Format
Instructor-led training
Web-based training
Duration
1 hour
Intended Audience
Supervision professionals responsible for reviewing an organizations’ communications.
Prerequisites
To get the most out of the course, attendees should have general familiarity with computers, web-based applications as well as a good understanding of regulatory compliance requirements.
Overview
This hands-on course provides a comprehensive introduction to Professional Archive Supervision. Attendees will gain a good understanding of the Supervision environment. They will learn how to leverage Professional Archive Supervision to review communications, tag, escalate or action them as required.
Course Topics
- Overview and Concepts
- Terminology
- How to review content
- How to reveal Policy Activity on a flagged item
- How to change the status of content, mark as violation/escalate
- How to apply Custom Tags
- How to apply Notes
- How to add content to a Case
- How to track Queue Status
- How to review an item's audit history
- Generating Reports (Advanced Reviewers Only)
- Smarsh Central recap