THOMSON REUTERS CORTELLIS FOR REGULATORY INTELLIGENCE QUICK guide series: No. 7 HOW DO I...? SET-UP MY REGIONS If you regularly perform searches on the same combination of Regulatory Regions, you can limit your search results to those countries or regions only. This guide highlights how to set up “My Regions” in Cortellis for Regulatory Intelligence as well as how to switch them on and off as needed. 1. Once you have logged in, you can access My Regions via the My Cortellis menu at the top of the screen. Hover over My Cortellis, click on Preferences and then on My Regions. Figure 1 My Cortellis - Preferences 2. Using the check boxes, select the regions and countries you want to include. Once finished click Save. You can access all regions you subscribe to; regions you do not subscribe to appear dimmed. Figure 2 Setting Up My Regions - Selection List THOMSON REUTERS CORTELLIS QUICK GUIDE SERIES 3. My Regions can also be set up from the results page. The My Regions selector is found in the left hand Refine Search panel on the results screen. If you click on the Set link the My Regions window appears. Select the regions and country you want to include and click Save to Preferences. Figure 3 Setting Up My Regions from Results Page 4. Results will be refreshed and limited to the regions set. This is indicated by the green toggle switch displayed as “ON”. The country/region filter appears dimmed if My Regions is active. 5. You can use the My Regions selector to toggle My Regions OFF or ON. Clicking the green toggle switch My Regions will be deactivated as indicated by the red toggle switch. Figure 4 My Regions Selector - switched on Figure 5 My Regions Selector - switched off If you hover over the blue information icon, a text displays which regions are set and recalls the path to set them again. Figure 6 My Regions - Information Icon THOMSON REUTERS CORTELLIS QUICK GUIDE SERIES 6. My Regions can also be set up within Global Regulatory Comparisons (GRC). You can limit the matrix to My Regions by clicking on the Set link and making your selections as described above. You can also turn the feature OFF and ON. Figure 7 Setting Up My Regions from GRC Matrix 7. My Regions is also available at the Regulatory Intelligence and Global Regulatory Comparisons Homepage Portlets. Figure 8 My Regions - Regulatory Intelligence Portlet Figure 9 My Regions - GRC Portlet © 2013 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. ‘Thomson Reuters’ and the Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its affiliated companies. For additional training assistance, please contact: [email protected] If you have any questions about using Thomson Reuters Cortellis please contact us: thomsonreuters.com/about/contact_us Read more about our products at: thomsonreuters.com/products_services Link to e-learning materials: http://resources.science.thomsonreuters.com/content/cortellis Find out how to contact your local office: thomsonreuters.com/about/locations