How to access BAT and GPT

This page has been established for the benefit of NASCs and EGL sites, to facilitate training and use of the BAT and GPT tools. Please do not circulate a link to this page to others outside of these organisations.

The information below explains how to access the following files in Socrates:

• The Band Allocation Tool (BAT)
• The Global Pricing Tool (GPT)
• The Facilities List
• 4x BAT Practice Exemplars (for use when completing self-paced learning scenarios)
• 1x BAT Training Example (for use with training delivery)

Accessing the BAT and the GPT

• When you login to Socrates and come to the home page, click on CLIENTS.

• This then loads the Client Search area, where you can search for the client.

• On the Maintain Client screen, click on Reports and Letters in the left-hand sidebar.

• Next, click the drop-down menu to select a Letter Type.

• Then select either Residential BAT or Residential GPT from the drop-down menu, based upon what you want to do.

• Click on Generate Letter.

• This creates a copy of the BAT or GPT stored in the Client Letters section for that client.

Accessing the Facilities List

• Log in to the Reporting Server
• Open the folder Residential Pricing Model
• You will find the Facilities List excel file in this folder

Accessing the BAT Practice Exemplars and training file

• Log in to Socrates
• Go to the Help menu and select User Guide

• On the page that loads, click on ‘+’ next to the Residential Pricing Model folder
• In this folder are each of the exemplar files to open and save a copy of, for each of the self-paced learning scenarios. You can use these files to compare with the BAT that you create when working through each scenario.
• Below this, you will find BAT Training example.xlsm but this is only needed for those intending to deliver training using the Facilitator Guides and PowerPoints.

Note:

• Always go to Socrates and open the Facilities List or create a new BAT or GPT when you need to make use of them, to ensure that you are using the latest versions of the tools.

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