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Conduct Surveillance Specialist (v5)

Format

Web-based training

 

Duration

1 hour

Intended Audience

Surveillance Specialists responsible for reviewing an organization's communications.

Prerequisites

To get the most out of the course, attendees should have a 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 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