Use Process managers in eDiscovery

Each primary area in eDiscovery includes a process manager. These managers let you view processes and related information for a specific area. You can access process managers by selecting Process manager in each of the following areas:

• Cases
• Searches
• Review sets
• Holds

Process manager information

Each area's process manager shows information about processes performed in that area. For example, if you export data from the review set, an Export process item appears in the process manager list for the review set, but not in the process manager lists for searches and holds. Each process manager contains the following information for its area:

• Process type: The type of process.
• Status: The status of the process.
• Export name: The name of the export. For nonexport process types, this value is blank.
• Created: The date and time the process was created.
• Completed: The date and time the process was completed.
• Duration: The duration of the process.
• Created by: The user that created the process.

To customize the columns display for the process manager, select Customize columns to choose the columns to display or drag and drop the columns in the list to reorder. To download the list of processes and the column information, select Download list to create a .csv file containing this information.

Grouping processes

When you view a large list of processes for an area, it's often helpful to group processes. Select Group to group review sets by the following parameters:

• None: Processes are ungrouped in the Process manager.
• Process type: Processes grouped by the Process type values.
• Created by: Processes grouped by the Created by values.

Process details

Select a process listed in the process manager for more information in the following areas:

• Overview tab: Lists a summary of information for the process. Includes a calculation for the time remaining to completion for in-progress processes. Select Download report to combine all Overview information into a single .zip file. This file contains the files included in the Download report guidance.
• Settings tab: Summarizes the Search & analytics setting options selected for the case.

Progress bar

When you select a process in the Process manager, a progress bar appears that shows details about the current state of the process. For long-running processes, there are three phases:

• Assessment phase: In this phase, the progress is submitted and backend services assess the scope of the process. This assessment includes examining the input conditions based on data sources, query, and relevant process settings. The service analyzes the scope of the work and identifies the number of locations and number of items for processing. During this phase, a completion estimate isn't available and a flashing progress bar is displayed. The progress bar displays the status of the assessment while the scope is calculated. When all locations and items are identified, the process transitions to the next phase.
• In progress phase: In this phase, the progress bar displays the current status, number of locations, and number of items for the process. An estimated completion and current elapsed time are displayed in hours, minutes, and seconds.
• Catch-up phase (optional): If there are locations or items with errors, processing is retried. The progress of the retries is displayed.