Redaction Knowledge Base

The Redaction Knowledge Base is a component of the AI Redaction feature. With the addition of AI Redaction, ATIPXpress builds a unique Redaction Knowledge base, which keeps records of all Redactions made in DM across the entire organization. This redaction history, known as the Redaction Knowledge Base, can be leveraged to create redaction templates, helping streamline the redaction process.

The Redaction Knowledge Base is a living repository and is refined through ongoing use. Administrators can search through the full redaction history contained within the Redaction Knowledge Base, and can mark redactions to not be included in search results.

Users have the option to save search criteria,allowing for quick filtering of redaction information though the Knowledge Base when creating Redaction Templates.

To View and Edit Redaction Knowledge Bases, click Administration > Document Management > Redaction Knowledge Base. The Redaction Knowledge Base screen appears as shown below:

Here, users have the option to (A) Select existing Saved Knowledge Base Criteria (a previously-saved search), or click (B) New to create a new Knowledge Base.

Once saved, Knowledge Bases can be used for streamlined, intelligent redaction within Document Management.

Create a Knowledge Base

Follow the steps below to create and save Knowledge Base Criteria:

Click Administration > Document Management > Knowledge Base Criteria. The Redaction Knowledge Base screen appears as shown below:
Click Next. After clicking Next, search fields appear, as shown below:
Use the available fields to filter down the Knowledge Base to be applied.

Field	Description
Folder Name	Name of the folder containing the redactions to be referenced
File Cabinet Drawer	File Cabinet Drawer where the redaction content is contained
Redaction Content	Specific redaction content to be located
Include Ignored Redaction Records	Select to include redaction records marked as Ignored
Review Created By	Select a user associated with the review to narrow search results to only reviews created by the selected user
Redaction Codes	Enter specific redaction codes to be included in the Knowledge Base
Request Type	Narrow down results to a specific Request Type (selected from the drop-down menu)

After entering data to narrow the search results, click Search. The Search Results will display as shown below:
The Search Results include all redactions matching the selected criteria. This Knowledge Based can now be further refined, or Saved for use in Document Management.
Click Save Search Criteria to save the new Knowledge Base. The Save Search Criteria pop up appears as shown below:
Enter a Name for the saved criteria in the Redaction History Criteria field, then click Save. A confirmation pop up appears as shown below:
The Redaction History Criteria is now saved and available for use in creating Redaction Templates.

View/Edit Saved Knowledge Base

To view and edit an existing saved Knowledge Base:

Click Administration > Document Management > Knowledge Base Criteria. The Redaction Knowledge Base screen appears as shown below:
Use the Select Saved Knowledge Base Criteria drop-down to select an existing saved Knowledge Base Criteria, then click Next:
After clicking Next, the criteria appear in a list format.
Under the Ignored column, each individual redaction can be marked to Ignore which will block the redaction from displaying in search results. These can be turned on and off by clicking in the Ignored column. A pop up displays as shown below:
Click OK to update the selection. Ignored items will not be shown in search results.
After making any changes to this page, click Save Search Criteria to update the saved criteria.