Action Curated Content

When conducting a federated search in the Discovery UI users can take the results and run a job from them instead of having to rerun separate jobs and reapplying filters. A checkbox has been added to job configuration that allows the user to select if they want the job to be available for curated content. And a widget has been added to discovery that will add an action for the resulting files.

Use cases

For example, if a user has filtered the results from a search for a specific date and content type, this filtered list can then be sourced in a Job.

For data protection, the Information manager has curated documents from multiple sources. Now they need to send it for PII detection or redaction. They can now do that from within the view instead of creating a job to handle all those data sources separately and then processing them as individual jobs while applying all filters needed when curating content.

For FOIA requests, the FOI officer has compiled a list of documents that need to be sent for sensitive information detection and redaction. This might need to be sent further so the document can be converted into PDF format and transferred to a SharePoint site.

Requirements

  • 3Sixty version 5.0

  • Admin, Manager or Executor Role in 3Sixty Admin

Set Up

In order to use the action curated documents feature you will need to

  1. Ensure that the content service connector has been added to your job. Content Service Connection Info

  2. Turn on the option to "Make this job actionable from the Discovery View"

  3. Add the Process Document Widget to your Content View.

Process Document Widget

This new widget will enable users to process documents from different sources by an existing Job.

Content View

Add the Process Document Widget to your Content View

Discovery

Add selected files to a new view

Select Process documents from the actions in the header

Fill out the process documents form. In the form, select the job that you want the document to process and include job mapping if necessary.

Process Documents Action

Choose which documents you want to process:

  • Process selected document

  • Process all searched documents

Select the job you want to use as the source from the drop down menu.

Include any mapping and/or tasks as needed then click run job

This will create a job using the selected documents as the source.