Change the Tag or Redaction Palette

There are some basic procedures you can complete on the Tags/Redactions tab in the Edit Case wizard when editing a case. On this tab you can:

Change the Tag Palette

Tag groups, including tag group rules, can be added, changed, or deleted with the following exception. Once a Review user applies a tag, neither that tag nor the group to which it belongs can be deleted.

Users can refresh the tag palette in Review after changes are made in Case Management.

To change the tag palette for an existing case, complete the following procedures:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Locate the case you would like to edit. Double-click on the case to open the Edit Case wizard.

  4. Click the Tags/Redactions tab. Review existing tags and tag details (tag groups, rules, options, and shortcut keys) and continue with the following steps as needed.

  5. To add new tag groups:

    1. Above the Tag Groups area, click the Add button.

    2. In the Add Tag Groups dialog box, enter the name of each group to be created, one group name per line. Names must be unique.

    3. When all group names are entered, click OK.

    4. Add tags to the new groups, or set tag group rules, by following the instructions explained further down in this topic.
  6. To modify tag groups:

    1. Select the Tag Group you would like to edit. Then click the Edit button above the Tag Groups area.

    2. Make any needed changes to the group. This includes changing the group name, as well as changing the tag group rules. See: Group rules for more information.

    3. When finished, click Save.
  7. To delete unused tag groups:

    1. Select the Tag Group you would like to delete from the Tag Groups area.

    2. Click the Remove button above the Tag Groups area. Note that the selected item will be deleted immediately.

      Note: You can only remove unused tag groups. If a tag group has been applied in Review, a red lock icon,, appears beside it. You must remove tags associated with that group from all documents before you can delete it.

    3. Repeat step b for all tag groups to be deleted.

  8. To add new tags (to a tag group):

    1. Select the Tag Group for which you would like to create new tags.

    2. Above the Tags area, click Add.

    3. In the dialog box that opens, enter the name of each tag to be created for the group, one tag name per line. Names must be unique.

    4. When all tag names have been entered, click OK.

    5. Add nested (child) tags to the new tags, or edit tag options, by following the instructions explained further down in this topic.
  9. To create nested (child) tags:

    1. If needed, review Nested (Parent/Child) Tags.

    2. Select the tag beneath which you would like to create child tags.
    3. Above the Tags area, click Add.

    4. Enter the name of each nested tag required, one name per line.

    5. When all nested tags are entered, click OK.

    6. Repeat these steps to create any other nested tags.

  10. To modify tags:

    1. Select the tag or nested tag you would like to edit. Then click the Edit button above the Tags area.

    2. Make any needed changes to the tag. This includes changing the tag name, modifying tag options, or creating a transcript issue based on the tag.

    3. Repeat these steps for any other tag you need to change.

  11. NOTE: If a tag is applied and subsequently renamed, the name that appears in document history is the name in effect when the tag was applied (or removed).

  12. To delete unused tags:

    1. Select the Tag you would like to delete from the Tags area.

    2. Click the Remove button above the Tags area. The selected item will be deleted immediately.

      Note: You can only remove unused tags. If a tag has been applied in Review, a red lock icon,, appears beside it. You must remove the tag from all documents before you can delete it.

    3. Repeat these steps for all tags to be deleted.

  13. When finished modifying the tag palette, make any other changes to the case in the Edit Case wizard. If no other changes are needed, click Save and Exit.

  14. Notify users of tag changes and provide instructions as needed.

Change the Redaction Palette

By default, Case Management provides ten redaction categories, and up to 99 redaction categories can be defined.

To change the redaction palette for an existing case:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Locate the case you would like to edit. Double-click on the case to open the Edit Case wizard.

  4. Click the Tags/Redactions tab. Then click Next, in the bottom-right corner of the wizard, to open the Redactions page. Review existing redactions and continue with the following steps as required for your case.

  5. To create new redactions:

    1. Click the Add button in the toolbar above the redactions table.

    2. Complete the Add Redaction Palette dialog box as described in the following table:

      Defining Redactions

      Item

      Description

      Label

      Enter a name for the redaction. This name will appear on the redaction. You may also omit a label.

      Font

      To change the label font, select a font, font size, and font style from the drop-down fields.

      Font Color and Redaction Color

      To change the font and/or redaction color, choose a basic color from the Font Color or Redaction Color list.

      TIP: When a redaction category has no label and the redaction color matches the document background (for example, white on white), the redaction will cover data but will not indicate that a redaction exists.

      Description

      Optional: Enter notes or details about this redaction.

    3. Click Save. The new redaction is added to the bottom of the list.

      Tip: Depending on the number of redactions used, you may need to navigate to the last page in your redactions table to see the new redaction. Use the navigation arrows at the bottom of the table to navigate between pages.

    4. Repeat these steps for all new redactions.

  6. To modify redactions:

    1. Select the redaction in the table whose properties you would like to modify.

    2. Click the Edit button in the toolbar above the redactions table.
    3. The Edit Redaction Palette dialog box displays. Make any needed changes to the redaction. This includes changing the label, font, colors, or description. For more information on these properties, see the table in the preceding step.

    4. When finished, click Save.
    5. Repeat these steps for any other redaction you need to change.

  7. To delete unused redactions:

    1. Select the redaction in the table that you would like to delete.
    2. Click the Remove button in the toolbar above the redactions table. Note that the selected redaction is deleted immediately.

    3. Repeat these steps for all redactions to be deleted.

    Note: You can only remove unused redactions. If a redaction has been applied in Review, a red lock icon,, appears beside it. You must remove all instances of that redaction from all documents before you can delete it.

  8. When you've finished modifying the redaction palette, make any other changes to the case in the Edit Case wizard. If no other changes are needed, click Save and Exit.

  9. Notify users of redaction changes and provide instructions as needed.

 

Related Topics

Overview: Edit Cases