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Veritas Alta™ eDiscovery User Guide

Last Published: 2023-04-17

Product(s): Veritas Alta Archiving (1.0), Veritas Alta Surveillance (1.0), Veritas Alta eDiscovery (1.0), Veritas Alta Capture (1.0)

About case workflow summary: eDiscovery Administrator

Table: Process for an eDiscovery Administrator to set up a new case shows the steps that are required for an eDiscovery Administrator to create and manage a case.

Table: Process for an eDiscovery Administrator to set up a new case

Phase	Action	Description
Phase 1	Prepare the reviewers, labels, review status tags, and redaction reasons for the cases.	Prepare the reviewers. The System Administrator can assign Veritas Alta Archiving accounts to the Reviewer and Administrator roles as required. See About account roles and Alta eDiscovery. Note: Take care in selecting users for the Reviewer role, since reviewers can see other employees' emails, messages, and files. Prepare the labels. You can use the default labels or create customized labels to suit your company's processes and requirements. Labels are applied to items typically to mark them as exempt from the review process. The default labels are: Spam, Privileged, and Personal. You can manage the labels from the Investigations > Labels node. See Creating a label. Prepare the review status tags. You can create review status tags and choose which are available when creating new cases. See Creating case review statuses. Prepare the redaction reasons. You can create redaction reasons and choose which are available when creating cases. See Adding redaction reasons.
Phase 2	In eDiscovery > Cases, add a new case.	The steps to add a new case are: Provide a name, description, and expiry date. Apply legal hold for the case, if required. Select the user accounts (custodians) on which to perform the eDiscovery. Select one of more reviewers for the case. Select the review status tags to use with the case. Select redaction reasons to use with the case. See Creating cases.
Phase 3	Create a search.	Use a search to find the data of interest. Run the search to check the results. The results of assigned searches determine the items that the reviewers can process further. Typically, the reviewers do not see any other items than these. See Performing searches within cases.
Phase 4	Apply tags and notes to the search items.	Apply tags to items as required. See Applying tags to emails. See Adding notes to emails.
Phase 5	Save the search and assign it to a reviewer.	Assign the required searches to the reviewers for analysis. You can divide the search results between multiple reviewers. Apply a search-level legal hold, if required. See Saving searches in Review sets and Research sets. See Assigning review sets to reviewers. See Applying a search-level legal hold.