Tab Compliance
Compliance officers or compliance employees require an additional compliance license.
Activate rights for tab Compliance, see administration manual Recording Insights Configure Recording Insights > Tab Settings > User configuration > Tab Rules > Access right for user access - User rights > Compliance
- In the menu of Recording Insights, click on the tab Compliance.
- The following window appears:
Overview of compliance tabs
| Select preconfigured policy format templates and create, administrate, assign, activate and deactivate individual policy format templates, see Tab Policies. | |
| Define selection criteria/trigger types to analyze conversations. Policy rules serve to logically combine selection criteria/trigger types from keywords, categories, patterns, and adherence phrases with AND or OR, see Tab Policy Rules. | |
| Create, edit, and detect patterns by means of fragments or regular expressions, see Tab Patterns. | |
| Create, edit, and detect compliance phrases and statements (e. g. mentoring statement), Tab Adherence phrases. | |
| Administrate defined keywords in categories, see Tab Categories (tab Compliance). | |
| Save conversations beyond the configured retention time (TTL), see Conversation safe (Tab Compliance). |
Policies
Policy rules
Patterns
Adherence phrases 
Categories
Conversation safe Description of the functionality bars
| Open Recording Insights in a separate window | Open Recording Insights in a separate window. The option is only available when using Recording Insights in desktop app of Microsoft Teams. |
| Reload tab | The tab is loaded again. |
| Go to website | The website of ASC Technologies AG is opened. |
| Open help | Opens the online help, see Open help. |
| Refresh view | Refreshes the view of the current tab. |
