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
About reviewing with Insight Surveillance
Insight Surveillance simplifies the compliance assessment process for reviewers by allowing them to review the outcomes of random sampling and searches. Furthermore, the compliance review process is facilitated by the following key aspects:
: Arctera Insight Surveillance has several predefined reviewing roles, such as Escalation reviewer, Exception reviewer, and Passive reviewer that possess the following characteristics:
can view items and review history, but they cannot assign or change review status. However, passive reviewers can assign appraisal status to the items that other users have reviewed.
can view the items of their assigned exception employees only.
can receive items that other reviewers in the department have escalated to a higher authority for further review.
All roles except the Passive Reviewer role permit a user to assign the pending, question, escalation, and appraisal status to the review items.
All the exception reviewers and escalation reviewers assigned to the departments can assess the review status and comments that reviewers have applied and add appraisal status and comments.
: This pane lets you set criteria to refine the search records in the review items grid.
: Reviewers can comment on the review items to promotes documentation and transparency, facilitates collaboration and communication, supports auditing and accountability, enables effective risk management, and contributes to continuous improvement in the compliance review process.
: Arctera Insight Surveillance provides tags and hotword statistics for all message types it supports. Reviewers can quickly view the tags and hotwords-specific statistics per item and can navigate to individual matches in the pane.
: Arctera Insight Surveillance lets you set the pane position to the bottom or the right side of the review items grid for better readability. It also allows you to rearrange columns of the grid according to your specific requirements. You can sort the resulted reviewing items by increasing or decreasing relevance score, tags, and so on. You can collapse and expand the panes for better readability.
: This score is an integer value ranging from 0 to 100, assigned to all review items. It indicates the degree of relevance for review. A lower relevance score suggests that the item is more irrelevant, while a higher score indicates that the item is more relevant and requires closer attention during the review process. This functionality enables reviewers to promptly prioritize items for review, focusing on the most relevant ones first.
The Relevance Score column is displayed in the list pane by default. The score 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.
: In Enterprise Vault, when Arctera Insight Classification is enabled as part of the retention plan, the sentiments expressed in the textual content are analyzed and the sentiment score is generated at the item level, which measures attitudes, opinions, and emotions. The sentiment score value ranges from 0 to 100, where a 0-39 score represents negative sentiment, a 40-59 score represents neutral sentiment, and a 60-100 score represents positive sentiment.
The sentiment score column is by default displayed in the items grid on the page. A smile-emoji is used as a column heading. You can change the column position in the grid if required. You can click the column heading to sort the items based on the ascending or descending sentiment score as shown in the sample image below.
Note:
If Enterprise Vault does not provide a sentiment score for any item, Insight Surveillance displays a blank value in the column for that specific item.
