Case Metrics Guide. January 11, 2019 Version For the most recent version of this document, visit our documentation website.

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1 Case Metrics Guide January 11, 2019 Versin Fr the mst recent versin f this dcument, visit ur dcumentatin website.

2 Table f Cntents 1 Case Metrics Case Metrics Cmpatibility Matrix Special cnsideratins fr Case Metrics Installing Case Metrics Security cnfiguratin Reprts Reviewer Chices Reprt Reviewer Statistics Reprt Reviewer Overturn Reprt 9 Case Metrics Guide 2

3 1 Case Metrics Nte: Yu must have valid Relativity Cmmunity credentials in rder t dwnlad any Cmmunity file linked t the dcumentatin site. Yu'll need t enter thse credentials n the Cmmunity lgin screen if yu're nt already lgged in. If yu're already lgged in t the Cmmunity at the time yu click a link, the file is autmatically dwnladed in the bttm left crner f yur screen. If yu get an errr message stating "URL N Lnger Exists" after clicking a Cmmunity link, it may be due t a single sign-n errr related t the SAML Assertin Validatr, and yu shuld cntact yur IT department. The Case Metrics applicatin is a bundle f three reprts: Reviewer Chices Reprt- measures hw reviewers cde dcuments. Reviewer Statistics Reprt- measures hw much time reviewers spend reviewing dcuments. Reviewer Overturn Reprt- measures accuracy f cding decisins. Yu can grup these reprts by users, grups, wrkspaces, matters, r clients. This applicatin is available fr dwnlad in the Relativity Cmmunity. 1.1 Case Metrics Cmpatibility Matrix Cmpatible Relativity versin Case Metrics RelativityOne Case Metrics Case Metrics Case Metrics Case Metrics Case Metrics Special cnsideratins fr Case Metrics Keep in mind the fllwing when wrking with Case Metrics: Fr perfrmance reasns, the Reviewer Chices and Reviewer Overturns reprts rely n event handlers, instead f scanning fr data stred in the SQL audit table. As a result, these reprts nly include cding decisins applied after the applicatin is installed. Ntes: The Reviewer Statistics reprt is the nly reprt that analyzes cding decisins applied prir t installatin. It is recmmended that yu install the applicatin as sn as yu deply the envirnment t make full use f the event handlers fr capturing and reprting data. Case Metrics Guide 3

4 When filtering fr wrkspaces in the reprts, yu will nly see wrkspaces marked as Active and wrkspaces nt part f template clients/matters. 1.3 Installing Case Metrics T install Case Metrics: 1. Navigate t the Admin-Level Applicatin Library. 2. Click Uplad Applicatin. 3. Click Chse File. 4. Navigate t the Case Metrics rap file and imprt the applicatin. 5. Click Save. 6. Click next t Wrkspaces and select a single wrkspace. 7. G t Agents and add the Case Status Agent. Nte: The Case Status Agent finds each wrkspace in the instance, including thse that are created after the installatin f Case Metrics Security cnfiguratin Fr prper functinality f Case Metrics at the instance level, yu must cnfigure certain instance permissins. T cnfigure instance permissins fr Case Metrics: 1. Navigate t the Instance Details tab. 2. Click Manage Permissins. 3. Click Edit Permissins fr a grup n the Grup Management tab. 4. Grant access t the instance permissins listed in the table. Object Security Tab Visibility Admin Operatins N/A Case Metrics (parent) Reprts (child) View Admin Repsitry Scheduler (child) As lng as these permissins are set, nn-system admins can have access t Case Metrics, but they can nly reprt n wrkspaces they have access t. 1.4 Reprts Once yu install Case Metrics, the applicatin appears as a tab in Relativity at the instance level. When yu click n the tab, Case Metrics lads and yu have the ptin f running three reprts: Reviewer Case Metrics Guide 4

5 Chices, Reviewer Statistics, and Reviewer Overturn. T run each reprt, select a filter surce, fill ut the required fields, and then click Generate Reprt. There are five filter surces t chse frm: client, matter, wrkspace, grup, r user. Yu can filter n multiple clients, matters, wrkspaces, grups, r users. By default, Service Accunts and System Admins are excluded frm Case Metrics reprting. Yu can include them by selecting the Include Service Accunts and/r the Include System Admins checkbx (es). The results fr each reprt include tabs t display the Average by Reviewer and Average by filter surce. Yu can cmpare individual reviewers against averages and standard deviatins within a data set. With the Reviewer Chices and Reviewer Overturns reprt, the Average and Standard Deviatin is based n the chsen field. Yu can exprt spreadsheet r PDF versins f all the reprts. When yu select mre than ne wrkspace, the reprt includes an Averages table with aggregated values acrss the applicable wrkspaces, per reviewer. Upn exprt, yu have the ptin t select a single tab f results. When multiple tabs are selected and exprted t Excel, they becme their wn sheets. Yu can filter n a specific saved search within a wrkspace. If yu want t filter n a saved search that spans multiple wrkspaces, make sure the saved search is cnsistently named acrss all wrkspaces. When chsing t filter n a saved search, the results will nly display filter surces in which the saved search appears. Nte: Yu need t type t tw characters t pull back search results. It will nly pull back the first 15 results. T narrw the search, type mre characters. Case Metrics Guide 5

6 1.4.1 Reviewer Chices Reprt The Reviewer Chices Reprt shws cding decisins by reviewer fr the fllwing field types in yur wrkspaces: Single Chice, Multiple Chice, and Yes/N. If yu run the reprt n a single wrkspace, the reprt displays a bar chart as shwn belw. Nte: If yu run the reprt n multiple wrkspaces and select a Chice field that des nt exist in all wrkspaces, n data will appear fr thse wrkspaces which dn't have the Chice field selected. Once yu chse a filter surce, fill ut the fllwing reprt filters: Case Metrics Guide 6

7 Filter Surce Name - select a single r multiple client(s), matter(s), wrkspace(s), grup(s), r user(s). Date - select frm seven different date ranges, including: Tday, Yesterday, This Week, Last Week, This Mnth, Last Mnth, r a Custm Start and End Date. Field - select the field(s) fr which yu'd like t run the reprt. Saved Search - select a saved search fr which yu'd like t run the reprt. Nte: The Reviewer Chices reprt des nt include dcuments cded via Prpagatin r Mass Edits Reviewer Statistics Reprt The Reviewer Statistics Reprt shws the efficiency f reviewers and hw many dcuments were reviewed ver a specified date range. This reprt recrds Dcument Edits/Views regardless f field and is nt based n user lgin r user lgut. Nte: Beginning in Relativity , the Reviewer Statistics script is nw cmpatible with audits stred in Data Grid. If yur wrkspace is Data Grid-enabled, Reviewer Statistics pulls data frm Audit. Once yu chse a filter surce, fill ut the fllwing reprt filters: Filter Surce Name - select a single r multiple client(s), matter(s), wrkspace(s), grup(s), r user(s). Date - select frm seven different date ranges, including: Tday, Yesterday, This Week, Last Week, This Mnth, Last Mnth, r a Custm Start and End Date. Saved Search - select a saved search fr which yu'd like t run the reprt. Case Metrics Guide 7

8 Include Mass Editss - check this bx if yu wuld like t track mass edits. Include Prpagatin - check this bx if yu wuld like t track prpagatins. The Reviewer Statistics Reprt cntains the fllwing clumns: Wrkspace - identifies the wrkspace n which yu are reprting. Name - identifies the user r grup wh reviewed dcuments. Ttal Usage Time - retrieves the time a reviewer spent cmpleting View, Edit, Mass Edits, and/r Prpagatin actins during the perid specified. Views - retrieves a reprt n the amunt f views cmpleted in the Usage Time. The actin taken n accunt n the audit is view. Distinct Views - retrieves a reprt n the amunt f distinct views cmpleted in the Usage Time. T cunt as distinct, the view must ccur nly nce n ne dcument. The actin taken n accunt n the audit is view. Edits - retrieves a reprt n the amunt f edits cmpleted in the Usage Time. The actins taken n accunt n the audit are update" and "delete." Distinct Edits - retrieves a reprt n the amunt f distinct edits cmpleted in the Usage Time. T cunt as distinct, the edit must ccur nly nce n ne dcument. The actins taken n accunt n the audit are update" and "delete." Edits Per Hur - retrieves a reprt n the amunt f edits cmpleted, gruped by hur. The actins taken n accunt n the audit are "update" and "delete." This is calculated by dividing the actins ttal usage time by ne hur. Edits Per Day - retrieves a reprt n the amunt f edits cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt. The actins taken n accunt n the audit are update" and "delete." Distinct Edits Per Hur - retrieves a reprt n the amunt f distinct edits cmpleted, gruped by hur. T cunt as distinct, the edits must ccur nly nce n ne dcument. The actins taken n accunt n the audit are update" and "delete." This is calculated by dividing the actins ttal usage time by ne hur. Distinct Edits Per Day - retrieves a reprt n the amunt f distinct edits cmpleted, gruped by day. T cunt as distinct, the edits must ccur nly nce n ne dcument. This is calculated ver the number f days in the date range yu selected t run yur reprt. The actins taken n accunt n the audit are update" and "delete." Mass Edits - retrieves a reprt n the amunt f mass edits cmpleted in the Usage Time. Distinct Mass Edits - retrieves a reprt n the amunt f distinct mass edits cmpleted in the Usage Time. T cunt as distinct, the edits must ccur nly nce n ne set f dcuments. Mass Edits Per Hur - retrieves a reprt n the amunt f mass edits cmpleted, gruped by hur. This is calculated by dividing the actins ttal usage time by ne hur. Mass Edits Per Day- retrieves a reprt n the amunt f mass edits cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt Case Metrics Guide 8

9 Distinct Mass Edits Per Hur - retrieves a reprt n the amunt f distinct mass edits cmpleted, gruped by hur. T cunt as distinct, the edits must ccur nly nce n ne set f dcuments. This is calculated by dividing the actins ttal usage time by ne hur. Distinct Mass Edits Per Day - retrieves a reprt n the amunt f distinct mass edits cmpleted, gruped by day. T cunt as distinct, the edits must ccur nly nce n ne set f dcuments. This is calculated ver the number f days in the date range yu selected t run yur reprt Prpagatins - retrieves a reprt n the amunt f prpagatins cmpleted in the Usage Time. Nte: Mass edits and prpagatins are separate pertatins frm edits and d nt equal ttal edits. Distinct Prpagatin- retrieves a reprt n the amunt f distinct prpagatins cmpleted in the Usage Time. T cunt as distinct, the prpagatin must ccur nly nce n ne dcument. Prpagatins Per Hur- retrieves a reprt n the amunt f prpagatins cmpleted, gruped by hur. This is calculated by dividing the actins ttal usage time by ne hur. Prpagatins Per Day- retrieves a reprt n the amunt f prpagatins cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt Distinct Prpagatins Per Hur- retrieves a reprt n the amunt f distinct prpagatins cmpleted, gruped by hur. T cunt as distinct, the prpagatins must ccur nly nce n ne dcument. This is calculated by dividing the actins ttal usage time by ne hur. Distinct Prpagatins Per Day- retrieves a reprt n the amunt f distinct prpagatins cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt Average Extracted Text Size - retrieves the average extracted text size f dcuments edited by the reviewer Reviewer Overturn Reprt The Reviewer Overturn Reprt shws dcuments verturned and the reviewers wh made thse changes. An verturn ccurs when a reviewer verrides the previus cding decisin n a dcument. Nte: The Overturn Reprt des nt capture mass editing r prpagatin. Case Metrics Guide 9

10 Once yu chse a filter surce, fill ut the fllwing reprt filters: Filter Surce Name - select a single r multiple client(s), matter(s), wrkspace(s), grup(s), r user(s). Date - select frm seven different date ranges, including: Tday, Yesterday, This Week, Last Week, This Mnth, Last Mnth, r a Custm Start and End Date. Field - select the field(s) fr which yu'd like t run the reprt. Saved Search - select a saved search fr which yu'd like t run the reprt. Includes Self-Overturns - check this bx if yu wuld like t track changes t a cding decisin made by the same reviewer. The Reviewer Overturn Reprt cntains the fllwing clumns: Wrkspace - identifies the wrkspace n which yu are reprting. User - identifies the user r grup wh made the changes. Reviewed - cunts the number f times a reviewer r grup has made an edit n the field the reprt is based n. Overturned - cunts verturns fr the reviewer r grup that previusly cded the dcument befre it was verturned. Please nte that it's pssible fr a reviewer t verturn their riginal cding decisin. Overturn cunts appear as a hyperlink t a pp-up that cntains the fllwing infrmatin: Dcument Identifier - identifies the name f the dcument a reviewer r grup cded. The name appears as a hyperlink that pens the dcument in a standalne viewer. Original Cding Value - cntains the riginal cding value. New Cding Value - cntains the new cding value. Overturned By - cntains the name f the reviewer r grup that changed the dcument's cding value. Date - cntains the date and time the reviewer r grup changed the dcument's cding Case Metrics Guide 10

11 value. % Overturn - calculates the percentage f dcuments verturned. Beginning in , yu can use the Case Metrics Scheduler t run reprts at scheduled intervals and send thse reprts t a list f recipients. Case Metrics Guide 11

12 Prprietary Rights This dcumentatin ( Dcumentatin ) and the sftware t which it relates ( Sftware ) belngs t Relativity ODA LLC and/r Relativity s third party sftware vendrs. Relativity grants written license agreements which cntain restrictins. All parties accessing the Dcumentatin r Sftware must: respect prprietary rights f Relativity and third parties; cmply with yur rganizatin s license agreement, including but nt limited t license restrictins n use, cpying, mdificatins, reverse engineering, and derivative prducts; and refrain frm any misuse r misapprpriatin f this Dcumentatin r Sftware in whle r in part. The Sftware and Dcumentatin is prtected by the Cpyright Act f 1976, as amended, and the Sftware cde is prtected by the Illinis Trade Secrets Act. Vilatins can invlve substantial civil liabilities, exemplary damages, and criminal penalties, including fines and pssible imprisnment Relativity ODA LLC. All rights reserved. Relativity is a registered trademark f Relativity ODA LLC. Case Metrics Guide 12

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