i statelink 3.0 help and training tutorial
DESCRIPTION
i StateLink 3.0 Help and Training Tutorial. December 2010. i StateLink Home Page. Quick Lookup. Calendar. Key Performance Indicator (KPI) Dashboard. Splash Screen. Saved Searches. Jurisdictions Monitored. - PowerPoint PPT PresentationTRANSCRIPT
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iStateLink 3.0Help and Training Tutorial
December 2010
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iStateLink Home Page
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Calendar Key Performance Indicator (KPI) DashboardQuick Lookup
Splash ScreenSaved Searches
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Jurisdictions Monitored To view the Legislative Jurisdictions monitored, scroll down on the home
page and refer to the left column of the key performance indicator dashboard
To view the Regulatory Issues monitored, left click the “Regulations” tab and refer to the left column of the key performance indicator dashboard
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Legislative & Regulatory Issues To view the Legislative Issues monitored, scroll down on the home page and
refer to the center column of the key performance indicator dashboard To view the Regulatory Issues monitored, click the “Regulations” tab and
refer to the center column of the key performance indicator dashboard If you receive only Regulatory Forecasting, you will default to Regulations
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Legislative Bill Records
Legislative reports include: Bill information, Sponsor, Summary, Link to Bill Text,
Status, and Outlook Legislative reports are updated daily
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Regulation Records
Regulatory reports include: Issue and subissue Contact person Citation Upcoming Action Status Rule Summary Rule DevelopmentRegulatory reports are updated daily
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Priority Legislation and Regulations Legislation that is identified as a Priority will be alerted via email as bills are introduced and updated. Legislation that is not identified as Priority will be alerted via email as hearings are scheduled. Individual legislation that is not identified as a Priority by issue may be customized by the user and made
a Priority. From the Bill Record, click the circled “!” to make a non-priority bill a Priority. You will be prompted by a
pop-up to confirm the action; click “Set Priority” to mark this item as a Priority.
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Flag Legislation and Regulations You are able to flag legislation or regulations by clicking the box next to the Record (see A) You can filter a report by to show only flagged items by selecting “Only flagged items” from the Home
Page and clicking “View Report” (see B)
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A
B
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Add Comments to Records Click the note pad icon to add a comment to a Record (see A) You will be prompted to add your name and enter your comments (see B) You can search for all comments from the Home Page by clicking “View All Comments” (see C)
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AB
C
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Calendar
Use the calendar to view upcoming hearings and events on bills and regulations we are monitoring
Use the calendar to make entries on your personal calendar
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Using the Calendar
Click on any date with a color
Scroll to the event you want to add to your calendar
Choose your calendar program
When prompted, click “Save”
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“Send to My Calendar” via Email
You may add an event to your calendar when you receive an hearing alert from Stateside Associates
Click the red “send to my calendar” button and you will be directed to a page on iStateLink
Select the program where you wish to have the calendar event added and select “save” when prompted12
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Splash Screen
The screen can be customized with up to 200 words and can include hyperlinks and images; contact Stateside Associates to have the text customized
This can be closed by clicking “Hide” and opened by clicking “Show”
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Reports
Quick lookup Newly added bills and regulations Cumulative reports Final enacted bills and regulations Quick reports Refined reports
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Quick Lookup
To quickly find a bill or regulation use the quick lookup feature
You can run a search by the sponsor’s last name, bill number or regulation ID
If you use a prefix (i.e. AB, HB, SB) when searching by bill number, it is important to separate the prefix from the number with a space
Once the criteria is entered, click “GO” and the results will be displayed15
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Newly Added Bills & Regulations
To generate a report on newly added bills and regulations, click on the number adjacent to “Newly Added Bills” or “Newly Added Regulations”
The number adjacent to the text indicates the amount of bills or regulations that have been added to your report in the last seven days
The number does not represent bills which have been updated recently
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Cumulative Reports
Cumulative Reports include all bills or regulations
To generate a cumulative report for all bills in one state, click on the number adjacent to the state name on the KPI dashboard
For a cumulative report for all bills in all states relating to a particular issue, click on the number adjacent to the issue name on the KPI dashboard
For a cumulative report for all bills in all states by status, click on the number adjacent to the status name on the KPI dashboard
For a cumulative report for all bills in all states and all issues click on the number adjacent to “Total Bills”
Similarly for all regulations, choose the Regulations tab and follow the instructions listed above
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Enactments & Final Regulations
To view a report with all bills that have been enacted, click on the “View Enactments” link under the Legislation tab
To view a report with all regulations that have been finalized, click on the “View Final Regulations” link under the Regulations tab
Links are provided in the report to each individual bill that has been enacted, or to each individual regulation that has been approved, and a link is provided to the full report of all enactments, or all final regulations
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Quick Report
The KPI dashboard features three criteria – jurisdiction, issues and status
The number next to the list item shows how many bills/regulations we are monitoring for you (e.g. 5 Cadmium bills)
For quick reports, click the numeral next to the criteria list item
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Refined Reports
You can create a report using the three columns of criteria – jurisdiction, issues and status
There is no need to hold “Ctrl” while making multiple selections Once you have selected the criteria of the report, click “view report” at
the bottom of the page For best results, click immediately to the side of the item you which to
select (clicking the text makes it difficult to select)
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More Refined Report
You may search by date range, then filter by priority, and/or bills you have flagged, and choose your format for output
There are five output formats – report, map, list, Excel chart and extended Excel chart
When you have selected the criteria, click “view report”
Same goes for Regulations21
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Saved Searches
After running a report, you can save your search You can save up to five searches Click “save this search” on the top of the report, drag the cursor to the
slot you wish to save the search under, click and title the search You can view your saved searches on the home page under “saved
searches”
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“Send to My Calendar” via Email
You may add an event to your calendar when you receive an hearing alert from Stateside Associates
Click the red “send to my calendar” button and you will be directed to a page on iStateLink
Select the program where you wish to have the calendar event added and select “save” when prompted23
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Interactive Map
Use the interactive map for navigation or presentations
The interactive map shows the number of bills and regulations we are monitoring for you in the 50 states and District of Columbia
To view the interactive map of legislation, select the “Legislation” tab and click “View Interactive Map” (see A)
To view the interactive map of regulations, select the “Regulations” tab and click “View Interactive Map” (see B)24
A
B
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Using the Interactive Map
Click on any jurisdiction to view it’s report
For a multiple state report, check the “Allow multiple-state selections” box, select any amount of jurisdictions and click “View Report”
You can customize the map colors
Right click on the map area and you can save the map as a JPEG Image, PNG Image or PDF Image25
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Grey Bar
All of Stateside Associates’ information services represented here Not all clients receive all the information services, so the site features
information to help conduct research in that area Local – this section provides links to the county government
associations and municipal leagues across the U.S. Issue Management – this section will change periodically to provide
information and perspective about State and Local Government Issue Management
Current Law – this section provides links to state statutes and regulations
States – this section is an aid to understanding the basic processes involved in state legislation26
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Special Reports
Includes: The Groups Report Current Year’s Session Calendar Next Year’s Session Calendar Partisan Splits State Legislators’ Contact Information
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Help and Resources
Help using iStateLink – Provides contact information to the managers at Stateside
Associates, please feel free to call them with any questions you may have
Contact Stateside – Provides address, telephone and fax numbers, general email
address, website, and an email directory for Stateside’s managers