Assigning review marks to items

As part of the review process, you assign a status mark to each message to indicate that you have reviewed it and have no concerns - or conversely, that you do have some concerns, and therefore want to question the message.

The permissions that are assigned to you determine whether you can assign a status mark to more than one message at a time. If you have the Apply Bulk Review Action permission, you can mark several messages at once, whereas the Apply Review Action permission limits you to marking the messages one at a time. By default, compliance supervisors, department reviewers, and exception reviewers have both permissions.


To assign a review mark to an item

  1. In the Review pane, select the items that you want to mark.

    To select multiple adjacent items, click the first item, and then hold down the Shift key and click the last item. To select nonadjacent items, click the first item, and then hold down the Ctrl key and click additional items. To select all the items, press Ctrl+A.

  2. Click the required mark at the bottom right of the pane. After a few moments, Compliance Accelerator changes the status of the items accordingly.

More Information

Adding comments to items

Customizing the reviewing action statuses

Storing reviewing comments for reuse