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
Managing department-specific labels
Department-specific labels management covers creating, editing, deleting, activating, deactivating, propagating, and unpropagating operations. You must have the Manage Labels permissions to perform these operations.
To create a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to create a label.
- Navigate to the Labels tab, and then click New.
The New Label dialog box appears.
- In the Name filed, type a unique label name.
- In the Description field, provide a description of this label.
- Select the Active check box to activate the label.
Remember that -
Only the active labels can be enabled for AI predictions, therefore, the Enable AI Predictions check box remains disabled until the label is activated.
Do not select the Active check box if you want to keep the label in the deactivated state.
- Select the Propagate check box to ensure the sub-departments inherit this label.
Do not select the Propagate check box if you do not want to propagate this label to sub-departments.
- Select the Enable AI Predictions check box to consider this label for AI Prediction.
Note:
Per department, only 20 active labels (including single choice group labels) can be enabled for AI predictions. Upon deactivation, the previously AI prediction-enabled labels and label groups get disabled.
- Click OK.
To edit a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to edit a label.
- Navigate to the Labels tab.
- Search for the label that you want to update. See Searching application-specific labels, label groups, and single choice groups.
- Select the label that you want to edit, and click the Edit icon in the same row.
- In the Edit Label dialog box, update the details of the required fields.
- Click OK.
To activate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to activate a label.
- Navigate to the Labels tab.
- Search for the deactivated label that you want to activate.
See Searching application-specific labels, label groups, and single choice groups.
- Select the label and do any of the following steps:
On the action bar, click Activate.
Click the Edit icon in the same row. In the Edit Label dialog box, select the Active check box.
Note:
Per department, only 20 active labels (including single choice group labels) can be enabled for AI predictions.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To deactivate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to deactivate a label.
- Navigate to the Labels tab.
- Search for the active label that you want to deactivate.
See Searching application-specific labels, label groups, and single choice groups.
- Select the label and do any of the following steps:
On the action bar, click Deactivate.
Click the Edit icon in the same row. In the Edit Label dialog box, clear the Active check box.
Deactivating a label or label group disables AI predictions for that label or label group.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To propagate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to propagate a label.
- Navigate to the Labels tab.
- Search for the unpropagated label that you want to propagate.
- Select the label and do any of the following steps:
On the action bar, click Propagate.
Click the Edit icon in the same row. In the Edit Label dialog box, select the Propagate check box.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To unpropagate a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department in which you want to unpropagate a label.
- Navigate to the Labels tab.
- Search for the propagated label that you want to unpropagate.
- Select the label and do any of the following steps:
On the action bar, click Unpropagate.
Click the Edit icon in the same row. In the Edit Label dialog box, clear the Propagate check box.
The updated data appears on the Labels page. If required, click Refresh on the action bar.
To delete a department-specific label
- In the left navigation pane, click Departments.
- Search for and select the department from which you want to delete a label.
- Navigate to the Labels tab.
- Search for the label that you want to delete.
- Select the label, and click Delete on the action bar.