Batches Flashcards
(26 cards)
What is the purpose of batching in Relativity?
To split a static set of documents into multiple document sets for structured review
What are the two ways to generate batches in Relativity?
- Automatically
- Manually
What does the Batch Status field indicate?
- Blank
- In progress
- Completed
What is the default value for the NumberOfDocumentsToAutoPreconvert setting?
1000
What does the Batch Set Information form require?
Fields marked in orange
What information should be included in the batch set name when performing multi-stage reviews?
The phase name
What is the function of the Maximum Batch Size field?
Defines the maximum number of documents in one batch
What does the Batch Unit Field allow you to do?
Group similar documents in the same batch
What happens if you set the Batch Unit Field and the Family Field?
Documents are assigned first by Batch Unit, then family documents are added
What does the Reviewed Field track?
How many documents in the batch have been reviewed
What is the purpose of the Auto Batch feature?
Automatically generates batches based on specified settings
What happens when you purge batches?
Deletes any batches associated with the entire batch set
What search criteria is used to find documents not in existing batch sets?
- Field: Batch
- Operator: not these conditions
What permissions are required to check out batches for other users?
Assign Batch permissions
How can a reviewer check out a batch?
By clicking the Review Batches tab and selecting the batch to check out
What options are available when checking in a batch?
- Check in as pending
- Check in as completed
- Reassign
What fields can be used to build views for checked-out documents?
- Batch::Assigned To
- Batch::Status
Fill in the blank: The _______ field enables you to automatically generate batches.
[Auto Batch]
True or False: Reviewers can only check out batches for themselves by default.
True
What is the purpose of the Batch Set console?
Display options to create, purge, and view batch summaries
What does the Auto Batching Status section display?
- Status
- Documents to be Batched
- Last Successful Run
- Last Error Reported
What is the Batch Data Source?
The saved search containing documents that you want to batch
What field is used to track documents that have been reviewed?
Reviewed Field
What is the function of the Batch Prefix field?
Sets the prefix for the batch numbering
