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

Filtering the items in the Review pane

The search and filter options available in the Review pane provide several parameters to filter items for review.

To filter the items in the review pane

  1. In the left navigation pane, click Review.
  2. In the Department drop-down list, do the following steps:
    • In the Mode drop-down list, choose whether to perform a standard review of the items in the review set or an escalation review.

      Note:

      Escalation Review mode is available to escalation reviewers only. It lets these reviewers view and change review status of the items that other reviewers have escalated to them for further attention.

    • In the Dept drop-down list, select the department, or a nested department for which you want to display the items in the review set.

    • In the Items drop-down list, select a group of items you want to review.

  3. In the Filter drop-down list, select the facets (item classifications) you want to apply.

    When you expand the Filters, you can use two additional filters, Filter on Author/Domain and Filter on Subject, in conjunction of other filter facets.

    • Filter on Author/Domain - use this filter to search items for a specific user or email domain. If a domain is specified, then items from all users belonging to that domain will be searched. You cannot enter multiple authors or domains. This can be a full email domain or partial email domain. For example, gmail, gmail.com, or @gmail.com. This feature performs a string search within the author field of items for what is specified in the filter.

    • Filter on Subject - use this filter to search items based on a word or phrase in the subject. This feature performs a string search within the subject field of items for what is specified in the filter.

    Note:

    The Author/Domain and Subject filters cannot contain a semicolon (;) or a string of two hyphen marks (--).

    Facets

    Description

    Status

    Select items by their status, like pending, reviewed, questioned, and so on.

    Capture date

    Selects items that Advanced Supervision has captured over the specified period.

    Date

    Select items by the date on which they were created.

    Search

    Select items that one or more searches have captured.

    Scheduled search

    Select items that one or more searches have captured according to their search schedules.

    Author

    Select items by the name of the person who sent them.

    Escalation status

    Select items by whether they have been escalated to an escalation reviewer or subsequently closed by that reviewer.

    Appraisal status

    Select items by their appraisal status.

    Type

    Select items by their types.

    Direction

    Select items that have traveled in the specified direction. The options are as follows:

    • Not specified - Select to avoid choosing any direction.

    • Internal - Selects items where the author and all recipients are internal to your organization.

    • External Inbound - Selects items where the author is external to your organization and at least one recipient is internal.

    • External Outbound - Selects items where the author is internal to your organization and at least one recipient is external.

    Tags

    Select items by their tags.

    Tags action

    Select items by their tag actions.

    Last marked by

    Select items by the person who has lastly changed a review status of the items.

    Comments

    Select items to which reviewers have added comments.

    Size

    Select items by their size in kilobytes.

    Number of attachments

    Select items by the number of attachments that they have.

    Capture method

    Select items by the method that Advanced Supervision has used to capture them and add them to the review set. The options are:

    • Not specified - Select to avoid choosing any direction.

    • Search - Select to choose items that have been captured as a result of searches.

    • Random Sampling - Select to choose items that Advanced Supervision has captured and added to the review set according to your designated monitoring policy.

    • Guaranteed Sample Search - Select to choose the results of guaranteed sample searches.

    • Tags - Select to choose items that Advanced Supervision has captured and added to the review set according to designated tags.

    Escalation owner

    Select items by the escalation reviewer who has responsibility for them.

    Escalated by

    Select items by the person who escalated them to an escalation reviewer for further attention.

    Last appraised by

    Select items by the person who appraised the items.

  4. Click Apply.