Once a user with the required Permissions is assigned to a Request, the user can perform a document review using EDR features once the documents have been successfully loaded into EDR.
Steps to Perform Document Review
NOTE: Document Review offers different filters to examine documents: All Documents, Data Sources, Cluster Sets, Saved Searches, and Review Lists, and Search Criteria. All Documents will be the default view.
During Step 1, if a user enables clustering, Cluster Sets will also have data. Review Lists and Search Criteria will initially be blank, because they are defined by the user.
In order to view the contents of a Cluster Set, users must first configure the view and filter settings.
Open the Request for which you want to perform a document review.
Click Electronic Document Review from the Request Information screen, as shown below.
The Document Review screen displays as shown below. Click EDR Document Review.
The Electronic Document Review module appears, as shown in the image below. The actions and tabs on this screen are described under the Electronic Document Review Screen section.
Use the Filter & Search options to include/exclude containment and/or duplicate files, then click Search. The screen will adjust to the filter settings.
Locate the desired document from the list and either click the Hyperlink to open it. The document details will open in a new window with "Not Reviewed" as the default review status.
NOTE: Tag options will be enabled based on what the system detects in a document or email message. For example, Tag Attachments will be enabled if an email message includes attachments. If no attachments are detected, this option will be disabled. If enabled, click View to see the Tag option items.
Inspect the document and select the appropriate Document Review Status.
NOTE: Custom Review Status tags are managed by the ATIPXpress system administrator. The options above are provided as an example.
Enter notes for the review status, if necessary.
NOTE: Based on the review status configuration, the color associated with the review status displays in the Tagging column. Tag colors are configured in Administration > Electronic Document Review (EDR) > EDR Configuration.
Click Save to save the review settings
or
Click Save & Next to save the review status settings and display the next document in sequence.
orClick Save & Previous to save the review status settings and display the previous document in sequence.
Close the window to return to the previous screen.
Click the links below for additional information:
Electronic Document Review Screen