Review Lists

Users can create individual Review List for documents in EDR for a specific Request.

Creating a Review List

Follow the steps below to create a new Review List:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Use the Filters & Search options to search for the files you'd like to add to a new Review List.

3. Use the checkboxes to select the files you'd like to add to the new Review List. When all documents are selected, click Add to Review List:
   
   

4. After clicking Add to Review List, the screen below appears:
   
   

5. Fill in the fields on this window. These fields are described below:

   Field	Description
   Select	All to include all documents in the current list view in the Review List, or Only Selected to include only the checked items.
   Option	Create New List to create a new Review List, or Add to Existing List to add the documents to an existing Review List
   Review List	Review List for documents to be added to. This field will replace the Name field if Add to Existing List is selected above.
   Name	Name given to the new Review List to identify it in the system
   Criteria	Doc IDs of all documents to be included in the Review List.
   Notes	Any additional notes about the Review List

6. When all fields are entered as needed, click Save to save the new review list, using the name entered in the Name field.

View and Edit Review Lists

Follow the steps below to access the Review Lists screen:

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. From the Document Review section, click the Review Lists tab. The screen appears as shown below:
   
   

3. After clicking Review Lists, the Review Lists options appears under the Filters & Search field, as shown below:
   
   

4. All saved Review Lists will be saved in the list under Filters & Search. Simply click the list you'd like to view under the Count column to display the documents in the selected list under the Document List, as shown below:
   
   

5. You can also click the list under the List Name column to view and edit the review list details, as shown below:
   
   

6. Edit the fields as needed and click Save to save any changes, or Close to close the window and return to the previous screen.

7. You can also Remove items from the review list. When a review list is selected under Filters & Search, you can select the checkboxes for documents to remove from the review list, and click Remove from Review List, as shown below:
   
   

8. After clicking Remove from Review List, the screen below appears:
   
   

9. Under the Select column, you can choose All to remove all documents from the review list, or Only Selected to remove the selected items. You can verify the selected documents by reviewing the IDs listed in the Items field. To remove the documents from the Review List, click Delete (you will be prompted with a verification message before deleting the document), or Close to cancel and return to the previous screen.

Click the links below for additional information:

Electronic Document Review Screen

Performing Document Review

Adding Documents to the Review Log

Adding Documents to the Request Folder

Cluster Sets

EDR Advanced Search

Data Sources

Indexing Log

EDR Reports