Relativity Reviewer Job Task Analysis Survey

RelativityOne

A qualified Relativity document reviewer effectively uses a wide range of Relativity review tools, such as markups, batches, filters, and analytics tools, to efficiently code documents in Relativity. This individual likely has some experience conducting first and/or second pass reviews in Relativity and helps troubleshoot common review challenges where able.

Please answer the following questions and review each topic to determine the frequency and criticality of each task for what you consider to be a qualified Relativity reviewer. Use the guidelines below when choosing your answers.

Frequency: How often does a reviewer perform the task?

1. Never or very rarely (e.g., Annually)
2. Infrequently (e.g., Monthly or Quarterly)
3. Frequently (e.g., Weekly)
4. Very frequently (e.g., Daily)

Criticality: How much does it impact outcomes if a reviewer performs the task effectively or ineffectively?

1. Not critical (e.g., For a doctor, organizing medical supplies in the storage room is not critical.)
2. Minimally critical (e.g., For a doctor, reviewing and updating a patient’s medication list during a visit is minimally critical.)
3. Moderately critical (e.g., For a doctor, interpreting lab results to adjust treatment plans for patients is moderately critical.)
4. Highly critical (e.g., For a doctor, performing emergency surgery to address a life-threatening condition is highly critical.)

1.What is your job title?(Required.)

2.List the five most important tasks you complete at your job:(Required.)

Job task 1

Job task 2

Job task 3

Job task 4

Job task 5

3.Based on your experience, what skills or competencies distinguish a great Relativity document reviewer from a good Relativity document reviewer?(Required.)

4.Navigating the Core Reviewer Interface
Rank each task in terms of frequency and importance:

Frequency

Criticality

Using the Native Viewer

Using the Image Viewer

Using the Long Text Viewer

Using persistent highlights

Using the related items pane

Is there anything you'd like to add or expand on?

5.Navigating a workspace
Rank each task in terms of frequency and importance:

Frequency

Criticality

Using Quick Nav

Navigating to the Saved Searches browser

Navigating to the Search panel

Changing document list views

Using the related items drop-down

Using email threading

Is there anything you'd like to add or expand on?

6.Working with batches
Rank each task in terms of frequency and importance:

Frequency

Criticality

Checking batches in and out

Reviewing documents in a "My Checked Out Batches" view

Assigning batches to other users

Is there anything you'd like to add or expand on?

7.Reviewing documents using Active Learning & Review Center
Rank each task in terms of frequency and importance:

Frequency

Importance

Coding documents in a queue

Reviewing documents with Review Center

Is there anything you'd like to add or expand on?

8.Coding documents and applying markups
Rank each task in terms of frequency and importance:

Frequency

Criticality

Coding documents

Switching between coding layouts

Adding new choices to a field

Adding new fields to a layout

Understanding the differences between field types (single choice, multi-choice, etc)

Adding redactions to a document

Adding highlights to a document

Changing redaction types on a document

Is there anything you'd like to add or expand on?

9.Using views and dashboards
Rank each task in terms of frequency and importance:

Frequency

Criticality

Using pivot widgets during review

Switching from one dashboard to another

Switching from one view to another

Creating dashboards

Adding a pivot widget to a dashboard

Creating/editing views

Applying a sort to a view

Is there anything you'd like to add or expand on?

10.Using Analytics for review
Rank each task in terms of frequency and importance:

Frequency

Criticality

Viewing email threading results

Using email thread visualization (ETV)

Using textual near duplicate identification

Running a concept search

Using the Find similar documents feature

What other Relativity Analytics features or workflows (if any) do Relativity document reviewers use?

11.Filtering and searching
Rank each task in terms of frequency and importance:

Frequency

Criticality

Adding search conditions in the search panel

Using logic groups

Saving a set of conditions as a saved search

Searching using keyword search syntax

Running dtSearches using dtSearch syntax

Building dtSearch indexes

Using filters on the document list

What other Relativity search features or workflows (if any) do Relativity document reviewers use?

12.Do you currently have the RelativityOne Review Pro certification?(Required.)

Yes

13.Do you use RelativityOne or Relativity Server?

RelativityOne

Relativity Server

Both

I don't know.

14.The Certification team is often looking for volunteers to provide additional feedback. Please provide your email address if you are interested in helping the team in the future.