2.  Getting Started

    This chapter outlines all of the steps necessary to install Campaign Craftware⦣132;⠡nd set up a committee.

    You must have at least 5 MB (5,120,000 bytes) of free hard disk space to load and run Campaign Craftware.

    You⦣128;™ll need the Campaign Craftware disks and the registration information sheet to complete the installation. You⦣128;™ll be asked to provide the following information: candidate⦣128;™s name/address/phone, election dates, committee ID number, committee name/address/phone, treasurer⦣128;™s name/address/phone, applicable contribution limits (federal election limits are already included in Craftware), and committee checking account info.

  1. 2.1 Installation
  2. Insert program Disk 1 into the floppy drive that matches the size of the install disks sent to you by Statecraft, Inc. Change to that drive by typing A: or B: at the DOS prompt (>) and pressing ENTER.

    Type INSTALL and press ENTER. After several seconds the following screen displays:

    PLEASE CHOOSE YOUR INSTALLATION DIRECTORY

    (USE A FIXED DRIVE)

     

    You'll need 4000000 bytes of available space for fixed drive installation.

    [C:\CRAFT ]

     

     

    Installation Directory Choice Screen

    We recommend that you press ENTER to accept the default drive (C:) and directory name (\CRAFT). If you elect to type over the defaults to enter a drive and directory of your choice, take this opportunity to write down the drive and path in the margin on this page.

    After pressing ENTER, the following screen displays:

    .

    Installing files. Press a key to interrupt.

    C:\CRAFT\FOXD2500.ESO

     

    [PROGRESS INDICATOR]

    Progress Indicator Screen

    The upper "scale" shows the progress of each file as it is decompressed and copied to your hard drive. The lower scale shows the progress of the entire set of files being installed.

    After a minute or two, the following displays:


    .

    Installing files. Press a key to interrupt.

    C:\CRAFT\FOXD2500.ESO

     

       Please insert the Craftware disk 2

    disk into drive A

     

    Press a key to continue.

    PROGRESS INDICATOR

     

    Change Disks Screen

    The install program is ready for Disk 2. Remove Disk 1 from the floppy disk drive, insert Disk 2 and press any key to continue.

    After another minute or so, when all of the files have been copied, the following displays:

    HOW SHALL WE HANDLE IT?

     

    Changes could be necessary to the following system file(s).

    C:\AUTOEXEC.BAT

    C:\CONFIG.SYS

    If necessary, we can do them or you can do them. If we do

    them, we'll make a backup copy first. If you wish to make

    them, we will create example file(s) as a guideline for

    your changes. Choose "bypass" only if you're positive that

    the changes have already been made.

     

    Go ahead and modify

    Create example files

    Bypass these changes

     

     

     

     

    System Files Modification Screen

    It may be necessary to modify your AUTOEXEC.BAT file or your CONFIG.SYS file. The operating system (DOS) examines these files (known as "DOS startup files") each time the computer is turned on. We recommend that, unless you have a very good reason to do otherwise, you select the first option: "Go ahead and modify." If the Campaign Craftware install procedure makes changes to one or both files, it will save a backup copy of the original for you.

    If the install procedure does change one or both of the DOS startup files (AUTOEXEC.BAT and CONFIG.SYS), an information screen displays:

    We saved a backup copy of

    C:\AUTOEXEC.BAT

    as

    C:\AUTOEXEC.04

    Press a key to continue...

     

     

    Backup Copy Message Screen

    This example tells you that the install procedure has saved the original AUTOEXEC.BAT file as AUTOEXEC.04 in case you ever need to examine it.

    After pressing any key, the final install procedure screen displays:

     

    Please remember to reboot your computer.

    Press a key to continue.

     

     

     

     

     

    Reboot Message Screen

    Press any key to return to the DOS prompt. Remove Disk 2 from the floppy drive and reboot your computer by either pressing CTRL-ALT-DEL or turning the power off and then back on again. Return both Campaign Craftware disks to the protective plastic disk page.

    You are now ready to run Campaign Craftware!

  3. Starting Craftware for the First Time
  4. Lately we have been shipping two versions of Craftware. CRAFT.EXE and CRAFTX.EXE provide the same functionality, but CRAFTX uses extended memory and is usually faster. You must have a 386 or higher computer with 4MB of memory to run CRAFTX. If you can run CRAFTX, you should. Eventually, when everyone has more powerful computers, we may ship only CRAFTX.

    Change directory to the drive and directory you indicated in the Installation Directory Choice Screen (in Section 2.1), type CRAFT (or CRAFTX) at the DOS prompt and then press ENTER to start Campaign Craftware.

  5. Program Registration
  6. You must now enter your user registration information. Press any key when the following screen displays:

    No Registration Message Screen

    The following data entry screen is displayed:

    Registered User Information Data Entry Screen

    The Campaign Craftware Registration Information Sheet that accompanies the disks contains the registered user name, serial number and activation key. Enter that information now, in the appropriate data entry fields. You will need to enter this information only once.

    If you mistype this information the program will halt. Restart it by typing CRAFT at the DOS prompt, and try entering the information again.

    When you have entered the registered user information, press F10 to continue.

    Select committee type from the following menu:

    Committee Type Menu

    If you are registering a candidate controlled committee, the following is presented (note that the serial number and activation key are blanked out for security purposes):

    Candidate Name Data Entry Screen

    Use the SPACEBAR to toggle through the Title choices (Mr., Ms., etc.) until the correct title appears and then press ENTER to select it. Type the candidate's first and last name in the fields provided, then press F10 to continue.

    NOTE: The above candidate information screen will not be displayed if your committee is not a candidate controlled committee.

    Upon completion of program registration, the following message displays:

    Technical Support Message

    Be sure to put your Registration Information Sheet where you can easily retrieve it, since you will need the serial number when requesting technical support.

    Press the F10 key to continue to the committee setup procedure.

  7. First Time Committee Setup
  8. After you have completed the Program Registration procedure described in Section 2.3, the Campaign Craftware sign-on screen displays:

    Campaign Craftware Sign-on Screen

    This same screen will appear each time you start up Campaign Craftware in the future. Press any key to proceed to the next screen, or wait a few seconds and it will proceed automatically.

    The next screen is a message informing you that no data files were found, and asking whether to create them at this time:

    Data File Creation Message Screen

    Answer Yes to continue setting up your committee. Campaign Craftware then creates your committee's data files and displays a prompt asking if you wish to enter the committee information at this time:

    Committee Information Message Screen

    Be prepared to enter general committee information, primary and general election dates, and contribution limits. Federal election contribution limits are already included in Craftware.

    NOTE: If there is no primary election in your race, set the primary election date to a date prior to the formation of the committee.

    Again, answer Yes to continue.

    A committee data entry screen displays, with data fields appropriate to your type of committee. Data entry screens for all committee types are similar, but not identical. A few typical screens are shown below. If you want to see representations of the actual data entry screens that will be displayed, refer to the addendum specific to your election jurisdiction.

    It is very important that you enter all of the candidate/officeholder and committee information accurately, since it will be used to prepare the disclosure statements.

      1. Candidate Controlled Committee
      2. The following example is for a California candidate controlled committee.

        Note: If your committee is not a candidate controlled committee, this screen will not be displayed; skip to the next section: "Entering Basic Committee Information".

        The candidate/officeholder information data entry screen displays:

        Candidate/Officeholder Information Data Entry Screen

        The single-user version of the program will already have the candidate or officeholder's name filled in from the earlier entry in the candidate name data entry screen. Users of the Pro version must enter the candidate or officeholder⦣128;™s name at this time. Fill in the candidate or officeholder's Social Security number, address and phone number.

      3. Entering Basic Committee Information
      4. Press CTRL-W and a committee information data entry screen similar to the one shown below will be displayed:

        Committee Information Data Entry Screen

        The upper part of this screen defines the election and the candidate controlled committee. Enter the dates of the primary and general elections (if any) and the name of the controlled committee. Then fill in the bottom part of the screen with the requested treasurer information. Committee information data entry screens for other committee types will require slightly different information, as appropriate.

        NOTE: If there is no primary election in your race, set the primary election date to a date prior to the formation of the committee.

      5. Setting Up Contribution Limit Parameters
      6. Campaign Craftware allows you to customize the contribution limitations functions to match the rules in effect for your election. Federal contribution limits are already included in Craftware, and you may use the F2 function to view them.

        Press F2 to add contribution limit information and a screen similar to the following is displayed:

        Committee Limits Data Entry Screen

        If contribution limits apply, type "Y" for Yes, then indicate which contributor types are allowed to contribute to candidates for this election. Enter the limits that apply to each allowed contributor type.

        NOTE: Check with your local filing officer for limitations applying to your election.

        Some jurisdictions, the City of Los Angeles for example, have expenditure limits and/or matching funds programs. Refer to the addendum specific to your election jurisdiction, or contact Statecraft to see if your jurisdiction⦣128;™s special programs are supported by Campaign Craftware. If so, fill in the bottom part of the Committee Limits data entry screen with the appropriate parameters.

        Press CTRL-W to proceed with committee setup.

      7. Entering Bank Information

    Press F3 to enter bank information, and the following is displayed:

    Bank Information Data Entry Screen

    Enter the requested bank and committee checking account information, then press CTRL-W to save the information.

    This information appears on various administrative reports and may appear on disclosure reports if bank charges reach $100 or more in a reporting period. The account number does not appear on disclosure reports.

    This completes the Committee Setup portion of Getting Started. Press CTRL-W to proceed, and turn to Section 2.5: System Configuration.

  9. System Configuration
  10. System Configuration Menu

    Use the system configuration menu to specify the printer type, mailmerge and FAX defaults. You must choose a default printer at this time, but if you do not plan to use the mailmerge and FAX functions right away, you may postpone their setups.

    Note: If your committee has previous balances for cash on hand, accrued expenses, or any outstanding loans received or loans made, you must follow the steps outlined in Section 2.6: Carryover Committee Data before generating any disclosure reports. IT IS NECESSARY TO ENTER THIS DATA TO CHECK FOR CONTRIBUTION LIMITATIONS AND TO PRODUCE ACCURATE SUMMARY PAGES DATA AND CUMULATIVE CONTRIBUTIONS DISCLOSURE.

    You must specify mailmerge defaults before using the mailmerge facilities.

    You may use the FAX facilities without setting up defaults by specifying the information each time you use the function. You⦣128;™ll save time every time you use the FAX function if you take a moment to set the defaults.

    1. Printer Selection
    2. Selecting "Printer Selection" from the system configuration menu displays the current default printer type:

      Printer Information Display

      Pressing the ENTER key then displays the scrollable list of supported printers:

      Scrollable List of Supported Printers

      Use the up and down arrows to highlight the printer you have connected to your computer system and press ENTER to select it.

    3. Mailmerge Setup
    4. Selecting "Mailmerge Setup" from the system configuration menu displays the Mailmerge Information data entry screen:

      Mailmerge Information Data Entry Screen

      In the field Output directory, enter the default drive letter and directory name to which you wish to have future mailmerge files sent, for example C:\WORD6\DOCS. The directory you designate must already exist on your hard drive. Type in a default filename for the secondary mailmerge file in the "Output filename" field. Use the SPACEBAR to toggle through the Word Processor Format options. Select the appropriate symbol for your word processor type.

    5. FAX Setup
    6. NOTE: If you do not have a FAX card installed in your computer, you will skip this step.

      To set up the default FAX directory, select "FAX Setup" from the system configuration menu. The following data entry screen displays:

      FAX Information Data Entry Screen

      In the FAX directory field, enter the drive letter and name of an existing directory to which Campaign Craftware is to direct FAX output, for example C:\FAX\OUTBOX.

    7. Edit Registration Data
    8. You will select this option to enter a new registration number and activation key in the event of program updates, enhancements or license renewals.

      See Section 2.3 for details on entering Campaign Craftware registration data.

    9. Run GSCONFIG
    10. Use this option only with assistance from Statecraft, Inc. technical support. The technical support staff uses this option in resolving any printing problems.

    11. Specify Check Type

    Select this option to specify the format of checks to be printed by Campaign Craftware⦣128;™s optional check printing function.

    Specify Check Type Screen

    Choose Top Check Style 1 or Style 2 if your preprinted checks have the check voucher on the top third of the page and notes spaces on the bottom two thirds. Style 1 shows the amount of the check both in Arabic numerals and written out. Style 2 shows the amount of the check only in Arabic numerals.

    Choose Middle Check if your preprinted checks have the check voucher on the middle third of the page and notes spaces on the top and bottom thirds. The amount of the check is shown in Arabic numerals only (the amount is not written out).

  11. Carryover Committee Data
  12. Once you have completed the preceding setup steps, Campaign Craftware's Main Menu will appear. Each of the menu items has its own chapter that details features, input screens and reports.

    Note: If your committee has previous balances for cash on hand, accrued expenses, and any outstanding loans received or loans made, you must follow the steps outlined below. IT IS NECESSARY TO ENTER THIS DATA TO CHECK FOR CONTRIBUTION LIMITATIONS AND TO PRODUCE ACCURATE SUMMARY PAGES DATA AND CUMULATIVE CONTRIBUTIONS DISCLOSURE.

    1. Beginning Cash Balance

Select: Main Menu/Contributions/Add a new contribution:

      1. Accrued Expenses

For each and every vendor with an existing balance owed select Main Menu/Expenditures/Accrued Expenses:

      1. Outstanding Loans Received

For each and every loan received with an outstanding balance select Main Menu/ Loans/Add a new loan and enter:

      1. Outstanding Loans Made

For each and every loan made and with an outstanding balance you must select Main Menu/ Loans/Add a new loan/Loan made and enter:

Take special care when making midyear set ups. All individual contributions for the calendar year must be entered so that cumulative totals will be accurate.

After entering your carryover data, print a summary page for the start date of your next reporting period. Double check that your carryover amounts are correct and in the correct columns. Please call our Technical Support if you have any difficulty.