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Arctera™ Insight Surveillance Web Client User Guide

Last Published: 2025-07-07

Product(s): Veritas Alta Surveillance (1.0)

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
Getting started
1. Signing in to Insight Surveillance
2. Signing out from Insight Surveillance
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
Managing employees and employee groups
1. About employees and employee groups
2. Creating employee profiles
3. Editing employee profile details
4. Creating employee groups
5. Editing employee group details
Managing departments
1. About departments
2. Understanding the Departments page
3. Searching departments
4. Creating departments
5. Moving existing departments under other departments
6. Adding monitored employees and employee groups to departments
7. Editing monitoring policies
8. Editing department details and monitoring policy
9. Managing exception employees
10. Designating employees as exception employee
11. Assigning further exception reviewers to an exception employee
12. Removing exception status
13. Removing exception reviewers
14. Closing or opening the departments for monitoring
15. Reviewing department items
16. Deleting departments
17. Managing reviewer assignment
18. Managing research folders
Managing department users
1. Assigning users to departments
2. Removing users from departments
3. Adding new roles for users
4. Removing roles
5. Managing role assignment for a user in departments
  1. Assigning departments and exceptions to specific users
  2. Removing a specific role to users in one or more departments and exceptions
6. Allocating review items to reviewers
Managing department-level archives
1. About department-level archives
2. Including or excluding enterprise vault archives at department-level
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
Managing department-specific hotword sets
1. Overview
2. Creating department-specific hotword sets
3. Editing department-specific hotwords and hotword sets
4. Deleting department-specific hotword sets
Managing department-specific labels
1. Searching department-specific labels, label groups, and single choice groups
2. Managing department-specific labels
3. Managing department-specific label groups
4. Managing department-specific single choice label groups
Managing department-specific review comments
1. About department-level review comments
2. Adding department-level review comments
3. Editing department-level review comments
4. Deleting department-level review comments
5. Updating order of department-level review comments
Viewing employees associated with departments
1. Viewing employee association history
Managing users, roles, and permissions
1. Overview
2. Predefined user roles and permissions
3. Adding new roles for users (employees) and employee groups
4. Editing user roles and permissions
5. Deleting user roles
6. Assigning Insight Surveillances to users (employees) and employee groups
7. Restricting users to use hotwords in searches
8. Removing a user role
Managing application-level archives
1. About application-level archives
2. Including or excluding enterprise vault archives at application-level
Managing application-level searches
1. About application-level searches
2. Viewing existing application-level searches
3. Creating and running application-level searches
4. Editing application-level searches
5. Excluding departments from application searches
6. Reinstating the excluded department for application searches
Managing application-specific hotword sets
1. Overview
2. Creating application-specific hotword sets
3. Editing application-specific hotwords and hotword sets
4. Deleting application-specific hotword sets
Managing application-specific labels
1. Searching application-specific labels, label groups, and single choice groups
2. Managing application-specific labels
3. Managing application-specific label groups
4. Managing application-specific single choice label groups
Managing application-specific review comments
1. About application-level review comments
2. Adding application-level review comments
3. Editing application-level review comments
4. Deleting application-level review comments
5. Updating order of application-level review comments
Managing search schedules
1. Overview
2. Setting up new search schedules
3. Setting up one-time search schedules
4. Example of a one-time search schedule
5. Setting up recurring search schedules
6. Example of a recurring search schedule
7. Editing search schedules
8. Deleting search schedules
Managing export operations
1. About exporting items
2. Performing export runs
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
Working with reports
1. About Insight Surveillance reports
2. Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing application wide audit settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with audit viewer
1. About Audit viewer
2. Performing a search for audit records
Managing application wide review setting
1. Overview
2. Editing application-level review setting

Allocating review items to reviewers

In a department, designated reviewers are responsible for reviewing items such as emails, collaboration messages, and attachments. When a search is executed, Insight Surveillance filters items based on the defined search criteria.

For example, if a search retrieves 100 items and there are 5 reviewers, these items need to be allocated among them for review. The application provides two allocation options:

Equal distribution - Items are divided equally among all assigned reviewers.
Percentage-based allocation - Specific reviewers receive a defined percentage of the total items. If the total number of retrieved items is odd, one reviewer may receive a slightly higher allocation.

This procedure ensures that reviewers receive the required items for review, either as a percentage or a specific number of items, enabling efficient distribution of review tasks. However, you must have the Department Admin role to perform this task.

To allocate review items to reviewers in a department

In the left navigation pane, click Departments.
Search for and select the department to which you want to allocate review items to reviewers.
Note:
Insight Surveillance lists all departments. You can use the filtering options to search the required department. Options include filtering by department name, exception employees, and reviewers associated with the department.
Access the Reviewer Assignment tab.
To allocate review items based on percentage, select the Configuration tab.
The list of department reviewers and their allocated percentage of review items (as defined in the search) is displayed.
Click Edit to modify the percentage of items for the provided users.
Select any of the following allocation method as needed:
- Assign equally to all reviewers - Distribute items equally among all assigned reviewers.
- Custom Assignment - Distribute items by assigning a defined percentage to specific reviewers. When this option is selected, the values in the Percentage Allocation column become enabled for modification. Adjust the values as needed.
  If the total number of retrieved items is odd, one reviewer may receive a slightly higher allocation.
Click Save.
The allocation percentages per reviewer is displayed on the Configuration tab. If the total allocated percentage is less than or exceeds 100%, the application prompts you to adjust it to 100%. Adjust the percentage allocation to 100% to save the modification.
(Optional) If the changes do not appear, click Refresh to update the page.
To allocate items based on the number of items, select the Assignment tab.
Select the reviewer whose assigned item count you want to modify, then click the Edit icon in the same row.
Enter the new value and repeat the process for other reviewers as needed, and click Save to apply the changes.
(Optional) If the changes do not appear, click Refresh to update the page.