Filter settings

Option/Function

Description

Default 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.

Option/Function

Description

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:

• Inbound calls
• Outbound calls
• Meetings
• Internal Calls
• External calls
• Chat
• Uploaded

Cycle

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

−

Start Time
End time

Enter 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, the start and end time is fixed.

Recording Duration (minutes)

Option to select 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.

Example: The recording duration is supposed to be between 1 and 5 minutes.
In the field From enter 1 minute and in the field To 5 minutes.
Recordings with a duration between 1 and 5 minutes will be displayed.

Attendees

In the user selection list, users from the Microsoft Azure AD can be searched by means of their user name (first name and last name) and selected.

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.

−

Recording Owner

1. Activate the check box Recording Owner if the recordings are supposed to be displayed by the user.

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.

Example 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 Create 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).