Reviewing Your Data
Once you've created a Review, it's time to review your data!
To start, click "Review" next to a Review you've created. They'll all display on your Reviews page sorted by date.
When you open your review, you'll see two pages: Unreviewed and Reviewed.
Your Unreviewed section has any content that has been sent or received that contains a monitored keyword. We refer to the individual instance of offending content a flag.
To start your review, click the eye icon to open up a flag.
Viewing a Flag
Once you click the eye button, you'll see your flag. You can scroll through the content to see the context in which the flag occurred.
Whitelist
If the flagged content is from a sender that doesn't need monitoring, you can click to Whitelist that content. That will remove any flags from that sender currently in your Unreviewed tab, and will prevent flagging any content from that sender in the future.
No Violation
If the flagged content doesn't violate any policies or procedures at your firm, simply click No Violation — no need to enter any comment. You can view any reviewed flags in your Reviewed tab.
Violation
If the flag you viewed does detail a violation of some kind, you can use the comment box to detail what action you took, if any. When you're done, click Violation. That flag, with your comment, will now show in your Reviewed tab.
Your Reviewed Data
To view the data you've reviewed, click over to the Reviewed tab. You'll see the following information about each flag:
- Yes/No if the flag was a violation of your compliance policies
- The source that the flag came from
- The rule that triggered the flag
- Any comments you left about the flag
- Who reviewed the flag
- The date the flag was reviewed