Checking out batches (Advanced Access)

Advanced Access (AA) indicates that this feature is available for evaluation by a limited set of RelativityOne customers before the General Availability (GA) release.
The functionality described in this topic may not be available in all RelativityOne environments at this time and may not represent the functionality, appearance, or behavior of the GA release version of this feature.

Use the Review Queues tab to check out batches, review documents, and check completed batches back in.

For instructions on how to assign batches to users as an administrator, see Managing batched queues (Advanced Access).

See these related pages:

Selecting and assigning batches

When you log in as a reviewer, you can see all queues from the Review Queues tab. You can use the list to assign and check out batches.

Checking out already assigned batches

Queues that contain batches assigned to you have a Start button on the right.

Arrow to expand batches under a queue

If you have more than one batch assigned to you from a queue, you can choose which batch to review:

To expand the list of batches, click the arrow next to the queue name.
To start coding a batch or queue, click the Start button on the row. If you click the Start button for a batched queue without choosing a specific batch, it will serve up the batch that was created first.

Checking out unassigned batches

If the administrator has left some batches unassigned, you can assign them to yourself. Queues and batches are only visible if you have been assigned to the reviewer group for that queue.

To self-assign a batch:

Locate the queue you want, then click the arrow next to the queue name. This expands the list of batches.
Locate the row for the batch you want, then click Check Out.

Coding batched documents

To review batched documents:

From the Review Queues tab, locate the row for the batch or queue and click Start. This opens the document Viewer to the first document.
In the Viewer, click on Documents in the left-hand navigation bar. This opens a list of all documents in the batch.
Code the current document according to your organization’s workflow.
Click Save and Next. The next document will appear for review.
Code the remaining documents in the batch.

When you reach the last document in the batch, a modal appears with some options. You can:

Check in as complete & start next batch—mark this batch as completed, even if you have not coded every document, and start reviewing the next assigned batch.
Check in as pending & start next batch—mark this batch as pending and start reviewing the next assigned batch.

For more general information on coding documents, see: