Manage Pick Lists

About Pick Lists

A pick list is a set of items (terms) from which a reviewer can choose when editing a field in Record View. The following figure shows a typical pick list for the CustodianName field.

Because the set of items in a pick list may be appropriate for more than one field in a case, the definition of pick lists is separate from the definition of the case’s fields.

If a field is modified to be a pick list after data is imported, all data for the field will remain intact. Reviewers needing to revise the field will select an item from the pick list.

 

This page contains the following content:

Plan Pick Lists

As with all Enterprise tasks, proper planning will help ensure that the pick lists you create are useful to your reviewers. For each pick list, consider such factors as:

Create Pick Lists

To create a pick list:

  1. Get started:
    1. Review About Pick Lists above.

    2. Start Enterprise and log in as an administrator.
    3. Click ECA & Review on the Enterprise Home page or from the main menu.

    4. From the Review home page, click the desired case card. The review passes load in the funnel graph.

    5. Click to access the Case View.

    6. In the Case View pane, click the Case Settings, icon and then click Pick Lists.

  2. In the Pick Lists panel on the left side, click . The fields appear on the right.

  3. In the Name field, enter a name for the list.

  4. In the Terms field, enter items to comprise the list, one item per line. Maximum size for each term is 1,000 characters.

  5. When finished, click Save.

  6. Repeat this procedure to create other pick lists.

  7. Explain pick list details to reviewers who will be editing fields in Enterprise Review.

Modify Pick Lists

Complete the following steps to modify or delete a pick list through case settings.

  1. Get started:

    1. Start Enterprise and log in as an administrator.

    2. Click ECA & Review on the Enterprise Home page or from the main menu
    3. From the Review home page, click the desired case card. The review passes load in the funnel graph.
    4. Click to access the Case View.

    5. In the Case View pane, click the Case Settings, icon and then click the Pick Lists tab.

  2. Select the pick list to be modified from the pick lists on the left side. (Note: If you wish to sort the pick lists, click to display the sort menu and choose an option.)

  3. Click .
  4. Review the terms in the Terms list (on the right) and modify the terms as needed.

  5. When finished, click Save.
  6. To delete a pick list, select the pick list on the left side and click . Click OK in response to the confirmation message.

  7. Notify users of the changes that were made.