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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

Reviewing department items

Before you proceed, ensure you have the Review permission to proceed with this task.

If a department contains review items, the application enables a Go To Review option to display the selected folder in the Review pane. This enables you to access department items for review more efficiently. If a department has no items, the option remains disabled.

You can copy review items to a research folder available in the selected department. If a research folder is unavailable, you can create a new folder while copying the items.

While reviewing the department items, you can:

  • add comments to the items.

  • assign status marks to the items.

  • copy items from department to its research folders.

To review department items

  1. In the left navigation pane, click Departments.
  2. Expand the Departments section, search for and select the required child department.
  3. Click Go To Review.

    The application opens the selected department in the Review pane. Click the link in the Summary section to view unreviewed items as shown in the sample image below.

  4. To add comments, select the required items and click Add Comment.

    In the Add Comment pop-up, either click a relevant comment from the available options (only one comment can be selected) or enter a new comment. Then, click OK.

  5. To assign status marks, select the required items and choose the appropriate option from the following:

    • Click Pending or press Alt+P to mark the items as pending for review.

    • Click Questioned or press Alt+Q to mark the items as questioned to raise a query.

    • Click Reviewed Irrelevant or press Alt+I to mark the items as compliance irrelevant.

    • Click Reviewed Relevant or press Alt+R to mark the items as compliance relevant.

    • Click Escalate or press Alt+E to mark the items as escalated and add a comment for further attention.

      Note:

      Using the client configuration settings, Insight Surveillance administrators can make it mandatory for reviewers to add a comment when escalating items. If enabled, reviewers need to add a comment before escalating items.

    • Click Appraise or press Alt+P to appraise the work of department reviewers and manage any exception employees in the department.

    • If you have Apply Bulk Review Action permission, you can mark multiple items simultaneously:

      • Click Mark All Items from Author to apply the mark to all items from the author of the selected item.

      • Click Mark All Items in the Set to apply the mark to all items in the selected research folder.

      In the Bulk Mark dialog box, click the Mark drop-down list and select the required mark, Pending, Questioned, Reviewed Irrelevant, and Reviewed Relevant. Then expand the 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.