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Review: Workflow | Workflow Cards

Workflow cards display the size and completion percentage of each level and stage.

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The stage card displays the amount of documents that have been placed in each stage along with a progress bar of the percent of the batch completed.

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Hoover over the progress display on the stage card to view the following:

  • Current Size: Number of documents currently assigned to the stage.
  • Pending Check-out: Number of documents that are not in any batch checked out by a reviewer.
  • Currently Batched: Number of documents that are assigned to a reviewer.
  • Completed: Number of documents that have passed the stages Check In Criteria.

example2a1

To relocate a workflow stage card within its level

  • Click and drag its lower right corner to the desired location.

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Workflow Card Actions

The Action button on level cards contains the following:

  • Insert Level Above: Opens the Insert Level dialog box.
  • Delete: Removes the level. (Only available when a level does not have any levels.)

    Note: Delete is only available when no stages are present on the level.

The Action button on stage cards contains the following:

    • Edit: Opens the Edit Stage dialog box.
    • Delete: Opens the Delete Stage dialog box. (Only available when a stage does not have any documents.)

      Note: Delete is only available when no documents are assigned to the stage.

Disabled Stages

If a workflow stage is not completely setup, its stage card is labeled (Disabled).

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Hoover on the label to view the missing information.

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To complete the stage, click its Action action3-1 icon and select Edit, then complete the Edit Stage (Disabled) dialog box.

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Deleted Classifiers

When a predictive coding project's classifier currently used in a workflow project is deleted, a workflow stage card assigned those classifiers displays a Batch sort field not found icon. When in this status, batch sorting defaults to the document name.

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To update a stage card missing a classifier

  1. Click the stage card's Action icon and select Edit.
  2. On the Edit Stage dialog box, in the Batch Sort list, select an active classifier.
  3. Click Save.