Freeing processing space
Hello - I am a new Clearwell user and I am currently collecting and processing data into sets which I then load into the Analysis/Review module where I am filtering them using search terms. After running the serch terms, I am creating EXL exports of search results.
Now I have approached my license limit for processing and am wondering how to remove data from the Processing module that I've already done and, thus, free up some processing space.
Also, can the XML exports that I've created be loaded back into the Analysis/Review module to be reviewed by others?
Please advise. Thanks.
Andrew
Andrew
To free up processing space you will need to archive a case that is not active. If you need to keep your cases active you will have to purchase additional licenses to extend your processing ability.
The reports you generated when you click on the Report Icon in the Advanced Search screen can be saved. Once saved they can not be imported. If you need to keep the search details and make them available to others you do have the option in Advanced Search to save the search as either a Private or Shared Search. If you save it as a Shared Search then anyone who has access to the Processing part of the case can click on the saved search which will run the search again and then they can click on reports and be presented with the same report.
The other option os to save the report out and make it available to whomever you wish to.
Hope this helps if yes please maker as the solution.
If not please let me know and I will what i can to assist
