Veritas Advanced Supervision User Guide

Last Published:
Product(s): Enterprise Vault (14.1, 14.0)
  1. Introducing Veritas Advanced Supervision
    1.  
      About Veritas Advanced Supervision
    2.  
      Veritas Advanced Supervision features
    3.  
      Feature comparison with the Compliance Accelerator client
    4.  
      About Veritas Advanced Supervision system security
    5.  
      Veritas Advanced Supervision multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Veritas Advanced Supervision
    2.  
      Signing out from Veritas Advanced Supervision
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to quickly view the review status
    4.  
      Changing the order of pinned departments
    5.  
      Viewing the review status summary of escalated items
    6.  
      Viewing a summary of searches and exports
  4. Managing employees and employee groups
    1.  
      About employees and employee groups
    2.  
      Creating employee profiles
    3.  
      Editing employee profile details
    4.  
      Creating employee groups
    5.  
      Editing employee group details
  5. 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 monitoring policies
    8.  
      Editing department details and monitoring policy
    9.  
      Managing exception employees
    10.  
      Designating employees as exception employee
    11.  
      Assigning further exception reviewers to an exception employee
    12.  
      Removing exception status
    13.  
      Removing exception reviewers
  6. Managing department users
    1.  
      Assigning department reviewers
    2.  
      Removing department reviewers
    3.  
      Adding new roles for users
    4.  
      Removing roles
    5. Managing role assignment for a user in departments
      1.  
        Assigning departments and exceptions to specific users
      2.  
        Removing a specific role to users in one or more departments and exceptions
  7. Managing department searches
    1.  
      About searches in Veritas Advanced Supervision
    2.  
      Guidelines for effective searches
    3.  
      Creating and running Veritas Advanced Supervision searches
    4.  
      Pausing and resuming searches
    5.  
      Downloading search details for archives
    6.  
      Disabling scheduled searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  8. 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
  9. Managing department-specific review comments
    1.  
      About department-level review comments
    2.  
      Adding department-level review comments
    3.  
      Editing department-level review comments
    4.  
      Deleting department-level review comments
    5.  
      Updating order of department-level review comments
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning roles to users
    7.  
      Restricting users to use hotwords in searches
    8.  
      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 review comments
    1.  
      About application-level review comments
    2.  
      Adding application-level review comments
    3.  
      Editing application-level review comments
    4.  
      Deleting application-level review comments
    5.  
      Updating order of application-level review comments
  14. Managing search schedules
    1.  
      Overview
    2.  
      Setting up new search schedules
    3.  
      Setting up one-time search schedules
    4.  
      Example of a one-time search schedule
    5.  
      Setting up recurring search schedules
    6.  
      Example of a recurring search schedule
    7.  
      Editing search schedules
    8.  
      Deleting search schedules
  15. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  16. Managing reviews
    1.  
      About reviewing with Advanced Supervision
    2.  
      Understanding the Review page
    3.  
      Changing the Preview pane position
    4.  
      Rearranging columns in the item list pane
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing emails and collaboration messages
    8.  
      Adding or removing text for machine learning
    9.  
      Assigning review status to items
    10.  
      Viewing hotwords highlighting
    11.  
      Viewing hotwords in collaboration message
    12.  
      Viewing tags highlighting
    13.  
      Viewing tags in collaboration message
    14.  
      Viewing the full content in a new window
    15.  
      Adding comments to items
    16.  
      Escalating the review items
    17.  
      Viewing the history of items
    18.  
      Printing the original versions of items
    19.  
      Downloading the original versions of items
    20.  
      Viewing Intelligent Review Details
  17. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  18. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Assigning departments and exceptions to specific users

In addition to viewing the user summary, you can also perform the following actions using the Department > Users > Assign 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 Assign button, and then click 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 users 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 Assign button, and then click 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 Assign button, and then click 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 Assign button, and then click 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.