How do I Create an Auto Review Pool?

  1. From Tools-> Case Settings-> Review->Review Management->Workflow    ->Review Pools. 
  2. Select “New Auto Pool” and enter pool name in “Review Pool Name”. 
  3. For “Document source” Select a Review Criteria. 
  4. For “Batching Criteria” Select another Review Criteria. 
  5. For “Review Criteria” Select another Review Criteria. Also add new Review Criteria by click on “Add” button.  Add_Button
    NOTE: The Review Criteria should be Unique while selecting the above fields. 
  6. In “Batch Size” enter the number of documents that should be bucketed in a single batch. 
  7. By using “Sort Batches By”, you can sort the documents in ascending or descending order based on the selected Metadata. 
  8. In “Permissions” Select users who will access the pool. Permissions_Bar
  9. Then click on “Save” button to save the New Auto Pool.