Veritas™ Surveillance User Guide
- Introducing Veritas Surveillance
- About Veritas Surveillance
- Key features of Veritas Surveillance
- Feature comparison: Compliance Accelerator desktop client Vs Veritas Surveillance web client
- Sampling support for content sources
- About Veritas Surveillance system security
- Veritas Surveillance multi-tier architecture
- System requirements
- 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 and employee groups 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
- Closing or opening the departments for monitoring
- Deleting departments
- Managing department users
- Managing department-level archives
- Managing department-level searches
- About department-level searches
- Guidelines for effective searches
- Creating and running department-level 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 labels
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Veritas Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level archives
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific review comments
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Veritas Surveillance
- Understanding the Review page
- Rearranging columns in the item list pane
- Changing the Preview pane position
- Filtering the items in the Review pane
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Viewing Intelligent Review Details
- 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 history of items
- Printing and downloading the items and attachments
- Working with reports
- About Veritas Surveillance reports
- Accessing data through the Microsoft SQL Server Reporting Services (SSRS)
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Roles API
- Users API
- UserRoles API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Configuring Microsoft Power BI Templates for Reporting APIs
- Accessing Veritas Surveillance reports and datasets through the OData web service
- Guidelines for using Veritas Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE- Evidence Of Review - Submit report request
- TEMPLATE- Evidence Of Review - View report data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
Reviewing searched items
Before you start reviewing items, you must know that you can view emails if the service is enabled for you. However, if the service is enabled, but the search does not find any record, the items grid is displayed without any items in it.
To review items and checking their tags and hotwords statistics
- In the left navigation pane, click Review.
- Search for and select the department for which you want to review items.
Veritas Surveillance lists all departments for which you have the review permissions.
- (Optional) Use Advanced Filter and Filters to view the precise review items quickly. To reset the filtering criteria, click Clear, set a new criterion, and click Apply.
The application displays items from the selected departments.
The item grid displays several columns. Based on your review priorities and focus, you can rearrange the column sequence and click on the column headings to sort the items in a particular order. For example, 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.
- In the items grid, select the email you want to review.
If you select an individual email in the items grid, you can view the Preview, Comments, and the History tabs.
On the Preview tab, you can view email metadata and content.
On the Comments tab, you can view previous review comments for the selected email.
On the History tab, you can view the detailed summary of the operations that are performed on the selected email.
If you select multiple items in the items grid, you cannot view the Preview, Comments, and the History tabs. Instead, you get options to assign a review statuses to all the selected messages simultaneously.
To comment on the selected email, click Add Comment. See Adding comments to items.
To assign status to the selected email, click Pending, Questioned, Review Irrelevant, Reviewed Relevant, Escalate, or Appraised as required.
- To view the tags-specific statistics of the selected email, in the Item Statistics pane, expand the Tags section.
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 applied tags or classification policies. Next to each tag name, the number of incidents that match the corresponding tags or policies in the selected items is shown. After you expand the tag name, the application displays number of matches in the top-level content of the item and in each attachment of the item. See the sample image below.
Note:
By default, Veritas Surveillance analyses and displays the statistics only for the tags that are found in each item and 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 emails have the specified tags. If 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.
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.
- To view the hotwords-specific statistics of the selected email, in the Item Statistics pane, expand the Hotwords section.
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. See the sample image below.
By default, Veritas Surveillance analyses and displays the statistics of hotwords that are found in each item and 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.
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. You can preview the hotwords in the images in the following ways:
Access the Hotwords pane. Expand the top-level hotword and check for the image hyperlink. If listed, click the hyperlink to open the HTML preview of the image directly.
In the Preview pane, select the image and click the HTML Preview icon to open the image in the HTML format.
In the Preview pane, right-click the attached image and select the HTML Preview option.
