Compliance Accelerator Fundamentals

• Compliance Accelerator Fundamentals
• Enterprise Vault Overview
• Introduction to Compliance Accelerator
• Starting and navigating Compliance Accelerator

Labs

• Exercise A: Accessing the Compliance Accelerator Client
• Exercise B: Navigating the Compliance Accelerator Client

Manual Review

• Manual review overview
• Using the reviewing screen
• Bulk marking
• Understanding similar/deduplication

Labs

• Exercise A: Reviewing items
• Exercise B: Using the Facet Filtering
• Exercise C: Performing the Compliance Review
• Exercise D: Using the Review Print Tab
• Exercise E: Logging in as the Escalation Reviewer
• Exercise F: Performing the Escalation Review
• Exercise G: Examining the Closed Items in the Department Reviewer Client

Research Folders and Searches

• Creating a research folder
• Copying items to a research folder
• Creating and running ad hoc searches
• Searching with hot words and phrases
• Search term and syntax
• Attachment searches

Labs

• Exercise A: Creating a Research Folder in the Tamas Department
• Exercise B: Copy Items into the Research Folder
• Exercise C: Using Authors and recipients Searches
• Exercise D: Using Search Terms
• Exercise E: Using wildcards in a Search
• Exercise F: Searching for an Item with an Attachment
• Exercise G: Perform the main search for the Research Folder
• Exercise H: Review the items in the research folder

Reports and Exporting Data

• Compliance Accelerator report types
• Running a report
• Exporting reports
• Exporting data
• Best practices

Labs

• Exercise A: Exporting the Items to a PST
• Exercise B: Examining the Items
• Exercise C: Displaying the Bate Number in the Exported Data
• Exercise D: Exporting the Items to a HTML
• Exercise E: Examining the Items
• Exercise F: Exporting the Items to a Zip File
• Exercise G: Examining the Items in the Zip Export
• Exercise H: Running the CA Reports
• Exercise I: Exporting Report Data

Configuring Application Settings

• Adding hot words and phrases
• Creating roles
• Managing monitored employees

Labs

• Exercise A: Logging in as the Administrator
• Exercise B: Adding Applications Hot Words and Phrases
• Exercise C: Adding Application Reviewing Comments
• Exercise D: Adding Employee Groups
• Exercise E: Creating Monitored Employees
• Exercise F: Modifying and Creating Roles
• Exercise G: Assigning Roles

Creating and Setting Up Departments

• Overview of Item Sampling
• Creating an Application Search
• Creating and Managing a Department
• Adding Monitored Employees to a Department
• Setting Sampling Percentages

Labs

• Exercise A: Logging in as the Administrator
• Exercise B: Examining the Options Available for Sabina Rogers
• Exercise C: Create an Application Search
• Exercise D: Creating a New Department
• Exercise E: Set the Default Department Monitoring Policy
• Exercise F: Add Monitored Employees to the Sales Department
• Exercise G: Add a Sub Department to the Sales Department