Refining data requests
Before you begin
About this task
During refinement, you can change the list of custodians and specific global request information, and you add data sources to the custodians. Some attributes cannot be changed during refinement. For more information about these attributes, see Nonmodifiable data request attributes.
If you decide that you no longer need the data request, you can cancel it. In this case, all of this data request's work packages are set to the state canceled. If you decide to reopen the data request, you must create new work packages.
If you use a tool or workflow that generates the fulfillment items based on the information in the data request, the fulfillment items are available and organized in work packages when you open the data request to refine. If you do not have such a tool, you must add data sources to the custodians manually or from a CSV file so that StoredIQ® for Legal can generate the fulfillment items.
A work package covers one data source and contains the fulfillment items for all custodians of the same priority and jurisdiction who have one or more user IDs on that data source. By default, a work package contains one fulfillment item for each custodian. If a custodian has more than one user ID on the data source, you can add all user IDs to one fulfillment item, or you can duplicate a fulfillment item to create one fulfillment item for each user ID.
In their user preferences, users can customize which information is displayed in the work packages list. The settings can be different for draft, open, completed, or canceled work packages.
Procedure
To refine a data request, complete these steps: