Batch Assignment Quota explained

SYMPTOMS

Batch Assignment Quota explained when you create a Batch Assignment Rule in Legal Review, and select the Matter in Legal Review.

CAUSE

Batch Assignment Quota explained when you create a Batch Assignment Rule in Legal Review, and select the Matter in Legal Review.

RESOLUTION

Instruction to validate the Batch Assignment Quota rule:

• Go to the Configuration and Batch Assignment section in Legal Review and select [Add a New Rule].  
• Once the desired query is configured, click on [Validate]. 
• Note the number of documents identified after validating.
• Add one assignee and save the rule. 
• Change the number of 'documents per assignee' under 'Quota' to a number that is smaller than the number of documents that match the query for the new rule.
• Save and Run the Batch Assignment rule.
• The document(s) assigned to the assignee will match the correct quota set.

APPLIES TO

3.7; 3.7 SP1; 3.7 SP2; 3.8