Import status (“Batch” documents upload) in DiscoveryCloud and TrialCloud has been updated to streamline reporting and enhance issue detection and handling.
The “batch list” page has a simplified look, allowing 2x the previous quantity to be conveniently displayed at a time, along with quick visual cues to make statuses obvious at a glance. The status-bar provides a visual diagnostic of processing results for each batch. Click on a section of the bar to view the corresponding portion of the processing logs.
Marking a batch as “Resolved” will update it’s status and gray out the status bar to make it a little less eye catching.
Remembering that “Batch 9″ is the zip of files you found on Terry’s PC is a bit of a pain. Providing a name for the batch gives you a handy moniker to be used throughout the interface.
Batch Status Reporting
Available when your batch has completed: Download a full report of actions or the specific actions you are interested in (i.e. only the documents/issues that recommend follow-up action to be taken).
The link for “Normal” actions only is pictured above – To download only the “Warnings” for example, a similar link may be found on the “Warnings” tab.
The download is a csv listing the actions taken and (where available) links to the related document in the interface, providing you with a convenient starting point for resolving any issues encountered.
We’re excited about what these changes immediately bring to the table for Batch-status reporting and error resolution, as well as the future enhancements these underlying changes will enable in the future.
