Arctera™ Insight Surveillance Web Client Reviewer's Guide

To review research folder items

1. In the left navigation pane, click Departments.
2. Expand the Departments section if it is not expanded by default, and do any of the following:

   • Expand the relevant parent department. Search for and select the research folder.

   • Go to Departments pane. Click All Research Folders. Search for and select the research folder.

   • Click Go To Review. The application opens the selected folder in the Review pane.

3. Click the link in the Summary section to view unreviewed items as shown in the sample image below.

   Items in a research folder can be reviewed the same way as those in the review set. You can add comments and assign status marks. Status marks can be applied to individual items, items from a specific author, or all items at once.

4. To add comments, select the required items and click Add Comment.

   In the Add Comment pop-up, either click a relevant comment from the available options (only one comment can be selected) or enter a new comment. Then, click OK.

5. To assign status marks, select the required items and choose the appropriate option from the following:

   • Click Pending or press Alt+P to mark the items as pending for review.

   • Click Questioned or press Alt+Q to mark the items as questioned to raise a query.

   • Click Reviewed Irrelevant or press Alt+I to mark the items as compliance irrelevant.

   • Click Reviewed Relevant or press Alt+R to mark the items as compliance relevant.

   • Click Escalate or press Alt+E to mark the items as escalated.

   • Click Appraise or press Alt+P to appraise the work of department reviewers and manage any exception employees in the department.

   • If you have Apply Bulk Review Action permission, you can mark multiple items simultaneously:

     • Click Mark All Items from Author to apply the mark to all items from the author of the selected item.

     • Click Mark All Items in the Set to apply the mark to all items in the selected research folder.

     In the Bulk Mark dialog box, click the Mark drop-down list and select the required mark, Pending, Questioned, Reviewed Irrelevant, and Reviewed Relevant. Then expand the 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.

6. To commit research folder items to the department, select one or more items, and click the Commit icon.

   Note:

   The Commit function is available only in the research folder and enables you to commit items along with review marks, appraisal marks, and comments to the parent department.

   Note:

   Before proceeding, ensure you have the Commit Appraised Folder Messages or Commit Reviewed Folder Messages permission, depending on the item type you want to commit. By default, users with the Full Control or Commit Messages role have these permissions.

   You cannot commit items with an Unreviewed status. Only marked items are eligible for commitment to the department. Once committed, items retain all applied review marks, appraisal marks, and comments.

   In the Commit items from research folder to department dialog box, do the following:

   Commit
   Review Marks	Select this check box to retain the review marks applied to the items being committed.
   Appraisal Marks	Select this check box to retain the appraisal marks applied to the items being committed.
   Comments	Select this check box to retain the comments added to the items being committed.
   Items
   Selected items	Select this option to commit only the selected items.
   All of the items in the folder	Select this option to commit all the items available in the selected research folder.
   Remove items after commit	Select this check box to remove items from the selected research folder upon committing them to the department.

   Click Commit to complete the task.

7. To copy items to another research folder of the same department, select one or more items, and click the Copy icon.

   The Copy function is available in both the department and research folder and enables you to copy items along with review marks, appraisal marks, and comments either:

   • From a department to a child folder.

   • From one folder to another within the same department.

   In the Copy items to research folder dialog box, do the following:

   Destination Folder	Do any of the following as required: Expand the drop-down list to select an existing research folder from the same department. Enter a unique name to create a new destination folder within the department.
   Selected items	Select this option to copy the selected items from the selected research folder to another research folder of the same department.
   All of the items in the folder	Select this option to copy all the items available in the selected research folder to another research folder of the same department.
   Remove items after copy (move)	Select this check box to remove items from the selected research folder upon copying (moving) them to the destination folder.

   Click Copy to complete the task.

   Note:

   If you copy multiple items from different departments using the All Departments filter, the application displays a separate pop-up for each department, prompting you to select a destination folder and provide other required inputs.

8. To remove items from research folder, select one or more items, and click the Remove icon.

   • To select multiple adjacent items, hold down Shift and click the first and last item in the range.

   • To select multiple non-adjacent items, hold down Ctrl and click each required item.

   In the Remove items from research folder dialog box, choose if you want to remove only selected items or all the items available in the selected research folder. Then, click Remove to complete the task.