Checking out batches

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

This page is for batches created using Review Center. For other batches, see Assigning batches and checking batches in and out.

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

See these related pages:

• Reviewing documents using Review Center
• Managing batched queues

Viewing queues and batches

When you log in as a reviewer, you can see all active queues and batches assigned to you from the Review Queues tab.

Near the top of the page, you can filter which queues and batches to show:

• My Work—shows active queues and batches that are assigned to you, as well as any batches that are available to self-assign. This is the default.
• Available Batches—shows only batches that are available to self-assign. If you are not assigned to any batched queues, this filter does not appear.

The queue and batch list

Under the My Work filter, you can see queues and batches that are assigned to you.

• Queues that contain batches assigned to you have a Start button on the right.
• If the queue batches were grouped by Batch Unit Field, the name of that field appears underneath the queue name.
• Clicking the arrow on the left side of a batched queue expands the list of batches.

A search bar appears at the top of the queue and batch list. Currently, you can search by queue name.

Selecting and assigning batches

Depending on how the queue is set up, your administrator may have assigned you batches in advance. The administrator may also have left some batches unassigned, which you can assign to yourself.

Queues and batches are visible if you have been assigned to the reviewer group for that queue.

Checking out already assigned batches

Queues that contain batches assigned to you have a Start button on the right. Clicking Start without choosing a specific batch will serve up the first batch assigned to you. You can also expand the list of batches and select a specific one to review.

To choose a specific batch:

1. Click the arrow next to the queue name. This expands the list of batches.
   
2. Locate the batch you want.
   • If there are more than 10 batches within that queue, pagination arrows appear at the upper right.
   • If the batches were grouped by Batch Unit Field, that field and its value appear under the batch name. For example, you may see a custodian's name or a file type.
3. To start coding, click the Start button on the row.

Checking out unassigned batches

If the administrator has left some batches unassigned, you can assign them to yourself.

To self-assign a batch:

1. At the top of the Review Queues tab, choose the Available Batches filter.
   All available queues with unassigned batches appear.
2. Locate the queue you want, then click the arrow next to the queue name. This expands the list of batches.
   
3. Locate the batch you want.
   • If there are more than 10 batches within that queue, pagination arrows appear at the upper right.
   • If the batches were grouped by Batch Unit Field, that field and its value appear under the batch name. For example, you may see a custodian's name or a file type.
4. Click Check Out.

The checked-out batch now appears under the My Work filter.

Batch options

Each batch assigned to you has a three-dot menu on the far right.

The batch options include:

• Check in as complete—mark this batch as completed. This removes the completed batch from the list on the Review Queues tab, but it can still be reassigned by an administrator.
• Check in as pending—mark this batch as pending.
  • In general, people typically check batches in as pending if there are still documents remaining to be reviewed.
  • Pending batches go to the bottom of the batch list for that queue. You can still check them back out again from the Review Queues tab.
• Reassign Batch—reassign the batch to another user or unassign it. This option only appears if you have the Assign Batches permission. For more information, see Review Center security permissions.

Both pending and complete batches can be reassigned from the Review Center dashboard and then checked back out. For more information, see Managing batched queues.