Access a folder

Use folders to organize and find interactions, detections, and verifications quickly and easily. You also access folders to manage replay approval activity (if enabled for the role assigned to you).

Procedure 

  1. Go to Risk Management. Under Analyze, select Folders.

  2. Click a folder in the Folders list.

    • For folders created by your organization and assigned to you, the contents of the folder display.

      Folder contents

      Folder contents

    • For environments using the replay approval feature:

      • If your role requires replay approval, after selecting the system-defined My Requests folder you can see all replay requests that you have submitted.

      • If your role grants privileges to approve replay requests, after selecting the system-defined Pending Replay Requests folder you can see all pending request details that require your attention.

  3. Use the following icons, available above the folder column headings, for the operation indicated:

    Item

    Description

    Request replay icon

    Request replay approval for one or more interactions. Visible only when your role requires replay approval to access interaction media.

    Remove all displayed interactions icon

    Remove all displayed interactions from the folder. Unavailable when you have more than one interaction selected.

    Remove selected interaction from current folder icon

    Remove the selected interaction from the folder. Unavailable when you have more than one interaction selected.

    Move or copy selected interaction to folder icon

    Move or copy the selected interaction to different folders.

    This feature is unavailable when one of the following is true:

    • The selected interaction resides in all folders

    • No interactions reside in the current folder

    • You have more than one interaction selected

    Add selected contact to voiceprint model icon

    Add the captured voice for the selected interaction to a voiceprint model (if licensed for voice biometrics). Unavailable when you have more than one interaction selected.

Remove an interaction from a folder

Add an interaction to a folder

Move or copy an interaction to a different folder

Enhance or create a voiceprint model using a recorded interaction

Refine results shown for a folder

Requesting and approving interaction replay with replay approval

Creating and managing folders