Create Review Passes and Batches

This page contains the following content:

Review Pass Basics

Review passes are based on searches saved in ADDAutomated Digital Discovery Review. Thus, searches must be planned and saved in ADD Review before you create review passes. Coding forms are also required for a review pass. For each review pass, you will define:

Create Review Passes

To create a review pass:

  1. Get Started:

    1. Complete planning as explained in Before You Begin. Start ADD Review and log in as an administrator.

    2. In ADD Review, click on a case card.

    3. Click the Enter Case button.

      The Case View displays.

    4. Click on the Review Pass Management button, .

  2. Click .

  3. Enter a name for the review pass and complete other required entries:

    1. Enter the maximum Batch Size (number of documents) that each batch can be. This entry must be ten (10) or greater.

    2. Enter a Batch Prefix for batch names. This name is added to sequential numbering for the batches.

    3. Select the Saved Search upon which the review pass will be based.

    4. Select the Coding Form.
  4. As needed, complete optional entries described in the following steps.

  5. Optional: Select a Batch Priority to be assigned to all batches in the set.

  6. Optional: In the Batch by Category field, select a method for grouping documents within batches.

  7. Optional: Select a Family Field to keep related documents together.

    For steps 6 and 7, see How Documents are Organized into Batches to determine whether you want to set either of these options.

  8. Optional: Define a batching (sort) order based on up to three fields.

  9. Optional: Click Add/Remove Groups and select the user groups who will be reviewing the documents in this review pass. If specific groups are not assigned to the review pass, then all users in all user groups assigned to the case will be able to select batches in the review pass.

  10. When all entries are complete, click Save.

  11. Go to the next procedure to continue defining the review pass.

Create Batches

To create batches:

  1. Get started:

    1. Complete planning as explained in Before You Begin. Start ADD Review and log in as an administrator.

    2. In ADD Review, click on a case card.

    3. Click the Enter Case button.

      The Case View displays.

    4. Click on the Review Pass Management button, .

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

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

    2. Sort the keyword list names by clicking the sort button, , and choosing 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.

  3. Click  to update data in the Review Pass Information area.

  4. Review the number of unbatched documents in the review pass, then click Create Batches.

  5. After batches are created, evaluate data in the Review Pass Information area. Click  again to ensure data is updated.

  6. Repeat these steps to create other review passes.