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.

     

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 authoritative 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.