Checking the progress of cases

After you have given users permission to review the items in a case, you can monitor their progress. Where appropriate, you can change the number of items that you have assigned to the reviewers.

You must have the Assign permission in a case to monitor the progress that reviewers have made and change their review assignments.

To check the progress of a case

  1. Click the Cases tab in the Discovery Accelerator client.

  2. In the left pane, click the case whose progress you want to check.

  3. Click the Review Assignment tab.

  4. Assess the progress that the reviewers have made.

To change the number of items that are assigned to reviewers

  1. In the Reviewers box in the Review Assignment tab, click the names of the reviewers for whom you want to change the number of assigned items.

    To select multiple adjacent reviewers, click the first reviewer, and then hold down the Shift key and click the last reviewer. To select nonadjacent reviewers, click the first reviewer, and then hold down the Ctrl key and click additional reviewers. To select all the reviewers, press Ctrl+A.

  2. Do one or more of the following:

    • To assign all the unassigned and unmarked items equally between the selected reviewers, click Auto-Assign Items and then click Assign Items.

    • To assign a specific number of items to the selected reviewers, click Assign n of m unassigned items in the right pane and then type the required number of items.

    • To assign items by category, such as one or more date ranges or one or more tags that Discovery Accelerator has applied to the items, click Assign by item attribute in the right pane and then select the required option.

    • To move a specific number of items from the selected reviewers to another reviewer or back to the case review set, click Move in the right pane and then type the required number of items.

    • To remove all the items that you have assigned to the selected reviewers and return them to the case review set, click Remove Assigned Items and then click Remove Items.

  3. Click Apply.

More Information

About the Discovery Accelerator permissions

Editing the properties of cases

Deleting cases