Advanced Supervision User Guide

Last Published:
Product(s): AdvisorMail (1.0)
  1. Introducing Veritas Advanced Supervision
    1.  
      About Advanced Supervision
    2.  
      Veritas Advanced Supervision features
    3.  
      About Advanced Supervision system security
    4.  
      Advanced Supervision multi-tier architecture
    5.  
      System requirements
  2. 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
  3. 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
  4. 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 department details and monitoring policy
    8.  
      Managing exception employees
    9.  
      Designating employees as exceptions
    10.  
      Assigning further exception reviewers to an exception
    11.  
      Removing exception status
    12.  
      Removing exception reviewers
  5. Managing department users
    1.  
      Assigning department reviewers
    2.  
      Removing department reviewers
    3.  
      Adding new roles for users
    4.  
      Removing roles
  6. 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.  
      Accepting search results
    8.  
      Rejecting a search result
    9.  
      Resubmitting a search
  7. Managing department-specific hotwords sets
    1.  
      Overview
    2.  
      Creating department-specific hotwords sets
    3.  
      Editing department-specific hotwords and hotwords sets
    4.  
      Deleting department-specific hotwords sets
  8. 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
  9. Managing department-specific whitelist rules
    1.  
      Overview
    2.  
      Creating department-specific whitelist rules
    3.  
      Editing department-specific whitelist rules
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. 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
  12. Managing application-specific hotwords sets
    1.  
      Overview
    2.  
      Creating application-specific hotwords sets
    3.  
      Editing application-specific hotwords and hotwords sets
    4.  
      Deleting application-specific hotwords sets
  13. 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
  14. Managing application-specific whitelist rules
    1.  
      Overview
    2.  
      Creating application-specific whitelist rules
    3.  
      Editing application-specific whitelist rules
  15. Managing search schedules
    1.  
      Overview
    2.  
      Setting up one-time search schedules
    3.  
      Example of a one-time search schedule
    4.  
      Setting up recurring search schedules
    5.  
      Example of a recurring search schedule
    6.  
      Editing search schedules
    7.  
      Deleting search schedules
  16. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  17. 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 the full content in a new window
    10.  
      Adding comments to items
    11.  
      Viewing the history of items
    12.  
      Printing the original versions of items
    13.  
      Downloading the original versions of items
  18. Working with reports
    1.  
      About Advanced Supervision reports
    2.  
      Predefined report types
    3.  
      Generating reports

Understanding the Dashboard page

After logging in to Advanced Supervision, your dashboard appears by default. If not, you can view it by clicking the Dashboard tab. The dashboard page lets you view the status of department reviews, escalations, and tasks. Aggregated statistics are used to report the status of these items.

Figure: An example of the dashboard that appears to administrators and reviewers upon login

An example of the dashboard that appears to administrators and reviewers upon login

1. Left navigation pane

The left pane provides a navigational menu. When you click on an item in this menu, the corresponding view appears in the right pane. The availability of these menu items and the corresponding views depend on the roles that are assigned to the signed-in user. Therefore, if you are a reviewer, some of these tabs may not be visible, depending on the permissions that your administrator has assigned to you.

You can click the >> icon to expand and the << icon to collapse the navigation banner.

Icon

Tab

Description

Dashboard

This tab provides an overview of the status of the activities that you can perform in Advanced Supervision. It also gives you quick access to the activities that you are likely to perform frequently with Advanced Supervision.

Review

This tab displays a list of review items. A reviewer can provide comments for them and assign actions like review irrelevant or relevant, pending, question, escalate, and appraise.

Departments

This tab lets you manage departments, the monitored employees who belong to them, and users (reviewers) assigned to them.

Reports

This tab lets you generate reports about review status for Bloomberg, Domino, Exchange, SMTP, and Instant Messaging (IM).

Monitor

This tab lets you monitor and resubmit searches as necessary.

Application

This tab lets you access commonly used administrative facilities. You can manage the following:

  • Roles - Set up and amend the roles you can assign to users to manage their access to Advanced Supervision.

  • Role Assignment - Assign Advanced Supervision roles to users.

  • Hotwords - Set up lists of important words that you may want to search within archived items.

Configuration

This tab lets you create schedules at which searches can run across multiple departments.

2. Banner

The banner contains the Advanced Supervision logo, company name, user name of the administrator or reviewer who is signed in, the Help icon, and the Sign out icon.

3. Title bar

The title bar appears under the banner. The left side of the title bar always displays the name of the current page.

4. Details pane

The details pane displays summary of the following sections:

  • Review Status: Presents details of last 5 or 10 accessed departments.

  • Escalations: Provides details of escalated items.

  • Task Status: Displays results of last few exports and searches run by a user.