Conduct User Interface
The Conduct UI is broken down into the following sections for your understanding:
Conduct Tab
Conduct Workspace
Conduct Panel
The Work space Collapse button works like a toggle button. Click the Work space Collapse button to minimize and maximize the workspace area. This gives you more area on your screen to view your work panel. The Conduct panel displays the information of the option that is selected in the Conduct work space.
The Conduct work space provides the options described in the following table:
Table 12: Conduct Intel Workspace Options
|
Options |
Description |
|
Dashboards |
Smarsh Conduct provides you with a Dashboard that contains a set of visualizations based on analyzing data that is present. |
|
Admin Search |
Admin Search provides administrators access to all the communications present in the assigned queues. This feature enables Enterprise Archive users to always have access to data in the system, including situations when the reviewers are not available. |
|
Exports |
Exports allows you to export reviewed conversations from the Conduct queue. |
|
My Review Queues |
Lists the queues assigned to you. The default landing page in Conduct is the My Review Queues workspace. |
|
Queue |
Link group containing the Review, Archive Search, and Exports link. |
|
Review |
Review allows you to view the conversations in the queue and enables you to add comments and tags to a conversation. A reviewer can escalate, assign, claim, release, update, or close a conversation, and perform a Review search from the Search pane. |
|
Archive Search |
Archive Search allows reviewers to search the archive while reviewing a queue and add any existing or past conversations to the queue for review. |
|
Configure |
The Configure link group consists of the Tag Groups, Policies, Queues, Notification Templates, List Library, and Sampling Profile menus. |
|
Tag Groups |
Tag Groups allow you to configure tag groups and tags. Tag groups also allow you to indicate whether providing comments is mandatory or optional while applying a tag. |
|
Notifications |
Notification enables you to add and edit the email notification messages that are sent to Enterprise Archive users for certain actions in Conduct. |
|
List Library |
List Library enables you to create and upload a dedicated text file that contains a list of terms based on your requirement. |
|
Policies |
Policies allow you to configure new policies and view and edit the existing policies that help you search for conversations that must be reviewed. It provides you multiple selection options to set-up a search criteria. |
|
Sampling Profiles |
Sampling profile enables the Enterprise Archive user to supervise a selected percentage of participants/groups based on certain conditions and filters that can be set as per the user's preference. |
|
Queues |
Queues allow you to add, view, and edit queues. Queues are assigned to reviewers who then supervise the conversations and perform the appropriate actions. |