How to Use Alert Manager

Alert Manager Overview

The HData Alert Manager allows you to proactively monitor when companies or topics that you care about newly appear in docket or report catalogs. Setting up custom alerts on individual companies and keywords will produce in-platform notifications and/or email notifications when files with matching content are found.

For example, if you wish to be notified when the term “vegetation management” appears in a file that also mentions "San Diego Gas & Electric Company" in either the California PUC or California Office of Energy Infrastructure Safety catalogs, you can customize an alert for this information. You'll be able to begin receiving alerts for new files that match your criteria as soon as you create your alert.

Creating Alerts

To access the Alert Manager, open the Toolbox from the HData home screen navigation menu.

Under My Tools, select Alert Manager. This is where you will create new alerts, and where you'll view your list of active alerts after you've set them up. To set up a new alert, select Create New Alert in the upper right corner of your view.

This will open up the alert configuration window. You will have the option to enter Companies, Keywords, and Data Sources for which you wish to receive alerts.

An alert is triggered when:

• At least one of the Companies selections appears in any new or updated document from the Data Sources you select. The matching document does not have to be filed by the company you enter in order for an alert to be triggered. The available selection of company names is based on the most common reference to a given company. Enter at least three characters of a company to search for the name you'd like to select.
• At least one of the Keywords selections appears in any new or updated document from the Data Sources you select.

You are not required to enter Companies and Keywords in the same alert.

When both the Companies and Keywords fields have selections for an alert, both entries must be present in a file for the alert to be triggered.

Your alert is ready to save once you:

• Name the alert
• Enter the Companies and/or Keywords selections 
• Select the Data Source to monitor
• Select whether or not you'd like to receive email notifications

Once these are complete, click Create Alert.

Editing and Testing Alerts

You can return to the Alert Manager at any time to edit, delete, or test your alerts. Simply click an alert from the list for the option to:

• Send a test email to verify alerts are received to your inbox
• Delete an alert
• Modify an alert's settings and save your changes

Viewing Alert Notifications:  Inbox

The Inbox is where you can view all notifications for the alerts you’ve created. Access the Inbox in the upper right navigation of the HData platform.

Clicking on an alert from this list provides a description of the alert and a link to the document that matches the alert criteria. From here, you will be able to click directly into the document in the HData Library.

Need Additional Support?

If you have additional questions about the Alert Manager and need help, please reach out to us at support@hdata.us.