Assignment Details

When you open an assignment as a Custodian, you see a tabbed interface that organizes everything you need to complete your collection work.

[Screenshot: Assignment detail view showing the tab bar and assignment header with status, due date, and SAO name]

Assignment Details Tab

The first tab shows the instructions provided by the SAO:

• What to search for — keywords, subject matter, or specific records
• Date range — the time period your search should cover
• Repositories — which data sources you need to search
• Due date — when the assignment must be completed

Read these instructions carefully before beginning your search.

Repositories Tab

This tab lists the data sources you need to search. For each repository you will see:

• Name — the repository identifier
• Location — where the repository is stored or accessed
• Description — additional context about the repository contents

From this tab you can add tasks for individual searches within each repository and track document counts as you collect records.

Tasks Tab

If the assignment is broken into individual tasks, this tab lets you manage them. For each task you can:

• View the task description and due date
• Update the status: Not Started, In Progress, or Completed
• Upload documents related to that task

You can also create new tasks and assign them to Contributors who will carry out the search work on your behalf.

Documents Tab

Upload collected files here using one of two methods:

• Drag and drop one or more files directly into the drop zone — multiple files are uploaded sequentially with a combined progress indicator (up to 100 MB per file)
• Click Add from Microsoft 365 to browse and search SharePoint, OneDrive, and Outlook for relevant documents. When you add emails with file attachments, each attachment is automatically extracted and added as a separate document alongside the .eml file.

Once uploaded, classify each document as:

• Responsive — relevant to the request
• Not Responsive — reviewed but not relevant
• Duplicate — a copy of another document already collected

Attestation Tab

When you have finished collecting documents, you must submit a formal attestation confirming that you:

• Searched all specified repositories
• Submitted all relevant documents found
• Reported your results accurately

Review the attestation text carefully, sign it, and submit. The SAO reviews your attestation as part of their approval process.

[Screenshot: The attestation form showing the attestation text, signature field, and submit button]

History Tab

The History tab provides a complete log of all actions taken on this assignment, including status changes, document uploads, task updates, and attestation submissions.

Submitting Your Assignment

When you are ready to submit:

1. Review your collected documents to confirm everything is included
2. Go to the Attestation tab
3. Read the attestation text
4. Sign and submit

Your assignment status changes to Submitted. The SAO will then review your work and either approve it or request changes. If changes are requested, you will receive notes explaining what needs to be revised.