Table of Contents
- What is production mode?
- How can I tell if production mode is turned on or off in my project?
- What is the production code wizard?
- What are custom redaction stamps?
- How can I create custom redaction stamps?
What is production mode?
Turning on production mode allows you to redact documents from the review window. If production mode is turned on, you can also access a wizard for creating production-oriented codes for your coding sheet. If production mode is not turned on, redaction tools will be unavailable in the review window.
How can I tell if production mode is turned on or off in my project?
Navigate to the "general" tab in the case settings page. You should see a section for "production tools".
If production mode is not turned on, the toggle will read "off" and will be greyed out (see above).
If production mode is turned on, the toggle will read "on", and an additional button for the production code wizard will also be visible. The interface for creating custom redaction stamps (more information in a later section) will appear in the section as well.
To turn production mode on or off, click once on the "off/on" toggle.
What is the production code wizard?
The production code wizard can help you create production-oriented codes, such as privilege, responsiveness, and confidentiality codes, for your project. If you toggle production mode on, the code wizard will automatically pop-up. You can also access the wizard at any time by clicking on the appropriate button in the "production tools" section. The wizard is pre-populated with relevant codes in each category, but you can choose to delete or edit the available codes, or add new ones. In addition, you also have the option to make a category mutually exclusive, which means that only one code from that category can be applied at any given time to a document. Making the appropriate categories mutually exclusive can help reduce potential coding errors such as accidentally marking a document both responsive and non-responsive.
If you don’t want to add production codes, exit the dialog by clicking the “x” in the upper right.
For comprehensive guidance on production workflow, please see the Production Workflow Guide and Best Practices article.
What are custom redaction stamps?
Custom redaction stamps can be used by reviewers to note why a redaction has been applied. If a stamp is applied to a redaction during review, the associated text will be overlaid on top of the redaction.
This feature is also integrated with productions: custom redaction stamps will be printed on top of redactions in produced documents, overriding any default text that might be specified in the production protocol.
How can I create custom redaction stamps?
To create custom stamps, simply input the text of the stamp into the provided text box. An abbreviation is automatically generated, but you can override this with a custom abbreviation.
If you want to give your reviewers the ability to create and apply their own stamps, check the custom stamps box at the bottom of the production tools section. To delete a stamp, click on the appropriate trashcan.