RCA Study! Flashcards
What is a client connected to?
Users and Matters
What is a client status used for?
Status is the current status of the client. The default options are active or inactive, but you can add any
status value. Use the status value to organize and display lists of clients using Relativity views.
What is a client #?
Client Number is the billing number for the client. Client Number must be between 1 and 50 characters.
What is a matter connected to?
Clients and Workspaces
Do matters need to be associated with a client?
Yes. They must be associated with an existing client.
May be associated with one or more workspace.
What are matters used to define?
Matters are used to define the different cases, disputes or advising that a firm may be involved with for
a client.
What are users connected to?
Clients and Groups
Can users be directly added to a workspace?
Users cannot be directly added to a workspace; they must first be added to a group since workspace
access is granted on a group basis.
Where can you enable document skip?
Under User Information.
How can you log into Relativity?
RSA Two Factor authentication technology, Client SSL’s authentication and Active Directory Authorization.
What is a group connected to?
User and a Workspace
How many groups can a user be a member of?
Unlimited
When are permissions set?
Although permissions are granted on a group level, no rights were granted during initial group creation. All
rights are granted when a group is added to a workspace.
How do you add a user to a group?
From the Group Details page or from the User Details page.
What can the Everyone group see? The Script Admin? The System Administrators?
All users are a member of the Everyone group. This group is only available in Admin mode.Relativity System Administrators have rights to see every item within a Relativity environment. Administrators
have access to Admin mode, which allows them to create and edit new Clients, Matters, Users, Groups and
Views, among other capabilities.
What group do you need before becoming a script admin?
Before a user can belong to the Relativity Script Admins group, the user must first belong to the System
Administrators group. Relativity Administrators are not automatically members of the Relativity Script Admins
group.
Can system admins edit locked scripts?
Regardless of permissions, System Administrators will not be able to edit locked scripts.
What is a workspace?
A workspace provides a secure data repository for documents used in cases or for applications
developed with custom objects. You can store all types of documents (such as productions, witness testimony,
and others) in a workspace to facilitate searching, organizing, and categorizing content.
What are workspaces connected to?
Documents
What isn’t transfered from a template workspace?
Data. Ex. documents, matters, search indexes
Why would you use production restrictions?
Using the Production Restrictions option, you can ensure that your production set does not include privileged
or other confidential documents. You can select a saved search that returns documents that you want
excluded from the production set.
What happens if there is a dtSearch in your production restriction that you’ve used as a template?
You can select any saved search in the Production Restriction option, including one that uses a dtSearch or Relativity
Analytics search index. If you later use the workspace as a template, you will see a warning message
that requires you to select one of the following options:Select a New Production Restriction or Continue with no Production Restriction. In addition, you cannot delete the saved search that is used by the Production Restriction option. You must
first edit the Production Restriction option so that it no longer references the search.
What are fields?
Fields are used to store document metadata and coding choices within Relativity. You can display and use
fields on views and layouts.
What types of tabs are there?
Lots of them.