Case Review App: Using the Hierarchy

Document created by user.oxriBaJeN4 Employee on Mar 10, 2017Last modified by user.oxriBaJeN4 Employee on Apr 24, 2017
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This guide describes how users can access the messages captured by a discovery case. It also explains how to understand the information in the application's hierarchy.

 

Applies To...

 

  • Users assigned as reviewers to review the messages captured as part of a discovery case.

 

Walkthrough

 

Reviewer HierarchyOnce you've logged in to the reviewer application, you can start to review a case's messages. These are displayed in a collapsible / expandable hierarchy on the left hand side of the application. This is split into the following levels:

  • Discovery cases
  • Messages by status
  • Tags

 

Expanding / Collapsing the Hierarchy

 

To expand a level in the hierarchy:

  1. Click on the Collapse Hierarchy Icon icon for the required level.

 

To collapse a level in the hierarchy:

  1. Click on the Collapse Hierarchy Icon icon for the required level.

 

Accessing a Case Review's Messages

 

To access a case review's messages:

  1. Expand the Case Review in the hierarchy.
  2. Expand the Message Review level in the hierarchy. The messages are categorized by their status. See the Case Review App: Reviewing Messages

    StatusDescription
    PendingLists all messages that have yet to be reviewed.
    RelevantLists all messages that have been reviewed, and marked as relevant to the case review.
    Not RelevantLists all messages that have been reviewed, and marked as not relevant to the case review.
    PrivilegedLists all messages that have been reviewed, and marked as potentially privileged communication. They must be held separately to be reviewed by another reviewer or outside counsel.
  3. Click on one of the Statuses. The messages are displayed.

 

Hiding / Displaying the Hierarchy

 

Collapse / Expand HierarchyYou can hide the hierarchy in the left hand column, to let you concentrate on a particular case's messages. It can be displayed later if required.

 

To hide the hierarchy:

  1. Click on the Hide Hierarchy Icon icon in the bottom left hand corner.

 

To display the hierarchy:

  1. Click on the Display Hierarchy Icon icon in the bottom left hand corner.

 

See Also...

 

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