Viewing Various Communications and Types
In your project dashboard, click on "Review Project Metadata." On your left, you will see a list of filters. Select the "Type" filter to display a list of sub-categories. From that list, click on "Communication."
After clicking on "Communication," a list of Communication Types will appear. You may filter through the communication data by selecting one or more of the listed types:
After you hit APPLY, you will see the Chronological Item List for all of the records. On one of the items, click on the eyeball, and you will see a chart that displays more details.
When viewing a single item from communications you will have a view that will show the fields of metadata that have been loaded into ESI Analyst. On the details and throughout, you will see a + or - which will expand or contract the view of those metadata items.
Main items to note:
- Channel/Master Conversation ID – This will take you to the Chronological Item List for all conversations between all related actors on that conversation thread.
- Thread Group – This is a 24 hour thread view of the conversation between the related actors.
- Attachments will be seen under the message.
- Review Tags – Tag the individual item
- Related Actors – list of all actors that are a part of this communication thread
- XREF LINK – Link to the same item another platform – Needs link overlay
When clicking on the Thread Group, you will see the 24 hour thread overlay and see the conversation in the bubble view you may be used to on your phone. You can scroll through the conversation and at any time you can click any control number to go to just that item, print, bulk tag* or save to a CSV file.
You can then tag or untag all items in that thread
How to view the 24 Hour Thread
In your project dashboard, click on "Review Project Metadata." On your left, you will see a list of filters. Select the "Type" filter to display a list of sub-categories. From that list, click on "Communication." After clicking on "Communication," a ...
How to Understand the Geolocation in Item View
To see geolocation in item view, first click on "Review Project Metadata" in the "Review and Analysis" section of the project dashboard. In the filters box to the left, click on Type, and then select Geolocation. From the Chronological Item List, ...
Understanding the Available Fields for Communications
When importing communications data like text messages, chat messages, emails etc. you will have a list of fields that are available for your import. Generally, it is easiest to match closely the titles in ESI Analyst to your load file. Your load file ...
Shortcut to Navigate a 24 Hr. Thread to Chronological Item List
For navigation instructions, read "How to view the 24 Hour Thread" When viewing the 24 hour thread, the control number at the top is a link that will bring you to the Chronological Item List view with all of the items in that thread. This is useful ...
How to Navigate the Channel/Master Thread
When viewing an email, you will see a hyperlink in the "SUBJECT" field. Clicking that link will take you to the chronological item view and display all emails with the same subject. For Text Chat and Group messages you will see a hyperlink in ...