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When you code documents in the Conditional Coding pane, you can quickly determine which fields you should code depending on the values that you provide for related fields. After you code each field, the colors of the remaining fields change to indicate which fields you still need to code. If you code a value that is unexpected based on the other values that you have coded, a warning message appears.
For example, say that a review phase includes fields for privilege status and privilege type. When you code the privilege status field with the value of privileged, your review lead also wants you to code the privilege type, such as attorney-client. In the Conditional Coding pane, the coding appears incomplete until you code both values. In the same example, if you code the privilege status field with the value of not privileged, but code the privilege type field with the value of attorney-client, a warning message appears.
After you code each field, the colors of the fields change to indicate which fields you still need to code, as follows:
●Fields that are coded appear in green.
●Fields that you should code appear in white. An asterisk indicates that a value is mandatory.
●Fields that your case administrator does not expect you to code appear in gray.
●Fields that have an unexpected value based on related coding values appear in yellow, and a warning message appears.
The following figure shows an example of the Conditional Coding pane.
To speed up the coding process, you can create coding macros. Coding macros allow you to apply a predefined set of values to a document by clicking a single button. Coding macros appear as buttons in a toolbar at the bottom of the Conditional Coding pane.
You can code documents in the Conditional Coding pane if your administrator or review lead creates conditional coding templates for a case or review phase.
Note: Your administrator must enable this feature for your case. The permissions set by your administrator determine access to this feature.
Use the following procedure to code a document in the Conditional Coding pane.
1.Select the document that you want to code.
2.In the Conditional Coding pane, in the list on the toolbar, click the name of a conditional coding template.
3.To edit the value of a coding field, click a value.
The colors of the fields change to indicate which fields you still need to code, based on the value that you just coded.
4.To code additional values to a field, click the Add value button (plus sign) next to a coding field, and then enter a value. You can code multiple values to fields that have a plus sign.
5.To add the document to a binder, do the following:
a.Click the Add value button (plus sign) next to the binders field.
b.Select the check box next to each binder that you want to add the document to.
c.Click Save.
6.To add the document to an issue, do the following:
a.Click the Add value button (plus sign) next to the issues field.
b.To expand the issue tree, click the plus sign next to an issue.
c.Select the check box next to each issue that you want to add the document to.
d.Click Save.
7.Repeat the previous steps to code the remaining values.
Tip: To undo a recent coding change, click the Undo button next to a field.
8.When you are finished coding the document, click Next in the Conditional Coding pane to navigate to the next document.
Note: The Next button appears when the conditional coding template contains at least one required field, and all required fields for the relevant conditions are coded.
To speed up the coding process, you can create coding macros. Coding macros allow you to apply a predefined set of values to a document by clicking a single button.
For example, when you want to code many documents with the same set of values, you can save the coding values as a macro. You can then code the documents using the macro, rather than coding each value separately.
Conditional coding macros are available to the user who creates the macros.
Tip: Case administrators can share conditional coding macros with the members of a user group. To do this, administrators create macros, and then save their workspace as a group default. For steps to set a default group workspace, see Set a group workspace.
Use the following procedure to create conditional coding macros.
1.Select the document that you want to code.
2.In the Conditional Coding pane, in the list on the toolbar, click the name of a conditional coding template.
3.Code the document with the values that you want the macro to include.
4.Click the + (plus sign) button in the macro toolbar.
5.In the Add coding macro dialog box, do the following:
a.Select an Icon to represent the macro.
b.Optionally, to remove a field from the macro, hover over a field and then click the X.
c.Click Save.
6.Repeat the previous steps to create additional macros, as required.
7.To reorder the macros, click the Edit coding macros button in the macro toolbar, and then drag the macros to the order that you want. When you are finished, click the Edit coding macros button again.
You can code a document to a predefined set of values using a conditional coding macro.
Use the following procedure to code a document using a conditional coding macro.
1.Select the document that you want to code.
2.In the Conditional Coding pane, in the list on the toolbar, click the name of a conditional coding template.
The available macros appear at the bottom of the pane. To see the values that a macro codes, hover over a macro button.
3.To code a document using a macro, click the macro button.
Tip: To speed up the document coding process, you can use keyboard shortcuts instead of the mouse. For information about the available keyboard shortcuts, see Conditional coding keyboard shortcuts.
4.When you are finished coding the document, click Next in the Conditional Coding pane to navigate to the next document.
Note: The Next button appears when the conditional coding template contains at least one required field, and all required fields are coded.
Use the following procedure to remove coding values from a document in the Conditional Coding pane.
1.Select the document that you want to remove coding from.
2.In the Conditional Coding pane, in the list on the toolbar, click the name of a conditional coding template.
3.To clear the value from a field, click the Not Coded option for the field.
4.To remove the document from a binder, do the following:
a.Click the Add value button (plus sign) next to the binders field.
b.Clear the check box next to each binder that you want to remove the document from.
c.Click Save.
5.To remove the document from an issue, click the Remove value button (X) next to the issue name.
