Configure Election Management

In this topic, you will learn how to configure the Election Management solution to meet specific needs in your organization.

Manage election data

You will assume the role of a mapping technician responsible for maintaining an inventory of electoral districts, voting locations, and voting precincts. The Election Data Management ArcGIS Pro project includes a series of tasks to help guide your through these workflows.

Getting started

  1. Sign in to your ArcGIS organization and browse to the Election Data Management Desktop Application Template.
  2. Open the item page, click Download.
  3. Unzip and open the Election Data Management ArcGIS Pro project.
  4. On the View tab, in the Windows group, click Catalog Pane.
  5. In the Catalog pane, expand the Tasks folder, and double-click on the Election Data Management task item.
  6. In the Task pane, click on the Getting Started task group to expand the collection of tasks.

Election Data Management is used to load, create, and edit foundational election data used in Election solutions like My Elected Representative, Election Polling Places, and Election Manager. The solution uses three foundational datasets:

  • Voting Locations
  • Voting Precincts
  • Electoral Districts

Voting Locations contains facilities where voters can cast ballots and is defined by a point layer. They can be either polling places or voting centers, depending on your community's needs. Voting centers can be modified to allow early voting.

Voting Precincts contains areas that define your community's precincts and is defined by a polygon layer. They are related to voting locations by a unique ID and define the unique polling place where voters in a precinct should cast ballots.

Electoral Districts contains geographies that define an elected office's area of representation and is defined by a polygon layer. For example, a mayor's Electoral District would be the municipal boundary. Key attributes are used in My Elected Representative solution.

Before proceeding to subsequent tasks, follow the instructions in the Add election geography layer task to add the ElectionGeogrophy feature layer deployed with the solution.

Load existing election data

Your election agency may have existing polling place, voting center, voting precinct, or electoral district data which can be loaded into the ElectionGeography feature layer.

Voting Locations are designated as either Polling Places or Voting Centers using the Voting Facility Type field. Both Voting Centers and Polling Places utilize a standard for operational days and hours utilized in the Voting Centers and Election Polling Places apps included with the Election Outreach solution. To load existing voting location existing data, designate the type, and format the operation days and hours follow the instructions in the Polling places and Voting centers tasks.

The polling precinct’s relationship with a polling place is defined by populating the Polling Place ID field with the GlobalID from the corresponding polling place. Establishing this relationship allows the Election Polling Places app include with the Election Outreach solution to display the appropriate polling place when a user searches by address or defines a location on the map. Follow the instructions in the Polling precincts task to load existing data and establish the relationship.

Follow the instructions in the Load electoral district to load existing data.

Create new election data

You may need to create new election data if existing data is not available. Follow the instructions in the under the Create new election data task group to create new voting locations, voting precincts, or electoral districts.

Note:

Map layers must be visible to create new data.

Prepare for next election

Election data changes over time as new voting locations are established, precincts modified, and election cycles are completed. Key fields such as the next election date need to be updated to maintain election data accuracy and ensure public facing apps included with the Election Outreach solution display the correct information. Use the Next election date and Early voting data tasks to update key data fields as an election cycles are completed. Use the Modify voting locations, Modify precincts, and Modify electoral districts tasks to edit your election data.

Modify election request types

When poll workers create requests using Election Assistant and the Election Requests form, requests are automatically created as assignments in the corresponding Election Manager Workforce project. Using Election Manager, dispatchers can assign requests to field rovers. Follow the steps below to add additional request types to the Election Requests ArcGIS Survey123 form then add the same request types to the Election Manager Workforce project.

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign into your ArcGIS organization.
  3. Click on Election Requests to download the survey.
  4. In the Download window, click Download and then click OK.
  5. Click on Election Requests again to open the survey.
  6. In the XLSForm Modified window, click Yes.
  7. On the toolbar on the side, click Open XLSForm Spreadsheet.
  8. In the Microsoft Excel spreadsheet, click the choices tab. This tab comprises all the selectable options for survey questions.
  9. Update the name and label of the ASSIGN_TYPE with additional request categories such as Sanitation Supplies. Add additional Election Request types as needed.
    Note:

    Each ASSIGN_TYPE entry has a coded domain value listed in the name column. Increment new request types by 1, ensuring each entry is unique.

  10. Save the Microsoft Excel spreadsheet and preview your changes in Survey123 Connect.
  11. In Survey123 Connect, click Publish on the toolbar on the side to publish your changes to the Election Requests form.

Update assignment types

Occasionally a dispatcher may need to create an assignment directly without a request from a poll worker. To do that, optionally add the newly defined request types defined above into the Election Manager project.

  1. Sign into your ArcGIS Organization and browse to Assignments feature layer.
  2. Open the item details page.
  3. Click the Data tab to open the attribute table.
  4. Click Fields.
  5. In the list of fields, click Assignment Type.
  6. Click Edit next to on List of Values (Domain).
  7. Add the request types created above in the Election Requests form, be sure to match both the label and the code you set in the survey.
  8. Click Save.

Update voter satisfaction survey

The Voter Satisfaction Survey allows you to solicit feedback from voters to help you gauge voter sentiment during an ongoing election. In some cases, you may want to add, or remove, questions from the survey.

  1. Install ArcGIS Survey123 Connect.
  2. Start ArcGIS Survey123 Connect and sign into your ArcGIS organization.
  3. Click on Voter Satisfaction Survey to download the survey.
  4. In the Download window, click Download and then click OK.
  5. Click on Voter Satisfaction Survey again to open the survey.
  6. In the XLSForm Modified window, click Yes.
  7. On the toolbar on the side, click Open XLSForm Spreadsheet.
  8. In the Microsoft Excel spreadsheet, click on the choices tab. This tab comprises all the selectable options for survey questions.
  9. Click the survey tab.

    This tab comprises all the questions in the survey.

  10. Revise the survey to reflect your needs.
  11. Save the Microsoft Excel spreadsheet and preview your changes in Survey123 Connect.
  12. In Survey123 Connect, click Publish on the toolbar on the side to publish your changes.

Create Election Assistant direct URLs

Election Assistant is accessed through a URL in a web browser. To report a wait time or request assistance, election workers then use either the map or list to select their assigned polling place or voting center. Organizations that have many voting locations may want to provide poll workers a direct URL to the Election Assistant application. A web browser URL parameter can be used to help poll workers by opening the Election Assistant app with the proper voting location already selected.

By adding a facilityid parameter to the application URL Election Assistant will select the location without user interaction. Ensure each voting location has a unique identifier in the facilityid field in the ElectionGeography feature layer. For example, by adding &facilityid=89 to the application URL, Election Assistant will select facility ID number 89. The full URL would similar to this:

https://myorganization.maps.arcgis.com/apps/CrowdsourcePolling/index.html?appid=449f9c890c584c9395a393ad5a541bc6&facilityid=89