DataGuidance Collections

The Collections menu allows you to tailor each collection's feed to specific jurisdictions, topics, or key terms. Collaborate seamlessly with your team by sharing and pinning the latest research, allowing everyone to see and comment. Create as many collections as needed to stay organized, with easy filtering options available throughout the site.



Getting Started

  1. When you first access the new site, you will be greeted with a welcome screen to walk you through the simple set up of tailored content using our Collections feature.

    Note:

    You can also access this experience after logging in by appending "/welcome" to the main dataguidance.com URL.



  2. The first part of the Create Collection modal lets you choose which specific jurisdictions you are interested in or choose a bulk group like Europe or Asia Pacific.



  3. Next, you will choose applicable topics relevant to the chosen jurisdiction(s). The site will look up if there are results that match your selections with the Sufficient results label.



  4. Next you can identify what type of content you want to get updates.



  5. Then you can provide keywords to help refine your search.



  6. With the selected jurisdictions, topics, types, and keywords in mind, provide a unique icon, name, and description for this new collection.



  7. The Summary section will present a review of your selections and allow you to choose who has access to this collections: just yourself, bulk invite, or select members.

    You can also manage the Notifications setting to subscribe to updates about this collection. For more information on this subject, see Setting Up DataGuidance Emails & Notifications.



  8. When you are ready, click the Save button. The new collection will appear in the Collections screen. You can create additional collections from scratch or leverage one of our templates designed around your interests, including relevant jurisdictions and topics.



    Tip:

    Click the Use as default filter option to use the Collection's chosen jurisdictions and topics as filters across DataGuidance, including areas like the Enforcement Dashboard and Law Tracker Dashboard.



  9. Click the Continue button to advance to the Pick a Color Theme screen. Choose Light, Dark, or Auto to adopt your computer's system preferences.



  10. You are all set to begin using DataGuidance.com! Click the Home Page button to enter the site.



Creating Collections from Templates

  1. In the Collections menu, locate the Create from Template section to review the available templates and choose a focus area for a new collection. OneTrust has fashioned these templates for particular personas and to align with OneTrust solutions.



  2. The Create Collection modal will present a summary of the template's included jurisdictions and topics. Click the Modify Template button to alter the template's scope. You can also manage user access prior to saving. Enable notifications to subscribe to emails.

    Tip:

    Click Modify Template to customize the applied template settings and make it your own.



Collaborating Using Collections

  1. Select the new collection to review the latest content related to your defined criteria and moderate pins, members, and settings.



  2. Anytime a user comes across an interesting news article (and granted they have access to the collection), they can click the icon near the title and select Pin to Collection to add the content to the Pins menu in the collection's overview screen.









  3. Once a pin is added, you can mention fellow DataGuidance users to alert them of new content. This mention will appear as a notification next to their profile icon.





  4. Go to the Members tab, then click the Manage button to select users for this Collection. Ensure you click the Save button to retain your changes.

    To remove a user from a Collection, simply deselect their name and click Save again.



  5. If any point you want to change the basic details, jurisdiction scope, and notifications the Collection, or even to delete it, go to the Settings tab.