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An issue is a way to organize documents based on facts, events, matters, or subjects that are relevant to a case. You organize documents by adding them to issues. For example, a top-level issue for criminal acts might include subissues for insider trading, price fixing, and negligence.
You can perform the following tasks to code documents to issues:
●Add a document to an issue
●Add multiple documents to an issue
●Create a subissue
●Add an issue description
●Remove a single document from an issue
●Remove multiple documents from an issue
Your administrator or review lead defines the top-level issues for a case.
Use the following procedure to add a document to an issue.
1.Select the document that you want to code.
2.In the Code pane, click the Code single document button.
Note: For information about how to add a document to an issue in the Conditional Coding pane, see Code documents in the Conditional Coding pane.
3.Depending on whether you are coding the document based on a specific coding template, select from the following:
oTo code based on a specific coding template, do the following:
i.On the All Values menu, click a template name.
ii.In the Issues row, click the value.
iii.To expand the issue tree, click the arrow next to an issue.
iv.Drag the handle next to an issue to the Currently Selected Issues area.
v.Click Save.
oTo code only the issues, do the following:
i.On the All Values menu, click Issues.
ii.To expand the issue tree, click the arrow next to an issue.
iii.Select the check box next to an issue.
4.If you want to add the document to a top-level issue and its subissues, repeat the previous steps for each issue and subissue.
Use the following procedure to add multiple documents to an issue.
1.Select the documents that you want to code.
2.In the Code pane, click the Code multiple documents button.
3.Click Issues.
4.To expand the issue tree, click the arrow next to an issue.
5.Click the issue that you want to add the documents to.
6.To add the source documents and attachments of the selected documents to the issue, select the Include Source/Attachments check box.
7.Select the Add check box.
8.Click Submit, and then click Close.
9.If you want to add the documents to a top-level issue and its subissues, repeat the previous steps for each subissue.
Group leaders can create a new subissue to organize documents.
The issues in a case are structured in a hierarchy. Your administrator creates the top-level issues (also known as parent issues) for a case. Group leaders with permissions can create new subissues, also known as child issues.
Use the following procedure to create a subissue.
1.In the Code pane, click the Code multiple documents button.
2.Click Issues.
3.Click New.
4.Type a Name for the subissue.
5.In the Select parent issue area, click the arrow next to an issue to expand the issue tree. Then click the issue that you want to add the subissue to.
6.Click Create.
Group leaders can add a description to an issue. For example, you can describe the purpose of the issue, the types of documents to include in the issue, and so on.
Use the following procedure to add a description to an issue.
1.In the Code pane, click the Code multiple documents button.
2.Click Issues.
3.To expand the issue tree, click the arrow next to an issue.
4.Click the issue icon for an issue.
5.Type a description, and then click Save.
To view an issue description, click the issue icon.
Use the following procedure to remove a single document from an issue.
1.Select the document that you want to code.
2.In the Code pane, click the Code single document button.
Note: For information about how to remove a document from an issue in the Conditional Coding pane, see Code documents in the Conditional Coding pane.
3.Depending on whether you are coding the document based on a specific coding template, select from the following:
oTo code based on a specific coding template, do the following:
i.On the All Values menu, click a template name.
ii.In the Issues row, click the value.
iii.In the Currently Selected Issues area, click the X next to the issue that you want to remove the document from.
iv.Click Save.
oTo code only the issues, do the following:
i.On the All Values menu, click Issues.
ii.To expand the issue tree, click the arrow next to an issue.
iii.Clear the check box next to the issue that you want to remove the document from.
4.If you want to remove the document from a top-level issue and its subissues, repeat the previous steps for each issue and subissue.
Use the following procedure to remove multiple documents from an issue.
1.Select the documents that you want to code.
2.In the Code pane, click the Code multiple documents button.
3.Click Issues.
4.To expand the issue tree, click the arrow next to an issue.
5.Click the issue that you want to remove the documents from.
6.Select the Delete check box.
7.Click Submit, and then click Close.
8.If you want to remove the documents from a top-level issue and its subissues, repeat the previous steps for each subissue.
