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Bill Analysis and Tracking System (BATS)

The Bill Analysis Tracking System (BATS) is used by agencies to manage and track legislation. Agencies create and submit agency request legislation to the Office of Financial Management, manage their agency request legislation, track and analyze bills working their way through the Legislature, and assign tasks and activities related to bills. BATS also is used by OFM and the Governor’s Office to make recommendations and decisions on enrolled bills.

Bill Tracking
BATS provides flexible bill tracking, reporting and analysis methods from bill origin and throughout the legislative process.

  • Bill-related information is loaded into BATS from the Legislative Service Center database hourly.
  • The system can track bills for an individual or an agency and send email notices regarding changes to a bill.
  • Print and mail outsourcing service

Agency Request Legislation
The owner of Agency Request Legislation can:

  • Manage and control access to their information for the purposes of managing, viewing or updating agency requests.
  • Assign or share the request, as well as withdraw a request if the decision is made not to move forward.
  • Submit agency requests to OFM and the Governor’s Office for recommendations and decisions.

Assigning Tasks and Activities 
Users have the ability to create or manage “actions,” such as notes, e-mails, phone calls, letters, faxes or appointments.

Enrolled Bills
Through BATS, OFM and the Governor’s Office can manage bills that get enrolled by the Legislature:

  • OFM analyzes the enrolled bills and makes recommendations to the Governor’s Office.
  • The Governor’s Office is able to check-in bills, view OFM recommendations, manage bill actions and decisions by the Governor, and interface with the Governor’s website to ensure bill action information is up to date for the public.
Frequently asked questions

The checklist for agency packets will be displayed when an agency selects ‘submit’. BATS will first check to ensure all required fields are complete.

If all required fields are not complete, then BATS will display an error message. If all required fields are complete, then BATS will display the checklist.

Yes. Agencies may add multiple analysis records to their Agency Request.

The ribbon bar (menu bar) will change depending on which BATS page is displayed. Navigate (move) to a different page and the ribbon bar will change.

Sometimes a specific section on a page needs to be selected so that the ribbon bar will display functions or actions for that section. For example, navigate (move) to an Agency Request page or Bill page and select the ‘Analysis’ section so that the ‘Add New Analysis’ function is displayed on the ribbon bar.

BATS uses standard Microsoft refresh functions:

  • Use the refresh icon available from some of the pages
  • Use F5 (shortcut key)
  • Right-click within the page or list then select refresh

Depends on which view is being used. Use the dropdown list to change views if needed.

Activities and Queues provide flexible ways to organize or manage actions (tasks or assignments).

Activities page may be used to view (display) lists of items. For example, ‘My Open Activities’ or ‘My Closed Activities’ are system views that may be available from a dashboard and/or from the Activities page. Activities may be used to assign or manage actions (tasks or assignments) such as e-mails, phone calls, letters, faxes, and appointments. These may be assigned from the ribbon bar by navigating to the Activities page.

Queues page may be used to view (display) lists of items. For example, ‘All Items’ or ‘Items available to work on’ are system views that may be available from a dashboard and/or from the Queues page. Queues may be used to assign or manage actions (tasks or assignments) such as an agency analysis or review. These may be assigned from the ribbon bar when available for example, on the analysis page or review task details). Some queue items may be assigned from the system (for example, when the first reviewer marks their task compete, then the system will automatically update the review queue for the second reviewer).

BATS was developed using a Microsoft product called Dynamics CRM (Customer Relationship Management).

BATS was developed using a Microsoft product called Dynamics CRM (Customer Relationship Management).

Red asterisk ‘*’ = required field.
Blue plus-sign ‘+’ = indicates OFM designated reporting field.

Secure Access Washington (SAW) accounts are administered by Washington Technology Solutions (WaTech).

Information about SAW Frequently Asked Questions (FAQs) is available from http://support.secureaccess.wa.gov/.

Information about creating a SAW account is available for new users from https://crm.des.wa.gov (select Secure Access Washington from the dropdown).

On the SAW Login page, WaTech provides a link to create a SAW account (along with links to SAW help topics for user IDs, passwords, account activation, and general help with SAW-related information).

Look Up, Advanced Find, and Views are different ways to search for some of the values (data) in BATS.

  • Look Up is available on some of the fields. It is used to look for a value associated with a specific field (e.g., legislative session, business unit, program, division).
  • Advanced Find is available on the ribbon (menu bar). It is used to search for values and activities. Results may be saved as a ‘view’ (personal view) to be used on some of the pages.
  • Views are available on some of the pages. They are located in dropdown lists (e.g., active external entities, inactive external entities, all external entities) and may be used to display a list of values associated with a page.

The red circle with an ‘x’ indicates an error occurred because the value is not found in Look Up or search results. To clear (remove) the error, delete the values in the field. The field will be cleared so that another value may be input.

To avoid receiving this error, use the Look Up icon next to the field to search for a valid value.

No. They are optional (not required). Agencies may use these to help identify specific areas associated with their bill-related information. For example, an agency may want to track all of their requests associated with ‘Program A’ or ‘Division 123 in Program A’; or track bills associated with a classification of ‘Education’ or ‘Health’.

Agencies may save time by using a Program to pre-fill (default) some of the fields used with bill-related information. For example, Programs may be setup to include up to 5 default agency reviewers. Agencies may setup reviewers to default from a Program instead of inputting the reviewer information for each agency analysis assignment.

NetworkLogonID –or- Domain\NetworkLogonID

Examples: BaseBATSTest –or- OFM\BaseBATSTest.

To find a NetworkLogonID, use the Global Address List in Outlook. In Outlook, lookup the name of the person and view the properties associated with that person (in some agencies, the Logon Alias shown in the Outlook properties is the NetworkLogonID).

Note: Secure Access Washington (SAW) user name is the email that is registered with SAW account.

Example: username@emailDomain.gov.