Triage sources

A triage source is a saved view that sends the bills that newly match it to someone's Inbox, where they track each one, assign it to a colleague, or dismiss it. It's how an agency or association reviews every new bill in its areas without a spreadsheet beside CapitolMath: nothing is tracked until a person decides it should be.

Turning a saved view into a source#

1. On Legislation, set the filters for the bills you want reviewed (a state, a topic, introduced this session) and save them as a view, or open one you have.
2. Select the view's edit button under Saved views to open Edit saved view, and open its Tracking section. Its heading says what the view does now, such as "New matches go to Sam Lee's Inbox · triage allowed", or "Off".
3. Under Send new matches to, choose a team member with a Full license, or a group. No one (off) keeps the view out of every Inbox.
4. Leave Allow triage checked for the recipient to track or dismiss each bill. Uncheck it when every match must be tracked: their Inbox then shows Track but not Dismiss, and marks the bill To track.
5. Select Save. Turning a source on asks whether the bills that match the view now should arrive too, or only new matches from then on, so turning one on never floods an Inbox by surprise. It sends up to 1,000 at once, the most recently active first; if more match, it says how many were left out, and those don't arrive.

For a client#

With clients on, a source also names the Client its bills are for, or Our own work: one of the active clients you can see. Its bills arrive for that client and are tracked for it; a bill already tracked for that client, or dismissed for it, stays out, while it can still arrive for another. Whoever receives them must be able to see the client: a member who can't, or a group with someone who can't, is refused, and so is assigning a client's bill on to them. A client's bills leave every Inbox while it's archived, and anyone who later loses sight of the client stops seeing them. On the Organization page a source for a client you can't see reads only A source for a client you can't see: its view, recipient and dismissed bills stay with the people who can see the client, and only they change, turn off, delete or undo anything on it. When someone leaves, their bills and sources for a client, including bills they sent that wait on no one, go to whoever takes over their work if they can see that client and use the Inbox, and otherwise to the client's account manager or someone on its account team who can. If nobody can, the removal asks you to share the client or give it such an account manager first. Deleting a saved view whose source is for a client you can't see is blocked before anything is deleted.

A view that's a source carries an Inbox tag in the Legislation sidebar, with its edit button showing.

What arrives, and when#

• After each state's ingest run, every source is checked against the bills that run added or changed, so a bill introduced today is in the Inbox within minutes of that state's update.
• A bill arrives the first time it matches a source, unless your organization already tracks it or it's already waiting in an Inbox. It never arrives twice.
• A bill that matches several sources is listed once, with each source in its Saved view column. It goes to the Inbox of the first of them, in the order the Organization page lists them (by name).
• A bill someone dismissed comes back from a source only if it's amended (a new text version) and still matches, marked "Amended since dismissed". A colleague can also send it again from Legislation (below).

Sending bills from Legislation#

You don't need a source to send bills for review. On Legislation, choose Select items, check the bills, and select Track N… beside Add to list:

• Send to the Inbox of: yourself (the default), a team member with a Full license, or a group. A bill sent to a group waits in every member's Inbox, and the first to act on it decides it for all.
• Allow triage: as for a source. Unchecked, the bills can only be tracked.
• Client, with clients on: Our own work or one of the clients you can see, as for a source.

Each bill is marked "Sent by" you. Bills already tracked, or already waiting in an Inbox, are skipped, and the confirmation says how many. A bill someone dismissed comes back, marked "Sent again by" you: sending it is deciding it should be looked at again. Sending tracks nothing yet. It takes the permission to create tracked items.

Organization › Triage sources#

The Organization page lists every source in your organization, whoever set it up: its view, client (with clients on), whose Inbox it sends to, whether triage is allowed, how many bills it sent in the last 30 days, and whether it's on. Members with Manage triage sources can send a source to someone else, allow or stop triage, and turn it off or back on (back on, it sends only new matches). Under Dismissed, each source lists the bills dismissed from it, with who dismissed them and why; Undo puts one back in the Inbox it left. The heading says how many sources are on, against your plan's limit.

Who can do what#

• Manage triage sources sets up, changes and turns off sources. It's on for Admins and for team members with a Full license by default. Others see a view's Tracking section read-only, with the reason.
• How many sources can be on depends on your plan. See Plans and billing.
• A source is a saved view's: deleting the view asks first, naming the source, and removes it too. See Deleting what others depend on.