Create an assignment

You can batch documents within a saved search for reviewer assignment. When creating the assignment, you can choose to include family documents. Including family documents adds the documents that did not appear in the saved search and can increase batch sizes beyond the specified maximum, as family documents are kept together in a batch. If you choose not to include family documents, batches will contain the exact number of documents specified, and any family documents not in the saved search will be excluded.

In projects created in Epiq Discovery 3.8 or higher, when creating an assignment, you need to select a coding form and a reviewed field. When reviewing, a Reviewer or a Senior Reviewer needs to code this field in order for the batch and its assignment to reflect review progress.
Important: Access to documents granted via assignments supersedes any securable folder actions.

Perform the following procedure to create an assignment.

1. In the Project page, click REVIEW.
2. Select an existing search or build search criteria.
3. In left pane, click .
4. In Assignments, click .

5. In Create New Assignment, provide the following information.

   1. In Assignment Name, type a name for the assignment.
   2. In Assignment Criteria, select any saved search queries.
   3. To include family documents with the assignment, check Include Family. Selecting this option makes sure that the assignee receives all documents in the family, even if some documents did not appear in the search. Including family allows the batch size to increase to accommodate all family documents.
   4. In Review Users, select the users to perform the assignment.

   5. Perform the following action, depending on what version the project you are working in was created.

      1. In projects created in Epiq Discovery 3.8 or higher, in Associated Coding Panel, select a coding form from the coding form list, and then select a field from Reviewed Field.
         To appear in the list, the coding form must contain at least one field that allows edits (not read-only). In addition, the field you select for Reviewed Field must be field that allows edits in the coding form.

      2. In projects created prior to Epiq Discovery 3.8, in Associated Tag Categories, select the tag categories from the list.

   6. In Batch Size, type the number of documents in the batch.
   7. In Group By, you can specify that all documents per batch use the same Custodian, Parent Date, Source, or File Type. For example, if you select File Type, each batch contains a specific file type. In addition, when grouping by File Type, note that you cannot select Include Family because family documents typically include multiple file types.
6. Click Create.

7. You can view the status of Assignment Creation job in the Jobs Overview page and the JOBS page in Review.