Tracker

Tracker (CORE → Tracker in the sidebar) holds the alerts available to the account. An alert is a saved monitoring rule: when new material in a supported source meets the rule, Persate records an event on the alert and notifies its audience according to each person's notification settings. Tracker is available when it is enabled for the organization; otherwise the sidebar item is hidden and opening the page shows This feature is not included in your plan.

How an alert is built

Alerts are created in a conversation. Describe what to follow, and Persate researches the request, asks clarifying questions, tests the draft against available data, and shows the resulting alert contract before anything is saved. See Create and edit alerts.

A contract consists of one or more rules. A rule can combine:

• exact objects — a person, an institution, an RCL project, or a parliamentary question pinned by identity rather than by name;
• topics the material must concern;
• the sources and material types to check, for example Sejm speeches and recordings, legislative prints, RCL projects and documents, official publications, ministry and office publications, parliamentary questions, social media posts, or company files.

Each rule runs independently: material needs to match only one rule to create an event. Which sources are available depends on the organization; the Sources ledger shows their current state.

The alert list

The bar above the list has four tabs:

• All — every alert you can see.
• Enabled — alerts that are monitoring.
• Paused — alerts that are not recording new events.
• Drafts — alert creations that were not finished.

The toggle on the right switches between Card view (the default) and Table view. The browser remembers the choice.

Card view shows the alert's image or initial, name, description, access, status, and the date of the last event.

Table view shows the name and description, status, sources, groups, owner, date of the last event, and creation date. In the sources column, up to three source icons are shown; Any enabled source means the alert is not limited to particular sources, and Source needs review means the saved scope contains a source that cannot be displayed and should be checked. Hovering over a row reveals Pause or Resume, Edit, and Delete. To rename an alert, hover over its name and select the pencil icon; Enter saves the name and Esc cancels.

Selecting a card or row opens the alert page. When more alerts exist than are loaded, Load more alerts appears below the list.

Alert status

• ENABLED — the alert is monitoring new material.
• SETTING UP — the alert is saved and its monitoring definition is being prepared. Monitoring starts automatically when setup is complete.
• PAUSED — new events are not recorded. Existing events remain available.

Find alerts

The panel on the right contains:

• Create alert — opens the creator.
• Search — filters the loaded alerts by name, description, or keyword.
• Source type — shows alerts that cover the selected source. An alert that is not limited to particular sources matches every selection. Any source clears the filter.
• Access — Only me shows private alerts; Shared shows alerts shared with groups and adds a Groups field for narrowing the list. Any access clears the filter.

Work with several alerts

In Table view, select alerts with the checkboxes. A bar at the bottom of the screen offers Resume selected, Pause selected, Delete selected, and Clear selection. Only alerts the account is allowed to manage can be selected.

Deleting asks for confirmation. It permanently removes the alerts' monitoring configuration and saved matches and cannot be undone.

Drafts

An alert creation is saved as a draft while it is in progress. If the creator is left before the alert is saved, the draft appears on the Drafts tab with its name or original request, its stage (for example Drafting or Ready), counts of the research collected so far, and the time of the last update.

• Select a draft to continue the conversation where it stopped.
• Hover over a draft and select the trash icon to discard it. A single draft is discarded immediately.
• To delete several drafts, select them and choose Delete selected. This asks for confirmation.

No drafts means there are no unfinished alert creations.

Who can change an alert

The owner of an alert, or an authorized organization administrator, can pause, edit, share, and delete it. Members of the groups an alert is shared with can open it and see its events; for them the alert page shows Shared alert · read-only. Alerts managed by the system are marked System-managed alert · read-only.

Notifications

Whether an alert event triggers an email or an in-app and phone notification depends on each person's own settings: Alert emails and Alert match notifications under Settings → Notifications. See Preferences and notifications. Events remain on the alert page whether or not a notification was sent.

Organization administrators manage external processing permissions under Settings → External providers (see Administration). When a permission that alert evaluation relies on is turned off, an event's Email delivery note can show that the email was withheld by the organization's privacy setting.

Empty and error states

• No alerts found — no alert exists yet, or the search and filters exclude every alert. Clear the filters or create an alert.
• No drafts — there are no unfinished alert creations.
• If the list cannot be loaded, an error message appears above the list. Refresh the page to try again.

Pages in this section

• Create and edit alerts — the conversation-based creator, the alert contract, exact-object tracking, drafts, and editing.
• Alert detail — the alert page: settings, sensitivity, access, tracked cases, events, and match feedback.