Relativity Project Management Specialist Study Guide 2026 Test, Exams of Advanced Education

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Relativity Project Management Specialist Study Guide 2026 Test

“1 I I I I I I I I I I I I I I I I I I I I I I I I al Relativity Project Management Specialist Study Guide 2026 Test What are the phase of Legal Hold? - CORRICHANSWERL Confirm Involvement. Draft Notes/Questionaire. Create Preservation Notice. Send Notice. Receive Custodian Responses. Enforce Compliance. Release Custodian. Close Legal Hold. Describe some roles people have in a legal hold - GORRECHANSWER) PROJECT OWNERS: Employess responsible for identifying custoians, drafting notices, and managing the hold process. PROJECT ADMINS: Employess who will be using it for creating the hold and sending it to employees. DATA STEWARTS: Employees responsible for managing the electronic assets and info system, ALERT GROUPS: Groups/teams that will be notified if a custodian answers a question in a certain manner . What are some common considerations before setting up a Legal Hold? - GORRECTANSWER Determine whac the reminder and escalation cadence will be for individual holds. Determine whether periodic reminders will be sent and how often, Review current hold questionaire template and what standard questions might be asked of hold participants, Review proceedures for communication hold notices to data stewarts. True or False: You should install Legal Hold in its own Workspace - GORRECIANSIWER!-TRUE What is a Legal Hold Preservation Notice? - @ORRIECIVANSIWERI-The notification and instructions that hold participants receive that explain their obligations under the hold What are Alert Notices? - CORRECT ANSWER ~The notification to che Alert Group that a custodian has answered a question in a way that requires attention What are Release Notices? - CORRECT ANSWER -The notification chat an individual or all the hold participants have been released from their obligation under the hold r I I I I I I I I I I I I I I I I I I I I I I I I L “1 I I I I I I I I I I I I I I I I I I I I I I I I al What 4 Communication Templates come with Legal Hold? - GORRBGMANSIVER! Alert Notice, Legal Hold Notice, Email Acknowledgement, Legal Hold Release How can you find roles for Legal Hold? - CORRECT ANSWER -Hold Admin, Roles tab. You can see Alert group, Custodian, Tags like Human Resources, IT, Silent Custodian, Preservation Hold What is a silent custodian: GORREGHANSWER! They are people you don'e want to make aware they are ona legal hold OR people you just don't want to distrub with too many communications. Its a type of role you can place on a custodian. By Default, the role has the Do Not Notify tag applied. They wont receive communications. They wills till appear on Custodians and Custodian Active Projects reports. What does a perservation hold indicate? - GORRECTANS WER Indicares that a custodian has a hold on their Microsoft Exchange and OneDrive accounts in place What options do you have when you make a new role in Legal Hold? - CORRECT ANSWER -You can name the role. You can add tags, ex. Executive. Another tag you can apply is Do Not Notify. You can select the “Place on Preservation Hold" tag to prevent any removal or deletion of data in the custodian’s MS 365 account True or False: If you assign the preservation hold role to a custodian that automatically puts the custodian on a preservation hold? - GORRECTENSWER TRUE What is the purpose of the Legal Hold Projects landing page? - GORREGIANSWER! The feacures display projects, project status, and project health. Help you understand legal hold projects through customer layouts, project views, and dashbaords. You can create, update, or delete any layout, view or dashboard. What are the 2 default dashboards you get in the legal hold projects landing page? - CORRECT ANSWER - Project Status which shows closed vs active. And Project Owners which shows total # of projects per person r I I I I I I I I I I I I I I I I I I I I I I I I L “1 I I I I I I I I I I I I I I I I I I I I I I I I al What is PRL? GORRECTENGWER Project Responsive Level. Aggregates the number of communiations sent and number of responsive. A percentage on the number of responsive custodians to the number of commmunicates is aggregated. The PRL percentage is them compared to the set of PRL thresholds. As the PRL meets a custom threshold, the PRL status icon changes between Red, Yellow, and Green. How do you set a PRL Threshold? GORRECTEANSWER From the Hold Admin tab, in the general section, PRL high threashold - The % of acknowledged communications out of all communications in a project which will curn GREEN. Recommend default is 100%. PRL Minimum Threshold % of acknowleged out of all chat would turn it to Yellow. Default is 50%. True or False: The PRL icon is blank even after communications are sent - SORRECMANGNVERI False. The PRL is activated once you sent a communication, If only remain blank before then when Communication are created but not yet sent. What actions and sections are on the legal hold project console? - GORRECTENGWER MANAGE CUSTODIANS - Assign, Change Role, Release, Remove. MANAGE PRESERVATION TAGS - Discovery Targets, Select Targets. MANAGE PROJECT - Create Communiation, Close Projects What is the difference between release and removing a custodian from a legal hold projec? - SORRECT AINSWWERE- RELEASE: Ends their legal hold obligation, A release communication is required if you have previously sent them any communiation. If you didn’t, you can silently release them. REMOVE: Ends their hold obligatoin and removes all record of their details from the project. They won't apprear in any reports. What is custodian interaction level? - CORRICTANSWER! You can't remove a custodian if they have custodian interactions redicrected to them from another custodian that has their custodian interaction level set to redirect. When creating or editing an entitie, this setting is either Full, Non or redirect on the Other's tab. You have to modify this before removing a custodian. True or False: Releasing a custodian from a legal hold removes their preservation hold from MS 365 - GORRECTANSWER) False, you have to change their role to something else, r I I I I I I I I I I I I I I I I I I I I I I I I L “1 I I I I I I I I I I I I I I I I I I I I I I I I al True or False: A custodian with a role tag Do Not Notify will still appear on the Communication Summary Report because they aren't removed custodians - SORRDCTANSWERI-False, they don't appear at all. What is a gotcha with the Custodian Change Report? - CORRECT ANSWER -You will need View All Audits permissong AND rights to the Manager field. If you don't have View All Audits, the report just won't run. Ifyou have View All Audit but not the Manager field rights, you can run the report but then you will be missing the Manager field from the report. What is the question responses report? - CORRECT ANSWER -all the questions and responses for each custodian. It's better to not be filtered on a project. So clear that condition. It's better to see and export across projects then filter for what you need. You can also make pivots and save pivot profiles Within legal hold what is the custodian portal? - GORRECTANGWER secure link in a legal hold communication where custodians can acknowledge their participation in a hold, answer questionnaires, view all the active projects they are associated with, and easily address any other outstanding tasks. What are the communication types and how are they different? - GORRECTANSWER General Notice - You send to describe the case or claim. Alert group - you send to entities like IT or HR. Email acknowledgement- you receive. Release notice- you send when they fulfilled their obligation of the hold How do you create a legal hold communication? - GORRECTANGWER project tab, project console, manage project, click create communication. Select type, template or blank. Then it is an entry on the project details communication tab. From communication layout you name the communication, select the type, response date on email tab, update you see body recipient and escalation. True or false anyone can send legal hold communications? - CORRECT ANSWER false, if enabled in legal hold settings, general hold notices or email acknowledgement's need to be approved if created by users chat don't have the approved communications permission. Simply open Communication, enter the email address of the person in the send to for approvals field. r I I I I I I I I I I I I I I I I I I I I I I I I L a | Explain working with the ECA dashboard - (QORREGHNAINSWVBRE coc volume pivot allows you to see include, exclude, things noc tagged. Current snapshot shows promoted 2 review. Percent promoted to review. Incoming documents which detail the processing set, date, size, number of documents. Promoted to review shows details about target workspace and overwrite setting. What options do you have with promote? - GORRECHANSWERLoad file or workspace What are all the ways you can import data to relativicy? - CORRECT ANSWER-RDC utility, command line import, simple file upload, integration points What happens when a date field only has time? - CORRECT ANSWER -the current date will be entered if date is missing but time was provided example July 4th 2020 4 PM. But if time was 13: 30 PM ic results in an error How can you export a folder in RDC utility GORRECTANSWER ight click folder, export. Highlight folder, go to tools, export and click folder. On the datasources tab is where you can select folders and subfolders When exporting from RDC, what are all the file naming options? - GORRECTANSWER identifier, begin production number, custom identifier or production number, custom identifier or production number and enter text, custom identifier or production number and select field, any of the above and append original file name Do you need to have a folder already created before loading via RDC utility? - GORREGIANSIWER! no You can right Click to make one on the fly How can you use integration points to import external data? - CORRECT ANSWER -CSV for FTP data, LDAP, document load file, image load file, production load file bua ee ee ee ee eee ee ee ee ee eee eee eee Ds ce eee ee ee es “1 I I I I I I I I I I I I I I I I I I I I I I I I al Ds ce eee ee ee es True or false you can only import document objects information in integration points? CORRECT alse How can you export using integration points? - CORRECT ANSWER. export a folder to load file or folders and subfolders. Export production. Export saved search, And the main option, export to another workspace True or false prior to 9.5 you cannot use integration points for import or export - CORRECT ANSWER - true, you could only use our RDC utility What are your tab options with integration points? - GORRECTENGWER integration points where you create requests. Job history. Job history errors. Destination workspace. Integration points profile. How many files can you upload with single file upload? - GORREGIANSWERI-100 is the Max What metadata is captured during a single file upload? - GORRECTANSWER artifact ID, control number, extracted text, relativity foldername, has images, has native, relativity native type, supported by viewer, system created on And buy, system last modified on and by, file name, file size How can you import single file upload with rel processing? - CORRECTANGWER. navigate to processing, document errors. Click on the name of the error for the document you want to replace, On the right, click Download file. Fix the issue. Then click upload replacement file. How do you replace a document in relativicy? CORRECT ANSWER. from the core user interface use the replace document native icon, The metadata available is the same as a document upload, If you replace a ept for document with a documente that shares the same control number all existing metadata stays intact filename, size, extension, extracted text. only the duplicates of that document get updated and only the family members of that document get How would propagation work for the responsive field on families and duplicates? updated. Tt does not cascade to the family members of the duplicates bua ee ee ee ee eee ee ee ee ee eee eee eee “1 I I I I I I I I I I I I I I I I I I I I I I I I al True or false you stamp comments on pages in a save as PDF job? CORRECT ANSWER -true, long text is permitted What field options can you use in persistent highlighting? GORRECHANSWER ink wo STR. Link 10 domains fields . What ovo things are new in STR linked persistent highlight sets? - GORREGMANSWERL-AND or OR logic are considered as well as proximity. However, quotes have changed. They now need to be dropped from phrases in order to highlight. How can a user turn off highlighting? GORRECTANGIER) there are two ways. Click light bulb to change it from Yellow to Grey. Right click light blub and choose deselect all boxes. True or false changing highlight on- off toggles in viewer stays the same way in extracted text mode - CORRECT ANSWER tik What does copying a markup set do? - GORRECTANGWER copies all existing redactions example document 1, page one has an attorney mark up full page. IFT copy the attorney mark up set, rename as an expert mark up said, then produce the document I will still have the full page redaction What are some key functions in transcripts not used in case dynamics? - SORRECHANS WER print transcripts- pages per sheet branding names and dates print with notes. Transcript layout. Right click menu allows you to add notes, designations, color code your designations. Highlight exhibit text and link to exhibits. Open videos in standalone viewer What are some key functions in transcripts that integrate with case dynamics? - GORRECTANSWER-right click menu allows you to add case dynamic item or link to existing case dynamic item. Those items include knew fact, issue, key person, key organization, and new interview question. r I I I I I I I I I I I I I I I I I I I I I I I I L “1 I I I I I I I I I I I I I I I I I I I I I I I I al Where is the word index? - ({GRIRESINAINSWVBRE bottom right. Shows number of hits and location. IF you hover on location it also shows a snippet of where the word is found to provide more context . What options are on the transcript report? - GORRECTANGWER tepore type which includes annotation digest or key terms. Include all annotations such as exhibits designations notes URLs facts issues people organizations and interview questions . Include entire question an answer, ves- no, Additional lines above and below. And at the bottom it shows details about exhibits designations notes and URLs How do you enable videos to play? - GORRIECIBINSWVER! click transcrips video icon in lower left. As video plays, the highlighted line moves as information is spoken. You can advance to the middle or the end of the video. You can pause an expand full screen. Click again to minimize. You can pop out the video and moye to another monitor. How do you make a video clip of a small section of the transcripts? - GORRECHANS WER first make sure the section has a designation. Click to navigate to it it will have a bracket in the viewer. Right click bracket and select create video clip. In the video clip name box which will show top right like a layout, save video clip in upper right period to navigate back, click transcripts video icon again. What file types are accepted in relativity transcripts with the single document upload function? - GORREGL AINSWVERI- PTF, XMPTF, LEF, RTF, TRN, XMEF, TXT, and MP4 What file types are accepted in relativicy transcripts with the RDC utilicy? CORRECT ANSWER -PTF, XMPTF, LEF, RTF, TRN, TXT. NOT XMEF and MP4 Explain the relativity short message format workflow - GORRECGIANSIWER) we need to receive a JSON file and use a program to convert it to an RSMF file. Once you have an RSMF file load to relativity processing, The manifests should consist of participants, conversations, events, attachments. This is a popular workflow request for data that comes from slack, Skype, Bloomberg, and SMS from phones, iMessage r I I I I I I I I I I I I I I I I I I I I I I I I L “1 I I I I I I I I I I I I I I I I I I I I I I I I al CORRECT ANSWER is True or false you can use stemming in keyword index search? What considerations should you suggest when a client wants to find the phrase "salt and pepper"? - search index ‘ou have to take and out of the noise word list and then proceed with using A DT What are all che options when you right click a saved search? - GORREGIANSWER! edic, copy, delete, copy link to clipboard, email link, secure What are all the options when you right click a saved search folder? - TORRECIAINSWER) create, ro make a sub folder. Rename. Secure. Delete. New search. What types of things can you look for from the advance search filtering and how is it controlled? - CORRECT ANSWER -it is a view that is not visible from pull down But can be found in the admin Views section, The fields it will list include last modified by and on, created by and on, keywords, notes, owner. What are four considerations for an ST- ‘ou need a saved search. You need an index that includes documents in your saved search. Report and tag makes a field for highlighting. You have to run pending terms if you add terms later. CORRECT ANSWER -a classification index is used solely by the active learning application. It utilizes support vector machine (SVM). What can you do with a conceptual index versus a classification inde: A conceptual index is used for concept searching, keyword expansion, find similar documents, clustering, categorization. It utilizes latent semantic index LSI. What step is the same for setting up classification and conceptual indexes? - CORRECT ANSWER -2 save search must have extracted text visible. Including fields like custodian Or email author or control number skews results and shouldn't be added . r I I I I I I I I I I I I I I I I I I I I I I I I L “1 I I I I I I I I I I I I I I I I I I I I I I I I al ‘ou would perform a full build on an analytics index if text has changed, concept stop words have When do you need to do a full build on an analytics index and when don't you need to changed, email headers have changed, repeat content selections have changed. You only need an incremental if you add or remove document results in your searches. GORRECTENSWER fiom cluster browser, click a cluster and select blue button visualize cluster. The visualization defaults to the first level within the cluster you selected. How do you use cluster visualization? You can click on other clusters and the dashboard will update. Dial wheel is drilled in but circle pack may not be, check your depth. When using dial wheel, right click unselect and apply. When using dial wheel double click the center to zoom out. In the top right of the pivot is a document breakdown Chart . - CORRECTANSWER!