Using review sets from a saved search, you can quickly divide searches into batches of documents for review & analysis.
Here’s how to create a new review set:
- Save a search.
- On the newly-created saved search, click "..." ellipsis.
- Select "Lock” from the drop-down menu (Searches are locked so that the snapshot of search results gets locked – if unlocked, the search results can change and the resulting review set can change).
A dialog box will now open prompting whether to include families and how many review sets need to be created.
Once a number has been added indicating how many review sets are needed, the number of documents will be shown so that adjustments may be made to distribute to more or fewer reviewers.
Now, under the saved search that was just locked, the review sets will be available to assign to reviewers.
After the review sets have been divided, the sets may now be assigned to users in the project. Keep in mind that if the user is assigned a "reviewer" user role, the documents will have to be specifically assigned, or else they will not be able to view them. Please see the following steps to do this:
Run the set that you would like to assign.
The documents contained in that set will now be visible. Click the drop-down arrow next to "Select..." and click "Select all" if you wish to assign all the documents within that set:
If you would like to include families, toggle to include those, and select "Assign Users"
A prompt box will open where you may select whomever you would like to assign the set.
If the user is not on the list, they will need to either be created or added to that specific project. More information on users may be found here.
Here are a few tips on how best to use this feature:
- Think of each review set as a mini-ECA (Early Case Assessment) project and train your users to leverage the filtering capabilities within Logikcull to increase review speeds. This won't always apply, because sometimes you do need to review ALL the documents, but many times, you probably don't.
- We designed Review Sets to be simple, fast, and flexible. So, with that in mind, you can actually divide a review set into further review sets. It's simple. Just run a review set (i.e. click the play/run button), then save a search and make more review sets.
This flexibility will come in handy when you determine that a review set is simply too much work for one person to handle. If that is the case, just split it.
We recommend editing the name of the review set to the name of the person that will be reviewing these documents so that the user may quickly see which set she is responsible for.