Search <book_title>...

Veritas™ Surveillance User Guide

Last Published: 2024-09-26

Product(s): Veritas Alta Surveillance (1.0)

Introducing Veritas Surveillance
1. About Veritas Surveillance
2. Key features of Veritas Surveillance
3. Feature comparison: Compliance Accelerator desktop client Vs Veritas Surveillance web client
4. Sampling support for content sources
5. About Veritas Surveillance system security
6. Veritas Surveillance multi-tier architecture
7. System requirements
Getting started
1. Signing in to Veritas Surveillance
2. Signing out from Veritas Surveillance
Working with dashboard widgets
1. Understanding the Dashboard page
2. Viewing status summary of recently reviewed departments
3. Pinning and unpinning departments to view 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
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
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 and employee groups 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
14. Closing or opening the departments for monitoring
15. Deleting departments
Managing department users
1. Assigning users to departments
2. Removing users from departments
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
Managing department-level archives
1. About department-level archives
2. Including or excluding enterprise vault archives at department-level
Managing department-level searches
1. About department-level searches
2. Guidelines for effective searches
3. Creating and running department-level 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
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
Managing department-specific labels
1. Searching department-specific labels, label groups, and single choice groups
2. Managing department-specific labels
3. Managing department-specific label groups
4. Managing department-specific single choice label groups
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
Viewing employees associated with departments
1. Viewing employee association history
Managing users, roles, and permissions
1. Overview
2. Predefined user roles and permissions
3. Adding new roles for users (employees) and employee groups
4. Editing user roles and permissions
5. Deleting user roles
6. Assigning Veritas Surveillances to users (employees) and employee groups
7. Restricting users to use hotwords in searches
8. Removing a user role
Managing application-level archives
1. About application-level archives
2. Including or excluding enterprise vault archives at application-level
Managing application-level searches
1. About application-level searches
2. Viewing existing application-level searches
3. Creating and running application-level searches
4. Editing application-level searches
5. Excluding departments from application searches
6. Reinstating the excluded department for application searches
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
Managing application-specific labels
1. Searching application-specific labels, label groups, and single choice groups
2. Managing application-specific labels
3. Managing application-specific label groups
4. Managing application-specific single choice label groups
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
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
Managing export operations
1. About exporting items
2. Performing export runs
Managing reviews
1. About reviewing with Veritas Surveillance
2. Understanding the Review page
3. Rearranging columns in the item list pane
4. Changing the Preview pane position
5. Filtering the items in the Review pane
6. Reviewing the Audio-Video Transcript type items
7. Reviewing searched items
8. Viewing Intelligent Review Details
9. Adding or removing text for machine learning
10. Assigning review status to items
11. Viewing hotwords highlighting
12. Viewing hotwords in collaboration message
13. Viewing tags highlighting
14. Viewing tags in collaboration message
15. Viewing the full content in a new window
16. Adding comments to items
17. Escalating the review items
18. Viewing history of items
19. Printing and downloading the items and attachments
Working with reports
1. About Veritas Surveillance reports
2. Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
3. Enhanced reporting
4. Managing Power BI templates for reporting APIs
Managing Audit Settings
1. Audit Settings Overview
2. Editing the Audit Settings
Working with Audit viewer
1. About Audit viewer
2. Performing a search for audit records

Understanding the Review page

The following image highlights the standard features of the Review page.

Figure: A sample page showing review summary of selected departments

Figure: A sample page showing other panes with details

1. Summary and instruction pane

This page displays the summarized information of review items. You can click the summary items to view the details.

2. Filter pane

Veritas Surveillance lists only those departments for which the reviewers have access. Reviewers can use the filter facets to set criteria to refine the search records. You can collapse this pane for better readability as and when required.

See Filtering the items in the Review pane.

3. Review item grid

This grid shows the items in the review set that match the filter options you have selected. You can use the Group drop-down list to group or sort the items according to relevance, ascending or descending dates and months, alphabetical author and subject names, and tags. The unreviewed items are displayed in bold text.

You can click on the column heading to sort items in ascending or descending order. The changes are persisted across different login sessions for the logged-in user.

Any items that are colored blue are also in a research folder that is associated with the department.

4. Footer area

This area helps you to navigate from one page to another for applying review status and comments to the required items.

5. Action bar

The action bar lets you perform the following actions:

Apply review statuses and add comments to single or multiple selected items.
Rearrange the column order for improved review experience. See Rearranging columns in the item list pane.
Change the position of the reading pane (Preview, Comments, and History) to right or bottom of item list pane. See Changing the Preview pane position.

6. Reading pane

This pane has three tabs and two functions.

The Preview tab displays an HTML preview of the selected item.
The Comments tab shows the comments that reviewers have assigned to the selected item.
The History tab displays the log of the Preview actions if enabled by the administrator. By default, this option is disabled.
The Kebab icon (three vertical dots) provides the Print option to view the printable version of the item, and the Download option to save the printed file to your computer.

7. Item Statistics

This pane has the following sections:

Tags: This section shows the classification policy tags-specific statistics when a user selects an email for review. This statistic is limited to emails only, and not calculated for transcript messages (audio/video) and collaboration messages.
The displayed information includes tag names. Next to each entry, the number of incidents that match the corresponding tags in the selected items is shown. After you expand the tag name node, the application displays the number of matches in the top-level content of the email and in each attachment of the email.
This section displays statistics only for the tags that have a match. Tags that do not match are not shown in the list.
The Top Level node and the attachments nodes are visible only if the content within them contains the specified tags. In case there are no matches for the tags in the primary emails, the Top Level node will not be displayed. Similarly, if there are no matches for the tags in the attachments, those attachments will also not be displayed.
You can click the hyperlinks to view the respective tags in the Preview pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.
Hotwords: This section shows the hotwords-specific statistics when a user selects an email for review. This statistic is limited to emails only, and not calculated for transcript messages (audio/video) and collaboration messages.
The displayed information includes the names of hotwords sets and individual hotwords. Next to each entry, the number of incidents that match the corresponding hotwords or hotwords sets in the selected items is shown. After you expand the hotwords set name, the application displays the included hotwords and their number of matches in the top-level content of the email and in each attachment of the email.
This section displays statistics only for hotwords or hotword sets that have a match. Hotwords and hotword sets that do not match are not shown in the list.
The Top Level node and the attachments nodes are visible only if the content within them contains the specified hotwords. In case there are no matches for the hotwords in the primary emails, the Top Level node will not be displayed. Similarly, if there are no matches for the hotwords in the attachments, those attachments will also not be displayed.
You can click the hyperlinks to view the respective hotwords in the Preview pane. Click the arrows to navigate to the next or previous match. The navigation is limited to the content of email body message and attachments, and not within the email metadata.
Veritas Surveillance supports viewing image attachments in review items in both HTML and Native formats. If the attached image contains hotwords, clicking the hyperlink from the hotwords statistics panel opens the image in HTML format for convenient review of the hotwords.