Filter settings

Function

Description

Standard filter

NOTICE! The standard filter is displayed according to the playback rule.

−

Active

1. Activate the check box Active to activate the predefined filter types for the replay of recordings.

The standard filter can be activated or deactivated by the user in the Filter settings on the Recording tab.

Conversation Type

1. Click in the field Conversation type.
2. Select one or several conversation types from the drop-down list.
• Activate or deactivate one or more checkboxes to select or deselect conversation types.

List of conversation types:

• Type Inbound: Overview of all recorded incoming conversations.
• Type Outbound Overview of all recorded outgoing conversations.
• Type Meeting Overview of all recorded meetings with more than two participants.
• Internal conversations Overview of all recorded internal conversations.
• External calls
• Chat: Overview of all recorded chats.
• Uploaded Overview of all uploaded conversations.

Cycle

1. Click in the field Cycle.
• Select a cycle from the drop-down list Cycle or enter an individual start and end time.

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Start Time
End time

Individual start and end time.

1. Select the required date in the calendar.
   Use the arrows to select the month   and the year  . Click on a day to set the start and end time.

Duration of recording (minutes)

Selection of calls based on the recording duration in minutes.

1. In the field From, enter the minimum recording duration in minutes.
2. In the field To, enter the maximum recording duration in minutes.

e.g: The selected recording duration should be between 1 minute and 5 minutes.
In the field From enter 1 minute and in the field To 5 minutes.
Recordings between 1 and 5 minutes are displayed.

Participants

In the person selection list, users maintained in Microsoft Azure AD can be searched for and selected with their user name (first name, surname) and group name.

You can filter for other participants from outside your own Microsoft Azure AD by entering their phone number. Microsoft Teams saves all external phone numbers with the country code added. It is possible to filter for user groups and participants at the same time.

In the field Participants, define the users whose recordings are to be played back.

1. Click on the field Participants.
2. Enter the name of a user, a group or the participant phone number.
• Entering a participant phone number
  - Enter the phone number of the participant, e. g. +49602150010, and confirm it by pressing [Return].
  - The phone number of the participant is entered in the field Participants.
3. Select one or several users or groups from the drop-down list.
4. Click on the icon to remove a user, a group or a participant phone number from the list.

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Recording Owner

1. Activate the checkbox Owner of the recording if the recordings are to be displayed by the user.

Import Selection

Drop-down list to filter for specific import jobs. The existing import jobs are created in the user configuration.

See the Recording Insights administration manual: Settings tab > User configuration > Jobs tab > Configure import job, to create and edit import jobs.

Import jobs which are no longer required or which have been created for one-time use can be archived.

• Show Historical Imports: Archived import jobs are displayed.
• Show Historical Imports: Archived import jobs are not displayed.

Integrations

1. Click in the field IntegrationsSelection.
2. Select one or several integrations from the drop-down list.
• Activate or deactivate one or several check boxes to select or deselect an integration.

See Administration Manual Recording Insights: User configuration chapter > Tab Job > Configure integration jobs, to create and edit the available integrations.

E. g List of integrations

• Teams
• Integration Zoom
• Integration
• ...

Category

1. Click in the field Category.
2. Select one or several categories from the drop-down list.
• Activate or deactivate one or several check boxes to select or deselect an integration.

To create and edit categories, see Compliance tab, chapter Categories or Settings tab, chapter User configuration > Tab Categories (User configuration) according to the specified user rights.

Policy Selection

1. Click in the field Policy Selection.
2. Select one or several policies from the drop-down list.
• Activate or deactivate one or more checkboxes to select or deselect Policies.

NOTICE! Only already created policies can be selected, see Add policy.

Conversation Safe Folders

1. Click in the field Conversation Safe Folders.
2. Select one or several folders from the drop-down list.
• Activate or deactivate one or several check boxes to select or deselect folders.

NOTICE! To create Conversation Safe directories, the following access rule is required for User access - User rights > Conversation Safe with full access or Restricted access.

Example: List of the Conversation Safe Folder

• Select all (Default)
• Doc01 (user directory)
• Doc01 ID (user directory)
• Unallocated (default: recordings that are not assigned to a directory).