Regology User Guide

Alerts Grouping

Users can customize alert settings to ensure they receive updates relevant to their compliance needs.

How to Set Up Alerts:

  1. Navigate to Alerts Settings:

    • Go to Administration > Alerts Settings.

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  2. Choose Alert Grouping Preferences:

    • Enable options like jurisdiction, agency, or custom data types. The order of grouping for alerts is determined by the Alert Grouping configuration set in Admin > Alert Settings.

  3. Enable Additional Features:

    • Options include Export of Regulatory Change Alerts, Duplicate Status for Alerts, and Micro Widgets for easier management.

      • Export: Allows exporting red line changes of all sections of an authority document as a single PDF.

      • Duplicate: Allows end user to mark an alert as a duplicate. Regology automatically tags all duplicates. However, if the user would like to manually tag duplicates (for complex cases), activate this feature.

      • Micro Widgets in Alerts: Displays compact, interactive widgets within alerts to provide quick insights and actions without navigating away.