Building views for checked-out documents

You can build views for checked-out documents to better assist users in keeping track of the documents they have checked out in a batch.

Also see the following pages:

Build a checked-out documents view

You can build views for a reviewer to see only their checked-out documents that either have not been reviewed yet or have already been reviewed. We recommend creating or designating a field for coding documents before completing these steps.

  1. Navigate to the Views tab.
  2. Click New View.
  3. Complete the required fields. See Views for more information.
  4. Click Conditions.
  5. Click the + Condition button.
  6. On the Add Condition - Select Field modal, select Batch from the list.
  7. Click the arrow next to the Batch button and select Batch::Assigned To from the list.
  8. Click on the operators drop-down menu and select is logged in user.
  9. Click Apply.
  10. Click the arrow next to the Batch button and select Batch::Status from the list.
  11. Click on the operators drop-down menu and select any of these.
  12. Select the In Progress option from the list and click the Move selected from left to right icon.
  13. Click Apply.
  14. Click the + Condition button.
  15. On the Add Condition - Select Field modal, select the field you use for coding decisions from the list.
  16. Select is not set from the operators drop-down menu to create a view of unreviewed documents or select is set from the operators drop-down menu for a view of reviewed documents.
  17. Click Apply.
  18. Click Save.
  19. Optionally, repeat these steps and choose the alternate option for step 16 to create both an unreviewed and reviewed view for checked-out documents.