Case Review App: Reviewing Messages

Document created by user.oxriBaJeN4 Employee on Mar 13, 2017Last modified by user.oxriBaJeN4 Employee on Apr 24, 2017
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This guide describes how messages included in a discovery case can be reviewed, have their status changed, and have comments added to a message at the same time as changing it's status.

 

Applies To...

 

  • Discovery officers and users who've been assigned as reviewers to specific review streams.

 

Walkthrough

 

You can change the status of a message one at a time, or in bulk. When a message's status is changed, it is moved to the appropriate hierarchy Message review folder. You can also add a comment to a message, at the same time as setting its status.

 

Changing a Message's Status

 

To change a message's status:

  1. Expand the Case Review in the hierarchy.
  2. Expand the Message Review level in the hierarchy.
  3. Click on one of the Statuses. The messages are displayed.
  4. Click on one of the status toolbar buttons. 
    The buttons displayed are determined by the message's current status. In the following example, the message's status is pending, so the "Pending" button is not displayed.
    Message Status Toolbar

Changing a Message's Status and Adding a Comment


Changing a Status and Adding a CommentTo change a message's status and add a comment:

  1. Expand the Case Review in the hierarchy.
  2. Expand the Message Review level in the hierarchy.
  3. Click on one of the Statuses. The messages are displayed.
  4. Click on one Status Icon icon to the right of one of the relevant status toolbar button.
  5. Click on the Mark as XXXXXX and Comment menu item (where "XXXXXX" in the required status).
  6. Enter your Comment in the box provided.
    Up to 200 characters are allowed. An indicator displays both the current total, and the number remaining.
  7. Click on the Post and Mark button.

 

Changing Multiple Messages' Status


To change multiple messages' status:

  1. Expand the Case Review in the hierarchy.
  2. Expand the Message Review level in the hierarchy.
  3. Click on one of the Statuses. The messages are displayed.
  4. Click the Tick Boxes to the left of the messages whose status you want to change.

    Selecting Multiple Messages
  5. Click on one of the status toolbar buttons. 
    The buttons displayed are determined by the message's current status. In the following example, the message's status is pending, so the "pending" button is not displayed. The toolbar is different from when changing the status of a single message, because commenting is not allowed on multiple messages.

See Also...

 

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