Review Sets (Create Sets)

Location:  Account->Manage Review Sets 

General

This page allows an Admin User to create review sets. 

A Review Set can contain any number of documents which are automatically broken into Review Batches of 25 documents each. The Review Set allows multiple reviewers to all work through a single set of documents without accidentally reviewing the same document multiple times. It also helps with dynamically adding or removing reviewers from a review without having to re-allow specific documents to each reviewer. 

Create Review Sets

Click Create New Set.


After the new set has been created, a dialog box will open. The default title (Review Set MM-DD-YYYY) may be edited for greater specificity (e.g. Enron – Jeff Skilling).  

Determining Document Order of Review Batches

Review Order may also be edited.  Master Date is the default option (Review Order).  This option is useful for reviewing documents in chronological order (especially emails).  Source File Path is the alternative option (Review Order).  This option is particularly tailored toward non-email loose files which were originally located in heavily nested folders.

 The names of all Review Sets will appear in the drop down menu.


Add Documents to Review Sets

Navigate to Browse or Search.  Locate the documents to add to the Review Set.  There are different methods to determine which documents to add. The user may filter the documents by field (i.e. Custodian).  In the example below, to add all documents with the custodian Ken Lay, filter on the Custodian Lay, Ken and select all documents returned.  

                        

The user may search for documents with specific keywords in the Search tab. The user may also use saved searches from previous searches via Search Quick Links.  

  
Select the documents individually or click Select Docs: All.  On the left side of the screen, expand the section Review Sets. From the drop down menu for Add Docs to Review Set, select the appropriate Review Set.

               

A dialog box will appear to confirm adding the documents to the Review Set.  Click Add Selected Docs. The review set is automatically expanded to include the entire email family, i.e. if an attachment is added, the corresponding email and sibling attachments will be added to the review set as well.


        

The main page will refresh and display the message Docs added to review set.

                    

Documents cannot be removed from a review set. Instead, start a new review set and add only the documents needed. 

Access to Review Sets

Once documents are added to a review set, the review set must be activated in order to begin the review as follows: navigate to the Account->Manage Review Sets, click the Review Set to activate, and click on the Start Review button.

 

This message will appear to confirm this:

     

Documents will be available to checkout for review from the Discovery->Review Batch menu item. The Review Set is available from Browse by filtering on the Review Set title. 


As a security precaution, once review begins, the Review Set is locked.  The user will be unable to add or remove documents. Additionally, clicking Review Complete will lock the Review Set.  If further review is required at that point, the user would need to either create a new review set or contact Professional Services to reset.