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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

Understanding the Review page

The following image highlights the standard features of the Review page.

Figure: A sample page showing review summary of selected departments

A sample page showing review summary of selected departments

Figure: A sample page showing other panes with details

A sample page showing other panes with details

1. Summary and instruction pane

This page displays the summarized information of review items. You can click the summary items to view the details.

2. Filter pane

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.

3. Review item grid

This grid shows the items in the review set that match the filter options you have selected. You can use the Group 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.

4. Footer area

This area provides the navigation arrows at the bottom of the items grid to go to the first, previous, next, or last page.

5. Action bar

The action bar lets you perform the following actions:

6. Reading pane

This pane has three tabs and two functions.

  • The Preview tab displays an HTML preview of the selected item.

  • The Comments tab shows the comments that reviewers have assigned to the selected item.

  • The History tab displays the log of the Preview actions if enabled by the administrator. By default, this option is disabled.

  • The Kebab icon (three vertical dots) provides the Print option to view the printable version of the item, and the Download option to save the printed file to your computer.

7. Item Statistics

This pane has the following sections:

  • Tags: 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 Top Level 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 Top Level 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 Preview 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.

  • Hotwords: 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 Top Level 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 Top Level 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 Preview 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.