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
Assigning users to departments
Veritas Surveillance makes it easy to add users (employees and employee groups) to departments and assign several key roles to them. Department reviewers can monitor, review, hold review, question, escalate, appraise, and comment on the items in a department, export items for offline review, and generate and view reports. Compliance supervisors can appraise the work of department reviewers and manage any exception employees in the department.
You must have the Manage Roles permission to add users to a department. By default, users that have the Department Admin role have these permissions.
To assign a user to a department
- In the left navigation pane, click Departments.
- Search for and select the department to which you want to add department reviewers and compliance supervisor.
Note:
Veritas Surveillance lists all departments. 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.
- In the Role Assignment tab, click Add User.
The Add Users dialog box appears.
- Search for and select one or more users (employees and employee groups).
Note:
- Individual employees and employee group are distinguished using the different icons as shown in the sample image above.
- To select multiple adjacent users, hold down the Shift key and click the first and the last name in the range.
- To select multiple, non-adjacent users, hold down the Ctrl key and click the required names.
- Click Save.
The added users are displayed under User and Groups.
- Under User and Groups, select one user at a time, and click Add Roles.
The Add Roles dialog box appears.
- Search for and select one or multiple roles.
- To add a user as a department reviewer, assign the Department Reviewer role. To add a user as a compliance supervisor , assign the Compliance Supervisor role.
Note:
To select multiple adjacent roles, hold down the Shift key and click the first and the last name in the range. To select multiple, non-adjacent roles, hold down the Ctrl key and click the required names.
- Click Save.
