2017 Bill Analysis and Tracking Training - Department of … · 2017-07-11 · 2017 Bill Analysis...
Transcript of 2017 Bill Analysis and Tracking Training - Department of … · 2017-07-11 · 2017 Bill Analysis...
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2017 Bill Analysis and
Tracking Training
Learning BATS and the “new”
format
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• Help is available for BATS specific www.des.wa.gov/services/IT/SystemSupport/Training/Pages/trainingCourseMaterials.aspx information:
– WaTech Solutions Center • Phone: (360) 407-9100
• Email: [email protected]
– Training Environment URL: https://tr.xcrm.wa.gov/CRMBATS
– Production Environment URL: https://xcrm.wa.gov/crmbats
Introduction to BATS
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Layout/Navigation
• If you see the Yellow Ribbon Bar, X out of (you will only need
to do this one time)
• The dark grey navigation bar provides access to the menus
which allows you to perform common tasks quickly.
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Contacts
• Internal Contacts (USERS) An Internal Contact is any person within your agency who will be accessing the system
• External Contact An External Contact is someone not using the system, usually another agency. Legislators have been imported from LSC.
• External Entities External Entities are groups or committees, not a person. This is someone outside of the system. An External Contact can be associated to an External Entity.
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Bill Tracking & Analysis
• “Click Bills” in the Work Tile Ribbon to show
Bill Screen
• There are multiple views
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Bill Tracking & Analysis
• Searching
• Filtering
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Bill Tracking & Analysis
• Other ways to search and filter
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Bill Elements
• Click on a bill to view the elements on the
bill
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Bill Elements
Click “LSC Website” in top Ribbon Bar to view
webpage associated with this Bill. The webpage
will open in a new tab
Click “Search for Fiscal Notes” in top Ribbon Bar
to view the OFM Fiscal Notes site for Fiscal Notes
associated with this Bill
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Bill Tracking - Individual
• Select the Update Options you would like
to track with
• For an agency tracking:
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Bill History
• To view the Bill History via the
Navigation Bar for details on changed
versions of the Bill
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Hearings
• Click “Hearings” for information on Hearings
related to the Bill
• Click the Hearing hyperlink to open the LSC
Web Page
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Hearings
The LSC Web Page opens in a new window and
provides the hearing details
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Hearings
• To add an Appointment to your calendar:
– Click Back on the BATS Hearing Page
– Select the hearing and Click “Copy A Link”
– Click on the Down Arrow & Select “Activities” from
the Work Tile Ribbon
– Click the “New Activity”, Select Appointment
• Fill in the details
– Paste the previously copied link into the subject or description
– Click Save
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Hearing Report
• The Hearing Report is available from
either your Bills Page or Hearings Page.
• It can be exported.
• The report data relates to the selected
view you are using.
• There is a default view system view
available will show all the hearings in the
next week that your Agency is tracking.
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Seeing RCW’s
• To view RCW’s, select in the top
navigation bar
• Double click on an RCW
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Bill Analysis Preparation
• Navigate to the Queue.
• Click on the title of the queue item to open
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Bill Analysis Preparation
• Click on the hyperlink “Regarding” to complete
the Analysis
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Bill Analysis Preparation
• Click “Start Analysis” in the top Ribbon
Bar
• Click “Notes” to add attachments or
notes.
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Bill Analysis Preparation
• Click “Generate Summary” to verify Analysis
• Click “Ready for Review” to assign Analysis
review to first reviewer
• Mark your task complete
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Bill Analysis Review
• From the Queue, click the queue item for
“Review the Analysis”
• Click on the hyperlink (Analysis name) to
review
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Bill Analysis Review
Review the Analysis and once reviewed, mark
the task as “complete”
Or, click the “Complete” flag in top Ribbon Bar.
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Timeline
• From the time the Bill Analysis is assigned:
– 3 days for lead program.
– 2 days for support program.
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Resources
• WaTech
– Phone: (360) 407-9100
– Email: [email protected]
– Production Environment URL:
https://xcrm.wa.gov/crmbats
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Questions?