Introduction to Assignments

Assignments versus assignment groups: 

Everlaw's assignment tool is structured around assignment groups, which consist of one or more assignments allocated to users.

Assignment groups contain documents that meet admin-specified inclusion criteria.  Administrators can then allocate these documents to members of the projects, in the form of assignments.  Assignment groups can contain unassigned documents, which Project Admins (or anyone with ADMIN assignment permissions) can assign out whenever they please. Reviewers can also self-assign these documents if given the permission to do so.  Finally, assignment groups can be automatically updated to include any new document that fits the inclusion criteria of that assignment group.

Below is a view of the assignment group dashboard. The dashboard is viewable by any Project Administrators, anyone who has been given ADMIN permissions on assignment groups, or anyone who has receive a shared assignment with "share, edit, and delete" permissions.

The dashboard indicates the following information:

  • Three assignments have been created, each represented by the light blue cards, and each distributed to different users
    • One user can receive multiple assignment batches
  • 50% of the assignment has been completed so far
  • The creator of the assignment group is “Darby Demo”
  • The assignment group was created on Oct 3
  • 74 documents are included in the assignment group
  • All documents are assigned. There are 0 documents in the unassigned pool (the grey card on the left with hash mark borders)

Assignments_1.png 

Introduction to dynamic and static assignment groups

There are two assignment group types in Everlaw: dynamic and static.  

Dynamic assignment groups allow you to specify an inclusion criteria.  As review progresses, all documents matching that criteria will be automatically added to the assignment group.  All unassigned documents no longer satisfying the criteria will be removed. After a dynamic assignment group has been created, you cannot add additional documents to it. 

Static assignment groups do not change over time to match specific inclusion criteria.  Documents only enter the group if they are manually added.  

Regardless of whether an assignment is dynamic or static, once a document has been assigned to a reviewer, it can no longer be removed from an assignment group.  For more detail on how to set up dynamic vs. static assignment groups, click here

 

Assignment group permissions

If you are a Project Administrator, you have, by default, the ability to create assignment groups, edit them, delete them, and share them. On your homepage, you will see assignments that you've created or that have been shared with you. 

If you're not a Project Administrator, you can still receive permissions to create or administer assignment groups. These permissions can be assigned to any given user group. 

assign_permissions.png

Any user, regardless of any permission, can receive an assignment if they are added to that project.

 

 

 

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