Review Set Admin Creating Review Batches

Within Case Admin, you may create and manage Review Sets, as well as view the Review Set Dashboard, which gives detailed information about a review’s progress.

Create Review Set

Admin Settings > Case Admin > Review Set > Create.

Case: This is a dropdown, which will list the available cases.

Name: Provide a name for this Batch set

1. Document Sort Options: Click on the title and this will make additional settings available.

2. Prefix: Batch prefix name.

3. Starting Number: Batch starting number.

4. Padding: Batch padding

5. Batch Size: Numeric value to establish the document count per batch.

6. Instruction: Free form box to provide instructions to the review team.

Source: This is a dynamic drop-down field. The selection here will update the next set of settings. In our example above we will use Tags. Our other options are Saved Search or Folder.

Select Tag: Since the above is dynamic, our options here will not be tag based. Meaning, we can create batches based on a tag collection.

Options:

1. Enable Auto Collection: This check box turns on the auto enable features. The settings below will activate.

2. Frequency: Provide the value, in hours, for the check in.

3. Date Expiration: Provide an expiration date for the auto collection.

4. Minimum Threshold: Value for the minimum number of documents before the new batches can be created.

Tags Viewable: Dynamic setting based on the above selection. Control the fields that will be viewable to the review team.

Reviewers: Reviewer rights are based on groups primarily. A specific reviewer can be selected by clicking on the group name. This will expand the group and list out each group member.

Layout: Select the default layout the review team will use during their review.

Highlight Group: This is set to Default.

Document Sort Options: Feature to set a document sort per batch.

Advanced Options:

1. Include Options:

o Additional settings on the inclusion of additional documents.

2. Exclude Options:

o Options to exclude documents that are already part of other review sets, and options to remove non-inclusive emails.

3. Tag Propagation Options:

o Settings to propagate batched review documents.

4. Review set Propagation Options:

o Options to change the behavior of tagging for the review set.

5. Continuous Active Learning (CAL) Options:

o Option to enable CAL

6. HTML Auto Job Options

o Options to convert documents to HTML for quicker visibility of the native viewers when rendering natives.

7. Image Auto Job Options

o Option to convert all natives to images

8. Review set Options

o Option to check in batch once all documents have been tagged and reviewed.

Batch Review Manage

In the Manage section, you can get an overall update on the progress. This window will list the total document count, total batch count and progress bar. Below are additional features that are available.

1. Dashboard: The dashboard is available for a detailed status on the Batch Review. Dashboard Icon

2. View: See the status of every batch. View Icon

3. Edit: Provide a way to edit certain settings in the batches. For example, the Name or the Layout.

4. Delete: Feature to delete the Batch Review group.

5. Clone: Creates a clone of the batch review. The batch review can be cloned and update the settings before saving. Clone Icon

Reviewer Dashboard

The Reviewer Dashboard shows the progress and status of all the reviewers in a case or across multiple cases.

Use the Review Sets and Reviewers drop-down lists to view data for specific Review Sets and Reviewers, respectively. After these items are selected, the review set batches with the corresponding status are displayed in the dashboard.

Drag a column heading to the top of the Reviewer Batch Status section to group items by that heading. Review set batches can also be searched and filtered as required. Depending on the criteria selected to populate the Reviewer Dashboard, the Reviewer Performance chart will display metrics on the performance for each reviewer. The metrics can be displayed by: Day, Week, Month, or Year.

The Reviewer Accuracy chart shows metrics on the accuracy of each reviewer compared to other reviewers.

Reassign or Re-batch.

Please review the workflow if a batch has been checked out but a new reviewer needs to be assigned to continue with the remaining documents. Alternatively, if instead of assigning the batch but would prefer to create a new batch, please see both features below.

Reassign Icon: After clicking, the pop-up will provide the Batch Name and user list. Select the name and click save. The batch will not be assigned to the updated user.

Purge and Re-batch: Clicking on this icon will produce the pop-up below. It will maintain the “marked” documents in the current batch and create a new batch, naming the new batch after the next available batch name.

Delete: Clicking on this icon will generate a confirmation popup before committing the deletion.