On the eDiscovery page in the Compliance module in the Kore.ai Team Admin Console, you can define and manage eDiscovery searches. You can define an eDiscovery search that provides a relevant list of team members and room messages for review, usually by civil or government investigations. After you define the eDiscovery search, you can enable other users to review the results of that search, for example, an attorney with read-only access for litigation review.
You can view existing eDiscovery search details, view the results of an existing eDiscovery search, create a new eDiscovery search, or if needed, delete an eDiscovery search on the eDiscovery page.
The following illustration is an example of the eDiscovery page in the Team Admin Console Compliance module.
The following list describes the columns displayed for each eDiscovery search.
|Search Name||The name of the eDiscovery search displayed in the Team Admin Console.|
|Hold Status||Indicates that the Kore.ai Messenger user accounts in the search results are on hold and the specified period for the hold. One of:
|View Info||Click to view details for the eDiscovery search to include:
For more information, see View eDiscovery Summary Information.
To view the search criteria for the eDiscovery search, click View Search Criteria . For more information, see Managing eDiscovery for Teams.
|View Results||Click to open the Viewing results for eDiscovery Search - < Search Name > page to display eDiscovery search results for users and teams. For more information, see View eDiscovery Search Results.|
This section describes the commands available on the Action bar.
The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users or teams. To find one or more specific eDiscovery searches, in the Search field, enter at least three characters and then press enter.
Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.
To view all entries, clear the search field, and then press the Enter key.
Click the Add New button to display the Define a new eDiscovery Search dialog that you can use create a new eDiscovery search. For more information, see Define an eDiscovery Search.
Select one eDiscovery search to copy, and then in the Group Action drop-down list on the Action bar, click Copy to copy the selected eDiscovery search and create a new eDiscovery search based on the original search using the Copy of < eDiscovery Search Name > naming syntax.
This section provides descriptions about the information displayed on the eDiscovery page in the Team Admin Console Compliance module.
You can display the current results for Kore.ai Messenger user accounts in an eDiscovery search. For more information, see View eDiscovery Search Results.
The following illustration is an example of the eDiscovery Search Results for <My Search > table displayed when you click View Results on the Setup and Manage eDiscovery page.
On the eDiscovery Search Results for < My Search > table, on the header row, you can view the summary of rooms, posts, and direct messages returned based on the search criteria. Search results are grouped by room.
For each room, posts to the room are listed and show the post icon, author, message policies icon if applied, comments, and the timestamp of the most recent post in that room.
In This Section
After you define your eDiscovery search, you may want to review your default message retention policy. For more information, see Managing Team Retention Policy.