Step 1: Add and Start a Project

Prerequisites

• Create a saved search for the data you want to include in the Assisted Review project. 
• Create more saved searches for potential responsive documents within the project. These additional saved searches are used to populate one or more issues in the project.

Instructions

1. From the navigation tree, select Assisted Review.

   

2. Select + Add Project  (or, when other projects have been created already, select   and then select + Add Project)
3. Define the Project Settings.
   
• Define a Project Name.
• Select the arrow next to Select Project Search Query, click Saved Searches and select the Saved Search for the data to include in this project. 
  
• Click Create. 
4. Define one or more issues.
   • Select + Add Issue.
   • Define the Issue Name and add a Description.
   • Create the Initial Training Set of the issue based on a query (the saved search(es) for potential responsive documents in the project). 
     
   • Define the Batch Size. For example, 200 documents (depending on data and resources).
   • Click Save. Repeat to add more issues.
5. Click Next.
6. Review the project summary and click Start Project. 
7. The classification process will start. Progress can be viewed in the Assisted Review Progress tab.