Veritas Advanced Supervision User Guide
- Introducing Veritas Advanced Supervision
- Getting started
- Working with dashboard widgets
- Managing employees and employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees 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 searches
- About searches in Veritas Advanced Supervision
- Guidelines for effective searches
- Creating and running Veritas Advanced Supervision searches
- Pausing and resuming searches
- Downloading search details for archives
- Disabling scheduled searches
- Previewing search results
- Accepting search results
- Rejecting a search result
- Resubmitting a search
- Managing department-specific hotword sets
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Managing application-specific hotword sets
- Managing application-specific review comments
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Advanced Supervision
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing emails and collaboration messages
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing tags in collaboration message
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Viewing the history of items
- Printing the original versions of items
- Downloading the original versions of items
- Viewing Intelligent Review Details
- Managing Audit Settings
- Working with Audit viewer
Assigning department reviewers
Veritas Advanced Supervision makes it easy to add users to departments and assign several key roles to them. Department reviewers can monitor, review, hold review, question, escalate, appraise, and comment on the items in a department, export items for offline review, and generate and view reports. Compliance supervisors can appraise the work of department reviewers and manage any exception employees in the department.
Note:
You must have the Manage Roles permissions to add users to a department. By default, users that have the Department Admin role have these permissions.
To assign a department reviewer
- In the left navigation pane, click Departments.
- Search for and select the department to which you want to assign reviewers.
Note:
Veritas Advanced Supervision lists all departments. 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.
- In the Role Assignment tab, click Add User.
The Add Users dialog box appears.
- Search for and select one or multiple users.
Note:
To select multiple adjacent users, hold down the Shift key and click the first and the last name in the range. To select multiple, non-adjacent users, hold down the Ctrl key and click the required names.
- Click Save.
- Under User and Groups, select one user at a time, and click Add Roles.
The Add Roles dialog box appears.
- Search for and select one or multiple roles.
Note:
Add the Department Reviewer role, and if required, add the Compliance Supervisor role. To select multiple adjacent roles, hold down the Shift key and click the first and the last name in the range. To select multiple, non-adjacent roles, hold down the Ctrl key and click the required names.
- Click Save.