Navigating the Virgo Employee Portal

The Virgo Employee Portal provides configurable, real time, read-only views into your organization's record retention information. The Employee Portal lets you find Virgo retention information easily.

A Virgo user with the Administrator or Portal Administrator role can setup the Virgo Employee Portal.

bookmarks This Help topic includes the following sections:

Virgo Employee Portal Overview Video
Virgo Employee Portal Views
Virgo Employee Portal View Features

Virgo Employee Portal Views

The table below describes the Employee Portal views.

View	Description
Content Types	Filter or browse a grid of your organization's content types to find the retention rule, privacy classification, security classification, and other requirements for content. The Content Types view grid is like the Content Types tab grid in Virgo. To view an example of the Content Types view, hover your mouse over the image.
Content Type Search	Search by content type and quickly find the retention rule, privacy classification, security classification, and other requirements for content. To view an example of the Content Type Search view, hover your mouse over the image.
Retention Schedule	Filter or browse a grid of your organization's record series and determine how long to keep records. The Retention Schedule view grid is like the Record Series tab grid in Virgo. To view an example of the Retention Schedule view, hover your mouse over the image.
Retention Search	Search by document type or content type, display all the record series with that content type, and then determine how long to keep records. To view an example of the Retention Search view, hover your mouse over the image.

Virgo Employee Portal View Features

The table below describes the Employee Portal view features.

Feature	Notes
Searching	On the Retention Search view and the Content Types Search view pages, in the Search field enter the first three characters of a document type, content type code, or content type keyword. To view an example of the Retention Search view, hover your mouse over the image. The portal will suggest content types associated with your organization's retention schedule. You can select a content type for more information. Or press Enter or click Search. Click a content type for more information.
Filtering and Sorting	On the Retention Schedule view and the Content Types view pages, filtering helps narrow down the information that displays on the pages and columns. To filter at the page level, in the Filter for field enter a code or keyword, and then press Enter or click Filter. You can also filter and sort at the column level: Click the filter icon in the column heading, enter a code or keyword, or click Advanced and select a value, and press Enter. To sort a column in alphanumeric order, click on the field name in the column heading. Click the field name in the column heading again to sort in the reverse direction.
Reporting	Depending on the configuration, you can download Retention Schedule reports. For example, on the Retention Schedule view, click PDF to generate and download a report of information in the grid.
Viewing Details	On the Retention Schedule view and the Content Types view, to view the details of an item, double-click an item or select an item in the grid and click View Detail.
Viewing Retention Schedules by Jurisdiction	If the Hierarchical Exceptions feature is enabled, on the Retention Schedule view you can click the Viewing as button and select a jurisdiction. For example, you can display only retention schedules for Canada. To view retention schedules for all jurisdictions, click the Viewing as button, and then select Global (default).