests in the field

You will now assume the role of a field worker on Election Day. As a field worker, you are responsible for responding to and resolving requests submitted by poll workers. Using the Election Manager Workforce project, you will review and update the status of your assignments.

1. Download Workforce for ArcGIS app onto your mobile device.
2. Open the Workforce for ArcGIS app and sign in to your ArcGIS organization.
3. Tap the Election Manager project.
4. Select an assignment by tapping on it in the To Do list.
5. Tap Start.
6. Add notes or attachments to the assignment as needed.
7. Tap Finish to complete the assignment.

Gauge voter satisfaction

You will now assume the role of a voter who wants to help improve the voting experience for the next election by providing feedback on your voting experience.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Election Management solution.
2. View the Voter Satisfaction Survey.
3. Click Yes to indicate you did vote in the most recent election.
4. Complete the remaining questions in the survey and click Submit.

Monitor performance

You will now assume the role of a clerk or election official. As an election official, you want to know how Election Day is functioning throughout the community by monitoring requests, wait times, and voter satisfaction.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Election Management solution.
2. View the Election Performance Dashboard app.
3. On the Overview tab, review the high-level metrics.
4. Click the Requests tab on the bottom of the dashboard.
5. Click the graphs to explore the active and resolved requests.
6. Click a request in the Requests list to review additional information about a request.
7. Click the Wait Times tab on the bottom of the dashboard.
8. Review the Average Wait by Hour graph noting wait time trends throughout Election Day.
9. Click the Survey Results tab on the bottom of the dashboard.
10. Explore the survey responses.
11. Click a survey in the Completed Surveys list to see additional details.