Arctera™ Insight Surveillance Web Client User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employees and employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Closing or opening the departments for monitoring
- Reviewing department items
- Deleting departments
- Managing reviewer assignment
- About reviewer assignment
- Configuring application-level review setting
- Configuring department-level reviewer assignment setting
- Enabling and disabling department settings to configure review assignment
- Configuring a percentage of review items to reviewers within the department
- Reassigning a fixed number of review items from one reviewer to other reviewers within the department
- Custom assignment scenarios
- Removing assigned review items from reviewers
- Reassigning items of a removed department reviewer to other reviewers within the department
- Managing research folders
- Managing department users
- Managing department-level archives
- Managing department-level searches
- About department-level searches
- Guidelines for effective searches
- Creating and running department-level searches
- Pausing and resuming searches
- Downloading search details for archives
- Disabling scheduled searches
- Previewing search results
- Accepting search results
- Rejecting a search result
- Resubmitting a search
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level archives
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific review comments
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Insight Surveillance
- Understanding the Review page
- Rearranging columns in the item list pane
- Changing the Preview pane position
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Reviewing research folder items
- Reviewing department items
- Viewing Intelligent Review Details
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing tags in collaboration message
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing the original versions of items
- Printing and downloading the items and attachments
- Working with reports
- About Insight Surveillance reports
- Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- Roles API
- User Roles Async API
- User Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- Reviewer Mapping Async API
- Reviewer Mapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Hotword Metrics Async API
- Item Hotword Metrics API
- Item Details Async API
- Item Details API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Configuring Microsoft Power BI Templates for Reporting APIs
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles - Submit Report Request
- TEMPLATE - User Roles - View Report Data
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping - Submit Report Request
- TEMPLATE - Reviewer Mapping - View Report Data
- TEMPLATE - Searches
- TEMPLATE- Evidence Of Review - Submit Report Request
- TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
- TEMPLATE- Evidence Of Review By Department - View Report Data
- TEMPLATE- Item Classification Metrics - Submit Report Request
- TEMPLATE- Item Classification Metrics - View Report Data
- TEMPLATE- Item Label Metrics - Submit Report Request
- TEMPLATE- Item Label Metrics By Employee - View Report Data
- TEMPLATE- Item Label Metrics By Department - View Report Data
- TEMPLATE- Item Hotword Metrics - Submit Report Request
- TEMPLATE- Item Hotword Metrics - View Report Data
- TEMPLATE- Item Details - Submit Report Request
- TEMPLATE- Item Details - View Report Data
- Saving, editing, and refreshing the Power BI reports
- Managing application wide audit settings
- Working with audit viewer
- Managing application wide review setting
Predefined user roles and permissions
You can create application and department level roles. You can restrict the associated permissions to a department level or the application level. Users with application roles can only perform tasks in a specific department if they have been assigned the appropriate roles in that department. To perform tasks in more than one department, the users must be assigned the appropriate role in every department that they need to access.
Table: Application-specific roles in Insight Surveillance
Role | Description | Default Permission |
|---|---|---|
App Rule Admin | This role lets you set up search schedules, create searches across departments, and manage global hotwords and reviewing comments. |
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App User Admin | This role lets you add users (employees) and employee groups to Insight Surveillance, create and manage departments, assign application roles, and create delegate users. |
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Compliance System Admin | This role lets you monitor the progress of searches. |
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System Admin | Lets you perform the administrative activities on the application. These activities include department management and role assignment. | Add Hotwords Application Search Configure Reporting API Endpoint Create Departments Delete Department Export Configuration Data Grant Users Access Import Configuration Data Manage Allowlist rules Manage Data Request Manage Delegates Manage Department Partitions Manage Department Users Manage Employee Groups Manage Labels Manage Reviewing Comments Manage Roles Manage Schedules Manage Trash rules Modify & Delete Hotwords Modify Audit Settings Modify System Configuration Monitor Search View Audit Information View Audit Settings View System Configuration |
Table: Department-specific roles in Insight Surveillance
Role | Description | Default Permission |
|---|---|---|
Compliance Supervisor | This role lets you use the appraisal features to check the work of department reviewers and manage exception employees in the department. |
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Department Reviewer | This role lets you monitor, review, hold review, question, escalate, appraise, and comment on the items within the department, export items for offline review, and generate and view reports. |
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Escalation Reviewer | This role lets you receive the items that other reviewers in the department have escalated to a higher authority for further review. Departments lower in the hierarchy inherit this role, so an escalation reviewer automatically has access to nested departments. |
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Exception Reviewer | This role lets you search the items of exception employees to whom you are assigned. You can also monitor, review, hold review, question, escalate, appraise, and comment on the items, export them, and generate and view reports. |
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Rule Admin | This role lets you create searches within the department and manage department hotwords. You can also configure the monitoring policy that is assigned to employees and generate and view reports. In addition, you can assign exception reviewers to specific employees. |
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User Admin | This role lets you manage the properties of the department and of monitored employees. You can also assign department roles to users, generate and view reports on department details, and review progress. |
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Passive Reviewer | Lets you view and export the department's messages generate and view reports and use the appraisal features to check and mark the work of department reviewers. You cannot apply review status marks to messages. |
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