Custom coding panels enable you to reuse existing forms from review stages in the main document viewer. You can do so to improve the review management workflow, or even use a single QC pane anywhere if desired.
The main document viewer is accessed from Search and Review. It is unscoped and all-encompassing in terms of its work-product application. Users can add or change any permissioned tag, folder, note, or user-defined field and may also apply redactions or annotations without restriction or conditional coding rules. In review stages, you can control user access to each stage, customize review decisions, and monitor the progress of each stage.
Custom coding panels in the document viewer
With custom coding panels, you can access review stage forms directly from the main document viewer, effectively decoupled from batches assigned to others.
This feature is in Run.
How to use custom coding panels
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As a review manager or admin user, open a document in the main document viewer.
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With the document opened:
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Note the icons in the left column of the viewer:
All review decisions: Access main document viewer coding panel Review forms: Access all review stage forms -
Select Review forms to access all available review stages:
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To cycle through different review stages, use the dropdown menu next to the stage name.
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Select a different stage and the document remains open with the new form applied.
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You can select any available review form, such as a QC stage.
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When there are conflicting tags for the form, you will be alerted:
This occurs when a document has been tagged with conflicting decisions in the main viewer and you switch to a form that does not allow both. The message "Document has conflicting tags." is displayed.
FAQ
Q: What is different when a review stage panel is shown in the regular document viewer?
A: The panel from the selected review stage overtakes the current panel with the following modifications:
- Tag propagation settings from the review stage are not enforced
- Ditto usage is always allowed
- No conditional coding enforcement
- Predictive scores can be hidden or made visible regardless of the stage setting
- No progress or stage indicators, since the stage is decoupled from the batch
- Documents are not flagged as reviewed, since they are not tied to specific batches
- Everyone with Search and Review access can see all review stages
Q: Is coding disabled for documents in the ECA data space?
A: Yes. Coding is disabled for documents in the ECA data space, consistent with other document viewer work product restrictions.
Q: What happens when review stages exist for a user and the user opens the document viewer?
A: DISCO defaults to the last used form in the document viewer. If a review stage form was last being used, the document viewer will persist that selection.
Q: How does AI Predictive Tagging work with custom coding panels?
A: When a reviewer applies or removes tags via the custom coding panel, the AI predictive tagging model updates as follows:
- Applying a tag: If a tag was not previously selected and a reviewer selects it, a positive signal is sent for that tag.
- Removing a tag: If a tag was previously selected and a reviewer deselects it, a negative signal is sent for that tag.
- No change: If a tag's selection status remains unchanged, no signal is sent.