Veritas Advanced Supervision User Guide
- Introducing Advanced Supervision
- Getting started
- Working with dashboard widgets
- Managing departments
- Managing department users
- Managing department searches
- Managing department-specific hotword sets
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Viewing employees associated with departments
- Managing application-level users, roles, and permissions
- Managing application-specific hotword sets
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- Working with reports
- Managing Audit Settings
- Working with Audit viewer
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
- In the left navigation pane, click Review.
- In the Department drop-down list, do the following steps:
The selections are persisted across all login sessions for the logged-in user.
In the Mode drop-down list, choose whether to perform a standard review of the items in the review set or an escalation review.
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.
The following options are available:
Temporary Assignment: This option lets you reserve the specified number of items in the review set. Other reviewers cannot see these items until you have finished work on them.
All Items: This option lets you view all the items in the review set, even if they have been assigned to other reviewers. You may duplicate the work of other reviewers if you use this option. Therefore, we recommend that you select this option only if there are no other reviewers working alongside you, or you want to browse the items without marking them.
- In the Filter drop-down list, select the facets (item classifications) you want to apply.
If you frequently use the same facet settings to filter the items in the Review pane, you can save them as a preset. In addition to the custom presets, you can use the default predefined presets, such as All Unreviewed, Today's Unreviewed, All Unreviewed Exchange, All Unreviewed Instant Messaging, All Unreviewed Bloomberg, All Unreviewed Domino, and All messages. You can then quickly apply the settings by selecting the preset from the Preset drop-down list.
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.
The Author/Domain and Subject filters cannot contain a semicolon (;) or a string of two hyphen marks (--).
Select items by their status, like pending, reviewed, questioned, and so on.
Selects items that Advanced Supervision has captured over the specified period.
Select items by the date on which they were created.
Select items that one or more searches have captured.
Select items that one or more searches have captured according to their search schedules.
Select items by the name of the person who sent them.
Select items by whether they have been escalated to an escalation reviewer or subsequently closed by that reviewer.
Select items by their appraisal status.
Select items by their types.
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.
Select items by their tags.
Select items by their tag actions.
Last marked by
Select items by the person who has lastly changed a review status of the items.
Select items to which reviewers have added comments.
Select items by their size in kilobytes.
Number of attachments
Select items by the number of attachments that they have.
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.
Select items by the escalation reviewer who has responsibility for them.
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.
- Click Apply.