Veritas Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.1)
  1. Introducing Compliance Accelerator
    1.  
      Key features of Compliance Accelerator
    2.  
      About the Compliance Accelerator client
    3.  
      Opening the Compliance Accelerator client
    4.  
      Finding your way around the Compliance Accelerator client
  2. Searching for items
    1.  
      Creating and running Compliance Accelerator searches
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1.  
      About reviewing with Compliance Accelerator
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4.  
      Assigning review marks to items
    5.  
      Adding comments to items
    6.  
      Viewing the history of items
    7.  
      Displaying printable versions of items
    8.  
      Downloading the original versions of items
    9.  
      Copying the item list to the Clipboard
    10. Escalating items
      1.  
        Assigning escalated items to other escalation reviewers
      2.  
        Closing escalated items
    11.  
      Changing how the Review pane looks
    12.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Reviewing the items in research folders
    4.  
      Exporting items from research folders
    5.  
      Giving other users access to your research folders
    6.  
      Copying items to research folders
    7.  
      Committing research folder items to the department review set
  5. Exporting items
    1.  
      Performing an export run
    2.  
      About the limits on the number of simultaneous export runs
    3.  
      Exporting items from the review set of an exception employee
    4.  
      Making the export IDs visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the Compliance Accelerator reports
    2.  
      Creating Compliance Accelerator reports
    3. Available Compliance Accelerator reports
      1.  
        Compliance Supervisor Responsibility report
      2.  
        Department Roles Detail report
      3.  
        Department Roles Summary report
      4.  
        Differential Sampling Summary by Department report
      5.  
        Effective Roles by User report
      6.  
        Evidence of message type Review by Department/Employee reports
      7.  
        Item Aging by Department report
      8.  
        Message Stats Summary report
      9.  
        Message Summary report
      10.  
        Monitored IDs by Department report
      11.  
        Questioned Items by Department report
      12.  
        Responsibility by Department report
      13.  
        Responsibility by Reviewer report
      14.  
        Review Activity Summary by Department report
      15.  
        Reviewer Activity by Department report
      16.  
        Reviewer Activity Detail report
      17.  
        Reviewer Mapping report
      18.  
        Unreviewed Departments report
      19.  
        Unsupervised Departments report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Compliance Accelerator datasets using the OData web service
      1.  
        Available Compliance Accelerator datasets
      2.  
        Accessing the Compliance Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors

Giving other users access to your research folders

You can give other users access to your folders by assigning roles to them. For example, anyone who wants to review and mark the items in a folder must have the Review role in that folder. Other roles permit users to export items from the folder and search for new items to add to it. The Full Control role combines all these permissions in one role.

You must have the Role Assignment permission in the folder to give other users access to it. By default, users with the Folder Full Control role have this permission.

To give another user access to a research folder

  1. Click the Research tab in the Compliance Accelerator client.
  2. In the left pane, click the folder to which you want to give access.
  3. Click the Role Assignment tab.
  4. Click the name of the user to whom you want to assign a role.

    If the user does not appear in the list, click Add at the top of the pane and then select the user to add to it.

  5. In the right pane, do one of the following:

    • Click Add to assign a new role.

    • Click Remove to remove the selected role.

  6. Click Save.