- Discovery Alerts
- Streamlining Policy Document Updates
- Focusing On Your Assignment
- Personalizing FiscalNote - Policy Trackers: 1-Pager
Most policy trackers using FiscalNote need to focus on just that: policy documents. Getting alerted to new bills or future movement on policy documents of interest typically outweighs the need to get notified of a new hearing getting scheduled or a regulatory comment period getting extended. Follow our tips to cut out the noise and streamline the information that matters to you: policy documents.
As a policy tracker, one of the most common notifications you’ll receive is called a Discovery Alert Digest. It contains new bills captured from Discovery Alerts, which are designed to automatically browse FiscalNote for new policy documents of interest. They show which portion of the text prompted the alert, and which Discovery Alerts caught the match, even if more than one:
The default notification cycle is set to deliver updates daily. We recommend keeping this option. However, if your role requires you to respond quickly, change the delivery to Realtime, Hourly, or 4 hourly. Head to Discovery Alerts via the telescope icon in the collapsible menu and choose the Discovery Alert(s) that needs faster delivery. Click the green Edit Discovery Alert tab on the right, and change the delivery via Options:
Log in to FiscalNote to review the new bills or regulations you get alerted to via email. When new policy documents are uncovered that require monitoring, add them to a related Issue.
*Click here to learn more about Discovery Alerts and Tracking New Policy Documents
Streamlining Policy Document Updates
No one likes email clutter. Especially when your role requires you to focus on policy updates, it can be frustrating to sift through updates of any other kind. To help streamline updates to policy documents being monitored in Issues, adjust your Account Preferences. To find them, hover over the gear icon in the collapsible menu, click Account Settings, then click Preferences on the far right:
The Default preference is set to deliver updates on policy documents in all Issues daily and hearing notifications hourly. It cannot be deleted. It can, however, be adjusted. If you don't need to see hearing notifications, or if you require faster updates on legislative movement, for example, hover over 'Default' and click the pencil icon that appears to the right:
Adjust your settings accordingly. Scroll down and click 'Submit' to save when done.
*Click here to learn more about Issue notification preferences.
Focusing On Your Assignment
Many legislative and regulatory trackers using FiscalNote operate in teams, but have one or two specific assignments in which they take the lead. For example, Jenn and Sam may work on the same Government Affairs team at a Vehicle Safety organization, but Jenn is the team lead for monitoring Speed Limit legislation while Sam leads the effort for monitoring new Tires bills.
If you have a specific Issue assignment that requires your utmost attention, we recommend creating an additional Preference. Choose your Issue and/or legislature (if not all), change Legislation updates to 4 Hourly, and give it an appropriate title.
Scroll down and click 'Submit' to save when done. This new preference will now override the Default notification preferences for only the Issue you're in charge of monitoring. You will continue to receive updates on Issues that other team members are monitoring at timeframes established by the Default preference.
Personalizing FiscalNote - Policy Trackers: 1-Pager (Click here to download)