Filter settings

Recording management functionality bar filter

Here, you can define according to which criteria the displayed recordings are filtered. One filter can be saved permanently for each user.

The settings can be changed any time. The filter settings can also be saved without filter criteria (default), see figure Define filter setting (example: No filter is set up, no specifications by a playback rule).

Options for the filter settings can be preset in the playback rule, see Preset filter settings through a replay rule (examples). If settings have been defined in the playback rule, the symbol is displayed.
Exception: If a standard filter is created in the playback rule, the icon is displayed. The user can activate or deactivate the standard filter.

The icon is displayed whenever a filter has been adjusted and saved for the search.

Changing settings and saving the new settings deactivates the previous settings of the filter dialog.

  1. Click on the icon to open the filter settings.
  2. The following window appears.
Filter settings

Select one or more options for your filter settings

The display and settings of the filter options may vary depending on the playback rule.

If defaults have been defined in the playback rule, changes to the filter settings can only be made in accordance with these options.

Legend

Option / function

Description

1

Conversation Type

  1. Click in the field Conversation type.
  2. Select one or several conversation types from the drop-down list.

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: Overview of all recorded external conversations
  • = Chat: Overview of all recorded chats.
  • = Uploaded: Overview of all uploaded conversations.
  • SMS: Overview of all SMS conversations.

2

Cycle

  1. Click in the field Cycle.
  2. Select a cycle from the drop-down list.

3

Start Time
End time

Individual start and end time.

  1. Select the desired date and time.

NOTICE! A detailed description of how to set the start and end time can be found at the end of this page.

4

(Recording Durations (minutes)) (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.

NOTICE! The selected recording duration should be between 1 minute and 5 minutes.

5

Participants

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.
  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.

NOTICE! 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.

Recording Owner

  • All owners of the recordings are displayed.
  • All owners of the recordings are not displayed.

6

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.
  • Archived import jobs are not displayed.

7

Integration Selection

  1. Click in the field Integration selection.
  2. Select one or several integrations from the drop-down list.

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

8

Category Selection

  1. Click in the field Category.
  2. Select one or several categories from the drop-down list.

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

Display all versions of the category

  • All versions of the category are displayed.
  • All versions of the category are not displayed.

9

Policy Selection

  1. Click in the field Policy Selection.
  2. Select one or several policies from the drop-down list.

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

Display all policy versions

  • All versions of the policy are displayed.
  • All versions of the policy are not displayed.

10

Conversation Safe Folders

  1. Click in the field Conversation Safe Folders.
  2. Select one or several folders from the drop-down list.

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.

The standard filter is displayed according to the playback rule. To activate the predefined filter types, configure the replay rule or assign the corresponding one, see the administration manual under: Settings tab > User configuration > Rules tab > Configure replay rule > Filter/Active.

Once you have made the settings in the administration area, you can activate the Active checkbox in the filter settings on the Recordings tab to activate the predefined filter types for replaying the recordings. The standard filter can be activated or deactivated by the user in the Filter settings on the Recording tab.

One Time Search

  1. Click on the button Search to filter for current settings.
  2. The main view only displays recordings meeting all filter criteria.
  3. Click on the icon to close the filter dialog.
  4. The settings of the filter dialog are not saved.

Save filter settings

  1. Click on the button Save to save the settings.
  2. Click on the icon to close the filter dialog.
  3. In the future, the main view will only display recordings meeting all filter criteria.

The changes are applied as a new filter and the current settings are automatically deactivated.

Check the filter settings

  1. Click on the icon to close the filter dialog.
  2. Click on the icon (Refresh) to check the filter settings.

Time entry

Add a date and time to the filter. Point 3 of the table above refers to this detailed description.

Time input for date and time

Legend

Option / function

Description

1

Date

Date in the format DD.MM.YYYY

  1. Click on the empty date field.
  2. Select the date in the calendar or enter the date using your keyboard.

NOTICE! You can also enter the date using the calendar symbol.

2

Time

Time in the format HH:MM

  1. Click on the empty time field.
  2. Enter the date using your keyboard. Selection via the graphic is not possible.

3

Reset

Date and time reset.

  1. Click on the symbol to reset the date and time.

4

Calendar

Date in the format DD.MM.YYYY

  1. Click on the calendar.
  2. Select the date in the calendar.

NOTICE! You can also enter the date using the date field.