Managing alerts in the alerts module
Video - Setting Up Alerts - Alerts Module
Sorting, Filtering, and
Grouping Results
1. Go to your alerts module
2. Sort by Alert Date – reverse chronological
3. Hold down Shift and click Alert Time two times to multi-sort by these two criteria simultaneously
4. You are now looking at your alert notifications in the order they were received
5.
You have the
option to sort, filter, or group by
Search Name
as well (see
Sorting Your Rows of Search Results
,
Filtering Your Search Results
,
Grouping Your Search Results
)
in order to see your results in different ways
a. *TIP – we strongly suggest you try out Results Grouping !
Viewing, Downloading, and Deleting Results
1. You may click on any item to view it in the document viewer
2. You may download any item using the download icon in the last column
3. You may click on any ellipsis on the extreme column in any row to delete that result permanently
Deactivating an Alert
-
Deactivating an alert stops the alert from running and stops you from receiving notifications but it does not delete notifications already received.
- To delete notifications already received see Viewing, Downloading, and Deleting Results immediately above
-
There are two ways to get to the Alert Settings dialogue box to deactivate alerts:
- From here in the Alerts Module
i.
Click on the ellipsis at the far right of any row of any result associated with the alert you’d like to deactivate and choose
Alert settings…
ii.
The
Alert Settings dialogue box
will open (see screenshot of
Alert Settings dialogue box
above)
iii.
Turn off the
Enable alert
setting by using the slider beside it
- From the Saved Searches area of your Filing Search
i.
Go to your Filings and choose the dataset in which you ran the search that your alert is based on
ii.
Click into your
Saved Searches dropdown
arrow
iii.
Click on the green alert bell beside the search in question
iv. The Alert Settings dialogue box will open
v. Turn off the Enable alert setting by using the slider beside it (see screenshot of Alert Settings dialogue box above)
Read and Unread Results
1. You may select various results and then click the global ellipsis at the top right of your screen to Mark them as Read/Unread , Delete them, or to Export selected rows (or the entire grid) to excel or spreadsheet
2. You may use the “Unread Alerts” filter toggle on the upper right to limit to either unread or all results
3. You may click on any ellipsis on the extreme right column in any row in order to Delete that result, Mark it as Read/Unread ,
Accessing Alert Settings
and Share Settings
1.
You may click on
any ellipsis on the extreme right column in any row in order to access your
Alert
Settings
dialogue box (to edit your alert schedule – see
Setting Up Alerts
) or your
Share Settings
(to edit your shared members list, or their alert settings – see
Saving and Sharing Searches
)
a. If you try to access Share Settings and get a pop up saying you don’t have access, it means you are only the recipient of this shared search and don’t have any editing rights so you cannot access the share settings
b.
In this case you can run the search from your
Saved
Searches Area
on your
Search Page
(see
Saving and Sharing Searches
) and resave it under a new name in order to be
able to edit it
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