Relativity Certified Administrator 10.3 (Part I) Flashcards
Client
Clients are companies or organizations. Clients are linked with associ-ated Users and Matters.
Matter
Matters are used to define different Cases, disputes, or consulting instances that a firm may encounter with a Client. A Matter can be associated with one or more workspace. Clients may also be associated with one or more Matters.
User
Users are individuals who have access to the Relativity environment.
Group
Users are organized by Groups and may be associated with more than one at a time. Groups are added to workspaces where their permissions are set on a workspace-by-workspace basis.
Workspace
Workspaces are data repositories used to store, display, search, organize and categorize documents or information related to a specific client.
Field
Fields are used to store Document metadata or coding.
Choice
Choices are predetermined values that are applied to Single and Multi-Choice list fields.
View
Views are customizable lists of items within Relativity. Essentially, anytime you see a list of items in Relativity, it is a view.
Layout
Layouts are web-based coding forms that allow Users to view and edit Document fields.
Document
A Document is a record within a Relativity workspace.
Dynamic Objects
Dynamic objects can be created to connect to documents and to each other, allowing you to create powerful extension to your workspace. A common example is a Custodian object, where you could store information about the custodian and connect custodians with document.
Data Focus
An adjusted interface that displays more data in the view by removing the workspace name and white space from the main header.
Four fields required for new Matter
Name, Matter Number, Status, Client
Users - Groups - Workspaces
Users cannot be directly added to a work-space, they must first be added to a group since workspace access is granted on a group basis.
Users:Relativity Access Enabled
Allowed to log into Relativity. Counted and billed as a named user on license.
Users:Relativity Access Disabled
Not allowed to access Relativity. Not counted or billed as a named user on license
Users:Document Skip
Allows control over whether or not the user has the ability to skip documents during review that no longer mee the original conditions of the view due to propogation.
System Groups:Everyone
All users are member of the everyone group. This group is only available in Admin mode.
System Groups:System Administrators
Users with 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.
System Groups:Relativity Script Admins
Part of a group that has permissions to preview, edit and create scripts.
Production Restrictions
You can ensure your production set does not in-clude privileged or other confidential documents. Select a saved search that returns documents to be excluded from the production set. When ran it compares these documents to the production and creates an alert if there are conflicts.
Fields:Object Type
Determines what object the field is classified under. If unsure, ask That object do I want to add the information to? The answer is the object type.