Veritas Advanced Supervision User Guide
- Introducing Veritas Advanced Supervision
- 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 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
- Managing department users
- Managing department searches
- About searches in Veritas Advanced Supervision
- Guidelines for effective searches
- Creating and running Veritas Advanced Supervision 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 review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Managing application-specific hotword sets
- Managing application-specific review comments
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Advanced Supervision
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing emails and collaboration messages
- 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 the history of items
- Printing the original versions of items
- Downloading the original versions of items
- Viewing Intelligent Review Details
- Managing Audit Settings
- Working with Audit viewer
Editing monitoring policies
You can define the percentage of items that Veritas Advanced Supervision should capture for a monitored employee. You must have the Assign % Review Requirement permission to edit the monitoring policy for an employee. By default, users that have the Rule Admin role have this permission.
By default, employee level sampling is enabled. So, you can only edit the monitoring policies at employee level. If you want to edit monitoring policies at department level, please contact Veritas Technical Support.
Note:
When the department level sampling is enabled, the option to edit monitoring policies is disabled. In this case, Veritas Advanced Supervision honors the monitoring percentage of the department mentioned on the Department tab for sampling and not the employees monitoring percentage mentioned on the Monitored Employee tab.
To edit monitoring policies at employee level
- In the left navigation pane, click Departments.
- Search for and select the department you want to edit.
Note:
Veritas Advanced Supervision 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.
- Click the Monitored Employees tab.
A list of all monitored employees appears. You can use the Filter by employee name field to search for the monitored employees in the available list. Enter the keywords that characterize the monitored employee names that you want to search for, or build a query. Press ENTER on a keyboard or click the filter icon to view the filtered names. Do not use the wildcard characters (Asterisk or question mark) for partial searching. It does not give you the result.
If the employee level sampling is enabled, the option to edit monitoring policies is enabled.
- Click the edit icon for the employee whose monitoring policies you want to edit.
- Under Review requirement for, select one of the following option:
Select All policies and specify the percentage of items to set the same monitoring policy for all types of items (Microsoft Exchange Server, SMTP, Bloomberg, Microsoft Teams chat and channel, Lotus Domino, and Instant Messaging). For example, set this option to 5 to require that 5% of all types of items are captured and reviewed.
Select Per policy and specify different monitoring policies for different types of items.
For some types of items, such as Exchange and Domino, you can also set percentages on the items that travel in a particular direction:
Internal. Selects the items where the author and all recipients are internal to your organization.
Inbound. Selects the items where the author is external to your organization and at least one recipient is internal.
Outbound. Selects the items where the author is internal to your organization and at least one recipient is external.
- Click Save.
