Veritas Advanced Supervision User Guide

Last Published:
Product(s): Enterprise Vault (14.1, 14.0)
  1. Introducing Veritas Advanced Supervision
    1.  
      About Veritas Advanced Supervision
    2.  
      Veritas Advanced Supervision features
    3.  
      Feature comparison with the Compliance Accelerator client
    4.  
      About Veritas Advanced Supervision system security
    5.  
      Veritas Advanced Supervision multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Veritas Advanced Supervision
    2.  
      Signing out from Veritas Advanced Supervision
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to quickly view the 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
  4. 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
  5. 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 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
  6. Managing department users
    1.  
      Assigning department reviewers
    2.  
      Removing department reviewers
    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
  7. Managing department searches
    1.  
      About searches in Veritas Advanced Supervision
    2.  
      Guidelines for effective searches
    3.  
      Creating and running Veritas Advanced Supervision 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
  8. 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
  9. 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
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning roles to users
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  12. 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
  13. 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
  14. 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
  15. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  16. Managing reviews
    1.  
      About reviewing with Advanced Supervision
    2.  
      Understanding the Review page
    3.  
      Changing the Preview pane position
    4.  
      Rearranging columns in the item list pane
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing emails and collaboration messages
    8.  
      Adding or removing text for machine learning
    9.  
      Assigning review status to items
    10.  
      Viewing hotwords highlighting
    11.  
      Viewing hotwords in collaboration message
    12.  
      Viewing tags highlighting
    13.  
      Viewing tags in collaboration message
    14.  
      Viewing the full content in a new window
    15.  
      Adding comments to items
    16.  
      Escalating the review items
    17.  
      Viewing the history of items
    18.  
      Printing the original versions of items
    19.  
      Downloading the original versions of items
    20.  
      Viewing Intelligent Review Details
  17. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  18. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Understanding the Departments page

The following images highlight the standard features of the Departments page.

Figure: A sample Departments page summary

A sample Departments page summary

1. Search and filter pane

Veritas Advanced Supervision lists all the available departments. After you create a search, the application searches for the items based on the search criteria. You can use the filters to narrow down the search results. 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.

You can select a single or multiple departments just by selecting the corresponding check boxes. You can select the departments from multiple pages. For better performance, it is recommended to select maximum 200 records. To clear the entire selection, click the Clear icon on the bottom pagination pane.

2. Title bar / Menu bar

The Title bar appears directly underneath the upper banner. The left side of the title bar always displays the name of the current page. This bar also displays menus based on the permissions you have to work within departments.

Table: Department view menu bar tabs and their function

Menu

Function

Properties

Displays department-level properties. You must have the Configure Department Properties permission in a department to edit its properties. Users with the User Admin role have this permission by default.

You can filter the departments by name and choose whether to list any exception employees, folders, and reviewers that are associated with them.

Using the Properties tab, you can perform the following:

  • rename a department

  • change monitoring policy

  • close and reopen the department

  • nominate a new owner

Note:

Even if you nominate a new owner, the original owner still retains all the administrative permissions. You can use the Role Assignment feature to remove these permissions.

Monitored Employees

Allows you to manage the configuration activities for department-specific searches.

Searches

Allows you to manage the configuration activities for department-specific searches.

Role Assignments

Allows you to manage department-specific roles and responsibilities.

Hotwords

Allows you to manage department-specific hotwords and hotword sets.

History

Displays start and end dates for employees added to the department.

3. Action bar

Functions of the action bar vary with the menus you have selected. When you select the Properties menu, it shows the following action buttons, which are summarized below:

Table: Department view action buttons and their function

Action button

Function

New Department

Opens a New Department page to create a new department.

Open Department

Opens a closed department for monitoring .

Close Department

Closes an open department and restricts monitoring of employees in the department.

Go to Review

Navigates you to the Review tab of the current department.

Refresh

Refreshes the page information.

Filter by department name

Lets you type a few letters of a department name you want to search.

4. Details pane

This pane displays the records with subsequent details. You can click on the column heading to sort the data either in ascending or descending order for one or more columns on the selected page. The sorting is case insensitive. After performing a sort action, users land on the first page, by default.

You can change the size and order of the columns on this pane. This change persists till the time you are signed in. After you log out from the application, the default column size and the order is retained.

5. Bottom navigation bar

This bar displays total number of records, total number of records on page, and total number of the selected records if you have selected these records. The navigation options are supported for multi-page lists.

  • Click the Clear icon to clear the selection of records in the table.

  • Click the |< icon to go to the first page of the list.

  • Click the >| icon to go to the last page of the list.

  • Click the < icon to go to the previous page of the list.

  • Click the > icon to go to the next page of the list.