Relativity Version: RelativityOne

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. This individual 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 importance 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 is this task performed by a qualified Relativity project manager?
  • Daily
  • Weekly
  • Quarterly
  • Never

Importance: How costly is it if a project manager doesn't know how to complete this task, or makes a mistake in this area?
  • High importance - A high risk task that is very costly in terms of time, money, or risk if done incorrectly.
    • Example: For a doctor, performing surgery on a patient is a highly critical task that involves high risk and is costly if done incorrectly.
  • Moderate importance - A task that may be somewhat costly in terms of time, money, or risk if done incorrectly.
    • Example: For a doctor, taking a patient's temperature may be a moderately critical task that could be somewhat costly if done incorrectly.
  • Low importance - A low risk task that is unlikely to be costly if done incorrectly.
    • Example: For a doctor, changing patient bedlinens is a low risk activity when compared to other job tasks.

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* 1. What is your job title?

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* 2. List the five most important Relativity tasks you complete at your job.

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* 3. Based on your experience, what Relativity skills or competencies distinguish a great Relativity project manager from a good Relativity project manager?

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* 4. Relativity Legal Hold
Rank each task in terms of frequency and importance:

  Frequency Importance
Design Legal Hold workflows
Perform Legal Hold tasks

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* 5. Relativity Collect
Rank each task in terms of frequency and importance:

  Frequency Importance
Use Relativity Collect
Review Collect Reports
Use Collect Store

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* 6. Relativity Processing
Rank each task in terms of frequency and importance:

  Frequency Importance
Identify what needs to be processed
Design Processing workflows
Perform Processing tasks
Reporting Processing results and counts

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* 7. Relativity Platform
Rank each task in terms of frequency and importance:

  Frequency Importance
Understand RelativityOne technical overview
Use RelativityOne Connect
Use RelativityOne data management tools
Use Cold Storage
Use repository workspace

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* 8. Importing and Exporting
Rank each task in terms of frequency and importance:

  Frequency Importance
Read and analyze load files
Create load files
Resolve errors
Use Relativity Desktop Client (RDC) to import and export
Use Import/Export 
Use Relativity Integration Points (RIP) to import and export
Transfer data using RelativityOne Staging Explorer

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* 9. Review
Rank each task in terms of frequency and importance:

  Frequency Importance
Create custom workflows using fields, choices, layouts, views, and dashboards
Create users and groups
Set workspace level permissions
Set instance level permissions
Use batching (create and run batch sets; assign batches)
Create dashboards
Create persistent highlight sets
Use automated workflows
Use Redact
Use Relativity mobile app
Use RelativityOne Activity Dashboard
Use RelativityOne security features (customer lockbox, client domains)

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* 10. Searching
Rank each task in terms of frequency and importance:

  Frequency Importance
Create saved searches
Use dtSearch syntax
Create custom dtSearch indexes
Create and run search terms reports (STRs)
Use regular expressions

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* 11. Case Dynamics
Rank each task in terms of frequency and importance:

  Frequency Importance
Use Case Dynamics
Work with Case Dynamics objects
Use outlines
Work with the timeline builder
Create and use Case Dynamics reports

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* 12. Transcripts
Rank each task in terms of frequency and importance:

  Frequency Importance
Use the Transcripts application

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* 13. Analytics, Active Learning, aiR
Rank each task in terms of frequency and importance:

  Frequency Importance
Design Analytics workflows
Use Conceptual Analytics
Use Structured Analytics
Design and use Active Learning workflows
Use email threading and email thread visualization
Use name normalization
Use Relativity aiR

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* 14. Production
Rank each task in terms of frequency and importance:

  Frequency Importance
Determine production specs
Set up and run production set
Identify production conflicts
Create privilege log
Export production sets
Image documents
OCR documents
Australian workflows

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* 15. Do you use RelativityOne or Relativity Server?

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* 16. Are there any important Relativity project manager tasks not listed above?

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* 17. On the 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?

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* 18. Are you currently a certified Relativity Project Management Specialist?

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* 19. 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.

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