HData Platform Toolbox: Alert Manager
Learn how to use the Alert Manager and Custom Terms tools in the HData Platform Toolbox. Set up personalized alerts for filings, dockets, or terms you are monitoring, such as when carbon neutral is mentioned by specific companies.
By Selwyn Yeh
In this guide, we'll learn how to effectively utilize the Alert Manager tool within the Toolbox of the HData Platform. The Alert Manager allows us to create customized alerts for filings, dockets, and specific terms we wish to track.
Let's get started.
Select the Toolbox icon.
Within the Toolbox, you have access to two tools: Alert Manager and Custom Terms. Let's start with the Alert Manager. Here, you can set up personalized alerts to receive updates in your alert inbox for filings, dockets, or terms you are monitoring.
1
Click "Toolbox"
To create a new alert, click on the "Create New Alert" button on the far right and give the alert a name.
2
Click "Create New Alert"
3
Create a name for your alert in the "Name" field, and in this example, we will track "carbon neutral".
4
Input companies you'd like to track in the Companies field, here we'll use Georgia Power
5
In the Keywords field, type in the words or phrases you'd like alerts for.
6
Select the forms you'd like to track for mentions of your keyword.
7
Under Additional Notification Methods, we can choose to track it via email to receive it in our inbox or track it in our alert inbox. We can also add teammates to receive this alert. Once you're done, create the alert.
8
Your newly created alert will appear in the Alert Manager library
