About reviewing with Compliance Accelerator

Article:HOWTO58488  |  Created: 2011-08-01  |  Updated: 2013-07-12  |  Article URL http://www.symantec.com/docs/HOWTO58488
Article Type
How To


Subject


About reviewing with Compliance Accelerator

After you have performed a search and gathered together the potentially relevant items, selected individuals can review the search results. These reviewers read each item, select the appropriate status mark to assign to it, and add a comment as necessary. Items can be reviewed more than once, and other reviewers can add more comments or change the assigned mark.

If you assign supervisors to departments, they can assess the marks and comments that reviewers have applied and add appraisal marks and comments.

A standard Compliance Accelerator system comes with a number of predefined reviewing roles: department reviewer, escalation reviewer, exception reviewer, and passive reviewer. These roles have the following characteristics:

  • All roles except the passive reviewer role permit a user to assign review marks to items.

  • Passive reviewers can view items and review history, but they cannot assign or change review marks. However, passive reviewers can assign appraisal marks to the items that other users have reviewed.

  • Exception reviewers can view the items of their assigned exception employees only.

  • Escalation reviewers can receive items that other reviewers in the department have escalated to a higher authority for further review.

To access the Review pane

  • Click the Review tab in the Compliance Accelerator client.

See About the Review pane

See Filtering the items in the Review pane

See Changing how the Review pane looks

See Setting your Review pane preferences

See Viewing the history of items

See Displaying printable versions of items

See Assigning review marks to items

See Adding comments to items

See Downloading the original versions of items

See Copying the item list to the Clipboard

See Copying items to research folders

See Customizing the reviewing action statuses

See Escalating items

See Storing reviewing comments for reuse


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v13491653_v41328187


Article URL http://www.symantec.com/docs/HOWTO58488


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