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Arctera™ Insight Surveillance Web Client Reviewer's Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- 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 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
Assigning review status to items
As part of the review process, you can assign a review status to each message to indicate that you have reviewed it and have no concerns - or conversely, that you do have some concerns, and therefore want to question the message.
The permissions that are assigned to you determine whether you can assign a review status to more than one message at a time. If you have the Apply Bulk Review Action permission, you can assign review status to several messages at once, whereas the Apply Review Action permission restricts you to assign marks to the messages one at a time. By default, Compliance Supervisors, Department Reviewers, and Exception Reviewers have both permissions.
To assign a review mark to an item
- In the left navigation pane, click Review.
- Filter the items in the review pane.
- Click Apply.
The application displays a list of review items from the selected departments.
- During manual review, select one or more items to which you want to assign a review status.
- Do the following to apply marks and comments to the selected items:
Select Pending to keep the items pending for review.
The key combination Alt+P typically assigns the Pending mark to an item.
Select Questioned to raise query on the items.
The key combination Alt+Q typically assigns the Questioned mark to an item.
Select Reviewed Irrelevant to apply the compliance irrelevant mark to the selected items.
The key combination Alt+I typically assigns the Reviewed Irrelevant mark to an item.
Select Reviewed Relevant to apply the compliance relevant mark to the selected items.
The key combination Alt+R typically assigns the Reviewed Relevant mark to an item.
Select Escalated to escalate the items to the escalated reviewer for further attention.
The key combination Alt+E typically assigns the Escalated mark to an item.
Note:
Using the configuration setting in the Insight Surveillance client, administrators can make it mandatory for a reviewer to add a comment while escalating items. In this case, the reviewers must add a comment while escalating items.
Select Appraised to appraise the work of department reviewers and manage any exception employees in the department.
The key combination Alt+A typically assigns the Appraised mark to an item.
Select Mark all items from Author to mark several items at once if you have Apply Bulk Review Action permission.
In the Bulk Mark dialog box, select the required mark, None, Pending, Questioned, Reviewed Irrelevant, and Reviewed Relevant, from the Mark list. Then expand the Standard or 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. This option appears only when only one review item is selected.
Note:
To view the Standard review comments first always, enable the Show standard review comments first option.
Select Mark all items in the set to mark several items at once if you have Apply Bulk Review Action permission.
In the Bulk Mark dialog box, select the required mark, None, Pending, Questioned, Reviewed Irrelevant, and Reviewed Relevant, from the Mark list. Then expand the Standard or 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. This option appears only when only one review item is selected.
