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Arctera™ Insight Surveillance Web Client Reviewer's Guide

Last Published:
Product(s): Veritas Alta Surveillance (1.0)
  1. Introducing Arctera Insight Surveillance
    1.  
      About Insight Surveillance
    2.  
      Key features of Insight Surveillance
    3.  
      Feature comparison: Enterprise Vault Compliance Accelerator Desktop Client Vs Insight Surveillance web client
    4.  
      About Insight Surveillance system security
    5.  
      Insight Surveillance multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Insight Surveillance
    2.  
      Signing out from Insight 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.  
      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
  5. Managing reviews
    1.  
      About reviewing with Insight Surveillance
    2.  
      Understanding the Review page
    3.  
      Rearranging columns in the item list pane
    4.  
      Changing the Preview pane position
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing searched items
    8.  
      Reviewing research folder items
    9.  
      Reviewing department items
    10.  
      Viewing Intelligent Review Details
    11.  
      Adding or removing text for machine learning
    12.  
      Assigning review status to items
    13.  
      Viewing hotwords highlighting
    14.  
      Viewing hotwords in collaboration message
    15.  
      Viewing tags highlighting
    16.  
      Viewing tags in collaboration message
    17.  
      Viewing the full content in a new window
    18.  
      Adding comments to items
    19.  
      Escalating the review items
    20.  
      Applying labels to items
    21.  
      Viewing history of items
    22.  
      Printing the original versions of items
    23.  
      Printing and downloading the items and attachments

Escalating the review items

Like adding comments to the review items (emails and collaboration messages), you can escalate the review items to an individual reviewer or a group of escalation reviewers.

To escalate a review item

  1. In the left navigation pane, click Review.
  2. Search for and select the department and the item you want to escalate from that department.

    See Filtering the items in the Review pane.

  3. View the details in the Preview pane.
  4. On the action bar, click Escalate.

    The Select an Escalation Reviewer dialog box appears.

    The department name appears in the first drop-down field.

  5. In the Select an Escalation Reviewer drop-down, select an individual reviewer or an escalation reviewers group to whom you want to escalate the review item.

    Selecting an escalation reviewers group is beneficial, as any member can review escalated items, whereas an individual reviewer's absence may cause delays.

  6. Under Add Comments, expand the Standard or Recent comments group, and select a relevant predefined comment, depending on your permission level.

    If you do not find a relevant predefined comment, enter a new comment for the item.

    Note:

    To view the Standard review comments first always, enable the Show standard review comments first option.

  7. Click OK.

    The item is marked with the escalation symbol.

    After an item is escalated, you can view the selected escalation reviewer or escalation reviewer group in the Escalation Owner column of the items grid, within the History pane of the item, and in the Escalation Reviewer facet under Filters.