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

Managing user assignment to departments

While you can add users to a department and assign several key roles to them using the Department > Role Assignments tab, you can also assign one or more departments and exceptions to a specific user using the Department > Users > Actions option. In addition to viewing the user summary, you can also perform the following actions using the Department > Users > Actions option:

  • Assign departments to a user for a review

    Associate departments to a user so that the user can review those departments.

  • Assign exception employees to a user for review

    Associate exception employees to a user so that the user can review the items of the exception employees.

  • Assign departments to a user for supervision

    Associate departments to a user so that the user can supervise these departments.

  • Assign departments to a user for a passive review

    Make the user a passive reviewer for the selected departments so that the user can view items and review history, and then assign appraisal status.

Note:

You must have the Grant Users Access permissions to perform these user actions. By default, users that have the User Admin role have these permissions.

To assign a department to a user for review:

  1. In the left navigation pane, click Departments.
  2. Expand Users in the filter pane.
  3. Search for and select the user you want to assign to a department to a review.
  4. Click the Actions button, and then click Assign Departments To Review.

    The Select one or more departments to review dialog box appears.

  5. Search for and select the departments that you want to assign for review.

    Note:

    A maximum of 100 departments are displayed and can be selected. If you have more than 100 results, repeat these steps for every 100 departments.

  6. Click OK.

    The User Summary page gets refreshed, and the associated departments are displayed for the user.

You can also go to the Role Assignment tab and check the uses to whom the department has been assigned for review.

To assign exceptions to a user for review:

  1. In the left navigation pane, click Departments.
  2. Expand Users in the filter pane.
  3. Search for and select the user you want to assign to an exception to a review.

    Note:

    A maximum of 100 exceptions are displayed and can be selected. If you have more than 100 results, repeat these steps for every 100 exceptions.

  4. Click the Actions button, and then click Assign Exceptions To Review.

    The Select one or more exceptions to review dialog box appears.

  5. Search for and select the exceptions that you want to assign to review.
  6. Click OK.

    The User Summary page gets refreshed, and the associated exceptions are displayed for the user.

To assign departments to a user for supervision:

  1. In the left navigation pane, click Departments.
  2. Expand Users in the filter pane.
  3. Search for and select the user you want to assign to a department to supervise.
  4. Click the Actions button, and then click Assign Departments To Supervise.

    The Select one or more departments to supervise dialog box appears.

  5. Search for and select the departments that you want to assign to supervise.
  6. Click OK.

    The User Summary page gets refreshed, and the associated departments are displayed for the user's supervision.

To assign departments to a user for a passive review:

  1. In the left navigation pane, click Departments.
  2. Expand Users in the filter pane.
  3. Search for and select the user you want to assign to a department to a passive review.
  4. Click the Actions button, and then click Assign Departments To Passive Review.

    The Select one or more departments to passive review dialog box appears.

  5. Search for and select the departments that you want to assign to passive review.
  6. Click OK.

    The User Summary page gets refreshed, and the associated departments are displayed for the user's passive review.