Discovery users can participate in TAR validation by grading sampled documents for responsiveness. They access only the Continue tab and can't create new validations. The grading interface matches what organization members see, but statistics are hidden.
What discovery users can do in TAR validation
When a case administrator assigns a TAR validation that includes a discovery user, that user gains access to the grading panel. Discovery users can grade sampled documents by marking each as Responsive or Not Responsive using the dropdown in each row. They can click on a file to open it in the document viewer for review before grading.
The grading interface includes a progress bar showing what percentage of samples have been graded. This helps you track how much work remains.
What discovery users cannot do
Discovery users have a restricted view of TAR validation:
- Cannot create validations - Only organization members with appropriate permissions can create new TAR validations.
- Cannot view statistics - The statistics bar showing precision, recall, and elusion rates is hidden.
- Cannot export statistics - The export button isn't available in the discovery view.
- Cannot modify validation settings - Confidence levels, sample sizes, and other parameters are controlled by organization members.
Accessing the grading panel
Discovery users access TAR validation through the Continue tab of the TAR Validation dialog. This tab shows active validations that include the user as a grader. Selecting a validation opens the grading panel, which replaces the standard left panel with a table of sampled documents. Each row shows the file name and a responsiveness dropdown.
Grading workflow
For each sample, click the row to open the file in the viewer. After reviewing the content, select Responsive or Not Responsive from the dropdown. Graded rows are color-coded: green for responsive, red for not responsive. Your grade saves immediately and the progress bar updates.