Modify Coding Forms

To change the order of coding forms, or to revise or delete an existing coding form:

  1. Get started:

    1. Start Ipro ADDAutomated Digital Discovery and log in as an administrator.

    2. Open ECA & Review on the ADD 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 and then click the Coding Forms tab.

  2. To re-order coding forms (as they are listed in both Case Administration and in the list in Eclipse Record View), drag each form to be moved to its desired location in the coding form list. (Note: If you wish to sort the coding forms list, click to display the sort menu and choose an option.)

  3. To delete the selected coding form, click , then click Yes in response to the confirmation message.

  4. To revise the selected coding form, click , and make changes as follows:

    1. Fields: Add, remove, or reorder the fields in the form.

    2. Tags: Add, remove, or reorder tags in the form.

    3. Rules: Add, remove, edit, or reorder tag rules in the form.

      Edit or delete a rule by hovering over the row with the relevant rule and clicking either the or button that appears to the left. Refer to Create New Coding Forms for details on coding form options.

  5. When finished, click Save.

  6. Notify users of the changes that have been made.