Veritas Surveillance User Guide
- Introducing Veritas Surveillance
- About Veritas Surveillance
- Key features of Veritas Surveillance
- Feature comparison: Compliance Accelerator desktop client Vs Veritas Surveillance web client
- Sampling support for content sources
- About Veritas Surveillance system security
- Veritas Surveillance multi-tier architecture
- System requirements
- 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 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
- Closing or opening the departments for monitoring
- Reviewing department items
- Deleting departments
- Managing reviewer assignment
- About reviewer assignment
- Configuring application-level review setting
- Configuring department-level reviewer assignment setting
- Enabling and disabling department settings to configure review assignment
- Configuring a percentage of review items to reviewers within the department
- Reassigning a fixed number of review items from one reviewer to other reviewers within the department
- Custom assignment scenarios
- Removing assigned review items from reviewers
- Reassigning items of a removed department reviewer to other reviewers within the department
- Managing research folders
- Managing department users
- Managing department-level archives
- Managing department-level searches
- About department-level searches
- Guidelines for effective searches
- Creating and running department-level 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 labels
- 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 Veritas Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level archives
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific review comments
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Veritas Surveillance
- Understanding the Review page
- Rearranging columns in the item list pane
- Changing the Preview pane position
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Reviewing research folder items
- Reviewing department items
- Viewing Intelligent Review Details
- 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 history of items
- Printing and downloading the items and attachments
- Working with reports
- About Veritas Surveillance reports
- Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
- 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
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Configuring Microsoft Power BI Templates for Reporting APIs
- Guidelines for using Veritas Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - User Roles
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE - Searches
- 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- Item Classification Metrics - Submit Report Request
- TEMPLATE- Item Classification 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
- Saving, editing, and refreshing the Power BI reports
- Managing application wide audit settings
- Working with audit viewer
- Managing application wide review setting
Understanding the Dashboard page
After logging in to Veritas Surveillance, your dashboard appears by default. If not, you can view it by clicking the tab. The dashboard page lets you view the status of department reviews, escalations, and tasks. Aggregated statistics are used to report the status of these items.
Figure: An example of the dashboard that appears to administrators and reviewers upon login
The left pane provides a navigational menu. When you click on an item in this menu, the corresponding view appears in the right pane. The availability of these menu items and the corresponding views depend on the roles that are assigned to the signed-in user. Therefore, if you are a reviewer, some of these tabs may not be visible, depending on the permissions that your administrator has assigned to you.
You can click the icon to expand and the icon to collapse the navigation banner.
Tab | Description |
|---|---|
Dashboard | This tab provides an overview of the status of the activities that you can perform in Veritas Surveillance. It also gives you quick access to the activities that you are likely to perform frequently with Veritas Surveillance. |
Review | This tab displays a list of review items. A reviewer can provide comments for them and assign actions like review irrelevant or relevant, pending, question, escalate, and appraise. |
Departments | This tab lets you manage departments, the monitored employees who belong to them, and reviewers assigned to department and allocate items for review to reviewers, specifying the allocation as a percentage. |
Employee Groups | This tab lets you manage employee groups that belongs to departments. |
Monitor | This tab lets you monitor and resubmit searches as necessary. |
Application | This tab lets you access commonly used administrative facilities. You can manage the following:
|
Configuration | This tab lets you:
|
Audit viewer | This tab lets you search and save audit records for various modules and operations at department and application level. |
The banner contains the Veritas Surveillance logo, company name, user name of the administrator or reviewer who is signed in, the icon, the icon, and the icon.
Click the icon to display application help in a separate window, without leaving the application window.
Click to exit the application.
The details pane displays summary of the following sections:
Provides details of up to five or less pinned departments. If user has not pinned any department, then it presents details of the five departments to which that user has access.
Provides details of escalated items.
Displays results of the last few exports and searches run by a user.