Microsoft Purview eDiscovery (Premium): Review set grouping usability enhancements

Originally posted by Microsoft May 1, 2023 Uncategorized 0 Comments

We are excited to introduce several usability enhancements for grouping items in review sets within the eDiscovery (Premium) solution in the Microsoft Purview compliance portal. These updates address the limitations of the previous Family ID and Conversation ID grouping options and provide improved organization and display of items in review sets, making it easier to manage and review related content.

This message is associated with Microsoft 365 Roadmap ID 115470.

When this will happen:

Rollout will begin in early May and is expected to be complete by end of May.

How this will affect your organization:

The following enhancements will soon be available for review set grouping:

1. New grouping options using Group ID and Thread ID for better organization of related content. Group ID is a superset of Family ID, addressing its limitation of not grouping non-email family documents together (e.g., embedded docs, container files like ZIP). Thread ID is a superset of Conversation ID, extending its grouping capabilities beyond Teams and Yammer conversations to include email conversations as well. 

2. New case-level review set settings: by default, new cases created after March 15, 2023, will use the new Group ID and Thread ID options. Admins can revert to Family ID and Conversation ID grouping if desired. Cases created before March 15, 2023, will not have the new grouping options available. 

3. New grouping options apply to expand selections for tagging and export, ensuring a more consistent and efficient review process. 

4. Improved display of nested items in review sets for easier navigation. 

5. Streamlined filter application for more accurate display of related items, allowing admins to see all related items even if the children items do not strictly match the applied filter. 

 What you need to do to prepare:

Get started with eDiscovery (Premium) in the Microsoft Purview compliance portal: 

No action is needed to enable these updates. Once the rollout is complete, you can take advantage of the new grouping options and configurations in your eDiscovery (Premium) review sets. You may wish to share documentation with your organization’s eDiscovery admins and managers for a better understanding of the new enhancements.

• Microsoft Purview compliance portal for WW and GCC cloud environments 
• Microsoft Purview compliance portal for GCC-High cloud environments 
• Microsoft Purview compliance portal for DoD cloud environments 

Learn more: View documents in a review set in eDiscovery (Premium) 

Message ID: MC547640