Reviewing documents in Scaia
This guide walks you through a generic workflow for a first-pass review. To start your first-pass review, log in to Relativity by browsing to your Relativity website. The login screen appears and you can enter your email address and password. After logging in to Relativity, a list of workspaces you have access to appears. To access workspace documents, click on the name of the relevant workspace. The workspace opens with a list of available documents and you can begin your review.
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Depending on how your project manager has set up the workspace, you can either access documents via the Documents tab or the Review Batches tab, or both. To access a document, click on its identifier link. The document opens in the Viewer, part of the Core reviewer interface.View how to access a batch
During a first-pass review, initial coding decisions are made about a document’s relevancy to issues related to a particular matter. Most of your time during review is spent working in the Core reviewer interface and interacting with layouts to store your coding decisions.Read a coding scenario
Working with layouts
Layouts can consist of read-only fields, single-choice fields, and multi-choice fields. Read-only fields give static information about the current document. Single-choice fields are denoted by radio buttons or a drop-down menu, depending on what your project manager has set up. You can only select one coding value for a single choice field. Multi-choice fields are denoted by check boxes. You can select more than one coding value with check boxes.
To make your coding decisions about a document, click Edit on the layout. Required fields appear orange and optional fields appear gray.
Once you make your coding decision, click Save to return to read-only mode, or click Save & Next to save your coding decisions and move to the next document for review. If you click Save & Next without a coding decision being made, This field is required will display near any required fields