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
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