Create an assignment

You can assign selected documents to a reviewer. In the assignment, you can choose to include family documents. Doing so adds all family documents, including any family documents that did not appear in the search.

Family documents also affect the batch size you supply. When you include family documents, for affected batches, the batch size automatically increases to accommodate the additional related documents. If you do not include family documents, the batch includes the exact number of documents in the batch size, which orphans family documents that exceed the batch size.

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. You must also select or enter values in the mandatory assignment fields configured in Project Settings.

Important: Access to documents granted via assignments supersedes any securable folder actions.

To create an assignment, complete the following procedure

1. In the Main Menu, select Review and then Assignments.

2. In the ASSIGNMENTS pane, click Create Assignment .

3. In Create New Assignment, follow these steps.

   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 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 a field that allows edits in the coding form.
   5. In Batch Size, type the number of documents in the batch.
   6. 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.
   7. In Review Users, select the users to perform the assignment.
   8. For assignment fields, do the following.
      • If the field is not labeled with optional, you must select or enter a value.
      • For a single-choice field, select one of the values.
      • For a multiple-choice field, select one or more values.
      • For a short text field, enter a value.
4. Click Create.

5. View the status of the Assignment Creation job in the Jobs Overview page and the Jobs page in Review.