USING VIEWS TO DRIVE REVIEW WORKFLOW Flashcards
Setting up an email threading view
What fields are useful in an email threading view?
\::Email Threading Display \::Email Thread Group \::Email Threading ID \::Inclusive Email \::Inclusive Reason
Why should you exercise caution when using Propagation?
It will automatically apply coding to other documents which may not be what you want.
It’s recommended to turn off propagation for responsiveness fields.
Setting up an email threading view
What do Indentation Squares do?
Black square denotes that the email is both inclusive and non-duplicate spare.
White square denotes that the email is either one of the following:
A non-inclusive email
An inclusive email that is a duplicate spare.
The numbers indicate each emails indentation level within the thread. 1 means first email in chain. It goes up to +99.
Why should you not include the Email Threading Display Field in Layouts?
Email Threading Display field uses HTML, it will not display anything if you add it to layouts.
Indentation Squares
Why might you only batch out Black Squares?
You might review only black squares as they are unique and it will make your review more efficient.
Email thread visualization
What happens if you navigate to a document that is outside of the current document list review queue?
A new review queue containing only the documents within the selected document’s email thread group displays.
Click Return to review queue at the top left of the viewer to return to your original document list review queue.
Email thread visualization
What is Coding Highlighting
Highlights the email square in Email Thread Visualisation with colours to show how the email has been coded
Filters
What is a Filter Type?
This is configured when you create the field. It determines how the date is filtered for that field.
Filters
What are the different Filter Types?
Boolean filters Numeric filters List filters Date filters Multilist filters Textbox filters
Filters - How is it displayed?
Boolean
Yes/No
Filters - How is it displayed?
List
You choose from a list
The List filter type is available for the following field types only:
Single Choice
Single Object
User
Fixed Length Text
Often used for Coding Fields.
Filters
List - Why might you want to designate this as a Popup filter?
Can take a long time to display for fields that contain a large number of documents so you can designate a Popup filter for these
Filters - How is it displayed?
Multilist
The multilist filter type is available for the following field types only:
Multiple Choice
Multiple Object
Single Choice
Often used for Coding Fields.
Similar to List. Has option to select “Only” for a choice
Filters - How is it displayed?
TextBox
Text searches using Boolean operators.
Very powerful as it’s searching.
Filters
If you use filters to identify a set of documents and want to save as a Search how do you do it?
Click the Save as Search button down at the bottom of the screen next to Bulk Actions button
Viewing the personal items of workspace users
How do you do this?
You have to be system admin.
Workspace Details Tab/On Right side Relativity Utilities Console click VIEW ANOTHER USER’S PERSONAL ITEMS/Select The user
Relativity object security
How do you apply permissions to a specific object for example:
A Specific View
In the Views Tab select the View and then click edit permissions / Turn Overwrite Inherited Security to ON / Update the permissions for the user or group
How do you set permissions on a Folder?
Right-click the folder and click Secure / You may need to turn Overwrite Inherited Security to ON / Set permissions
Note - Parent-level folders cannot be secured
Search conditions
What is a Logic Group?
A way of grouping search criteria together. Like parenthesis.
Drag using conditions into the logical group using the handle on left side of the condition
Search conditions
If you perform a keyword search, dtSearch, Analytics search, or use Pivot and it’s taking too long to run how do you cancel it
For any long running queries or searches there should be a cancel button.
When you click Cancel Request, Relativity stops the background query used to populate documents in an item list.
Cancelled queries are recorded in the audit record.
Search conditions
Can I nest multiple searches in a saved search?
For performance reasons, we don’t recommend nesting multiple searches in a saved search.
You can select a search as a condition, but using multiple searches as conditions slows down the return of your results.
Why do my searches run slowly when I use multiple conditions?
When you add multiple search conditions to a query, Relativity searches on these conditions relative to each other, which slows down the return of your results.
For example, you experience slow performance when running a query on all email messages received “after June 1” and “before June 30” of the same year. You can improve performance by using as few conditions as possible, such as excluding the condition “before June 30”. Run the query with only the condition “after June 1”, and then sort or filter your results to display messages received between the desired dates.
Can I use a reserved character such as ampersand (&) in my dtSearch queries?
The following characters have special meaning in dtSearch, and must be treated with care when they appear in your queries: ?, *, %, ~, #, =, :, &, ()
Use the dictionary to explore syntax options if necessary.
If you want to make any of these characters searchable, you must add them to the alphabet file and, in some cases, use Regular Expressions in your search.
Why are terms in my proximity search highlighted even when they don’t match my defined W/N criteria?
Relativity highlights terms that meet the requirements of your proximity search as well as the individual search terms.
For example, the results of a proximity search for instances of law within three words of order (that is “law W/3 order”) includes highlighted terms of “law” and “order” when they aren’t within three words of each other. To accommodate this behavior, focus only on the results that match the proximity search criteria, and disregard the other highlighted terms.
