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 exception employee
    10.  
      Assigning further exception reviewers to an exception employee
    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
    5.  
      Managing user assignment to departments
  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.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  7. 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
  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 hotword sets
    1.  
      Overview
    2.  
      Creating application-specific hotword sets
    3.  
      Editing application-specific hotwords and hotword sets
    4.  
      Deleting application-specific hotword 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 data requests
    1.  
      About data request
    2.  
      Creating a new data request
  16. 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
  17. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  18. 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
  19. Working with reports
    1.  
      About Advanced Supervision reports
    2.  
      Predefined report types
    3.  
      Generating reports

Understanding the Departments page

The following images highlight the standard features of the Departments page.

Figure: A sample Departments page summary

A sample Departments page summary

1. Search and filter pane

Advanced Supervision lists all the available departments. When search is executed and the results are displayed, you can narrow down the search results based on the filter criteria applied. 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.

2. Title bar / Menu bar

The Title bar appears directly underneath the upper banner. The left side of the title bar always displays the name of the current page. This bar also displays menus based on the permissions you have to work within departments.

Table: Department view menu bar tabs and their function

Menu

Function

Properties

Displays department-level properties. You must have the Configure Department Properties permission in a department to edit its properties. Users with the User Admin role have this permission by default.

You can filter the departments by name and choose whether to list any exception employees, folders, and reviewers that are associated with them.

Using the Properties tab, you can perform the following:

  • rename a department

  • change monitoring policy

  • close and reopen the department

  • nominate a new owner

Note:

Even if you nominate a new owner, the original owner still retains all the administrative permissions. You can use the Role Assignment feature to remove these permissions.

Monitored Employees

Allows you to manage the configuration activities for department-specific searches.

Searches

Allows you to manage the configuration activities for department-specific searches.

Export

Allows you to manage the export activities for department-specific data.

Role Assignments

Allows you to manage department-specific roles and responsibilities.

Hotwords

Allows you to manage department-specific hotwords and hotword sets.

Trash

Allows you to manage department-specific trash rules.

Whitelist

Allows you to manage department-specific whitelist rules.

History

Displays start and end dates for employees added to the department.

3. Action bar

Functions of the action bar vary with the menus you have selected. When you select the Properties menu, it shows the following action buttons, which are summarized below:

Table: Department view action buttons and their function

Action button

Function

New Department

Opens a New Department page to create a new department.

Open Department

Opens a closed department for monitoring .

Close Department

Closes an open department and restricts monitoring of employees in the department.

Go to Review

Navigates you to the Review tab of the current department.

Refresh

Refreshes the page information.

Filter by department name

Lets you type a few letters of a department name you want to search.

4. Details pane

This pane displays the records with subsequent details. You can click on the column heading to sort the data either in ascending or descending order for one or more columns on the selected page.

5. Bottom navigation bar

This bar displays total number of records and total number of the selected records. The navigation options are supported for multi-page lists.

  • Click on the page number to display and navigate to a selected page.

  • Click the |< icon to go to the first page of the list.

  • Click the >| icon to go to the last page of the list.

  • Click the < icon to go to the previous page of the list.

  • Click the > icon to go to the next page of the list.