Production Checklist

Modified on Thu, 12 Mar at 10:48 AM

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Production Checklist

Nuix Discover - Step-by-Step

Follow each step in order. Check off as you go. If you need help with any step, refer to the linked guides or contact support@noticiasolutions.com.

CASE SETUP - Issues & Levels Pages

Pre-Production Checks

☐ Confirm your group has read/write access to the production issues (Issues page under Case Setup)

☐ Confirm the level 'Produced Material' exists (Level page under Manage Documents)

→ If the level does not exist, add it before proceeding.

MANAGE DOCUMENTS > PRODUCTION PAGE

1. Create the Production

☐ Go to the Production page under Manage Documents

☐ Select Add

☐ Name your production (e.g. Production 01)

☐ Add a description if available

DOCUMENTS PAGE

2. Prepare Text

☐ Retrieve your production document set

☐ Select all documents

☐ Extract text (Tools menu)

☐ Check Extracted Text Status - confirm completion

→ Add 'Extracted Text Status' column to the browse pane for easy review.

☐ Run OCR on Images and PDFs if ‘Extracted Text Status’ is ‘Error No Content’

→ Only OCR images without embedded text and PDFs with embedded text.

→ Do not OCR images with embedded text.

☐ After OCR completes, re-extract text on the entire production set

3. Image Documents

☐ Select all documents that require imaging

☐ Send to imaging (Tools menu)

☐ Check imaging status - confirm all documents completed successfully

→ Review any imaging errors. Documents that cannot be imaged should be tagged to a Native exception issue.

4. Handle Annotations

☐ Search for documents with annotations (highlights/redactions)

☐ Review each annotated document

☐ Tag annotated documents to the production issue: ‘Redacted-Annotations’

5. Tag Remaining Documents to Production Issues

☐ Search for all documents in the production set which have not already been assigned a production issue

☐ Open the Issues pane

☐ Tag all remaining documents to their correct production issue category:

☐ Endorsable Image

☐ Image No Text

☐ Native

☐ Native No Text

→ Each document can only belong to one exception population. Verify no overlaps.

☐ Confirm total document count assigned to Production Issues matches the production set count

6. Add Documents to Production

☐ Select all documents in the production set

☐ Change coding template to 'Production - Unlocked'

☐ Mass code documents to the production

MANAGE DOCUMENTS

7. Set Up Production

Follow the appropriate production guide.

☐ Open the Production Guide for either Natives or Images

☐ Configure your Attributes

☐ Configure your Production Rules

☐ Configure your Redactions

☐ Configure your Endorsements

☐ Skip PDF Settings

☐ Configure your Security

8. Run Quality Control

☐ Go to the Quality Control tab

☐ Select all QC options

☐ Click Run

☐ Review any flags and resolve each one:

☐ Missing Endorsable Image - image compatible docs or tag to Native issue

☐ Missing Required Page Information - tag to exception or remove

☐ Missing Content Files - extract text, OCR if needed, re-extract

☐ Missing Native Files - tag to exception or remove

☐ Overlapping Exception Rule Population - fix so each doc is in one population only

☐ Native with Annotations - tag to image issue if annotation should be produced

☐ Annotations Not Selected to be Applied - adjust production or ignore

☐ Documents Not Scanned for Content - run indexing and enrichments

☐ Re-run QC after resolving flags

☐ Repeat until all flags are resolved or accounted for

9. Lock and Print

☐ Select Lock (top right corner)

→ Do not print right away.

☐ If lock job is clean, select Print (top right corner)

10. Review Load File

☐ Go to the Load File Template page under Manage Documents

☐ Confirm the load file contains all required fields

☐ Review formatting and field order

→ This should be set up before exporting. Adjust fields as needed for the receiving party's specifications.