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
- Deleting departments
- 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
- 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
- Roles API
- Users API
- UserRoles API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review 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
- Accessing Veritas Surveillance reports and datasets through the OData web service
- Guidelines for using Veritas Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE- Evidence Of Review - Submit report request
- TEMPLATE- Evidence Of Review - View report data
- Saving, editing, and refreshing the Power BI reports
- 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.
Table: Application-specific roles in Veritas Surveillance
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 (employees) and employee groups to Veritas Surveillance, 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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System Admin | Lets you perform the administrative activities on the application. These activities include department management and role assignment. | Add Hotwords Application Search Configure Reporting API Endpoint Create Departments Delete Department Export Configuration Data Grant Users Access Import Configuration Data Manage Allowlist rules Manage Data Request Manage Delegates Manage Department Partitions Manage Department Users Manage Employee Groups Manage Labels Manage Reviewing Comments Manage Roles Manage Schedules Manage Trash rules Modify & Delete Hotwords Modify Audit Settings Modify System Configuration Monitor Search View Audit Information View Audit Settings View System Configuration |
Table: Department-specific roles in Veritas Surveillance
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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