Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- Working with reports
- Enhanced reporting
- Departments API
- Users API
- UserRoles API
- Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence of Review API
- Item Classification Metrics API
- Item Label Metrics API
- Item Archived Metrics API
- Managing Power BI templates for reporting APIs
- Managing Audit Settings
- Working with Audit viewer
Viewing tags highlighting
Arctera Insight Surveillance provides the option to highlight tags applied to the item you want to review. Tags are highlighted only if the items are applied with at least one tag. The tag statistics section lists the tags for which Insight Surveillance performs highlighting.
Arctera Insight Surveillance supports tag highlighting in the following fields of emails:
| Arctera Insight Surveillance does not supports tag highlighting in the following fields of emails:
|
The item can have multiple tags applied to it. The hotwords and tags are highlighted in the
pane of emails and collaboration messages. You can hover over the highlighted content to see other tags applied to it. If the email contains the hotwords and tagged instances, the hotwords are highlighted in yellow color and the tags are highlighted in green color. The hotwords navigation option is available only for emails, and not for collaboration messages.Note:
When the tags suggested by Arctera Insight Classification have a content match length exceeding 300 characters, Insight Surveillance does not highlight those tags in the
pane.To view highlighted tagged content of an item
- In the left navigation pane, click Review.
- Search for and select the department for which you want to review items.
Note:
Arctera 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.
- (Optional) To reset the filtering criteria, click Clear, and set a new criterion.
- Click Apply.
The application displays a list of review items from the selected departments.
- During the manual review, select the item to view its details in the reading pane.
To view tagged items, from the Filter pane in the left navigation pane, expand the Tags option, and select the specific tags. The application displays only those items to which the selected tags are applied. The Tags summary column shows the tags applied to the items.
- Navigate across the hits for tags.
Note:
Highlighting navigation control is shown only if at least one hotword or a tag is applied to the review item.
The hotwords and the tags are highlighted in the Preview pane of emails and collaboration messages. However, the navigation option to go to the next or previous hotword or a tag is available only for emails, and not for collaboration messages.
A sample image to show tags highlighting and navigation in email is shown below.
A sample image to show tags highlighting in collaboration messages is shown below.
- In the Preview pane, click the drop-down arrow and do any the following:
Select All to highlight all the hotwords and all the tags in the item simultaneously.
Select Tags to highlight only the tagged instances.
This option displays the total count of matching contents corresponding to tags applied to that item. For example, Tags (2) represents two matching content found in that item corresponding to tags applied to the item. Hover over this option to see the tag names.
Select individual words under Hotwords to highlight only the selected hotword.
- Click the Next arrow icon and the Previous arrow icon to navigate across the hits for tagged instances.
- Hover over the highlighted tagged instance to view which other tags are applied to the same content.
- To print the review item's content, click the Ellipses icon (three vertical dots) in the upper-right corner of the Preview pane. Click Print and select the format and location to save the file at your accessible location.
- To download the review item's content with the highlighted tagged instances, click the Ellipses icon (three vertical dots) in the upper-right corner of the Preview pane. Click Download and select the format and location to save the file at your accessible location.