Veritas Advanced Supervision Reviewer's Guide

To filter the items in the review pane

1. In the left navigation pane, click Review.
2. In the Department drop-down list, do the following steps:

   Note:

   The selections are persisted across all login sessions for the logged-in user.

   • In the Mode drop-down list, choose whether to perform a standard review of the items in the review set or an escalation review.

     Note:

     Escalation Review mode is available to escalation reviewers only. It lets these reviewers view and change review status of the items that other reviewers have escalated to them for further attention.

   • In the Dept drop-down list, select the department, a nested department, or folder for which you want to display the items in the review set.

     If research folders that were created in the Compliance Accelerator client to work privately on the items and committed for the department review set will appear under departments.

   • In the Items drop-down list, select a group of items you want to review.

     The following options are available:

     • Temporary Assignment: This option lets you reserve the specified number of items in the review set. Other reviewers cannot see these items until you have finished work on them.

     • All Items: This option lets you view all the items in the review set, even if they have been assigned to other reviewers. You may duplicate the work of other reviewers if you use this option. Therefore, we recommend that you select this option only if there are no other reviewers working alongside you, or you want to browse the items without marking them.

3. In the Filter drop-down list, select the facets (item classification options) you want to apply.

   Note:

   Besides the regular filter facets, the application provides additional filters, namely Filter on Author/Domain and Filter on Subject and Filter on Item ID. You can use these options to filter review items.

   • Filter on Author/Domain - This field is applicable for searching emails and collaboration messages for a specific user or email domain. Enter a full or a partial email domain that you want to search. For example, gmail, gmail.com, or @gmail.com. The application searches items from all users belonging to the specified domain.

     Note:

     While providing input for this filter, do not enter multiple authors or domains, a semicolon (;), or a string of two hyphen marks (--).

   • Filter on Subject - This field is applicable for searching emails and collaboration messages. Enter a word or phrase that you want to search. The application filters the review items in which the subject field contains the specified words.

   • Filter on Item ID - This field is applicable for searching items based on their Item ID. Expand the Advanced Filter panel to view this field. Enter the Item ID of the item that you wish to view and then click Apply or press Enter. The review item with the matching Item ID is displayed and the previous filter selection criteria gets cleared. The Item ID is displayed in the Preview, the comments, and in the history tab.

     

   Note:

   Administrators can control the availability of facets in the Filter options in the Review pane from the Compliance Accelerator client. The facets that the administrator has chosen to make unavailable will not be displayed here.

   If you frequently use the same facet settings to filter the items in the Review pane, you can save them as a preset. In addition to the custom presets, you can use the default predefined presets, such as All Unreviewed, Today's Unreviewed, All Unreviewed Exchange, All Unreviewed Instant Messaging, All Unreviewed Bloomberg, All Unreviewed Domino, and All messages. You can then quickly apply the settings by selecting the preset from the Preset drop-down list.

   Facets	Description
   Status	Select items by their status, like pending, reviewed, questioned, and so on.
   Capture date	Selects items that Veritas Advanced Supervision has captured over the specified period. The default options are - Today, Yesterday, Last 7 days, Last 14 days, and Last 28 days. Click Set date range to filter the items based on the date range specified.
   Date	Select items by the date on which they were created. The default options are - Today, Yesterday, and Last week. The last week defines Monday to Sunday range of the last week. You can use this option to review weekly items. When you hover over the Last week option, you can view the last week Monday to Sunday date range. For example, if you are working on 18th Nov 2021, the last week dates are displayed as 8th Nov 2021 to 14th Nov 2021. Click Set date range to filter the items based on the date range specified.
   Search	Select items that one or more searches have captured. If there are more than 20 items, the application displays the Show all option. To view all the items, click Show all and select maximum 20 items. To select multiple items, select the corresponding check boxes. You can select items from multiple pages. You can use the Go to page field to select the available page number you want to view. Else, the application displays the message as Invalid page. The total of selected items is displayed in the bottom. To remove entire selection, click the Clear icon. To remove any of the selected items, click on the link (which is adjacent to the Clear icon), search for the employee record, and click the Remove icon.
   Scheduled search	Select items that one or more searches have captured according to their search schedules.
   Hotword	Select items by the name of the hotword.
   Hotword Set	Select items by the name of the hotword set.
   Author	Select items by the name of the person who sent them.
   Escalation status	Select items by whether they have been escalated to an escalation reviewer or subsequently closed by that reviewer.
   Appraisal status	Select items by their appraisal status.
   Type	Select items by their types. The available options are displayed based on the services subscribed and enabled for you. For example - If MS Teams Archiving is enabled for you, the Teams Chat and Teams Channel options are available for filtering. If the search result has audio or video items, then the Audio-Video Transcript option is available for filtering. Note: Custom message types, such as Facebook, Twitter, if added by the administrator using the Compliance Accelerator client, will also be displayed.
   Direction	Select items that have traveled in the specified direction. The options are as follows: Not specified - Select to avoid choosing any direction. Internal - Selects items where the author and all recipients are internal to your organization. External Inbound - Selects items where the author is external to your organization and at least one recipient is internal. External Outbound - Selects items where the author is internal to your organization and at least one recipient is external.
   Tags	Select items by their tags.
   Tags action	Select items by their tag actions.
   Last marked by	Select items by the person who has lastly changed a review status of the items.
   Comments	Select items to which reviewers have added comments.
   Size	Select items by their size in kilobytes.
   Number of attachments	Select items by the number of attachments that they have.
   Capture method	Select items by the method that Veritas Advanced Supervision has used to capture them and add them to the review set. The options are: Not specified - Select to avoid choosing any direction. Search - Select to choose items that have been captured as a result of searches. Ad-hoc. Select items that have been added to folders. Random Sampling - Select to choose items that Veritas Advanced Supervision has captured and added to the review set according to your designated monitoring policy. Guaranteed Sample Search - Select to choose the results of guaranteed sample searches. Tags - Select to choose items that Veritas Advanced Supervision has captured and added to the review set according to designated tags.
   Escalation owner	Select items by the escalation reviewer who has responsibility for them.
   Escalated by	Select items by the person who escalated them to an escalation reviewer for further attention.
   Last appraised by	Select items by the person who appraised the items.
   MPIP protected items	Veritas Advanced Supervision supports decryption of Microsoft Purview Information Protection (MPIP) protected items. Select items based on their encryption status, such as Unencrypted, Encrypted, Unknown. Note that non-SMTP journal items are detected as Unknown.

4. You can apply marks to items by right-clicking the facet values. For example, to mark all the items by a particular author, right-click the author's name in the list and then click Mark all items. The Bulk Mark dialog appears. Enter your comment and click OK. The mark will be applied to all items with the selected facet value.
5. Click Apply.

   Based on the selected filter criteria, the application displays all the filtered items in the right pane.