Enterprise Vault™ Compliance Accelerator Reviewer's Guide
- Introducing Compliance Accelerator
- Searching for items
- Manually reviewing items
- About reviewing with Compliance Accelerator
- About the Review pane
- Viewing the hotword statistics for an item in review
- Filtering the items in the Review pane
- Assigning review marks to items
- Adding comments to items
- Viewing the history of items
- Displaying printable versions of items
- Downloading the original versions of items
- Copying the item list to the Clipboard
- Escalating items
- Changing how the Review pane looks
- Setting your Review pane preferences
- Working with research folders
- About research folders
- Creating research folders
- Editing the properties of research folders
- Copying items to research folders
- Reviewing the items in research folders
- Exporting items from research folders
- Giving other users access to your research folders
- Committing research folder items to the department review set
- Removing items from research folders
- Deleting folders
- Exporting items
- Creating and viewing reports
- About the Compliance Accelerator reports
- Creating Compliance Accelerator reports
- Available Compliance Accelerator reports
- Compliance Supervisor Responsibility report
- Department Roles Detail report
- Department Roles Summary report
- Differential Sampling Summary by Department report
- Effective Roles by User report
- Evidence of message type Review by Department/Employee reports
- Item Aging by Department report
- Message Stats Summary report
- Message Summary report
- Monitored IDs by Department report
- Questioned Items by Department report
- Responsibility by Department report
- Responsibility by Reviewer report
- Review Activity Summary by Department report
- Reviewer Activity by Department report
- Reviewer Activity Detail report
- Reviewer Mapping report
- Search Auto Reviewed Irrelevant Items by Department
- Unreviewed Departments report
- Unsupervised Departments report
- Viewing existing reports
- Deleting reports
- About viewing Compliance Accelerator datasets using the OData web service
Assigning review marks to items
As part of the review process, you assign a status mark to each message to indicate that you have reviewed it and have no concerns - or conversely, that you do have some concerns, and therefore want to question the message.
The permissions that are assigned to you determine whether you can assign a status mark to more than one message at a time. If you have the Apply Bulk Review Action permission, you can mark several messages at once, whereas the Apply Review Action permission limits you to marking the messages one at a time. By default, compliance supervisors, department reviewers, and exception reviewers have both permissions.
Tips:
In the item list, the headers of unreviewed items display in bold text.
You can quickly mark all the items that match a certain filter option by right-clicking that option in the left pane and then selecting the required mark.
If you right-click an item in the list view, you can access additional commands for bulk-marking the items in the review set.
To assign a review mark to an item
- In the Review pane, select the items that you want to mark.
To select multiple adjacent items, click the first item, and then hold down the Shift key and click the last item. To select nonadjacent items, click the first item, and then hold down the Ctrl key and click additional items. To select all the items, press Ctrl+A.
- Click the required mark at the bottom right of the pane. After a few moments, Compliance Accelerator changes the status of the items accordingly.