Veritas Surveillance 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 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 (--).

   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 Surveillance 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. Clicking the calendar icon displays the review item count beneath the date, month, and year wise view. When selected, the application also displays day-wise, month-wise, and year-wise item counts beneath the respective dates, months, and years. If there is no items count, a hyphen (-) is displayed. For more details,
   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. Clicking the calendar icon displays the review item count beneath the date, month, and year wise view. When selected, the application also displays day-wise, month-wise, and year-wise item counts beneath the respective dates, months, and years. If there is no items count, a hyphen (-) is displayed. For more details,
   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.
   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.
   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 Surveillance 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. Random Sampling - Select to choose items that Veritas Surveillance 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 Surveillance 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.
   Sentiment score	Select items based on the predefined sentiment score categories. A score in the range of 0 to 100 is assigned, where... 0 - 39 indicates that the item expresses the negative sentiment. 40 - 59 indicates that the item represents the neutral sentiment. 60 - 100 indicates that the item represents the positive sentiment. To customize a different sentiment score range and use it as a preset later, click New sentiment score range. Specify the minimum and maximum score you want to capture, and provide a unique name to this preset. Click OK to save the preset as shown in the sample image below.

4. Click Apply.