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Relativity Project Manager Job Task Analysis

The Relativity Certification team uses a job task analysis (JTA) to collect input on the tasks that are most important to a Relativity user. We use this information to ensure we are testing on the correct topics on our exams. This JTA is designed for Relativity project managers.

A qualified Relativity project manager oversees all aspects and processes through the lifecycle of an e-discovery project in Relativity. This individual is primarily responsible for organizing the end-to-end solution and configuration for a Relativity project. They can efficiently leverage the full range of Relativity capabilities in a case workflow, anticipate the needs of the client, and consult on creative solutions to data challenges.

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 project manager. Use the guidelines below when choosing your answers.

Frequency: How often does a Relativity project manager perform the task?

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

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

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

1.What is your email address?(Required.)
2.Are you currently a certified Relativity Project Management Specialist?(Required.)
3.Do you use RelativityOne or Relativity Server?(Required.)
4.What is your job title?(Required.)
5.List the five most important Relativity tasks you complete at your job.(Required.)
6.Based on your experience, what Relativity skills or competencies distinguish a great Relativity project manager from a good Relativity project manager?(Required.)
7.Relativity Legal Hold
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Design and explain Legal Hold workflows
Perform Legal Hold tasks
Explain the value proposition of using Legal Hold
8.Relativity Collect
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Explain the value proposition of using Collect
Set up a Collect data source
Create a collection job
Review Collect reports
9.Importing and Exporting
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Read and analyze load files
Create load files
Resolve load file errors
Use Import/Export to import unstructured data
Use Import/Export to import a document load file
Use Import/Export to import a production load file
Use Import/Export to import an image load file
Use Import/Export to export a production set
Use Import/Export to export a saved search
Use Relativity Integration Points to import and export data
Use Relativity Integration Points to transfer (promote) data from one Relativity workspace to another
Use Simple File Upload
10.Data Management
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Explain the methods for which data can be stored in Relativity
Use cold storage
Use repository workspaces
Use the Staging Explorer
Use ARM
11.Relativity Processing
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Identify the data needing to be processed
Design and explain Processing workflows
Create a Processing Profile
Create a Processing Set
Explain the purpose of the deduplication methods
Troubleshoot Processing exceptions and errors
Review Processing reports
12.Searching
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Design and optimize searching workflows
Create and edit saved searches
Use keyword search
Create dtSearch indexes
Use dtSearch syntax
Use regular expressions
Create and edit search term reports
13.Review
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Set workspace level permissions
Design and optimize review workflows
Create and edit fields
Create and edit choices
Design layouts
Create and edit views
Create dashboards
Save a list
Create a markup set
Create and run a Redact project
Review markups in a Redact project to ensure accuracy
Create persistent highlight sets
Use mass operations
Design and set up Automated Workflows
Use Translate
14.Analytics
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Design Analytics workflows
Explain the value proposition of using structured analytics operations
Creating a structured analytics set
Use email threading and email thread visualization
Use name normalization
Explain the value proposition of using conceptual analytics operations
Create a conceptual Analytics index
Create and run categorization sets
Use clustering and cluster visualization
Use concept searching
Use Find Similar Documents
Use Sentiment Analysis
15.Review Center
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Explain the value proposition of using Review Center
Understand use cases for different queue types
Create a Review Center queue
Track reviewer decisions
Troubleshoot a queue
Interpret charts and tables
Determine when to run validation
Interpret validation results
16.Relativity aiR
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Explain the value proposition of using aiR for Review
Create an aiR for Review project
Write and iterate on Prompt Criteria
Review aiR for Review results
Explain the value proposition of using aiR for Privilege
Create an aiR for Privilege project
Run the aiR for Privilege project pipeline
17.Transcripts
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Understand the supported file types
Annotate transcripts
Use Transcripts reports
Create and export video clips
18.Production
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Create an imaging profile
Create and run an imaging set
Create an OCR profile
Create and run an OCR set
Set up production sets
Add a production data source
Create placeholders
Identify and resolve production conflicts
19.Case Dynamics
Rank each task in terms of frequency and criticality:
Frequency
Criticality
Explain the value proposition of using Case Dynamics
Work with Case Dynamics objects
Organize facts and issues
Use Outlines
Use the Timeline Builder
Create and use Case Dynamics reports
20.Are there any important Relativity project management tasks not listed above?
21.On the Relativity Project Management Specialist exam, there are scenario-based questions that test competency in Relativity products and workflow. Are there any common Relativity workflows that you'd like to see tested on?
22.The Certification team is often looking for volunteers to provide additional feedback. Would you be interested in helping the team in the future?