Assignments Page
Case Managers can access all review batches on the Assignments page. There they can make batches available to users, change batch assignments, close batches, and more.
Users conducting document review use the Assignments page to log into assigned batches and to mark batches complete.
The main components of the Assignments page are introduced below:
- Results list
- The main pane is the Results list. Each row represents one review batch.
- The columns of the Results list provide information about the review batch status. To change the order of the columns, click on a column header and then drag and drop it to the preferred location. To add or remove columns, click the Columns option in the panel header toolbar and make your selections.
- To change the sort order of the Results list, click a column header to quick sort or use the Sort options on the toolbar to set a multi-level sort of up to three levels.
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- Results list paging
- The bottom of the Results list displays the number of batches being viewed. Arrows allow you to move to the next or previous page of the list. To jump to a specific page, input a page number in the page text box and hit [Enter] on your keyboard.
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- Search panel
- The top, left-hand pane provides access to search and Smart Filter functionality.
Note: When you apply a filter on the Assignments page, the results that return relate only to the review batches to which you have access.
- Click on a Smart Filter group below to learn about the individual filters in that group.
Search InName Description Search In
Allows you to search for review batches by name or to search for specific text in the Comments field of the Assignments page.
Batch FilterName Description Assignee
The names of the current users assigned to any review batch.
Target
The values of the Target column on the Assignments page, that is, the target review state assigned to each review batch.
# Documents
Allows you to filter based on the number of documents contained in each review batch, for example, batches that contain from 100 to 500 documents.
# Reviewed
The number of documents in a review batch that are tagged with the batch's target review state.
% Reviewed
The percentage in the Reviewed column on the Assignments page for each review batch, that is, out of the number of documents in a review batch, the percentage that are tagged with the batch's target review state.
Creator
The user name of the person who created the review batch.
Status
The values of the Status column on the Assignments page (see Batch Status for details).
Creation Date
The date a review batch was created.
Work ProductName Description Universe
The name of any universe in which documents in each review batch are contained.
Workflow
The name of any review workflow in which documents in each review batch are contained.
- Current Criteria panel
- The bottom left-hand pane displays applied search and Smart Filter criteria. Hover your mouse on an applied search or filter to see lock, edit and remove options. Click the up arrow on the right side of the panel to see applied criteria details without scrolling.
- Batch Selection
- To take action on several batches at once, you must first select the batches. You can select them individually by manually selecting the check box for each batch in the Results list. Or, you can use the batch selection menu, located in the header of the first column of the Results list, to select multiple batches at one time. Click
and then choose either Select All Visible or Select Entire Result List. You can then take the necessary action on the selected batches.Note: Taking action on more than 1,000 batches at one time can lead to slow system performance. For this reason, the Select Entire Result List option is limited to the first 1,000 batches in the list.
