Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- 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
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- 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
- About reviewing with Insight Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing searched items
- Translating email and attachment content for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- 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 and downloading the items and attachments
- Viewing Intelligent Review Details
- Working with reports
- About Insight Surveillance reports
- Predefined reports
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- UserRoles API
- Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Insight Surveillance reports and datasets through the OData web service
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE - Searches
- TEMPLATE- Item Classification Metrics - Submit report request
- TEMPLATE- Item Classification Metrics - View report data
- TEMPLATE- Item Archived Metrics - Submit report request
- TEMPLATE- Item Archived Metrics - View report data
- TEMPLATE- Item Label Metrics - Submit report request
- TEMPLATE- Item Label Metrics By Employee - View report data
- TEMPLATE- Item Label Metrics By Department - View report data
- TEMPLATE- Evidence Of Review - Submit report request
- TEMPLATE- Evidence Of Review By Monitored Employee - View report data
- TEMPLATE- Evidence Of Review By Department - View report data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit report request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View report data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
About reviewing with Insight Surveillance
Insight Surveillance simplifies the compliance assessment process for reviewers by allowing them to review the outcomes of random sampling and searches. Furthermore, the compliance review process is facilitated by the following key aspects:
: Arctera Insight Surveillance has several predefined reviewing roles, such as Escalation reviewer, Exception reviewer, and Passive reviewer that possess the following characteristics:
can view items and review history, but they cannot assign or change review status. However, passive reviewers can assign appraisal status to the items that other users have reviewed.
can view the items of their assigned exception employees only.
can receive items that other reviewers in the department have escalated to a higher authority for further review.
All roles except the Passive Reviewer role permit a user to assign the pending, question, escalation, and appraisal status to the review items.
All the exception reviewers and escalation reviewers assigned to the departments can assess the review status and comments that reviewers have applied and add appraisal status and comments.
: This pane lets you set criteria to refine the search records in the review items grid.
: Reviewers can comment on the review items to promotes documentation and transparency, facilitates collaboration and communication, supports auditing and accountability, enables effective risk management, and contributes to continuous improvement in the compliance review process.
: Reviewers can assign labels, label groups, and single choice label groups to review items. If the AI-based label predictions option is enabled for labels or single choice label groups, only 20 active labels (including single choice group labels) per department or at application level can be enabled for AI predictions. To enable AI-based label predictions, labels and single choice label groups must be marked as active and the option must be selected.
Deactivated labels and label groups are not considered for analysis and AI-based label predictions.
The Predicted labels column is displayed in the items grid on the page as shown in the sample image below. If multiple labels are predicted, they are separated by semicolon.
: Arctera Insight Surveillance provides tags and hotword statistics for all message types it supports. Reviewers can quickly view the tags and hotwords-specific statistics per item and can navigate to individual matches in the pane.
: Arctera Insight Surveillance lets you set the pane position to the bottom or the right side of the review items grid for better readability. It also allows you to rearrange columns of the grid according to your specific requirements. You can sort the resulted reviewing items by increasing or decreasing relevance score, tags, and so on. You can collapse and expand the panes for better readability.
: This score is an integer value ranging from 0 to 100, assigned to all review items. It indicates the degree of relevance for review. A lower relevance score suggests that the item is more irrelevant, while a higher score indicates that the item is more relevant and requires closer attention during the review process. This functionality enables reviewers to promptly prioritize items for review, focusing on the most relevant ones first.
The Relevance Score column is displayed in the list pane by default. The score is calculated and displayed only if the Intelligent Review service is enabled for the selected departments. For the departments that are not enabled for the intelligent review service, the application displays the column, but the values remain blank.
: In Arctera Insight Archiving, when Arctera Insight Classification is enabled as part of the retention plan, the sentiments expressed in the textual content are analyzed and the sentiment score is generated at the item level, which measures attitudes, opinions, and emotions. The sentiment score value ranges from 0 to 100, where a 0-39 score represents negative sentiment, a 40-59 score represents neutral sentiment, and a 60-100 score represents positive sentiment. The Insight Surveillance users can sort and filter items based on their sentiment scores.
The sentiment score column is by default displayed in the items grid On the page. A smile-emoji is used as a column heading. You can change the column position in the grid if required. You can click the column heading to sort the items based on the ascending or descending sentiment score as shown in the sample image below.
