Define an eDiscovery Search for a Team

Defining an eDiscovery search for a team is a four-step process that you begin on the eDiscovery page in the Compliance module of the Kore.ai Team Admin Console. You may have to refer to the links provided in some steps if you need more information. This topic describes the steps required to create a new eDiscovery search for a team.

To define an eDiscovery search for a team, you must:

  • Specify the eDiscovery search name and optionally, a description.
  • Select the team members to include in the search.
  • Set the search criteria for the team members included in the search.
  • Specify in-place hold settings for messages included in the search.

Complete the steps in the following procedure to define an eDiscovery search.

  1. In the Team Admin Console n the eDiscovery page in the Compliance module, on the Action bar, click Add New. The Define a new eDiscovery Search dialog is displayed.
  2. In the Name & Description section:
    1. In the eDiscovery Search Name field, enter up to 60 characters for the name of the search.
    2. Optionally, in eDiscovery Description field, enter up to 250 characters for the description of the search displayed on the eDiscovery page, and then click Next.
  3. In the Select Team Members section, select one or more team members to include in the search, optionally include past team members, and then click Next.
  4. In the Set Search Criteria section, you can define criteria for the team message search on the following two tabs:
    1. Teams - In the Include messages from team < Team Name > field, select one of:
      1. Standard settings - All messages types from all rooms are included in the eDiscovery search.
      2. Advanced settings - Select the message types to included in the eDiscovery search, and if desired, specify from which rooms on the team that messages will be included.
    2. Additional Criteria - Select any additional criteria for messages to include in the eDiscovery search from the following criteria:
      1. Attachments - Select to include messages in the eDiscovery search relating to attachments such as files, images, videos, etc. to:
        1. Include messages WITH or WITHOUT attachments
        2. Include ONLY messages WITH attachments
        3. Include ONLY messages WITHOUT attachments
      2. Message Control Policies - Select to include messages in the eDiscovery search relating to message control policies to:
        1. Include messages WITH or WITHOUT policies
        2. Include ONLY messages WITH policies
        3. Include ONLY messages WITHOUT policies
      3. Date Range - Select to include messages in the eDiscovery search relating to the sent date of the message as:
        1. Any date - All dates are included.
        2. Choose a date range - Click to display the Sent Date range selector, and enter or select a starting and ending date for sent messages to include in the eDiscovery search.
      4. Keywords - To only include messages that contain specific keywords, select and then enter one or more keywords, and then press Enter for words that must be contained in the message content. Only messages that contain one or more of the words or phrases specified are returned in the eDiscovery search.
  5. Click Next.
  6. In the In-Place Hold Settings section, you can:
    1. Clear Enable In-Place Hold to create an eDiscovery search to use as a query to show message results based on the users and search criteria specified, and then click Next.

         - or -  

    1. Select Enable In-Place Hold to, and then select Hold Indefinitely or specify the Hold for this time period field to specify the length of the litigation hold for the messages in the search result, and then click Next.
  7. Click Save eDiscovery. The New eDiscovery search created successfully message is displayed at the top of the page.

The eDiscovery search is saved and available to run for your team.

WebTeamAdminComplianceEdiscoverySearch.png

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