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Veritas Advanced Supervision User Guide

Last Published: 2021-11-03

Product(s): Veritas Alta Surveillance (1.0)

Introducing Advanced Supervision
1. About Advanced Supervision
2. Advanced Supervision features
3. About Advanced Supervision system security
4. Advanced Supervision multi-tier architecture
5. System requirements
Getting started
1. Signing in to Advanced Supervision
2. Signing out from Advanced Supervision
3. Launching Enterprise Vault.cloud applications
4. Resetting a forgotten password
Working with dashboard widgets
1. Understanding the Dashboard page
2. Viewing status summary of recently reviewed departments
3. Viewing the review status summary of escalated items
4. Viewing a summary of completed searches
5. Viewing a summary of completed exports
Managing departments
1. About departments
2. Understanding the Departments page
3. Searching departments
4. Creating departments
5. Moving existing departments under other departments
6. Adding monitored employees to departments
7. Editing monitoring policies
8. Editing department details and monitoring policy
9. Managing exception employees
10. Designating employees as exception employee
11. Assigning further exception reviewers to an exception employee
12. Removing exception status
13. Removing exception reviewers
Managing department users
1. Assigning department reviewers
2. Removing department reviewers
3. Adding new roles for users
4. Removing roles
5. Managing role assignment for a user in departments
  1. Assigning departments and exceptions to specific users
  2. Removing a specific role to users in one or more departments and exceptions
Managing department searches
1. About searches in Advanced Supervision
2. Guidelines for effective searches
3. Creating and running Advanced Supervision searches
4. Disabling scheduled searches
5. Using proximity searches
6. Using fuzzy searches
7. Previewing search results
8. Accepting search results
9. Rejecting a search result
10. Resubmitting a search
Managing department-specific hotword sets
1. Overview
2. Creating department-specific hotword sets
3. Editing department-specific hotwords and hotword sets
4. Deleting department-specific hotword sets
Managing department-specific trash rules
1. Overview
2. Creating department-specific trash rules
3. Activating department-specific trash rules
4. Deactivating department-specific trash rules
5. Propagating department-specific trash rules
6. Unpropagating department-specific trash rules
Managing department-specific allowlist rules
1. Overview
2. Creating department-specific allowlist rules
3. Editing department-specific allowlist rules
Viewing employees associated with departments
1. Viewing employee association history
Managing application-level users, roles, and permissions
1. Overview
2. Predefined user roles and permissions
3. Adding new roles for users
4. Editing user roles
5. Deleting user roles
6. Assigning roles to users
7. Removing a user role
Managing application-specific hotword sets
1. Overview
2. Creating application-specific hotword sets
3. Editing application-specific hotwords and hotword sets
4. Deleting application-specific hotword sets
Managing application-specific trash rules
1. Overview
2. Creating application-specific trash rules
3. Activating application-specific trash rules
4. Deactivating application-specific trash rules
5. Propagating application-specific trash rules
6. Unpropagating application-specific trash rules
Managing application-specific allowlist rules
1. Overview
2. Creating application-specific allowlist rules
3. Editing application-specific allowlist rules
Managing data requests
1. About data request
2. Creating a new data request
Managing search schedules
1. Overview
2. Setting up new search schedules
3. Setting up one-time search schedules
4. Example of a one-time search schedule
5. Setting up recurring search schedules
6. Example of a recurring search schedule
7. Editing search schedules
8. Deleting search schedules
Managing export operations
1. About exporting items
2. Performing export runs
Managing reviews
1. About reviewing with Advanced Supervision
2. Limitations on reviewing certain types of Skype for Business content
3. Understanding the Review page
4. Changing the Review pane position
5. Filtering the items in the Review pane
6. Manually reviewing items
7. Assigning review status to items
8. Viewing hotwords highlighting
9. Viewing tags highlighting
10. Viewing the full content in a new window
11. Adding comments to items
12. Viewing the history of items
13. Printing the original versions of items
14. Downloading the original versions of items
Working with reports
1. About Advanced Supervision reports
2. Predefined report types
3. Generating reports
Managing Audit Settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with Audit viewer
1. About Audit viewer
2. Performing a search for audit records

Moving existing departments under other departments

When you move a department to a different place in the department hierarchy, its child departments move with it. The monitored employees within the department, exceptions reviewers, and supervisors also remain assigned to the department in its new position in the hierarchy.

Note:

You must have the Create Departments permission to move departments. By default, users that have the App User Admin role have this permission.

To move a department under another department

In the left navigation pane, click Departments.
Search for and select the department you want to move.
Note:
Advanced Supervision lists all departments. You can use the filtering options to search the required department. Options include filtering by department name, exception employees, and reviewers associated with the department.
Click Edit Department.
In the Parent Department field, search for and select the department to which you want to move the department.
Click Save.
Note:
The reviewers and supervisors of the parent department automatically have access to the moved department.