Production console

After you complete your production set and add your data sources, you can access the Production console to stage, run, and monitor your production. The Production console also includes a progress bar that updates production status in real time.

To access the production console, click the name of the production set.

Manage Production

The Manage Production section of the Production console displays the following options:

• Stage and Run Production—Takes a snapshot of the data sources and then automatically begins producing the staged documents. For more information, see Stage and run a production.
  • Cancel—Stops the stage and run job.
• Preview Production—Displays a sample image showing how Relativity applies branding to documents in the production.
• Stage Production—Takes a snapshot of the data sources for the production. For more information, see Stage a production.
• View Documents—Displays all documents included in the production set. Use the drop-down list to switch between viewing produced documents and individual document pages. For more information, see View documents.
• You must have View Production and View Data Source permissions to view the document list. Documents you do not have access to are excluded from the list.
• Cancel Staging—Cancels a staging production. This is a dynamic button that appears once you click Stage Production.
  Canceling a production may take time to complete, depending on the size of the production or the number of documents in scope.
• View Staging Errors —Displays problematic documents causing staging errors.

Run Production

The Run Production section of the Production console displays the following options:

• Check for Conflicts—Checks whether the production set includes any documents that conflict with existing production restrictions.. For more information, see Check for production conflicts.
• Run Production—Runs the production for staged documents and automatically creates a saved search. If the production set includes documents with conflicts, the Production Restrictions dialog appears. If you are a system admin, you can resolve this using the following options:
  • Override and Continue—Proceeds with the production without removing the conflicts based on the Override Production Restrictions permission.
  • Cancel—Stops the production from running.
  For more information, see Run a production.
• Rerun Errored Documents—Produces documents that previously errored, after you make corrections. This button becomes active only after the production completes. If any documents resulted in errors or alerts, click this button to rerun them.
• Rerun Errored Post Production—Retries Post Production steps that resulted in errors. This button is active only when one or more Post Production steps completed with an error.
• Cancel Production—Cancels a staging production. This button appears after you click Stage Production.
• View Branding Errors—Displays a dialog with all documents and their branding error messages. Click a document in the dialog to open it and investigate the error. This button appears only when branding errors occur during a production run.
• View Production Errors and Warnings—Displays a dialog listing the validation and production errors and warnings that occurred.

Post Production

The Post Production section of the Production console displays the following options:

• Configure and Run Post Production - initiates Post Production after production completion.

Advanced Options

The Advanced Options section of the Production console displays the following option:

• Copy To Legacy Document Fields—Opens the script window for the Copy to Legacy Document Fields script. Use this script to update Bates fields on the Document object with Bates numbering information from a selected production's Production Information RDO. For more information, see Copy To Legacy Document Fields.