Arctera™ Insight Surveillance Web Client Reviewer's Guide

To review items and checking their tags and hotwords statistics

1. In the left navigation pane, click Review.
2. Search for and select the department for which you want to review items.

   Insight Surveillance lists all departments for which you have the review permissions.

3. (Optional) Use Advanced Filter and Filters to view the precise review items quickly. To reset the filtering criteria, click Clear, set a new criterion, and click Apply.

   The application displays items from the selected departments.

   The item grid displays multiple columns. Based on your review priorities and focus, you can:

   • Sort items by clicking the column headings.

     For example, to view more relevant items for review, click the Relevance Score column heading. Items with higher relevance scores are more relevant, while lower scores suggest irrelevance.

   • Rearrange the column sequence. See Rearranging columns in the item list pane.

   • Use the navigation arrows at the bottom of the items grid to go to the first, previous, next, or last page.

   These changes are persisted across different login sessions for the logged-in user.

   Note:

   The Relevance Score column is displayed in the list pane by default. However, the score (value) is calculated and displayed only if the intelligent review service is enabled for the selected departments. For the departments that are not enabled for the intelligent review service, the application displays the column, but the values remain blank.

4. In the items grid, select the email you want to review.

   • If you select an individual email in the items grid, you can view the Preview, Comments, and the History tabs.

     • On the Preview tab, you can view email metadata and content.

     • On the Comments tab, you can view previous review comments for the selected email.

     • On the History tab, you can view the detailed summary of the operations that are performed on the selected email.

   • If you select multiple items in the items grid, you cannot view the Preview, Comments, and the History tabs. Instead, you get options to assign a review statuses to all the selected messages simultaneously.

   To comment on the selected email, click Add Comment. See Adding comments to items.

   To assign status to the selected email, click Pending, Questioned, Review Irrelevant, Reviewed Relevant, Escalate, or Appraised as required.

5. To view the tags-specific statistics of the selected email, in the Labels & Item Statistics pane, expand the Tags section.

   The displayed information includes the names of applied tags or classification policies. Next to each tag name, the number of incidents that match the corresponding tags or policies in the selected items is shown. After you expand the tag name, the application displays number of matches in the top-level content of the item and in each attachment of the item. See the sample image below.

   Note:

   By default, Insight Surveillance analyses and displays the statistics only for the tags that are found in each item and have a match. Tags that do not match are not shown in the list.

   The Top Level node and the attachments nodes are visible only if the emails have the specified tags. If there are no matches for the tags in the primary emails, the Top Level node will not be displayed. Similarly, if there are no matches for the tags in the attachments, those attachments will also not be displayed.

   Click the hyperlinks to view the respective tags in the Preview pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.

   If the attached image contains tags, clicking the hyperlink from the tags statistics pane opens the image in text format for convenient review of the tags.

   Tag statistics are not supported for collaboration messages.

6. To view the hotwords-specific statistics of the selected email, in the Item Statistics pane, expand the Hotwords section.

   The displayed information includes the names of hotwords sets and individual hotwords. Next to each entry, the number of incidents that match the corresponding hotwords or hotwords sets in the selected items is shown. After you expand the hotwords set name, the application displays the included hotwords and their number of matches in the top-level content of the email and in each attachment of the email. See the sample image below.

   By default, Insight Surveillance analyses and displays the statistics of hotwords that are found in each item and have a match. Hotwords and hotword sets that do not match are not shown in the list.

   The Top Level node and the attachments nodes are visible only if the content within them contains the specified hotwords. In case there are no matches for the hotwords in the primary emails, the Top Level node will not be displayed. Similarly, if there are no matches for the hotwords in the attachments, those attachments will also not be displayed.

   Click the hyperlinks to view the respective hotwords in the Preview pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.

   Insight Surveillance supports viewing image attachments in review items in both text and Native formats. If the attached image contains hotwords, clicking the hyperlink from the hotwords statistics pane opens the image in text format for convenient review of the hotwords. You can preview the hotwords in the images in the following ways:

   • Access the Hotwords pane. Expand the top-level hotword and check for the image hyperlink. If listed, click the hyperlink to open the text preview of the image directly.

   • In the Preview pane, select the image and click the Text Preview icon to open the image in the text format.

   • In the Preview pane, click the down caret symbol and select the Text Preview option.