Veritas Surveillance Reviewer's Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Veritas Surveillance
    1.  
      About Veritas Surveillance
    2.  
      Key features of Veritas Surveillance
    3.  
      Feature comparison: Compliance Accelerator desktop client Vs Veritas Surveillance web client
    4.  
      About Veritas Surveillance system security
    5.  
      Veritas Surveillance multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Veritas Surveillance
    2.  
      Signing out from Veritas Surveillance
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to view 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 department-level searches
    1.  
      About department-level searches
    2.  
      Guidelines for effective searches
    3.  
      Creating and running department-level searches
    4.  
      Disabling scheduled searches
    5.  
      Previewing search results
    6.  
      Accepting search results
    7.  
      Rejecting a search result
    8.  
      Resubmitting a search
  5. Managing reviews
    1.  
      About reviewing with Veritas Surveillance
    2.  
      Understanding the Review page
    3.  
      Changing the Preview pane position
    4.  
      Filtering the items in the Review pane
    5.  
      Rearranging columns in the item list pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing searched items
    8.  
      Reviewing research folder items
    9.  
      Viewing Intelligent Review Details
    10.  
      Assigning review status to items
    11.  
      Viewing hotwords highlighting
    12.  
      Viewing hotwords in collaboration message
    13.  
      Viewing the full content in a new window
    14.  
      Adding comments to items
    15.  
      Escalating the review items
    16.  
      Viewing history of items
    17.  
      Printing the original versions of items
    18.  
      Printing and downloading the items and attachments

Understanding the Dashboard page

After logging in to Veritas Surveillance, your dashboard appears by default. If not, you can view it by clicking the Dashboard tab. The dashboard page lets you view the status of department reviews, escalations, and tasks. Aggregated statistics are used to report the status of these items.

Figure: An example of the dashboard that appears to administrators and reviewers upon login

1. Left navigation pane

The left pane provides a navigational menu. When you click on an item in this menu, the corresponding view appears in the right pane. The availability of these menu items and the corresponding views depend on the roles that are assigned to the signed-in user. Therefore, if you are a reviewer, some of these tabs may not be visible, depending on the permissions that your administrator has assigned to you.

You can click the >> icon to expand and the << icon to collapse the navigation banner.

Tab

Description

Dashboard

This tab provides an overview of the status of the activities that you can perform in Veritas Surveillance. It also gives you quick access to the activities that you are likely to perform frequently with Veritas Surveillance.

Review

This tab displays a list of review items. A reviewer can provide comments for them and assign actions like review irrelevant or relevant, pending, question, escalate, and appraise.

Departments

This tab lets you manage departments, the monitored employees who belong to them, and reviewers assigned to department and allocate items for review to reviewers, specifying the allocation as a percentage.

Employee Groups

This tab lets you manage employee groups that belongs to departments.

Monitor

This tab lets you monitor and resubmit searches as necessary.

Application

This tab lets you access commonly used administrative facilities. You can manage the following:

  • Roles - Set up and amend the roles you can assign to users to manage their access to Veritas Surveillance.

  • Role Assignment - Assign Veritas Surveillance roles to users.

  • Reviewer Assignment - Allocate items for review to reviewers, specifying the allocation as a percentage.

  • Hotwords - Set up lists of important words that you may want to search within archived items.

Configuration

This tab lets you:

  • Create schedules at which searches can run across multiple departments.

  • Manage audit settings for the Audit viewer.

  • Configure reporting API endpoints that can be used to generate reports and perform data analytics through custom scripts or templates.

Audit viewer

This tab lets you search and save audit records for various modules and operations at department and application level.

2. Banner

The banner contains the Veritas Surveillance logo, company name, user name of the administrator or reviewer who is signed in, the Help icon, the Notifications icon, and the Account Profile icon.

  • Click the Help icon to display application help in a separate window, without leaving the application window.

  • Click Log Out to exit the application.

3. Details pane

The details pane displays summary of the following sections:

  • Review Status: Provides details of up to five or less pinned departments. If user has not pinned any department, then it presents details of the five departments to which that user has access.

  • Escalations: Provides details of escalated items.

  • Searches and Export Status: Displays results of the last few exports and searches run by a user.