Create New Review Case

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Navigation:  Using Discovery Portal > Advanced Discovery Portal Features > Review Features >

Create New Review Case

Discovery Portal can create new Review Cases on the fly during the CloudNine Case stage of various work-flows. These cases are temporary, and will be created once the upload has commenced.

The following work-flows have access to this feature:

RightArrowFile System to Review - CloudNine Case

RightArrowESI Analyst to Review - CloudNine Case

RightArrowLAW to Review - CloudNine Case

RightArrowConcordance to Review - CloudNine Case

RightArrowExplore to Review - CloudNine Case

 

InfoIcon Creating New Review Cases

1.While on the CloudNine Case stage of any work-flow, click theCreateCasebutton at the top-right. This will open the Create new case window.

CreateNewReviewCaseCreateCase

2.On this screen, you'll enter a Case Name and choose a Time Zone for your new Review Case. This can be achieved by doing the following:

a)Type the desired case name directly into the Case Name box.

b)Use the Time Zone drop-down to select the desired time zone for this case. Your current time zone will be selected by default.

Important

Case Names

Do not allow for special characters <>:/"|?*\.'%#}{!@+=`~$^()[];,&—

Are limited to 30 characters

Are prevented from from being created with a duplicate name

CreateNewReviewCase

3.Once you've provided a name and time zone for the new Review Case, click Create at the bottom-right to create this case.

4.Your new Review Case will appear listed under the Case Name list on the CloudNine Case stage.

Important

New Review Cases listed in this manner are temporary, and will only be created at the Upload stage once Start Upload has been clicked.

CreateNewReviewCaseCreated

RightArrowReturn to File System to Review - CloudNine Case

RightArrowReturn to ESI Analyst to Review - CloudNine Case

RightArrowReturn to LAW to Review - CloudNine Case

RightArrowReturn to Concordance to Review - CloudNine Case

RightArrowReturn to Explore to Review - CloudNine Case