List view

The list view provides a clear display of the recordings, sorted by date (newest first). By default, the conversations of the last 7 days are displayed. When you select a recording, the detailed view opens, see Recording details and metadata .

Click on the respective spade label to sort the conversations by it

  1. Click on the icon to change to list view.
List view
List view

Other options:

List of recordings

The following metadata/attributes are displayed in the list view for each recording. The recordings can be sorted according to the metadata/attributes.

To sort the columns by specific metadata/attributes, click on the column headline.
For an ascending or a descending sort sequence, the icons or are displayed next to the column headline respectively.

Displayed columns:

Conversation Type

  • = Inbound Calls: Calls coming in from external numbers.
  • = Outbound Calls: Conversations aimed at external targets.
  • = Meetings: Meetings with several users or conferences.
  • = Internal Calls: Conversations within the organization.
  • = Chat: Conversations in text form.
  • = Uploaded Calls: manually uploaded files.

Header

Displays the title of the recording:

  • Manually uploaded recordings = file name, recording ID
  • Discussion, name of the discussion
  • Name of the participants
  • Chat and name of the participants

Media

= audio recording
= video recording
= screen recording
= chat recording

Date

Date of the recording

Start Time

Displays the following start time:

  • Beginning of the call for audio and video calls
  • Beginning of the meeting
  • Beginning of the chat

Duration

Shows the duration of the recording.

Owner

Displays the owner of the call.

Attendees

Number and names of participants

Notes

  • YES = Note is available.
  • NO = No note is available.

Transcript

  • YES = A transcript is available for the recording.
  • NO = No transcript is available for the recording.

Conversation ID

Recording ID of the conversation created by Recording Insights.

Display OF additional columns with , see Configure list view

Option/Function

Description

To do

Displays To Do for post-editing of custom fields and check boxes.

Compliance

No = no risk assessment warning for recording existent
= Risk assessment information for recording existent
= Risk assessment Note for recording existent
= Risk assessment warning for recording existent

Archived

= Archived conversation
= Archived conversation in restore process

Conversation safe

= The recording has been saved in the conversation safe.

Retention time

Display of the storage date (TTL)

User-defined fields and checkboxes

Display of the contents of the user-defined fields and checkboxes of the recording

  • Example 
    • Test field Customer number
    • MiFID II call
    • Docu Field

Configure List view

  1. Click on the icon .
  2. All setting options are displayed according to the specifications in the user rules:

Example

Configure List view

1

Displayed columns

2

All deactivated columns.

  1. Select the columns to be displayed.

Displayed columns

Move a column up or down. The column is moved to the left or right in the list.

Columns that cannot be selected or deselected.
The columns can be moved.

Selectable and deselectable columns. The columns can be moved.

  1. Deactivate the checkbox and the column will be moved to deactivated columns.

All deactivated columns.

All deactivated columns, according to the specifications in the user rules, are displayed here.

All deactivated columns.

  1. Tick the check box to activate a column.
  2. The column is inserted at the end of the displayed columns and can be repositioned.
  1. Click on the button Save to save the settings.
    Click on the button Cancel to discard the settings.