Add New Or Modify Campaigns

Campaigns are needed for the software to calculate cumulatives properly. Campaigns are created by PACs, Political Party and Ballot Question Committees. To create a new campaign please follow the steps below (Not applicable to the Candidate Software Module):

Before Creating the Campaign

1. Under the View menu select the Names tab. Select the New Item icon on the toolbar or right click and choose New to enter a new name.
2. Create a name record for the Candidate Committee showing the full name of the committee. Be sure to select Candidate Committee as the type. Add the committee’s complete address information. Note: If this is for a Ballot Proposal select Ballot Question Committee as the type.
3. Create a separate name record with the Candidate’s first and last name. The type must be identified as Candidate in the drop down menu in order for it to show up in the Campaign drop down menu. Note: If this is for a Ballot Proposal add the name of the Proposal and select Ballot Proposal as the type.
4. An election cycle for the committee must be created. To do so, open the Elections Cycle tab under the View menu and add a new election cycle if one has not already been created. Please see the Elections Cycles chart to determine the correct dates.

Creating Campaign

1. Under the View menu select the Campaigns tab. Select the New Item icon on the toolbar or right click and choose New to enter a new campaign.
2. Select the appropriate radio button to indicate if you are completing the information for a Candidate or a Ballot Proposal. (See examples of the screen below)
3. Please note the Candidate’s name or Ballot Proposal must be identified properly in the Names tab to complete a campaign record. (i.e. Smith, Joe must have candidate as his type).
4. Select the required name and continue to add the necessary information.

Independent and Political PAC/Political Party View

Ballot Question View

Attaching Campaign to Expenditure

1. Once the campaign has been created, enter the expenditure by selecting the Summary Page & Data Entry tab.
2. Select the Committee’s Name in which the expenditure is being made. Enter the date, amount and description of the expense.
3. Select the appropriate Candidate’s name from the Campaign drop down list. (See example of the screen below)
4. Select OK to accept your entry.

Amending A Campaign Statement to add a Campaign

1. Amend the Campaign Statement by opening the Reports tab, right click on the Campaign Statement and select Amend.
2. Complete Steps 1–3 in Before creating Campaign above if the Committee and Candidate names have not been created.
3. If the names have been created and properly identified go to Step 1 in Creating Campaign.
4. Under the View menu selection select the Elections Cycle tab and add a new election cycle if one has not already been created.
5. Select the appropriate Candidate’s name from the Campaign drop down list. (See example of the screen below)
6. Select OK to accept your entry.
7. Close and Upload the amended Campaign Statement.

Functions

• Select Ok to save the entry and close out of the window.
• Select Cancel to close out of the window.

Additional Features

• To Modify a campaign record right click on the record and choose modify as shown below.
• To Delete an existing record right click and choose delete. Please note if the campaign is associated with a report the system will not allow this record to be deleted.