Discovery users participate in TAR validation through the Continue tab only. They can't create new tests. The grading interface works the same way, but statistics and the export button are hidden so discovery users stay focused on grading.
What discovery users can do in TAR validation
Discovery users get a streamlined version of the TAR validation workflow. They can:
- View assigned validations - The Continue tab lists all validations they have been assigned to, along with status and progress information.
- Grade documents - Click an active validation to open the Grading Panel. The grading interface works exactly the same as for case members: select Responsive or Not Responsive for each document.
- Review documents - Double-click rows to open documents in the viewer before making a grading decision.
What discovery users cannot do in TAR validation
Certain features are restricted for discovery users to maintain a clear separation of responsibilities:
- Create validations - The Create Validation Test tab is completely hidden. Discovery users can only access the Continue Test tab.
- View statistics - The statistics bar showing precision, recall, and elusion rate is hidden in the Grading Panel. This prevents grading decisions from being influenced by running metrics.
- Export results - The export button is hidden in the Grading Panel. Only case members can download validation statistics.
TAR validation interface differences for discovery users
When a discovery user opens the TAR Validation dialog, only the Continue Test tab is visible. The Create tab is not shown at all, so there is no option to switch between modes. If no validations have been assigned, the tab displays a message: "No validations assigned to you."
In the Grading Panel, the document table and progress bar work identically for discovery users. The only visual differences are the absence of the statistics bar above the table and the absence of the export button in the header. The close and back navigation buttons are available to all users.
Why restrict the discovery user view in TAR validation
These restrictions serve two purposes. First, hiding running statistics prevents bias. A grader who sees low precision might unconsciously shift their grading to compensate, which would invalidate the measurement. Second, limiting creation and export to case members keeps validation management in the right hands. For more on discovery user permissions, see discovery portal.