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Manage review sets in eDiscovery (preview)

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Review sets are a static set of documents where you can analyze, query, view, tag, and export data in a case. To view all review sets in a case, select the Review sets tab. You can't delete items from a review set and you can't delete review sets from a case. To delete a review set (and delete the data in it), you have to delete the eDiscovery (preview) case the review set is located in.

Tip

Get started with Microsoft Copilot for Security to explore new ways to work smarter and faster using the power of AI. Learn more about Microsoft Copilot for Security in Microsoft Purview.

Review set dashboard

The Review sets dashboard lists all the review sets in a case. This dashboard allows you to create review sets and displays information about review sets in the case and allows you to filter and group the review sets. The Review sets dashboard contains the following information and controls:

  • Review set: The name of the review set.
  • Size: The total file size of the items contained in the review set.
  • Created by: The user that created the review set.
  • Last modified: The date and time the review set was last modified. Select Time zone to switch between using local time and Coordinated Universal Time (UTC).
  • Modified by: The user that modified the review set.
  • Searches (sources): The number of search sources contained in the review set.
  • Exports: The number of exports from the review set.
  • Description: The description information for the review set.

To customize the columns display on the Review sets dashboard, select Customize columns to choose the columns to display or drag and drop the columns in the list to reorder. To search for a specific review set, enter a keyword in the Search field.

To download the list of review sets and the column information, select Download list to create a .csv file containing this information.

Grouping review sets

When viewing a large list of review sets in a case, it's often helpful to group the review sets by user information. Select Group to group review sets by the following parameters:

  • None: Review sets are ungrouped on the Review sets dashboard.
  • Modified by: Review sets are grouped by the Modified by values.
  • Created by: Review sets are grouped by the Created by values.

Review set summary page

To open a review set and to start working with review set items, select the review set. The review set summary page opens and contains the following information to help you manage the review set.

Overview tab

The Overview tab in the review set summary page contains the same review set information contained in the columns for the review set item displayed on the Review set dashboard. See the previous Review set dashboard section in this article for details.

Searches tab

The Searches tab displays information about searches imported into the review set.

  • Name: The name of the search.
  • Processing status: The processing status of search.
  • Last modified: The date and time the search was last modified.
  • Created by: The user that created the search.
  • Committed items: The number of search items committed to the review set.
  • Other sources: The uploaded items or items from other review sets.

Process manager tab

The Process manager tab displays information about processes performed on the review set. For example, if you export data from the review set, an Export process is listed as an item in the Process manager list.

  • Process type: The type of process.
  • Status: The status of the process.
  • Export name: The name of the export. For nonexport process types, this value is blank.
  • Created: The date and time the process was created.
  • Completed: The date and time the process was completed.
  • Duration: The duration of the process.
  • Created by: The user that created the process.

To download the list of processes and the column information, select Download list to create a .csv file containing this information.

To view information about all eDiscovery processes, see Use the Process report in eDiscovery (preview).

Working with review sets

After selecting Open review set, you're ready to start working with the items contained in the review set. Use the controls on the command bar to take the following actions in the review set:

Tip

Do you prefer an interactive configuration guide experience? Check out the Create and manage review sets guide.

Review set overview

Overview for review sets displays summary information for the review set. The first section contains the same information displayed on the Review set dashboard. The second section displays the following summaries for the review set:

  • Total extracted documents: The total number of items added to the review set. This number indicates the sum of parent items and child items added to the review set.
  • Total processed items: The total number of processed items added to the review set.
  • Total number of failed extracted documents: The total number of documents the failed extraction to the review set.

Load sets

A load set is an instance of adding data to a review set. For example, if you add the results of two different searches to the same review set, each would represent a load set. To view the load sets associated with a review set, select Manage > Load sets. The following load set information is displayed:

  • Date: The date the load set was added to the review set.
  • Source: The load set source.
  • Source info: The source name. This may be a search name, another review set name, or the name of a non-Office 365 source.
  • Load ID: The load set GUID.
  • Item count: The total number of items in the load set.
  • Processing status: The processing status of the load set.

To download the list of load sets and the column information, select Download list to create a .csv file containing this information.

Pagination

Pagination for review set items is enabled by default in review sets. When pagination is enabled, review set items are displayed as multiple pages of 50 items each. To view specific pages, use the forward and back controls to navigate pages or enter a specific page number. To disable automatic pagination, select Manage > Turn pagination off.