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
Understanding the Review page
The following image highlights the standard features of the page.
This page displays the summarized information of review items. You can click the summary items to view the details.
Insight Surveillance lists only those departments for which the reviewers have access. Reviewers can use the filter facets to set criteria to refine the search records. You can collapse this pane for better readability as and when required.
See Filtering the items in the Review pane.
This grid shows the items in the review set that match the filter options you have selected. You can use the drop-down list to group or sort the items according to relevance, ascending or descending dates and months, alphabetical author and subject names, and tags. The unreviewed items are displayed in bold text.
Click on the column heading to sort items in ascending or descending order. The changes are persisted across different login sessions for the logged-in user.
Any items that are colored blue are also in a research folder that is associated with the department.
This area provides the navigation arrows at the bottom of the items grid to go to the first, previous, next, or last page.
The action bar lets you perform the following actions:
Apply review statuses and add comments to single or multiple selected items.
Rearrange the column order for improved review experience. See Rearranging columns in the item list pane.
Change the position of the reading pane (Preview, Comments, and History) to right or bottom of item list pane. See Changing the Preview pane position.
This pane has three tabs and two functions.
The tab displays an HTML preview of the selected item.
The tab shows the comments that reviewers have assigned to the selected item.
The tab displays the log of the Preview actions if enabled by the administrator. By default, this option is disabled.
The icon (three vertical dots) provides the option to view the printable version of the item, and the option to save the printed file to your computer.
This pane has the following sections:
: This section shows the classification policy tags-specific statistics when a user selects an email for review.
The displayed information includes tag names. Next to each entry, the number of incidents that match the corresponding tags in the selected items is shown. After you expand the tag name node, the application displays the number of matches in the top-level content of the email and in each attachment of the email.
This section displays statistics only for the tags that have a match. Tags that do not match are not shown in the list.
The node and the attachments nodes are visible only if the content within them contains the specified tags. In case there are no matches for the tags in the primary emails, the node will not be displayed. Similarly, if there are no matches for the tags in the attachments, those attachments will also not be displayed.
You can click the hyperlinks to view the respective tags in the 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.
: This section shows the hotwords-specific statistics when a user selects an item for review.
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 item and in each attachment of the item.
This section displays statistics only for hotwords or hotword sets that have a match. Hotwords and hotword sets that do not match are not shown in the list.
The 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 node will not be displayed. Similarly, if there are no matches for the hotwords in the attachments, those attachments will also not be displayed.
You can click the hyperlinks to view the respective hotwords in the 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 HTML and Native formats. If the attached image contains hotwords, clicking the hyperlink from the hotwords statistics panel opens the image in HTML format for convenient review of the hotwords.
