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- Election Management
- Process
- Service setup
Service setup
Agree organization and service rules before opening cases.
Step by step
-
Define Service Administrator
Choose the responsible organization and active service.
- Choose the responsible organization and active service
- Updates Organizations, Public services
-
Assign Case Officer
Name eligible case owners.
- Name eligible case owners
- Updates People, Cases
-
Map Service Administrator
Review source-to-target field rules.
- Review source-to-target field rules
- Updates Source mappings, Public services
-
Rehearse Authorized Reviewer
Test the first case and independent decision.
- Test the first case and independent decision
- Updates Cases, Decisions, State history
Who does what
Roles and permissions- Case Officer
- Prepares and follows up; Authorized Reviewer makes independent decisions; Service Administrator maintains service definitions; Read Only Analyst reviews the resulting record.
Set up Election Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.