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Arctera™ Surveillance User Guide
- Introducing Arctera Surveillance
- Getting started
- Working with dashboard widgets
- Managing 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
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing schedules
- Managing export operations
- Managing reviews
- About reviewing with Arctera Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Customizing item navigation in Review grid
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Translating email and attachment content for review
- Translating collaboration message for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- ChatGPT and Microsoft Copilot Integration
- Bulk review using Find Similar Items
- Report generation from Review Pane
- Using AI Assistant
- Working with reports
- About Arctera Surveillance reports
- Predefined reports
- Enhanced Reporting (UI mode)
- Enhanced reporting (API mode)
- Configuring a reporting endpoint
- Authentication
- Classification Tags API
- Content Sources API
- Departments API
- Labels API
- Monitored Employees API
- Report Status API
- Roles API
- Searches API
- Users API
- Evidence Of Review Async API
- Evidence of Review API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Details Async API
- Item Details API
- Item Hotword Metrics Async API
- Item Hotword Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Metrics Async API
- Item Metrics API
- Reviewer Assessment Metrics Async API
- Reviewer Assessment Metrics API
- Reviewer Mapping Async API
- Reviewer Mapping API
- User Roles Async API
- User Roles API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Arctera Surveillance reports and datasets through the OData web service
- Guidelines for using Arctera Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - Searches
- TEMPLATE- Evidence Of Review - Submit Report Request
- TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
- TEMPLATE- Evidence Of Review By Department - View Report Data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit Report Request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View Report Data
- TEMPLATE- Item Archived Metrics - Submit Report Request
- TEMPLATE- Item Archived Metrics - View Report Data
- TEMPLATE- Item Classification Metrics - Submit Report Request
- TEMPLATE- Item Classification Metrics - View Report Data
- TEMPLATE- Item Details - Submit Report Request
- TEMPLATE- Item Details - View Report Data
- TEMPLATE- Item Hotword Metrics - Submit Report Request
- TEMPLATE- Item Hotword Metrics - View Report Data
- TEMPLATE- Item Label Metrics - Submit Report Request
- TEMPLATE- Item Label Metrics By Employee - View Report Data
- TEMPLATE- Item Label Metrics By Department - View Report Data
- TEMPLATE- Item Metrics - Submit Report Request
- TEMPLATE- Item Metrics - View Report Data
- TEMPLATE- Item Metrics By Monitored Employee - View Report Data
- TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
- TEMPLATE- Reviewer Assessment Metrics - View Report Data
- TEMPLATE - Reviewer Mapping - Submit Report Request
- TEMPLATE - Reviewer Mapping - View Report Data
- TEMPLATE - User Roles - Submit Report Request
- TEMPLATE - User Roles - View Report Data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
- Managing Alerts
Writing Effective Prompts for AI Assistant
This section provides guidelines for writing clear and effective prompts when interacting with the AI Assistant. Following these conventions helps ensure that the system correctly interprets your request and performs the intended action.
Each module has reserved terms. Always use the correct keyword to avoid ambiguity.
Departments → use 'department'
Monitored Employees → use 'monitor' or 'monitored' (individual referred to as employee)
Role Assignment → use 'assign' and 'role' (individual referred to as user)
Enclose department names, user names, and role names in single quotes.
Example: 'Finance', 'John Smith', 'Department Reviewer'
Start a new chat when switching between modules (for example, from Monitored Employees to Role Assignment). This ensures context clarity and avoids misinterpretation.
Do not mix view and update, add and remove actions in a single prompt - send them separately. However, applying the same action to multiple users or departments in one prompt is supported.
Always state whether the action applies to a specific department, a list of departments, or all departments.
✓ Assign the 'Department Reviewer' role to user 'Dave' in the department 'Sales'
✓ Assign the 'Passive Reviewer' role to user 'Dave' across all departments
✗ Assign 'Escalation Reviewer' role to 'Dave' - missing scope (Department name not provided)
Review the system response before submitting follow-up prompts. If needed, start a new chat to correct or refine the request.
Note:
The AI Assistant removes HTML tags from user requests and system responses for security purposes.
Use the keyword department in all department-related prompts.
Intent | Example Prompt |
|---|---|
List departments created in a time period | Number of departments created in November 2025 Number of departments created in last year |
Show departments by status | Show the list of Open and Closed departments |
Show departments with Intelligent Review enabled | Show all departments where Intelligent Review is enabled |
Show top departments by review volume | Show the top 10 departments with the highest number of items in review |
Open one or more departments | Open the department 'Finance' Open the departments 'Sales', 'Trading', 'Marketing' |
Close department list with partial name match | Close all departments that has the word 'temp' in the name |
Close departments created in the last year | Close all departments that were created before January 2024 |
Close one or more departments | Close the department 'Finance' Close the departments 'Trading', 'Sales', 'Marketing' |
Use the keywords monitor or monitored in prompts related to this module.
Intent | Example Prompt |
|---|---|
List monitored employees in a department | Show the list of employees monitored in the department 'Finance' |
List all departments where an employee is monitored | Show all departments where employee 'John Smith' is monitored |
List all monitored employees and groups in a department | Show the list of all monitored employees and groups in the department 'Sales' |
Add a single employee to monitoring | Add employee 'John Smith' to the monitoring list in the department 'Sales' |
Add multiple employees to monitoring | Add employees 'John Smith', 'Emily Johnson', 'Olivia Brown' to the monitoring list in the department 'Sales' |
Add an employee to monitoring across multiple departments | Add employee 'John Smith' to the monitoring list in the departments 'Sales', 'Trading', 'Marketing' |
Remove a single employee from monitoring | Remove employee 'Ryan' from the monitoring list in the department 'Trading' |
Remove multiple employees from monitoring | Remove employees 'Ryan', 'Jacob', 'Abigail' from the monitoring list in the department 'Trading' |
Always include both the user name and the role name in every role-related prompt.
Intent | Example Prompt |
|---|---|
Fetch role assignment details for a department | Fetch the role assignment details for the department 'Marketing' |
Show departments where a user has a specific role | Show the list of departments where user 'Dave' has the 'Compliance Supervisor' role assigned |
Assign a role in one department | Assign the 'Department Reviewer' role to user 'Dave' in the department 'Sales' |
Assign a role across multiple departments | Assign the 'Escalation Reviewer' role to user 'Dave' in the departments 'Sales', 'Finance', 'Trading' |
Assign a role across all departments | Assign the 'Rule Admin' role to user 'Dave' across all departments |
Remove a user's role in a department | Remove user 'Jane' from the 'Passive Reviewer' role in the department 'Finance' |
Remove a user's role across all departments | Remove user 'Jane' from the 'Department Reviewer' role across all departments |
Avoid the following patterns when writing prompts:
Example: Add 'John' and remove 'Dave' from monitoring in 'Sales'
Remark: Send as two separate prompts
Example: Add 'John' as monitored and assign him the 'Department Reviewer' role in 'Sales'
Remark: Use separate chat sessions
Example: Assign 'Passive Reviewer' role to 'Dave'
Remark: Always specify a department or 'across all departments'
Example: Remove 'Jane' from 'Deprtment1'
Remark: Ensure the correct spelling as the system matches values exactly
Note:
Partial name matching (without spelling error) is supported; however, the request explicitly indicates a partial match.
Example: Show all departments that have the word 'fin' in the name.
Example: Assign role to some departments
Remark: Always list specific departments or say 'across all departments'
Example: Remove 'Jane' from her role
Remark: Always include the full role name in role operations