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Relativity Project Management Specialist Questions And Answers 100% Correct Latest Update 2025
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Relativity Project Management Specialist Questions And Answers 100% Correct Latest Update 2025
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Relativity Project Management SpecialistQuestions And Answers 100% Correct Latest
Update 2025
What are the phase of Legal Hold? - ANSWER Confirm Involvement. Draft
Notes/Questionnaire. Create Preservation Notice. Send Notice. Receive Custodian
Responses. Enforce Compliance. Release Custodian. Close Legal Hold.
Describe some roles people have in a legal hold - ANSWER PROJECT OWNERS:
Employees responsible for identifying custodians, drafting notices, and managing
the hold process. PROJECT ADMINS: Employees 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? -
ANSWER Determine what the reminder and escalation cadence will be for
individual holds. Determine whether periodic reminders will be sent and how
often. Review current hold questionnaire template and what standard questions
might be asked of hold participants. Review procedures for communication hold
notices to data Stewarts.
True or False: You should install Legal Hold in its own Workspace - ANSWER
TRUE
What is a Legal Hold Preservation Notice? - ANSWER The notification and
instructions that hold participants receive that explain their obligations under the
hold
,What are Alert Notices? - ANSWER The notification to the Alert Group that a
custodian has answered a question in a way that requires attention
What are Release Notices? - ANSWER The notification that an individual or all
the hold participants have been released from their obligation under the hold
What 4 Communication Templates come with Legal Hold? - ANSWER Alert
Notice, Legal Hold Notice, Email Acknowledgement, Legal Hold Release
How can you find roles for Legal Hold? - 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? - ANSWER They are people you don't want to make
aware they are on a legal hold OR people you just don't want to disturb 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 preservation hold indicate? - ANSWER Indicates 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? - 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? - ANSWER TRUE
What is the purpose of the Legal Hold Projects landing page? - ANSWER The
features display projects, project status, and project health. Help you understand
legal hold projects through customer layouts, project views, and dashboards. 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?
- ANSWER Project Status which shows closed vs active. And Project Owners
which shows total # of projects per person
What else can you make a Dashboard of in legal hold projects landing page? -
ANSWER You can pivot on things like Case, Company, External Counsel,
General Counsel, Project Close Date, Project Start Date, Type, Use as template,
Favorite, Project Attachments, Subject Matter Start and End dates
What are some common legal hold project views? - ANSWER All Projects;
Active Projects; Closed Projects; Project Templates
What is the purpose of a legal hold hold? And how can you create one? -
ANSWER You can use layouts to develop workflows specific to the needs of
your case. You create them via Workspace Admin>Layouts. When you create one
use Project object. Build Layout helps you add and order fields. Save it. Then edit
Layout Information: Detail. Name or Rename it. Order -1. Save again.
What are the project details and where do you go to find them? - ANSWER The
project details page appears once you create a project in Legal Hold. Access them
by client the project form the project's landing page. You can see settings like
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