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Relativity Certified User Exam
What are the four steps required by system admins for a new users to log into Relativity? - Answer -A system admin must: Create a user Set up a log in method Associate new user to a group Associate the group to the appropriate workspace What are the three ways you can reset your password? - Answer -Select Reset Password option in the user drop-down menu Select link on Relativity login page "Forgot Your Password?" Contact system admin What are the requirements for Relativity password? - Answer -8 Character minimum (max 50 characters) 1 lowercase letter 1 uppercase letter 1 number 1 alphanumeric character
Workspace - Answer -Document repositories used to store, display, search, organize, and categorize documents related to a specific client. User - Answer -Individuals who have access to the Relativity environment Group - Answer -Relativity users are organized by groups and may be associated with more than one at a time. Document - Answer -A record within a Relativity workspace. Field - Answer -Used to store document metadata or coding information within Relativity. Choice - Answer -Predetermined values that are applied to Single and Multi-Choice list fields. Views - Answer -Customizable lists of items within Relativity. Layout - Answer -Web-based coding forms where users can view and edit Document field values. Batch - Answer -A static set of documents split into multiple document sets based on admin-set criteria What screen are you brought to upon logging into Relativity? - Answer -You are either shown a list of workspaces you have access to or you are brought directly into your workspace How are Yes/No fields displayed on layouts? - Answer -Drop-down menus Radio Buttons Checkboxes What are the three possible states for Yes/No field types in the case of checkboxes? - Answer -Yes No Null
Logout Help Support About What does My Settings in the User Drop-down menu do? - Answer -Displays a pop-up window where you can change various personal settings What are the four fields can you change in the My Settings pop-up window? - Answer -First Name Last Name Email Address Skip Default Preference What does selecting Help from the User Drop-down menu do? - Answer -Launches the Relativity Documentation website What does selecting Support from the User Drop-down menu do? - Answer -Opens a new window containing the Support page of Relativity where you can open a new support ticket What does selecting About from the User Drop-down menu do? - Answer -Opens a dialog displaying the Relativity version number and licensing agreement information for your environment True/False: All users have the ability to edit their settings or reset their passwords. - Answer -False, depending on a users permissions, one may not have the option to edit settings or reset their password. What are three example batch criteria? - Answer -Custodian Email Thread Issues True/False: Users can create batch sets and assign them to others. - Answer -False, admins create and assign batches.
What important information about batches does clicking on Review Batches tab display? - Answer - Batch name Batch status Who the batch is assigned to Batch size If it has been reviewed How many batches can a user have checked out at one time? - Answer -One, however an admin can assign users multiple batches at once How do you check in a batch? - Answer -Navigate to the Review Batches tab Click Edit next to the batch Select one of three review options What are the three review batches options? - Answer -Check in as Pending Check in as Completed Reassign To True/False: Depending on your permissions, you may not be able to see the Reassign To button. - Answer -True What are the three batch statuses? - Answer -Null - the batch is currently inactive In Progress - the batch has been checked out but not yet checked back in Completed - the batch has been checked in as completed What are seven types of common views in Relativity? - Answer -UPDATE - My Checked Out Batches What three things do Views control? - Answer -Items displayed in lists, based on a set of specified criteria
Send/Other Unknown Email contains attachments Textual Near Duplicate Principal - Answer -Identifies the principal document with a "Yes" value. The principal is the largest document (measured by amount of text) in the duplicate group. This field acts as an anchor document to which all other documents in the near duplicate group are compared. - Answer -Textual Near Duplicate Principal What is Textual Near Duplicate Similarity? - Answer -The percent value of similarity between the near duplicate documents in a given group and their principal document. What is the identifier for a given group of textual near duplicate documents called? - Answer -Textual Near Duplicate Group If a document contains text but does not match with any other document in the data set then what field is left empty? - Answer -Textual Near Duplicate Group True/False: All documents in a near duplicate group will be assigned a score that indicates how similar each document is to its principal. - Answer -True True/False: All documents with a score of 100 are principals. - Answer -False, All principals will have a score of 100 however not all documents with a sore of 100 are necessarily principals. What does the Folder browser show? - Answer -Menu that controls the folder scope of the documents returned. What are the options available in the Folder browser? - Answer -This folder and subfolders Only this folder
What does the Include Related Documents function do? - Answer -The Include Related Documents returned items related to the document view possibly including family groups, email threads, duplicates or textual near dupes. What is Relativity Compare used for? - Answer -To review subtle distinctions between very similar documents. What does blue text in Relativity Compare represent? - Answer -Indicates language in the second document but not in the first. What does red text in Relativity Compare represent? - Answer -Indicates language in the first document but not in the second. What does black text in Relativity Compare represent? - Answer -Indicates the language in both documents is common. What are the 9 functions available via the Document List controls? - Answer -1. Reset Column sizes
- Show/Hide filters
- Clear All
- Turn Grid Style on
- Document display count
- Number of items displayed
- Move First/Previous/Next/Last
- Total Items
- Save as Search What are filters used for? - Answer -To search within the fields displayed in your active view. True/False: Users can change their environment's document display defaults or change the max number of docs you can load into the core reviewer interface. - Answer -False, admins control the environment's document display defaults and maximum number of documents.
What are the two Pivot fields that are used to capture trends? - Answer -Group by Pivot On True/False: Use Group By to define the horizontal axis of the Pivot report. This can be used on it's own to get results on a single field. - Answer -True True/False: Pivot On is used to break down the totals displayed in each column. - Answer -False, Pivot On is used to break down the total displayed in each row, acting as the vertical axis. What are the three sections of the Pivot options pane? - Answer -Properties Display Type Options What are the four actions available from the properties section of the Pivot options pane? - Answer -Edit Pivot Save Pivot Profile Maximize Remove What does Maximize do in the Pivot options pane? - Answer -Expands the widget dimensions to fit the entire document list screen. What are the five chart formats available for Pivot widgets? - Answer -Bar Stacked bar Pie Line Table True/False: Users must have appropriate permissions to save and/or edit dashboard? - Answer -True, admins can save a custom page configuration as a dashboard.
What alerts users that a dashboard has been change from the original settings? - Answer -The drop- down menu will switch to orange _________ _____ and other long-text fields can be selected as your OCR destination field. - Answer - Extracted Text Which of the following satisfy Relativity's password requirements? a. DestiNation b. locomotion123! c. CJ4Ever! d. TheQuest@89 - Answer -c & d Case documents are stored in a _____________________. - Answer -Workspace True/False: Metadata loaded into Relativity is stored in fields. - Answer -True How do you open a workspace? a. Select the workspace field button b. Click the workspace button c. Click the workspace name d. Select the workspace name from the user drop-down - Answer -c Match these terms to the correct definitions: View, Field, Group, Layout a. Stores document metadata b. Organizes a subset of users c. Displays lists of items d. Holds fields and choices - Answer -a = Field b = Group
Long text Production True/False: By clicking the Email Link to Document icon in the viewer you can quickly send an email with a link to a specific document in Relativity. - Answer -True. It is important that the recipient share the same workspace group permissions as the sender or else they will not be able to access the document. True/False: Admins control the users ability to image on the fly. - Answer -True What is the function called that determines how to display the document in the Core Reviewer interface? - Answer -Document View Selector Viewer Mode - Answer -Opens the document using the Relativity native file viewer. It provides a print preview that shows how the file would look in its native application. Native Mode - Answer -A document will open using the documents native application. Image Mode - Answer -Displays a TIFF or JPEG version of the document. This mode is only available if an image has been loaded or created. Gives the user the ability to highlight and redact the imaged documents. Long Text Mode - Answer -This mode displays a drop-down menu of extracted text and all long text fields that have been made available in the viewer. True/False: The drop-down menu will display long text fields that are empty for the current document, but not fields that you do not have permission to view. - Answer -True Production Mode - Answer -If your workspace contains images that were part of a production, you will see the production radio button as a final option on the Document View Selector. What are the five options for the Viewer and Long Text modes? - Answer -Persistent Highlight sets Magnification and Reset Zoom
Searching in a Document Save as PDF Go to Next/Previous Highlight Persistent Highlight Sets - Answer -Are groups of search terms set by an admin to be highlighted on a document What is the zoom range available in the viewer? - Answer -10% - 5--% What option returns the zoom in the viewer to normal? - Answer -Reset Zoom will reset the view to 100% How can you search within a document in the viewer? - Answer -Use the Find Previous and Next tool will search for terms in the current document and navigate through the hits. True/False: You do not need permissions to save a document as a PDF. - Answer -False, admins give permission to users to save documents as a PDF. How can you save a PDF of a document with redactions or highlights? - Answer -Ensure you are in the Image mode in the viewer to save any redactions or highlights as a PDF. What do the Go to Next/Previous Highlight functions do? - Answer -Using the Go to Next/Previous Highlight arrows let you navigate through highlighted terms in your document. What are the three Fit options in the image viewer? - Answer -Fit Actual Fit Width Fit Page What are the two ways you can rotate a document in the viewer? - Answer -Rotate all document pages clockwise Rotate current page clockwise
Mass redaction - Answer -Applies a redaction to a range of pages or all pages in a document True/False: If you have a full-page redaction applied to an image and then you apply an additional full- page redaction, the most recently applied full-page redaction appears on top. If you delete the second redaction, the first full-page redaction remains. - Answer -True How do you access markup history? - Answer -Right-click on a markup and a popup menu will appear with options to edit the redacted text, choose other redaction text, delete the markup, or show markup history What is displayed with you select Show Markup History? - Answer -A new window opens that displays the following markup information: Action - tracks markup creation, deletion, and resizing User Name - Who performed the action Timestamp - when the action was performed True/False: You can opt to change the visibility of your markups. - Answer -True What is the Markup Navigation pane used for? - Answer -To locate all markups throughout a document. What three things does the Markup Navigation Pane display? - Answer -Redactions and highlights users created in the document References to their page numbers References to parent markup sets What are the six columns displayed in the markup navigation pane? - Answer -Page Number Markup Type Markup SubType Markup Text Full Page Markup set
What feature can you use to ensure documents have been imaged properly? - Answer -Thumbnails How do you active Thumbnails? - Answer -Ensure that you are viewing the current document in Image mode, and then click the Show/High Thumbnails icon in the top-left corner of the viewer window. What does the Navigation bar control in the core reviewer? - Answer -Allows you to move through documents loaded into the viewer more easily by clicking the arrows left or right or entering a particular number in the textbox to jump to a document. True/False: You can browse past the last document in your returned set - Answer -False What are the six Core Reviewer Interface Toggle options? - Answer -Keyboard shortcuts Show/Hide Document List Dock/Undock document Viewer Swap viewer Panes Standalone Document Viewer Show/Hide Tab strip What do Keyboard shortcuts do? - Answer -Provide for quick keyboard-executed commands Show/Hide Document List tool - Answer -Located in the upper-right section of the Core Reviewer Interface, clicking this icon brings up the document list on the top of the viewer. What does the Dock/Undock document viewer do? - Answer -Opens the viewer in a separate window. When you are finished, click the Return to Document list link and the standalone viewer will disappear. Swap Viewer Panes - Answer -Switches the locations of the viewer and the layout so that whichever is on the left side will flip to the right side and vice-versa
Copy from Previous - Answer -Enhances review by providing the ability to code the current document using values from the immediately preceding document. How can you edit a choice or add one directly in a layout? - Answer -Click Manage link to add or edit a choice on-the-fly using the Choice Editor True/False: You need add and delete permissions in order or reorder choices by dragging and dropping them from the dotted lines to the left of the name. - Answer -True What fields are you presented with when using the Edit Choice form? - Answer -Name Order Highlight Color Relativity Applications Keyboard Shortcuts Yes/No: If you try to switch layouts without saving your coding decisions, you will be prompted to save. - Answer -Yes What can admins do to make the best use of limited layout space? - Answer -Admins can create layouts with collapsible categories. What sort of documents are grouped together in the Related Items strip? - Answer -Special groups of documents within a workspace that are connected via relational fields. What are some common examples of documents connected via Relational Fields? - Answer -Family groups Duplicates Email Threads Textual Near Duplicates
Propagation - Answer -Automatically forces a coding value to a specified group of related items. True/False: There is a warning to signal that propagation is being applied. - Answer -False, there is no warning True/False: Duplicates of any child attachments aren't coded through propagation. - Answer -True Document Skip - Answer -Utilizes a view or saved search, where you can work within a certain set of documents. True/False: Document skip is often used with propagation - Answer -True, if skip is enabled and propagation is applied, changes resulting from coding decisions will remove documents from the view that no longer meet the view's criteria. True/False: document skip does not warn you when a document is skipped. If another user codes one of your documents, the document no longer appears in your view. - Answer -True Persistent Highlight sets - Answer -Reusable and transferable highlight parameters controlled by your admin to find specified terms within your document set. How do you display Persistent Highlight sets? - Answer -By clicking the Show/Hide Persistent Highlight sets toggle icon in the left-most panel of the Core Reviewer Interface True/False: A workspace may have more than one Persistent Highlight set. - Answer -True Both ___________ and ____________ terms will automatically be highlighted on resulting documents. - Answer -Keyword dtSearch True/False: In order to add a redaction to a document, the document must have an image. - Answer - True
