Set up Redaction Categories

To assist users in redacting image text, you can define “redaction categories” to redact specific image content. By default, Enterprise Review provides one redaction category, up to 99 redaction categories can be defined.

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Before you get started setting up redaction categories, you might want to watch the Redaction Categories video.

ClosedClick here to watch the Redaction Categories video

Redaction Categories video

The following video provides a basic review of Redaction Categories. The purpose of the video is to help you:

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

Redaction Categories in New Cases

Newly created cases include redaction categories as follows:

Changes to redaction categories can be made after case review begins (except that redaction categories that have been applied cannot be deleted). For a particular case, redaction categories may not be needed, in which case you can remove the default redaction category.

Plan Redaction Categories

Before you begin, plan your redaction palette:

Also consider the information users will need in order to properly use redaction and create appropriate case instructions.

Define Redaction Categories

To define a redaction categories:

  1. Get started:

    1. Start Enterprise and log in as an Enterprise administrator.

    2. Click ECA & Review on the Enterprise Home page to open the Review Home Page.

    3. Select the case for which the redaction categories s will be defined and click .

    4. In the Case View pane, click and then click the Redaction Categories tab.

  2. In the Redaction Categories panel on the left side panel, click .

  3. Enter a label for the redaction category that will be meaningful to users.

  4. Colors: Select redaction and font colors.

  5. Evaluate the sample text for legibility.

  6. Permissions: If the redaction category should be restricted to certain review groups:

    1. Click the hyperlink Add/Remove Groups to open the Group Security dialog.
    2. Select needed groups and click OK.

  7. TIP: To make a redaction category available to all groups that are currently defined for the case, click Select All. The form will be unavailable for groups added after this selection (unless you add them).

  8. When finished, click .

  9. Optional: In the Redaction Category panel on the left, point, click and drag the ID number to the desired position in the redaction list. The ID number changes to reflect the new position for the redaction category. (Note: If you wish to sort the redaction categories, click to display the sort menu and choose an option.)

  10. Repeat these steps to define additional redaction categories.

  11. Explain redaction categories to users and/or add applicable case instructions.

Modify Redaction Categories

To revise or delete redaction categories:

Get started:

  1. Start Enterprise and log in as an Enterprise administrator.

    1. Click ECA & Review on the Enterprise Home page to open the Review Home Page.

    2. Select the case for which the redaction categories s will be defined and click .

  2. In the Case View pane, click and then click the Redaction Categories tab.

  3. Select the pre-defined redaction category from the left side panel. (Note: If you wish to sort the redaction categories, click to display the sort menu and choose an option.)

  4. To delete the selected redaction category, click , then click OK in response to the confirmation message.

    Tip: If a redaction has been applied, it cannot be deleted; a message will alert you if you attempt to delete a redaction that has been applied.

  5. To revise the selected redaction category, click  and change the label, redaction color, font color, and/or change security.

  6. When finished, click .

  7. Notify users of the changes that were made.