Creating Monitored Phrases
Each Monitoring Rule can have one or more Monitored Phrases representing words and phrases to be monitored. Business admin users can designate how closely the word or phrase must match the text to be considered a potential violation of the Monitoring Rule.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Business Admin Users
Configuring Monitored Phrases for
Business Admin Users
To configure this feature, ensure Configuring Approved Notes is complete.
Creating Monitored Phrases as
Business Admin Users
Monitored Phrases are specific words or phrases monitored by a Monitoring Rule. You can create up to 1000 Monitored Phrases for each Monitoring Rule. To create a Monitored Phrase:
- Navigate to the appropriate Monitoring Rule.
-
Navigate to the Monitored Phrases related list.
- Select New.
-
Populate the following fields:
- status__v = Active
-
phrase__v – Defines the word, phrase, or regular expression (regex) to be monitored. Emojis are not supported in Monitored Phrases.
- match_type__v – Defines the type of keyword matching to apply to the phrase. The following values are available:
-
Contains – Matches if the entered text contains the phrase. Matches to these types of phrases are case insensitive.
For example, a Contains phrase where the phrase is "earn" matches both "learn" and "Learned."
-
Exact – Matches if the entered text is exactly the phrase. Matches to these types of phrases are case insensitive.
For example, an Exact phrase where the phrase is "earn" matches "Earn" but does not match "learn" or "learned."
-
Regex – Designates the monitored phrase as a regular expression, or regex. Regex monitored phrases use the Python regex version 3.7. Invalid regex monitored phrases are skipped during the Approved Notes process. Positive and negative look-ahead and look-behind is not supported.
- Select Save.
