Define issues and assign users in Office 365 Advanced eDiscovery


Advanced eDiscovery requires an Office 365 E3 with the Advanced Compliance add-on or an E5 subscription for your organization. If you don't have that plan and want to try Advanced eDiscovery, you can sign up for a trial of Office 365 Enterprise E5.

In Advanced eDiscovery, one or more issues can be defined within a case. Defining issues allows further categorization of topics. When connecting to a new case, a single default issue is provided. You can edit the default issue name and assign users to the issue.

Adding or editing an issue and assigning users

  1. In the Relevance > Relevance setup tab > select Issues.

    Relevance Setup issues

  2. To add an issue, click the ** + ** icon. The Add issue dialog is displayed.

    Relevance setup add issue

    To edit an issue, click the Edit icon.

  3. In Issue name, type a name that is descriptive and significant to the case.

  4. In Description, type information about the issue.

  5. Select the Enable concurrent training check box to enable the option. This setting enables multiple reviewers to work on the same issue simultaneously (in separate samples).

  6. In Assign users to issue, in the All users list, select a user to be assigned to the issue and then click the right-facing arrow to add the user to the Selected users list. Repeat as necessary. In the window shown above, "Admin" is shown as a selected user.


    User assignment to issues can be modified before or after a Relevance training cycle.

  7. In Selected users, from the drop-down list next to the name of the selected user, select one of the following Sampling modes:

  • On: The files can be viewed and tagged. This is the default setting.

  • Idle: The files can be viewed; tagged is optional.

  • Off: The files cannot be viewed or tagged.

  1. When done adding issues, click OK.

Deleting issues

Issues may be deleted (meaning, removed from the database) only immediately after they were defined and no actual work has been done for that issue.

  1. In the Relevance > Relevance setup tab, select Issues.

  2. Select the issue to delete from the database, and then click Delete.

  3. A confirmation message is displayed. Click Yes to confirm.

  4. Click OK.

See also

Office 365 Advanced eDiscovery

Setting up loads to add imported files

Defining highlighted keywords and advanced options