smarsh university logo white

Conduct Intel Administrator


This hands-on course provides a comprehensive introduction to Conduct Intel. Attendees will gain a good understanding of the Conduct Intel environment and how the workflow operates. They will learn about the features and functions of the solution, how to configure the environment and how to leverage Conduct Intel to meet their Supervision requirements.

Course Topics

  • Overview and concepts
  • Terminology
  • Search functionality
  • Conduct Intel interface
  • Roles and permissions
  • Conduct Intel admin
  • User management
  • Role management
  • Participant management
  • Group management
  • User activity log
  • Policies
  • Queues
  • Tags and tag groups
  • Archive search
  • Dashboard 
  • Data Export
  • Scheduled exports
  • Lexicon libraries
  • Review-Levels (Reviewer Hierarchy)
  • Supervised participants/groups
  • Circuit breaker functionality
  • Ad Hoc policies
  • Quotas
  • Sampling profiles
  • Review queue interface
  • Review available actions
  • Use of templates for taking action on communications
  • Use of faceting to reduce the number of viewable communications
  • Review details pane functionality
  • Export functionality and formats
  • Export formats/options
  • Conduct Intel reports