There are 3 locations in which Collection jobs and Export jobs can be managed.
Collection Jobs Tab and Exports Tab in Matter Page
- Navigate to the Collections page and select a matter. You will be taken to the Matters page and you will automatically be in the Collection jobs tab. You may view the Status of each collection job here.
- To see the same view for export jobs, navigate to the Exports tab.
Sidesheets
- To view additional information for both collection jobs and export jobs, click on the document icon to open the sidesheet.
In the sidesheet, see Status, Job information, Parameters, Job activities, and actions you may take on the job.
For In progress jobs, you will see the # of conversations collected or exported update when the page is refreshed.
For Partially completed jobs and Failed jobs, you will see error messages, as well as an option to download an error report for more information and suggested next steps.
Status Management Pages
- To view the status of all jobs in one screen, in the Collections Snapshot on the Collections landing page, click View for either Collection Jobs or Export Jobs.
- View all jobs and their status. To filter on status, you may use the tabs. For In progress jobs, you will see the # of conversations collected or exported update when the page is refreshed. For partially completed and failed jobs, you can view error messages here. You will also have limited options for next steps available in these screens.