Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Insight Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Customizing item navigation in Review grid
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Translating email and attachment content for review
- Translating collaboration message for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- Working with reports
- About Insight Surveillance reports
- Predefined reports
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- Roles API
- User Roles Async API
- User Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- Reviewer Mapping Async API
- Reviewer Mapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Item Hotword Metrics Async API
- Item Hotword Metrics API
- Item Details Async API
- Item Details API
- Reviewer Assessment Metrics Async API
- Reviewer Assessment Metrics API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Insight Surveillance reports and datasets through the OData web service
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles - Submit Report Request
- TEMPLATE - User Roles - View Report Data
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping - Submit Report Request
- TEMPLATE - Reviewer Mapping - View Report Data
- TEMPLATE - Searches
- TEMPLATE- Item Classification Metrics - Submit Report Request
- TEMPLATE- Item Classification Metrics - View Report Data
- TEMPLATE- Item Archived Metrics - Submit Report Request
- TEMPLATE- Item Archived Metrics - View Report Data
- TEMPLATE- Item Label Metrics - Submit Report Request
- TEMPLATE- Item Label Metrics By Employee - View Report Data
- TEMPLATE- Item Label Metrics By Department - View Report Data
- TEMPLATE- Item Hotword Metrics - Submit Report Request
- TEMPLATE- Item Hotword Metrics - View Report Data
- TEMPLATE- Item Details - Submit Report Request
- TEMPLATE- Item Details - View Report Data
- TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
- TEMPLATE- Reviewer Assessment Metrics - View Report Data
- TEMPLATE- Evidence Of Review - Submit Report Request
- TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
- TEMPLATE- Evidence Of Review By Department - View Report Data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit Report Request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View Report Data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
Assigning review status to items
As part of the review process, you can assign a review status to each message to indicate that you have reviewed it and have no concerns - or conversely, that you do have some concerns, and therefore want to question the message.
The Apply Review Action permission restricts you to assign marks to the messages one at a time. In addition to the Apply Review Action permission, you need the following additional permissions to apply a specific action status mark to the message in a review set:
Apply Review Action - Pending
Apply Review Action - Questioned
Apply Review Action - Reviewed Irrelevant
Apply Review Action - Reviewed Relevant
If you have the Apply Bulk Review Action permission, you can assign review status to several messages at once. In addition to the Apply Bulk Review Action permission, you need the following additional permissions to apply a specific action status mark to multiple messages at a time while viewing messages in the List View mode:
Apply Bulk Review Action - Pending
Apply Bulk Review Action - Questioned
Apply Bulk Review Action - Reviewed Irrelevant
Apply Bulk Review Action - Reviewed Relevant
To assign a review mark to an item
- In the left navigation pane, click Review.
- Filter the items in the review pane.
- Click Apply.
The application displays a list of review items from the selected departments.
- During manual review, select one or more items to which you want to assign a review status.
When applying a review status to a single item, the application does not prompt to confirm the selection of the item. However, while applying a review status to multiple items, the application prompts a confirmation to ensure accurate selection and avoid errors, as shown in the sample image below.
- Click the Action drop-down list, and do the following:
Select Pending to keep the items pending for review.
The key combination Alt+P typically assigns the Pending mark to an item.
Select Questioned to raise query on the items.
The key combination Alt+Q typically assigns the Questioned mark to an item.
Select Reviewed Irrelevant to apply the compliance irrelevant mark to the selected items.
The key combination Alt+I typically assigns the Reviewed Irrelevant mark to an item.
Select Reviewed Relevant to apply the compliance relevant mark to the selected items.
The key combination Alt+R typically assigns the Reviewed Relevant mark to an item.
Select Escalated to escalate the items to the escalated reviewer for further attention.
The key combination Alt+E typically assigns the Escalated mark to an item.
Select Appraised to appraise the work of department reviewers and manage any exception employees in the department.
The key combination Alt+A typically assigns the Appraised mark to an item.
