Print this page
When you create a mine, you can automatically route the mine to an existing Review Setup phase. Autorouting a mine is an efficient way to create an assignment out of a smaller set of documents and automatically send it to specific reviewers. If you do not use automatic routing, then everyone in the user groups that have permission to view the mine in the case can review the mine.
You can autoroute a mine after it has been created, if it has not already been autorouted.
If you autoroute a mine, you cannot change its properties. Depending on the options that you select, you can modify the groups that can access the mine.
Use the following procedure to autoroute an existing mine.
1.On the Case Home page, under Analysis, click Mines.
2.Click the mine that you want to autoroute.
3.In the navigation pane, click Properties.
4.Select the Enable automatic routing check box.
5.To change the assignment size for the workflow phase, type a number in the Override assignment size box.
The assignment size is approximate if assignments are broken on families. For more information about assignment sizes, see Configure phase properties.
6.Click the pencil next to Phase.
7.In the Workflow and phase dialog box, do the following:
a.In the Workflow list, click a workflow.
The phases associated with the workflow appear.
b.Click the name of a phase.
8.To prevent the mine from appearing on the Mines page after autorouting, select the Delete after routing check box.
Note: If you select Delete after routing, you cannot modify the groups that can access the mine. Deleting a mine after routing does not remove the mine from the application. The mine appears in the workflow phase as an assignment.
9.To create subclusters of similar documents within the clusters of a large document set, select the Route subclusters check box.
The mine subdivides each cluster into smaller, tighter clusters of 100 to 200 highly similar or related documents.