User guide

Creating Task Tables
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6. To set a task table as the default, right-click the task table and select
Set as Default Task Table from the context menu.
7. To remove a task table from the list, select the task table and click
.
Assigning Task Tables to Workers
Once one or more task tables exists, then a group (batch) of Workers may be
assigned to a specific task table starting with version 4.2.
Multiple worker assignments to a specific task table helps to expedite produc-
tion by allowing a specific task table (with its assigned workers) to discover
documents of a certain type; e.g Word documents. Another task table can be
selected (with its assigned workers) to discover Lotus Notes documents.
Example: There are 10 task tables and 50 workers. You may elect to assign 15
workers to one of the 10 task tables allowing the additional 35 workers to be
assigned to the remaining 9 task tables. One or more workers may be
assigned to a task table.
Prior to version 4.2, task table selection was available at the Client level only
when creating a new Client for the first time. Now, a task table can be selected
when creating a new Project, Custodian, or Job (Discovery, Processing, Data
Extract, or Export).
Task table selection is only available in the status panels of Client, Projects and
Custodians. Task table selection is available in the creation screens for all lev-
els (Clients, Projects, Custodians, and Jobs). Changing the task table via the
status panel will affect the default task table for the level directly beneath. For
example, if the task table is changed at the Custodian level, then new Jobs for
that Custodian will display the presently selected task table. The task table
may be changed prior to creating a new job. However, once the job is started,
the task table cannot be modified.
1. Choose Tools > Task Table and Worker Management from the menu
bar. The Task Table and Worker Management dialog appears.