--- title: "Check-Out/In Batches" slug: "check-outin-batches" tags: ["assignments", "batch", "batches", "check in", "check out"] updated: 2025-07-11T17:58:13Z published: 2025-07-11T17:58:13Z canonical: "docs.revealdata.com/check-outin-batches" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt > Use this file to discover all available pages before exploring further. # Check-Out/In Batches Project managers as Reveal administrators can create pools of documents for review, foldered into batches of a determined size. This document sets forth how a reviewer can locate and check out a review assignment. 1. In main screen of the project, locate the **ASSIGNMENTS** section of the Sidebar. This will have a top-level *Assignments* folder below it. 2. Assignments directed specifically to you or generated by [***AI-Driven Batches***](/reveal/docs/create-ai-driven-batches) appear in folders directly under *Assignments*. 3. Click on the *## Available* link next to ASSIGNMENTS to open the **Assignments** screen. The number indicates the number of assignments that are not yet checked out or completed for any of your current tag profiles in the project. ![05 - 00 - Open Available Assignments](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/05%20-%2000%20-%20Open%20Available%20Assignments.png?width=389&quality=high) 4. The **Assignments** screen has a ***Batches*** tab listing all assignment folders available to your team or teams, with status information and basic tools to manage assignments, and for permitted users, a ***Jobs*** tab to view and manage assignment jobs. ## Batches Your directly-assigned batches and AI-Driven Batches will also be displayed under the **Batches** tab. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/45%20-%2002%20-%20Manage%20Batches-3.png) 1. Columns: All columns may be filtered to find a certain value using the box below the column heading to enter an example and click the Contains funnel button; clear the filter using the Clear Filter button. All columns are also resizable as of Reveal 2024.7 to clearly display long names. 1. 1. ***Checkbox (Select)*** - Choose one or more batches to check out; clicking the box at the column heading will select all batches in the current page. 2. ***Name*** - The name of the batch or assignment *folder,* usually a prefix with a sequence number for each assignment pool. Batch names may be clicked to open for selection as filters in a search for permitted users; reviewers will not have the links and will only be able to check in or check out batch folders. 3. ***Profile*** - Shows the Tag Profile selected for the assignment. 4. ***Type*** - Lists the method of assignment, whether *AI*, *Pool* or direct to the *User*. 5. ***User*** - Shows the username of the reviewer of a checked-out batch. 6. ***Status*** - The status of the batch or assignment folder, defaulted to *All* until checked out. 7. ***Created*** - The date and time on which the assignment for the current folder was created. See the next item for a discussion of calendar filtering operators. 8. ***Last Run*** - The date an *Available* batch was generated, otherwise the date and time of last reviewer activity on the batch. This field may be filtered to a certain date or time using the box below the column heading or the calendar widget to enter an example, then applying one of the funnel button operators: ![45 - 05 - Assignment Folders Last Action filter-1](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/45%20-%2005%20-%20Assignment%20Folders%20Last%20Action%20filter-1.png?width=303&quality=high) 1. *Is equal to* 2. *Is not equal to* 3. *Is after or equal to* 4. *Is after* 5. *Is before or equal to* 9. ***Progress*** - shows how much of the batch has been reviewed. This column may be filtered to see anything above a certain value (*e.g.*, entering *0* or clicking the increase value button will display progress status). ![45 - 06 - Assignment Progress Filter](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/45%20-%2006%20-%20Assignment%20Progress%20Filter.png?width=415&quality=high) 10. ***Page navigation*** controls are at the bottom of the **Assignments** pop-up window. 2. Tools: Actions on assignment folders are taken using the controls in the menu at the top of the **Manage Batches** window. 1. ***Export*** - The entire list of assignments can be exported to CSV. 2. ***Check In*** - The reviewer selects a batch previously checked out and returns it to the pool as *Reviewed*. 3. ***Check Out*** - The reviewer selects one or more batches in the list and selects this to add it under the **Assignments** folder in the Sidebar. ![45 - 03 - Check Out Batch-1](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/45%20-%2003%20-%20Check%20Out%20Batch-1.png?width=1731&quality=high) 4. ***Unassign*** - An administrator may select and pull back one or more batches checked out by a user or users. 5. ***Delete*** - An administrator may delete one or more selected assignment folders. ## Jobs A tab showing the user’s batch jobs used to generate the user’s assignment batches. This table is filterable by ***Name****,* ***Profile****,* ***Type****,* ***Status*** and ***Last Run***. The following tools are available for managing selected jobs: ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/45%20-%2002a%20-%20View%20Batch%20Jobs-1.png) 1. ***Export*** - The entire list of assignment jobs can be exported to CSV. 2. ***Disable*** *–* Pause or stop the selected auto-assignment job(s); no further batches may be checked out from these. 3. ***Enable*** *–* Make the selected auto-assignment job(s) available. 4. ***Delete*** *-* An administrator may delete one or more selected assignment jobs. ## Assignments Once a batch is checked out and the **Assignments** window closed, the checked-out assignment folder will appear under Assignments and may be opened for review. Each folder will have a ***Reviewed*** and ***Not Reviewed*** "subfolder" to open the selected list. ![45 - 04 - Assignment Folders updated](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/45%20-%2004%20-%20Assignment%20Folders%20updated.png?width=362&quality=high) ## Related - [Print and Download a Document](/print-and-download-a-document.md) - [Hidden Content Notification](/hidden-content-notification.md) - [Admin Views – Searches](/admin-views-searches.md) - [Export Documents from the Review Grid](/export-documents.md) - [Other Bulk Actions](/other-bulk-actions.md)