Veritas Advanced Supervision User Guide

Last Published:
Product(s): Enterprise Vault (14.1, 14.0)
  1. Introducing Veritas Advanced Supervision
    1.  
      About Veritas Advanced Supervision
    2.  
      Veritas Advanced Supervision features
    3.  
      Feature comparison with the Compliance Accelerator client
    4.  
      About Veritas Advanced Supervision system security
    5.  
      Veritas Advanced Supervision multi-tier architecture
    6.  
      System requirements
  2. Getting started
    1.  
      Signing in to Veritas Advanced Supervision
    2.  
      Signing out from Veritas Advanced Supervision
  3. Working with dashboard widgets
    1.  
      Understanding the Dashboard page
    2.  
      Viewing status summary of recently reviewed departments
    3.  
      Pinning and unpinning departments to quickly view the review status
    4.  
      Changing the order of pinned departments
    5.  
      Viewing the review status summary of escalated items
    6.  
      Viewing a summary of searches and exports
  4. Managing employees and employee groups
    1.  
      About employees and employee groups
    2.  
      Creating employee profiles
    3.  
      Editing employee profile details
    4.  
      Creating employee groups
    5.  
      Editing employee group details
  5. Managing departments
    1.  
      About departments
    2.  
      Understanding the Departments page
    3.  
      Searching departments
    4.  
      Creating departments
    5.  
      Moving existing departments under other departments
    6.  
      Adding monitored employees to departments
    7.  
      Editing monitoring policies
    8.  
      Editing department details and monitoring policy
    9.  
      Managing exception employees
    10.  
      Designating employees as exception employee
    11.  
      Assigning further exception reviewers to an exception employee
    12.  
      Removing exception status
    13.  
      Removing exception reviewers
  6. Managing department users
    1.  
      Assigning department reviewers
    2.  
      Removing department reviewers
    3.  
      Adding new roles for users
    4.  
      Removing roles
    5. Managing role assignment for a user in departments
      1.  
        Assigning departments and exceptions to specific users
      2.  
        Removing a specific role to users in one or more departments and exceptions
  7. Managing department searches
    1.  
      About searches in Veritas Advanced Supervision
    2.  
      Guidelines for effective searches
    3.  
      Creating and running Veritas Advanced Supervision searches
    4.  
      Pausing and resuming searches
    5.  
      Downloading search details for archives
    6.  
      Disabling scheduled searches
    7.  
      Previewing search results
    8.  
      Accepting search results
    9.  
      Rejecting a search result
    10.  
      Resubmitting a search
  8. Managing department-specific hotword sets
    1.  
      Overview
    2.  
      Creating department-specific hotword sets
    3.  
      Editing department-specific hotwords and hotword sets
    4.  
      Deleting department-specific hotword sets
  9. Managing department-specific review comments
    1.  
      About department-level review comments
    2.  
      Adding department-level review comments
    3.  
      Editing department-level review comments
    4.  
      Deleting department-level review comments
    5.  
      Updating order of department-level review comments
  10. Viewing employees associated with departments
    1.  
      Viewing employee association history
  11. Managing users, roles, and permissions
    1.  
      Overview
    2.  
      Predefined user roles and permissions
    3.  
      Adding new roles for users
    4.  
      Editing user roles and permissions
    5.  
      Deleting user roles
    6.  
      Assigning roles to users
    7.  
      Restricting users to use hotwords in searches
    8.  
      Removing a user role
  12. Managing application-specific hotword sets
    1.  
      Overview
    2.  
      Creating application-specific hotword sets
    3.  
      Editing application-specific hotwords and hotword sets
    4.  
      Deleting application-specific hotword sets
  13. Managing application-specific review comments
    1.  
      About application-level review comments
    2.  
      Adding application-level review comments
    3.  
      Editing application-level review comments
    4.  
      Deleting application-level review comments
    5.  
      Updating order of application-level review comments
  14. Managing search schedules
    1.  
      Overview
    2.  
      Setting up new search schedules
    3.  
      Setting up one-time search schedules
    4.  
      Example of a one-time search schedule
    5.  
      Setting up recurring search schedules
    6.  
      Example of a recurring search schedule
    7.  
      Editing search schedules
    8.  
      Deleting search schedules
  15. Managing export operations
    1.  
      About exporting items
    2.  
      Performing export runs
  16. Managing reviews
    1.  
      About reviewing with Advanced Supervision
    2.  
      Understanding the Review page
    3.  
      Changing the Preview pane position
    4.  
      Rearranging columns in the item list pane
    5.  
      Filtering the items in the Review pane
    6.  
      Reviewing the Audio-Video Transcript type items
    7.  
      Reviewing emails and collaboration messages
    8.  
      Adding or removing text for machine learning
    9.  
      Assigning review status to items
    10.  
      Viewing hotwords highlighting
    11.  
      Viewing hotwords in collaboration message
    12.  
      Viewing tags highlighting
    13.  
      Viewing tags in collaboration message
    14.  
      Viewing the full content in a new window
    15.  
      Adding comments to items
    16.  
      Escalating the review items
    17.  
      Viewing the history of items
    18.  
      Printing the original versions of items
    19.  
      Downloading the original versions of items
    20.  
      Viewing Intelligent Review Details
  17. Managing Audit Settings
    1.  
      Audit Settings Overview
    2.  
      Editing the Audit Settings
  18. Working with Audit viewer
    1.  
      About Audit viewer
    2.  
      Performing a search for audit records

Reviewing emails and collaboration messages

You can view the archived emails and MS Teams chats and channels if you have subscribed for the Exchange and the MS Teams Archiving service respectively, and these services are enabled for you.

To review emails and collaboration messages

  1. In the left navigation pane, click Review.
  2. Search for and select the department for which you want to review items.

    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.

  3. (Optional) To reset the filtering criteria, click Clear, and set a new criterion.

    To set a filter criteria, See Filtering the items in the Review pane.

    Note:

    If only the Exchange service is enabled for you, you can filter emails only. If the MS Teams Archiving service is also enable for you, you can filter and review collaboration messages too.

  4. Click Apply.

    The application displays emails and collaboration messages (Teams Chat and Channel messages) from the selected departments. You can easily distinguish the items by looking at the message type icons.

    To prioritize and focus more on the items that are relevant for review, you can pay attention to the Relevance Score column. The items with the higher relevance score are more relevant, whereas the items with the low relevance score tend to be irrelevant.

    Note:

    The Relevance Score column is displayed in the list pane by default. However, the score (value) is calculated and displayed only if the intelligent review service is enabled for the selected departments. For the departments that are not enabled for the intelligent review service, the application displays the column, but the values remain blank.

  5. To review the filtered email, select the email, and do the following:
    • Click the Preview tab to view item details and content.

      To assign status to the selected email, click Pending, Questioned, Review Irrelevant, Reviewed Relevant, Escalate, or Appraised as required.

      To download the item, click the Kebab icon, and click Download.

    • Click the Comments tab to view previous review comments for the selected email.

      To comment on the selected email, click Add Comment. See Adding comments to items.

    • Click the History tab to view the detailed summary of the operations that are performed on the selected email.

  6. To review the filtered collaboration message, select a message and do the following:
    • Click the Preview tab to view item details and content.

      You can view the conversation happened in a day. To view previous conversation instances, click the Kebab icon (Three vertical dots) and select Scroll On.

      To download the item, click the Kebab icon, and click Download.

      To download the attachment from conversation, go to the collaboration message that includes an attachment. Click the Download icon adjacent to the attachment.

      To assign status to the selected message, click Pending, Questioned, Review Irrelevant, Reviewed Relevant, Escalate, or Appraised as required.

    • Click the Comments tab to view previous review comments for the selected email.

      To comment on the selected email, click Add Comment. See Adding comments to items.

    • Click the History tab to view the detailed summary of the operations that are performed on the selected email.