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Conduct Surveillance Specialist (v4)


This hands-on course provides a comprehensive introduction to Conduct Surveillance. Attendees will gain a good understanding of the Conduct Surveillance environment. They will learn how to leverage Conduct Surveillance to review communications, tag, escalate and action them as required.

Course Topics

  • Course overview
  • Introduction to Conduct Surveillance interface
    • Navigation
    • Analyst queue
    • Default Message Filters
    • Sender, Recipient, and Participant Filters
    • Organizational Unit Filters
    • Action Pending Queue
  • Sort and Filter communication in queue
  • Review available actions
  • Taking action on communications
  • Review search functionality