Creating a Log
The core functionality of Chronicle is comprised of defining how documents in a saved search will appear on a log. A log is comprised of a saved search, custom named columns, and a definition for how each column should appear for each document in the saved search.
Creating a template
- Navigate to the Privilege Log tab in a workspace with Chronicle installed
- Click New Privilege Log
- Input a name to easily identify the log
- Select the saved search of documents that should appear on the log
Simple columns
Flexibility in the log comes from creating and defining columns. A column is comprised of two key ingredients - the name, which appears as the header of the column on the log, and the outcome, which is the definition of the value that should be displayed for the column.
Plain text
A column can have plain text entered in the outcome. Whatever plain text is input will be displayed for each document.
Relativity fields
A column can have one or many Relativity fields entered in the outcome. Whatever fields are selected will be filled in based on the coding of that field on the document. To insert a field, begin by typing {{ to view a list of all of the valid fields.
Relativity fields are always displayed live on the log. The current coding of the document will be used every time the log is downloaded allowing flexibility in corrections and edits.
Invalid or incorrectly entered fields are displayed with an orange underline.
Putting it together
Plain text and Relativity fields can be combined for additional flexibility.
This example also demonstrated using multiple document fields. This type of concatenation can be used to combine multiple field coding together into a single column.
Managing columns
Columns can be added, removed, and rearranged. There will always be a minimum of one column.
| Button | Description |
|---|---|
 | Adds an additional column |
 | Removes additional columns down to a minimum of one column |
 | Expand or collapse all columns |
 | Expand or collapse a single column |
 | Used to rearrange columns--columns in the template editor are listed top to bottom and subsequently display left to right on the log |
Dynamic columns
Additionally flexibility can be added to a column by determining the outcome based on a set of conditions. This results in a logical approach to the column value that follow a “When X is Y then Z” statement pattern. To add this type of outcome, click the Add Outcome button
| Field | Description |
|---|---|
| When | The Relativity field that will be evaluated for the outcome |
 |
Select the Relativity field and comparator option that will be evaluated for the outcome. The Comparators can be used against the following field types: Fixed-length text, Long text, Single choice, Multiple choice, Single object, Multiple object. |
| Value (Blank Box) | The value that will be compared to |
| Then | The conditional outcome constructed just like the outcome of a simple column |
| Default Outcome | The outcome that will be used for a document if no successful comparison is made in the comparator |
Simple conditions
Depending on the Relativity field selected, the comparator will dynamically change to make selection easy.
- Single choice Relativity fields will display the comparison as a drop down
- Multiple choice Relativity fields will display the comparison as a multi-select box
- Yes/No fields will display as a dropdown
- All other fields will display as a text box
The following sample shows a comparator that evaluates the Relativity document field Responsive Designation and checks to see if the field for the document is coded as Responsive.
If the field is responsive, the log will display the phrase “This document is named {{File Name}} and is responsive.” where the File Name tag will be replaced with the file name. Otherwise, if the document is not responsive, the default outcome will be displayed.
Advanced conditions
Multiple conditions can be used with each having their own independent configuration. There are no limits to how many or how complex these comparisons can be allowing for a near infinite amount of flexibility in defining the logs outcome.
The following sample shows a column that utilizes multiple outcomes with multiple conditional statements.
The end result will be evaluated from top to bottom. The first condition that is true will be display the corresponding outcome on the log.
Putting it all together
Using the techniques demonstrated here provides flexibility in constructing the log in the manner that the review team needs. Utilizing field tokens enables documents to be re-coded or updated with corrections and have those immediately reflected on the log. Additionally, any documents that are added to the saved search will automatically added to the log.
A sample template is included below that demonstrates what a template may look like and the corresponding outcome for a simple privilege log.
Name and saved search
Columns
Document Type
Author/Originator
Recipients
Date
Subject Matter
Privilege Claimed
The final result
