Enterprise Vault™ Compliance Accelerator Reviewer's Guide

You typically perform the steps in the Compliance Accelerator process in the following order:

• Create an employee profile for every user who is to access Compliance Accelerator as an administrator, supervisor, or reviewer. You must also create a profile for every employee whose communications you want to monitor. You can enter a few employee details and then populate the rest by synchronizing with the corresponding Active Directory or Domino directory account.

• Assign roles to those users or groups of users who are to perform administrative tasks in Compliance Accelerator.

  In a default Compliance Accelerator system, there are a number of predefined application and department roles. You can modify most of these as necessary, and you can create new roles. Each role has a number of permissions that are associated with it. Application roles let users perform system-wide tasks, whereas department roles let them perform certain tasks within a specific department only.

• Select the archives that you want to make available to all departments for searches. If necessary, department administrators can further customize this set of archives in their departments.

• Create one or more departments.

• In each department, do the following:

  • Assign roles to other users so that they can perform administrative, supervisor, and reviewer tasks in the department.

  • Add employees to the departments in which they are to be monitored.

  • If required, customize the archives that you want to include in your department searches.

  Compliance Accelerator is now ready to monitor employees and add items to the department review sets for reviewers to work on.

• In each department review set, review each item and add a review status mark and comment, as appropriate.

• If you want to review items offline or send them to a third party, export them in a suitable format. The export formats include PST, Domino NSF database, HTML, MSG, and ZIP.

• Use the reporting facilities to generate reports on various aspects of Compliance Accelerator, including the progress of reviewers and their roles and responsibilities.