Moderator Training Guide

Town of Swansea — Electronic Meeting Vote System

Contents

  1. Sign in to the Moderator Dashboard
  2. Create a New Meeting
  3. The Control Panel
  4. Add Vote Articles (manually)
  5. Import the Town Warrant (AI)
  6. Open Meeting Settings
  7. Generate Voter Passes
  8. Print the Voter Passes
  9. Open a Vote
  10. Close a Vote & View Results
1

Sign In to the Moderator Dashboard

Navigate to swansea-vote.vercel.app/moderator in your browser. You will be presented with the sign-in screen below.

Moderator login screen

Enter the moderator password and click Sign In. Once authenticated, you will be taken to the dashboard automatically.

Tip: Your session is saved in the browser. You will not need to sign in again unless you clear your browser data or sign out manually.
2

The Moderator Dashboard

After signing in you land on the dashboard. All past and upcoming meetings are listed on the left. The New Meeting form is on the right.

Moderator dashboard

Each meeting in the list shows its title, date, room code, and current status (Active or Closed). Click any meeting to open its control panel.

3

Create a New Meeting

In the New Meeting section, enter the meeting title and date, then click Create Meeting. A unique room code is generated automatically — you do not need to choose one.

Create meeting form filled in
Tip: Use the official meeting name exactly as it appears on the warrant (e.g. Annual Town Meeting 2026) so it prints correctly on voter passes and reports.
4

The Control Panel

After creating a meeting you are taken straight to its control panel. The room code appears in gold in the top-right corner. The attendee count updates live as voters join.

Control panel — empty

Use Add Vote Item to enter articles one at a time, or use the Import Town Meeting Warrant section below it to upload the warrant PDF and have AI extract all articles automatically — see Step 4b.

Control panel with one article added

Each article starts in Pending status. You control exactly when voting opens and closes — nothing happens automatically.

4b

Import the Town Warrant with AI

Instead of adding articles one by one, you can upload the official warrant PDF and let the AI extract every article automatically. Click the Choose warrant PDF upload area and select the warrant file from your computer.

Control panel showing the warrant upload area

Once selected, the file uploads and the AI begins reading the warrant. You will see a processing indicator while it works — this typically takes 20–40 seconds depending on the length of the warrant.

Warrant upload processing

When complete, all articles are added to the Vote Items list automatically, formatted with article numbers and full question text pulled directly from the warrant.

All warrant articles imported and listed as vote items
Tip: Review the imported articles before the meeting. The AI reads the warrant faithfully but you can manually edit or reorder items if anything needs adjusting.
Note: This uses AI to read the PDF — it works best with standard warrant PDFs. Scanned image PDFs may produce less accurate results.
5

Open Meeting Settings

Click Meeting Settings (the gear section at the top of the control panel) to expand the settings panel. This is where you configure voter passes and geofencing.

Meeting settings panel open
6

Generate Voter Passes

In the Voter Passes section, enter the number of passes you need and click Generate Passes. Generate at least as many passes as registered voters expected to attend — extras can be left unused.

100 voter passes generated

Once passes are generated, voter token enforcement is active. This means:

  • The room code alone is not enough to vote
  • Every attendee must scan their own unique QR pass to join
  • Each pass can only be claimed on one device — it cannot be shared
Important: Generate passes before the meeting day so they can be printed and prepared at the check-in table.
7

Print the Voter Passes

Click the Print button next to the pass count. This opens the print page showing all generated passes — one QR code per pass, formatted for cutting and distribution.

Voter passes print page

At check-in, verify each attendee against the registered voter roll, then hand them one printed pass. They scan it with their phone camera to join the meeting and vote.

How the QR code works: Each QR code contains a unique token linked to this meeting in the database. When an attendee scans it, the system validates the token, records which device claimed it, and grants that device the ability to vote. No other device can use that same pass.
8

Open a Vote

When you are ready to call a vote on an article, click Open Vote next to that article. The vote goes live instantly — all attendees who have joined will see the YES / NO / ABSTAIN buttons appear on their phones.

Vote open — article showing OPEN status with live tally

The live tally updates in real time on the control panel as votes come in. You can see YES, NO, and ABSTAIN counts and the total number of votes cast.

Only one vote can be open at a time. Opening a new vote while one is already open is not permitted — close the current vote first.
9

Close a Vote & View Results

When you are satisfied voting is complete, click Close Vote. The article moves to Closed status and the final tally is locked.

Vote closed with final tally

The outcome — Passed, Failed, or Tie — is calculated automatically based on YES vs NO (abstentions do not count toward the outcome).

  • A closed vote can be reopened if needed using the Reopen button
  • After the meeting, use the Export CSV option from the More menu for the official record
  • The Display page (accessible from the More menu) can be projected on screen so the room sees live results
Closing the meeting: When all articles are complete, click Close Meeting in the top-right header. This prevents any further voting and marks the meeting as closed in the system.
10

Meeting Results & Official Report

After closing the meeting, two views give you a full picture of the results — a live Results page with colorful charts and a printable Official Report with the complete tally for the record.

Live Results Dashboard

Access the Results page from the moderator panel's More menu, or share the direct link with attendees after the meeting. Every article is shown side-by-side with a bar chart and pie chart breakdown.

Live results dashboard showing bar charts and pie charts for each article

The Results page displays each article's YES / NO / ABSTAIN tally with color-coded bar charts and pie charts. Green = YES, Red = NO, Amber = Abstain. Passed articles show a green PASSES badge; failed articles show a red FAILS badge.

Official Meeting Report

The Official Report is a clean, printable document designed for town records. It includes the meeting summary, total voter participation count, and a detailed breakdown of every article with percentage bars. Use Print / Save PDF to create the official record.

Official meeting report with participation summary and article tallies

The Official Report shows total participation (unique devices that cast at least one vote), a summary of how many articles passed, failed, or tied, and a detailed per-article tally with progress bars for each choice.

  • The Download CSV button exports the full vote record for use in spreadsheets or archival
  • The participation count reflects unique devices — a voter who voted on three articles counts as one participant
  • The Results page can be projected on a screen in the hall so the room sees the outcome in real time
  • All data is stored in the Town's own database and remains accessible after the meeting closes
For the official record: Use Print / Save PDF on the Official Report page immediately after closing the meeting. This creates a timestamped PDF showing the room code, export time, and final tally for every article — suitable for filing with the Town Clerk.