Manage Review Passes

Once review passes are created, you can manage them as required in Enterprise.

Get Started

Complete the following steps to work with review passes in Enterprise Review:

  1. Get started:

    1. Complete planning as explained in Manage Review Process. Start Enterprise Review and log in as an administrator.

    2. In Enterprise Review, click a case card.

    3. Click the button.

      The Visual Search Dashboard appears.

    4. Click the Review Pass Management button, .

  2. In the Review Pass Management panel, click the required review pass. If a large number of review passes exists, take any of the following actions to find the required one:

    1. Scroll vertically to locate the review pass in the list.

    2. Sort the keyword list names by clicking the sort button, , and selecting from the different options. Click a selected option again to reverse the sort order.

    3. In the Search box , start typing any of the following items: the keyword list name, the name of the administrator who created/modified the group, or part of the created/modified date. This is a plain text search that searches these items in order.

    4. Click the desired review pass.

Evaluate Review Pass Status

To evaluate details (total number of documents in the review pass, number of batched and unbatched documents, and so forth) for an individual review pass:

  1. Complete the Get Started section.

  2. For the selected review pass, click  in the Review Pass Information area.

  3. Evaluate details in the area. The following figure shows an example.

Change Review Pass Definition

After a review pass is defined, you can change any part of its definition.

Note: If batches have already been created, some changes will have no effect on existing batches (for example changing batch size). Changing the search on which the review pass is based will add documents that were not results of the first search to the review pass.

To change a review pass definition:

  1. Complete the Get Started section.

  2. For the selected review pass, click  and make the required changes. For details about options, see Review Pass Basics.

  3. When finished, click Save.

  4. Inform users of changes.

Delete a Review Pass

To delete a review pass (all batches will also be deleted):

  1. Complete the Get Started section.

  2. For the selected review pass, click ; in the confirmation dialog box, click OK.

 

Related pages:

Create Review Passes and Batches

Manage Batches