Managing batched queues (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.

Administrators can use the Review Center dashboard to monitor progress, assign batches, and add or remove documents.

See these related pages:

Monitoring queues

To monitor a batched queue:

Use the Review Center tab as a dashboard to view progress reports, charts, and queue status. For more information, see Monitoring a Review Center queue.
The All Documents table shows both reviewed and unreviewed documents. Within it, the Batch Number column shows which batch each document belongs to. You can filter the table by batch, reviewer, coding decision, and more.
For assigning, unassigning, and viewing the status of each batch, use the Batches table at the bottom of the Review Center dashboard. This is part of the same panel as the All Documents table, and you can select one or the other by clicking the blue arrow next to the table name.

Adding or removing documents

To add, remove, and batch out new documents:

Add any new documents to the saved search that you selected as the queue’s data source.
Refresh the queue. This groups the added documents into new batches. It also gives you two options:
- Refresh batches below the minimum—this force-creates a small batch of any remaining documents that are smaller than the minimum batch size. For example, if you added 703 documents and have a normal batch size of 100, this would create seven 100-document batches and a 3-document batch.
- Clean up batches—if documents in any existing batches have been removed from the queue’s data source, this removes them from their batches.

For more details on queue refreshes, see Preparing or refreshing the queue.

Deleting batches

If you decide you no longer want to use batching, or if you want to re-batch all documents at the same time, you can delete the existing batches. The documents within the batches are unaffected, and you can create new batches from them by refreshing the queue. This is similar to the Purge Batches action from standard review.

To delete all existing batches for a queue:

Pause the queue.
On the Review Center dashboard, click the three-dot menu at the right side of the Queue Summary section.
Select Delete Batches. A confirmation modal appears.
Click Delete Batches.
- If it succeeds, the Batches table will no longer show any batches.
- If an error message appears, check that the queue has been paused, then retry.

If you want to create new batches, refresh the queue.