Managing Review Tags
Primary tags are locked when the review is created, but you can add, edit, and remove additional tags even after the review has been started.
Starting from the REVIEW page for a case:
1.Click VIEW DETAILS on the review you are interested in. Details for the review display.
2.Click the Edit Review (pencil) icon in the upper right corner. The Edit review dialog displays.
3.Click TAGS. The TAGS page displays.
4.Select Show the following additional tags.
a.To add an additional tag, click in the Add tag or select tags below box. Select the check box for the tag you want to add. The tag is added to the Selected tags list on the right.
b.To remove an additional tag, click the x next to the tag in the Selected tags list on the right.
c.To add a new tag, type the new tag name in the Add tag or select tags below box. Click ADD to save. The tag is added to the Selected tags list on the right.
5.Click SAVE. The review is updated with the tag changes. If someone is viewing documents in the review when you click SAVE, the edited tags will display when they load the next document.
Monitoring Review Status
1.Sign in to CloudNine™ Explore Web as an Administrator. The Cases list displays.
2.Select the case you are interested in. The DASHBOARD page displays.
3.Click REVIEW. The REVIEW page displays.
4.Find the review you want to monitor. The REVIEW page displays a snapshot of the status of that review. When the review is in progress, you will see a percentage of documents that have been reviewed and estimated time remaining to complete the review.
5.Click VIEW DETAILS to see additional information for the review, including information for each individual batch in the review.
Deleting a Review
1.Sign in to CloudNine™ Explore Web as an Administrator. The Cases list displays.
2.Select the case you are interested in. The DASHBOARD page displays.
3.Click REVIEW. The REVIEW page displays.
4.Click VIEW DETAILS for the review you want to delete.
5.Click more (three dots) in the upper right corner.
6.Click Delete Review. A confirmation dialog displays.
7.Click YES, DELETE to confirm deletion of the review. The review is deleted.
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Before deleting a review, we recommend removing all reviewers assigned to the review first. |
