PRESENTS 
vTools Voting: 
Creating a Ballot - 
Instructions for 
volunteers on 
managing a ballot and 
running an election 
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Table of Contents 
Logging In 
Ballot Dashboard 
Choosing a Template 
Filling out the Ballot 
Candidate Information 
Load an Image for the Candidate 
Load and Save Candidate Image 
Add more Candidates for Each Position 
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Table of Contents 
Delete a Position 
Edit a Position on the Ballot 
Allow “Write-in Candidate” for Each Position 
Add a Voter List 
Preview the Ballot 
Activate the Ballot 
The Activated Ballot 
E-mail Voters of the Ballot 
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Table of Contents 
E-mail Log 
Change the Election End Date 
View Election Results 
Enter paper ballot votes 
Logging Out 
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Logging in 
Navigate to https://voting.vtools.ieee.org 
Use you IEEE web account to 
log in.  Navigate to 
http://www.ieee.org/web/ac
counts to learn more about 
the IEEE web accounts. 
The Voting system uses SSL 
encryption to ensure that the 
data is transferred in a 
secured manner. 
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Logging in – cont’d. 
Use your IEEE web account credentials to login. If you do not recall your username or 
password, or need to create an account, visit the account portal at 
http://www.ieee.org/web/accounts  
Please note that only volunteers who are listed on the section roster will have access to the 
creating and editing of meetings.  This ensures that only authorized IEEE members can edit 
meeting data.  Use the reporting form located at 
http://officers.vtools.ieee.org/ 
to report new 
volunteers. 
After entering your credentials, hit the “Log In” button. 
Logging in – cont’d. 
Select option to manage your ballots. 
Please remember that only volunteers who are listed on the section 
volunteer roster will be able to manage ballots. 
Ballot Dashboard 
In order to create a ballot, 
you must select an 
organization that will hold 
the election. 
You have an option to create 
a ballot from a template that 
has pre-defined officer 
positions.  Using a template 
is not required. 
The Ballot Dashboard shows all of the ballots that you 
have created including: Active, Saved (Drafts), and Past 
Ballots. 
Choose a Template 
Select a template you would 
like to use, from the list.    
In this example, we are 
using the “Chair, Vice-Chair, 
Secr/Treas” template. 
Then, click “Create.” 
Filling out the Ballot 
Name of the ballot.  This will 
be shown to the voters. 
You can select your local time 
zone. 
Start and End dates of when 
the voters can log in and 
vote. 
The formatting bar should be used to style your 
voter instructions. 
Copy/Pasting from Microsoft Word may 
unintentionally increase your character count due 
to hidden tags. Also note the 2000 character limit.     
Now scroll down. 
10 
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