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Add Tag on the Fly / Lost my Search Results!

Created: 19 Feb 2013 • Updated: 13 Nov 2014 | 7 comments
athorn's picture
5 Agree
1 Disagree
+4 6 Votes
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Status: Implemented

I'm sure you've all come across this one. I want to tag a set of search results, but I don't have a tag made for it yet! Users with tag definition permissions should be able to add a tag 'on the fly' (from the tagging wizard/window).

In previous versions of Clearwell, this wasn't too big a problem. Simply head over to Case Management, add your tag, and when you return to Analysis & Review, your search results will still be there and you can tag away. 

HOWEVER, we are now on v7.1.2 and when you do the above process (switch over to Case Home > Tags, add your tag, go back to Analysis & Review) your search results are NOT THERE. A tag-on-the-fly approach would alleviate some of this.

You should add tag-on-the-fly AND bring back the functionality where CW will save your search results while you jump over to Case Home, so they are available when you return to Analysis & Review (this used to be a great feature).

Comments 7 CommentsJump to latest comment

tinak's picture

Thanks for the feedback. We plan to bring back the functionality to be able to access the tags administration straight from the search page (if you have permissions to the tags administration) and when you navigate back you will not lose your search results.

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Mike Rossander's picture

Even better than search persistence would be the ability to open Case Home in a new tab.  If you enabled tabbed browsing, I think we could do re-tag on the fly and improve a number of other workflow issues at the same time.

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interested_party's picture

I disagree. Adding tags should be well thought out not, “on the fly” There are potential permission issues.  IE a reviewer may not have permission to create tags. Much better to keep the reviewing and creating tags as separate silos.   I have been stuck like this too.  

The work around is to can save your search and return to it later.

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Mike Rossander's picture

Requiring tags to be "well thought out" assumes that you know what's in the documents ahead of time.  If I knew everything about my documents, I wouldn't need to review them.  In all but the simplest of cases, my tags are going to change during the case.

Yes, there are some kinds of tags that can be pre-structured.  Relevant/Non-relevant, Privileged/non are easy.  Even a priority tag can be reliably guessed ahead.  But what about a brand new legal theory that you didn't even suspect was an option when you started the review?  Or an administrative function such as flagging a failed OCR for reprocessing?  Dumping them into folders one by one is far less efficient than tagging.

Note:  I am not saying that all Reviewers should have the ability to create tags.  They emphatically should not.  But if most senior reviewer is also the Case Manager and already has the ability to create new tags as needed, why make that administratively difficult for him/her?

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interested_party's picture

Another alternative is to create a folder and put the results in the folder.  You can create a folder on the fly. 

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athorn's picture

Yes, it's true that tags should be "well thought out" if we're talking about Responsivity, Issue tags, etc.

And also yes, you can use folders to hold search results and that doesn't require you to jump back to case home.

However, in extremely complicated cases, both tags and folders come into play for administration fucntions. There are so so many administrative functions that are better with tags that do not involve the "well thought out" tags to which you are referring.

Alex

Over 300 cases managed in Clearwell

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Bashyam Anant's picture

In version 8.0, the tag page is under Analysis & Review to create a tag on the fly after selecting a set of search results. Try it!

Bashyam Anant

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