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Relativity Project Management Specialist Exam
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Relativity Project Management Specialist Exam
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Relativity Project ManagementSpecialist Exam
What are the phase of Legal Hold? - -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 - -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? - -
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 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 - -TRUE
-What is a Legal Hold Preservation Notice? - -The notification and
instructions that hold participants receive that explain their obligations under
the hold
-What are Alert Notices? - -The notification to the Alert Group that a
custodian has answered a question in a way that requires attention
-What are Release Notices? - -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? - -Alert Notice,
Legal Hold Notice, Email Acknowledgement, Legal Hold Release
-How can you find roles for Legal Hold? - -Hold Admin, Roles tab. You can
see Alert group, Custodian, Tags like Human Resources, IT, Silent Custodian,
Preservation Hold
-What is a silent custodian? - -They are people you don't want to make
aware they are on a 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? - -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? - -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? - -TRUE
-What is the purpose of the Legal Hold Projects landing page? - -The
features 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? - -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 projets landing page?
- -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? - -All Projects; Active
Projects; Closed Projects; Project Templates
-What is the purpose of a legal hold hold? And how can you create one? - -
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? - -The
project details page appears once ou create a project in Legal Hold. Acess
them by client the project form the project's landing page. You can see
settings like Name, Owner, Owner email, type, preservation case, SM start
and end dates, If it's a favorite or used a template, general counsel, outside
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