Veritas Surveillance Reviewer's Guide
- Introducing Veritas Surveillance
- Getting started
- Working with dashboard widgets
- Managing department-level searches
- Managing reviews
- About reviewing with Veritas Surveillance
- Understanding the Review page
- Changing the Preview pane position
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Rearranging columns in the item list pane
- Reviewing searched items
- Viewing Intelligent Review Details
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Viewing history of items
- Printing the original versions of items
- Printing and downloading the items and attachments
About reviewing with Veritas Surveillance
Veritas 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:
: Veritas 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.
: Reviewers can quickly view the tags and hotwords-specific statistics per item and can navigate to individual matches in the pane.
: Veritas 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.
