Veritas Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.1)
  1. Introducing Compliance Accelerator
    1.  
      Key features of Compliance Accelerator
    2.  
      About the Compliance Accelerator client
    3.  
      Opening the Compliance Accelerator client
    4.  
      Finding your way around the Compliance Accelerator client
  2. Searching for items
    1.  
      Creating and running Compliance Accelerator searches
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1.  
      About reviewing with Compliance Accelerator
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4.  
      Assigning review marks to items
    5.  
      Adding comments to items
    6.  
      Viewing the history of items
    7.  
      Displaying printable versions of items
    8.  
      Downloading the original versions of items
    9.  
      Copying the item list to the Clipboard
    10. Escalating items
      1.  
        Assigning escalated items to other escalation reviewers
      2.  
        Closing escalated items
    11.  
      Changing how the Review pane looks
    12.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Reviewing the items in research folders
    4.  
      Exporting items from research folders
    5.  
      Giving other users access to your research folders
    6.  
      Copying items to research folders
    7.  
      Committing research folder items to the department review set
  5. Exporting items
    1.  
      Performing an export run
    2.  
      About the limits on the number of simultaneous export runs
    3.  
      Exporting items from the review set of an exception employee
    4.  
      Making the export IDs visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the Compliance Accelerator reports
    2.  
      Creating Compliance Accelerator reports
    3. Available Compliance Accelerator reports
      1.  
        Compliance Supervisor Responsibility report
      2.  
        Department Roles Detail report
      3.  
        Department Roles Summary report
      4.  
        Differential Sampling Summary by Department report
      5.  
        Effective Roles by User report
      6.  
        Evidence of message type Review by Department/Employee reports
      7.  
        Item Aging by Department report
      8.  
        Message Stats Summary report
      9.  
        Message Summary report
      10.  
        Monitored IDs by Department report
      11.  
        Questioned Items by Department report
      12.  
        Responsibility by Department report
      13.  
        Responsibility by Reviewer report
      14.  
        Review Activity Summary by Department report
      15.  
        Reviewer Activity by Department report
      16.  
        Reviewer Activity Detail report
      17.  
        Reviewer Mapping report
      18.  
        Unreviewed Departments report
      19.  
        Unsupervised Departments report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Compliance Accelerator datasets using the OData web service
      1.  
        Available Compliance Accelerator datasets
      2.  
        Accessing the Compliance Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors

Viewing existing reports

Compliance Accelerator makes it easy to view the contents of a report, print it, and export it in formats such as Excel, Acrobat (PDF), XML, and comma-separated values (CSV). Note that a report is a snapshot of data at the time that you created it. Viewing the report later does not refresh the data in it, so you must create a new report if you want to view the latest data.

You must have the View Reports permission to view an existing report. By default, most users with a department role have this permission.

To view an existing report

  1. Click the Reports tab in the Compliance Accelerator client.
  2. In the center pane, click the report that you want to view. Compliance Accelerator provides information on the selected report in the Details tab at the right.

    You can filter the list of reports by checking the options in the left pane. Alternatively, in the Search Reports box at the top of the center pane, enter a keyword for which to search in the names and descriptions of the reports.

  3. Click the Preview tab to display the contents of the report.

  4. Do one or more of the following:

    • To page through the report, go to a specific page, find a specific word, or adjust the magnification level, click the navigation controls at the top of the preview pane.

    • To export the report, select the required format and then click Export. Compliance Accelerator prompts you to choose a location for the report file.

    • To update the report contents, click Refresh.

    • To print the report, click Print and then select the printing options that you want.