Quality Control and Log Review
After creating the privilege log, reviewing the output of the log can be performed directly within the privilege log tab of Chronicle. Chronicle provides several tools for quickly reviewing, filtering, and modifying the log directly from Chronicle while safely updating the document in Relativity.
The tools that aid in quality review fall into three different categories--general tools, filtering, and editing. Each of these will be explained in greater depth below.
General review tools
Several quality of life tools are incorporated into the privilege log view that aid review. Some of these are customizations specific to each user, while others are simple helpful shortcuts.
Infinite scrolling
When the privilege log is first clicked from the Privilege Logs tab, all of the documents in the saved search are available in the logs and the log can be exported. However, since many of these documents should be reviewed before export, it would take a long time to load all of this data at once.
Chronicle uses an infinite scrolling function to quickly load documents behind the scenes as they are needed rather than all at once.
Relativity document quick nav
Each document on the log has an index number. This number does not appear on the exported log but serves as an easy to use placeholder for review as well as a link to the Relativity document. Clicking on the index will navigate the user to the document in the Relativity viewer. Clicking the browser back button from the navigated to document will return the user to the privilege log.
Sticky layouts
Chronicle utilizes sticky layouts for each user the review the privilege log. This includes both the scrolled to position and column width.
To change the width of the columns, hover the mouse cursor right to the left of the column to rearrange and drag it left or right.
Changing the width is specific to each user and will automatically be loaded into the user's browser cache. This means when the user returns to the log, the column width will automatically be remembered!
Additionally, when scrolling down the page, the location that was scrolled to will automatically be remembered for each user. That means, if the user is reviewing the document on row 1,000, when they leave and return to the privilege log, they will automatically start at row 1,000.
Filtering the privilege log
A filter can be applied to quickly reduce the reviewable set of the log. This can be used to review just specific rows, or, more importantly, filter the privilege log down to a set of documents that need to be corrected.
If spelling errors or coding mistakes are identified, filtering the log to just the entries that share these issues is a quick way to edit and correct the problematic rows.
To create a filter, click the Create Filter button in the bottom left of the log.
A filter builder screen will be displayed that provides a similar filtering complexity to a Relativity saved search.
| Icon | Description |
|---|---|
 | Indicates that the row must meet this condition |
 | Indicates a condition that can match exclusively opposite another condition. This does not function if there isn’t at least one and condition |
 | - Selecting Add Condition adds a filter for a specific Relativity field in the privilege log template - Selecting Add Group adds another set of conditions that must be matched as a whole to be evaluated for the filter |
 | The Relativity field that will be used for the condition. Due to limitations in the Relativity API on the minimum supported Relativity version, only Text and Single Choice fields can be filtered on at this time. |
 | The comparators that can be used for the condition. |
 | The values that are available for the selected Relativity field. Similar to the privilege log template creation, the available values will be displayed for selection. |
Putting it together
After adding a condition and selecting the fields the filter builder will look like this.
In this sample, the file type field will be filtered for any document that has SMTP in the file type and any document that has the Subject Matter Prefix field coded as Email to in-house counsel.
After the results have been filtered, the filter is displayed in the bottom left of the privilege log.
The export file will only display items that meet the specified filters once they have been set.
Editing the privilege log
In general, big changes to the privilege log can be made at any time by editing the template. This will regenerate the privilege log on the fly with the corrections.
However, many of the Relativity fields that are used to construct the privilege log can be edited directly from Chronicle without navigating to the document.
This functionality provides the ability to make coding corrections on a document quickly and ensure that those changes are reflected directly in the document database and can act as an ongoing source of truth for the case.
After identifying a document to be corrected, click the edit button to the right of the row on the document.
A dialogue will be displayed with the Relativity fields associated with the privilege log that can be edited from Chronicle.
Each field type will be arranged by the column that they are associated with. This also includes the fields that are included as outcomes for any conditional statements. In this sample, the Subject Matter had a condition that checked to see if the Relativity document text field Custom Subject Matter had a value, and if it did not, it concatenates the prefix and suffix fields.
For this sample, the Custom Subject Matter will be edited.
After inputting the text, the reviewer can click either Save which will update the field immediately and return to the user to the privilege log, or Save and Next which will update the field and navigate the reviewer to the next document automatically.
After saving, the coding of the document will be updated and the change will be reflected on the privilege log immediately. All document edits performed through Chronicle are reflected in all audits as if the action was performed directly from the document viewer.
On the edit screen, each field type will have a corresponding control to make coding the field easier. For example, a Date/Time field will have a date time picker and single choice fields will have a dropdown.
Finally, it is important to note that some fields cannot be edited directly by Chronicle due to limitation in the Relativity API for the minimum supported Relativity version. These fields include Single and Multiple Object Fields and Multiple Choice Fields.