Veritas Advanced Supervision User Guide
- Introducing Veritas Advanced Supervision
- Getting started
- Working with dashboard widgets
- Managing employees and employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees 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 searches
- About searches in Veritas Advanced Supervision
- Guidelines for effective searches
- Creating and running Veritas Advanced Supervision searches
- Pausing and resuming searches
- Downloading search details for archives
- Disabling scheduled searches
- Previewing search results
- Accepting search results
- Rejecting a search result
- Resubmitting a search
- Managing department-specific hotword sets
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Managing application-specific hotword sets
- Managing application-specific review comments
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Advanced Supervision
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing emails and collaboration messages
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing tags in collaboration message
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Viewing the history of items
- Printing the original versions of items
- Downloading the original versions of items
- Viewing Intelligent Review Details
- Managing Audit Settings
- Working with Audit viewer
Predefined user roles and permissions
You can create application and department level roles. You can restrict the associated permissions to a department level or the application level. Users with application roles can only perform tasks in a specific department if they have been assigned the appropriate roles in that department. To perform tasks in more than one department, the users must be assigned the appropriate role in every department that they need to access.
Application-specific roles
Table: Application-specific roles in Veritas Advanced Supervision
Role | Description | Default Permission |
|---|---|---|
App Rule Admin | This role lets you set up search schedules, create searches across departments, and manage global hotwords and reviewing comments. |
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App User Admin | This role lets you add users to Veritas Advanced Supervision, create and manage departments, assign application roles, and create delegate users. |
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Compliance System Admin | This role lets you monitor the progress of searches. |
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Department-specific roles
Table: Department-specific roles in Veritas Advanced Supervision
Role | Description | Default Permission |
|---|---|---|
Compliance Supervisor | This role lets you use the appraisal features to check the work of department reviewers and manage exception employees in the department. |
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Department Reviewer | This role lets you monitor, review, hold review, question, escalate, appraise, and comment on the items within the department, export items for offline review, and generate and view reports. |
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Escalation Reviewer | This role lets you receive the items that other reviewers in the department have escalated to a higher authority for further review. Departments lower in the hierarchy inherit this role, so an escalation reviewer automatically has access to nested departments. |
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Exception Reviewer | This role lets you search the items of exception employees to whom you are assigned. You can also monitor, review, hold review, question, escalate, appraise, and comment on the items, export them, and generate and view reports. |
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Rule Admin | This role lets you create searches within the department and manage department hotwords. You can also configure the monitoring policy that is assigned to employees and generate and view reports. In addition, you can assign exception reviewers to specific employees. |
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User Admin | This role lets you manage the properties of the department and of monitored employees. You can also assign department roles to users, generate and view reports on department details, and review progress. |
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Passive Reviewer | Lets you view and export the department's messages generate and view reports and use the appraisal features to check and mark the work of department reviewers. You cannot apply review status marks to messages. |
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