RELATIVITY CERTIFIED ADMINISTRATOR QUESTIONS AND
SOLUTIONS GUARANTEE A+
✔✔What permission is necessary to be able to see the Sampling icon? - ✔✔Use
Sampling Admin Operations permission
✔✔Sampling is by default enabled on Relativity objects? - ✔✔Yes - for the Document
object and any new objects created.
✔✔Does sampling work when related items are included in the search results? - ✔✔No
- Sampling is disabled (grayed out) when related items are included via the Related
Items drop-down list or a search. Selecting an option (e.g., Family) from the Related
Items drop-down list for a list of sampled items clears the sample automatically.
✔✔When a sample is generated, can you use the Save Search button at the bottom to
save the results? - ✔✔No - Save Search is disabled for sampling results because the
sample results are generated randomly. Clearing a sampled list of items re-enables
Save Search. To save a set of sampling results, use Mass operation to Create a List.
✔✔When is a statistical sample set not recommended? - ✔✔When the data set is not
large enough to return a reliable statistical sample - less then 300 docs.
✔✔What conditions should be included when creating a checked-out documents view?
- ✔✔Condition =
Batch = Batch::Assigned To = is logged in user
Batch = Batch::Status any of these In Progress
✔✔What conditions should be included when creating an unreviewed documents view?
- ✔✔Condition =
Batch = Batch::Assigned To = is logged in user
Batch = Batch::Status any of these In Progress
Additional Condition =
Coding field is not set
✔✔What permissions are necessary to be able to assign batches to other reviewers? -
✔✔Assign Batches permission
Reviewers without this permission can only check out batches for themselves. By
default, reviewers don't have this permission.
✔✔If the Batches tab is not made available to reviewers, how do they get batches? -
✔✔A system admin or a user with Assign Batch permissions would need to check out
the batches to reviewers.
,✔✔True or false: System admins can't check out batches using the Me link. - ✔✔True
✔✔Can you check an incomplete batch in? - ✔✔Yes, you can check the batch in as
pending or as completed - even if not all of the documents have been reviewed.
✔✔What is the auto preconvert feature? - ✔✔Documents are pre-converted for viewing
upon the checkout of a batch set based on the NumberOfDocumentsToAutoPreconvert
instance setting. This setting is set to 1000 by default and can be adjusted to suit your
needs. Please note that if the value is set to 0, pre-conversion will be disabled.
✔✔True or False: If you select a value in the Family Field when creating a batch set,
then the batch set will include family documents from that related group regardless of
whether they are included in the data source saved search. - ✔✔False - they will only
be included to the extent they are included in the saved search
✔✔What determines the sort order of batches? - ✔✔The sort order of the data source
(saved search) carries over to the batch.
✔✔When would you specify a Batch Unit field? - ✔✔It enables you to group similar
documents in the same batch. Documents with different values in a batch unit field are
not included in the same batch unless the family field would override this.
A common batch unit field is custodian. However, you can use any single choice, multi-
choice, single object or non-relational and non-system fixed length text field.
✔✔Why do you sometimes get widely different batch sizes when batching with a family
field designated? - ✔✔Documents in a family group are not split across batches, even if
their batch unit field differs. Ex. If your maximum batch size is set to 100, the first 100
documents that the batch source returns puts into the first batch. After this is done, any
family members to the documents in the first batch are then included in that batch. This
may result in the batch being larger than 100.
✔✔What types of fields can be designated as the Batch Reviewed field? - ✔✔Any
yes/no, single-choice, or multi-choice field from the drop-down menu.
✔✔How do you go about deleting an individual batch, rather then purging an entire
batch set? - ✔✔Select the batch(es) on the Review Batches tab, select Delete from the
mass operations drop-down
✔✔What permissions are necessary to add the Communication Analysis widget? -
✔✔Object Security - Entity - View
Tabs Visibility - Documents
Other Settings - Admin Operations - Communication Analysis Widget
Item Level Security - Entity From field & Entity Recipient Field
,✔✔Is the permission setting "Admin Operations - Communication Analysis Widget"
necessary to view and interact with the Communication Analysis widget if on a
dashboard already? - ✔✔No - if they have access to the dashboard and the widget is
already created, this user can interact with the widget
✔✔How do entity level and document level restrictions affect the Communication
Analysis Widget? - ✔✔Documents that a user does not have permission to view are
omitted from the Communication Analysis visualization and thus the counts.
Entities that a user does not have permission to view are omitted from the
Communication Analysis visualization.
✔✔What are best practices for the Communication Analysis widget? - ✔✔For best
results, keep all unique documents in your document view rather than inclusive email
documents only.
For best results, remove duplicate email documents so as not to double count a single
communication.
✔✔How many communicating entities (Entity From & Entity Recipient) are displayed in
the Communication Analysis widget? - ✔✔The largest 500
✔✔Does the Communication Analysis widget work off of/display entities found in lower
segments of an email document (Entity Participant)? - ✔✔No. It only displays the top
segment senders (Entity From) and recipients (Entity Recipient).
✔✔What does hovering over a node in the Communication Analysis widget do? -
✔✔Displays the following:
Name of the entity
Number of emails Sent (Entity From)
Number of emails Received (Entity Recipient)
Total sum of Sent and Received
✔✔When working with the Communication Analysis widget, how do you incorporate a
node into a search to narrow the visualization? - ✔✔Left click on the node. A search
condition card is added to the search panel, reducing the results to just documents
where the selected entity is either a sender or recipient in the document.
✔✔What format is used to export applications? - ✔✔RAP files
✔✔Best Practice for creating applications: Make sure the Dynamic field on all object
types you add to the application is set to Yes - ✔✔Error you will avoid: Object Type
<Name of Object Type> is not exportable because it is not dynamic.
, ✔✔Best Practice for creating applications: Add all object types to the application before
adding event handlers. - ✔✔Error you will avoid: The <Name of Object Type> object
type is associated with the <Name of Event Handler> event handler. Please add the
object type to your application in order to proceed.
✔✔Best Practice for creating applications: Add the objects to the application before
adding the fields. - ✔✔Error you will avoid: The <Name of Object> object associated
with Document field <Name of Field> is required in order to proceed. Please add this
object to your application.
✔✔Best Practice for creating applications: Add all layouts to the application before
adding the object types. - ✔✔Error you will avoid: The <Name of Object> object that
owns the <Name of Layout> layout must be added to your application in order to
proceed.
✔✔Best Practice for creating applications: Make sure none of the tabs you link to from
your application are parent tabs. - ✔✔Error you will avoid: The <Name of Tab> tab is a
parent tab. Parent tabs cannot be included in an application. If your application contains
any non-parent tabs they will be placed under an auto-generated tab named after the
application on install. Please remove this tab from your application to proceed.
✔✔Best Practice for creating applications: Add all object types to your application
before adding tabs separately. - ✔✔Error you will avoid: The <Name of Tab> tab is
associated with the <Name of Object Type> object type. Please add this object type to
your application in order to proceed.
✔✔Best Practice for creating applications: Add the views to the application before
adding the layouts and fields. - ✔✔Error you will avoid: The <Name of View> view
includes the following field(s): Field X, Field Y, etc. Please add the field(s) to your
application in order to proceed.
✔✔Best Practice for creating applications: Add the views to the application before
adding the layouts and fields. - ✔✔Error you will avoid: The <Name of View> view is
referenced in the <Name of Layout> layout. Please add this view to your application in
order to proceed.
✔✔Best Practice for creating applications: Add all views to the application before adding
the object types, with the exception of any non-dynamic object types. - ✔✔Error you will
avoid: The <object type> associated with the <view name> is required in order to
proceed. Please add this object to your application.
✔✔Best Practice for creating applications: Add the layouts to the application before
adding the fields. - ✔✔Error you will avoid: The <Name of Layout> layout includes the
SOLUTIONS GUARANTEE A+
✔✔What permission is necessary to be able to see the Sampling icon? - ✔✔Use
Sampling Admin Operations permission
✔✔Sampling is by default enabled on Relativity objects? - ✔✔Yes - for the Document
object and any new objects created.
✔✔Does sampling work when related items are included in the search results? - ✔✔No
- Sampling is disabled (grayed out) when related items are included via the Related
Items drop-down list or a search. Selecting an option (e.g., Family) from the Related
Items drop-down list for a list of sampled items clears the sample automatically.
✔✔When a sample is generated, can you use the Save Search button at the bottom to
save the results? - ✔✔No - Save Search is disabled for sampling results because the
sample results are generated randomly. Clearing a sampled list of items re-enables
Save Search. To save a set of sampling results, use Mass operation to Create a List.
✔✔When is a statistical sample set not recommended? - ✔✔When the data set is not
large enough to return a reliable statistical sample - less then 300 docs.
✔✔What conditions should be included when creating a checked-out documents view?
- ✔✔Condition =
Batch = Batch::Assigned To = is logged in user
Batch = Batch::Status any of these In Progress
✔✔What conditions should be included when creating an unreviewed documents view?
- ✔✔Condition =
Batch = Batch::Assigned To = is logged in user
Batch = Batch::Status any of these In Progress
Additional Condition =
Coding field is not set
✔✔What permissions are necessary to be able to assign batches to other reviewers? -
✔✔Assign Batches permission
Reviewers without this permission can only check out batches for themselves. By
default, reviewers don't have this permission.
✔✔If the Batches tab is not made available to reviewers, how do they get batches? -
✔✔A system admin or a user with Assign Batch permissions would need to check out
the batches to reviewers.
,✔✔True or false: System admins can't check out batches using the Me link. - ✔✔True
✔✔Can you check an incomplete batch in? - ✔✔Yes, you can check the batch in as
pending or as completed - even if not all of the documents have been reviewed.
✔✔What is the auto preconvert feature? - ✔✔Documents are pre-converted for viewing
upon the checkout of a batch set based on the NumberOfDocumentsToAutoPreconvert
instance setting. This setting is set to 1000 by default and can be adjusted to suit your
needs. Please note that if the value is set to 0, pre-conversion will be disabled.
✔✔True or False: If you select a value in the Family Field when creating a batch set,
then the batch set will include family documents from that related group regardless of
whether they are included in the data source saved search. - ✔✔False - they will only
be included to the extent they are included in the saved search
✔✔What determines the sort order of batches? - ✔✔The sort order of the data source
(saved search) carries over to the batch.
✔✔When would you specify a Batch Unit field? - ✔✔It enables you to group similar
documents in the same batch. Documents with different values in a batch unit field are
not included in the same batch unless the family field would override this.
A common batch unit field is custodian. However, you can use any single choice, multi-
choice, single object or non-relational and non-system fixed length text field.
✔✔Why do you sometimes get widely different batch sizes when batching with a family
field designated? - ✔✔Documents in a family group are not split across batches, even if
their batch unit field differs. Ex. If your maximum batch size is set to 100, the first 100
documents that the batch source returns puts into the first batch. After this is done, any
family members to the documents in the first batch are then included in that batch. This
may result in the batch being larger than 100.
✔✔What types of fields can be designated as the Batch Reviewed field? - ✔✔Any
yes/no, single-choice, or multi-choice field from the drop-down menu.
✔✔How do you go about deleting an individual batch, rather then purging an entire
batch set? - ✔✔Select the batch(es) on the Review Batches tab, select Delete from the
mass operations drop-down
✔✔What permissions are necessary to add the Communication Analysis widget? -
✔✔Object Security - Entity - View
Tabs Visibility - Documents
Other Settings - Admin Operations - Communication Analysis Widget
Item Level Security - Entity From field & Entity Recipient Field
,✔✔Is the permission setting "Admin Operations - Communication Analysis Widget"
necessary to view and interact with the Communication Analysis widget if on a
dashboard already? - ✔✔No - if they have access to the dashboard and the widget is
already created, this user can interact with the widget
✔✔How do entity level and document level restrictions affect the Communication
Analysis Widget? - ✔✔Documents that a user does not have permission to view are
omitted from the Communication Analysis visualization and thus the counts.
Entities that a user does not have permission to view are omitted from the
Communication Analysis visualization.
✔✔What are best practices for the Communication Analysis widget? - ✔✔For best
results, keep all unique documents in your document view rather than inclusive email
documents only.
For best results, remove duplicate email documents so as not to double count a single
communication.
✔✔How many communicating entities (Entity From & Entity Recipient) are displayed in
the Communication Analysis widget? - ✔✔The largest 500
✔✔Does the Communication Analysis widget work off of/display entities found in lower
segments of an email document (Entity Participant)? - ✔✔No. It only displays the top
segment senders (Entity From) and recipients (Entity Recipient).
✔✔What does hovering over a node in the Communication Analysis widget do? -
✔✔Displays the following:
Name of the entity
Number of emails Sent (Entity From)
Number of emails Received (Entity Recipient)
Total sum of Sent and Received
✔✔When working with the Communication Analysis widget, how do you incorporate a
node into a search to narrow the visualization? - ✔✔Left click on the node. A search
condition card is added to the search panel, reducing the results to just documents
where the selected entity is either a sender or recipient in the document.
✔✔What format is used to export applications? - ✔✔RAP files
✔✔Best Practice for creating applications: Make sure the Dynamic field on all object
types you add to the application is set to Yes - ✔✔Error you will avoid: Object Type
<Name of Object Type> is not exportable because it is not dynamic.
, ✔✔Best Practice for creating applications: Add all object types to the application before
adding event handlers. - ✔✔Error you will avoid: The <Name of Object Type> object
type is associated with the <Name of Event Handler> event handler. Please add the
object type to your application in order to proceed.
✔✔Best Practice for creating applications: Add the objects to the application before
adding the fields. - ✔✔Error you will avoid: The <Name of Object> object associated
with Document field <Name of Field> is required in order to proceed. Please add this
object to your application.
✔✔Best Practice for creating applications: Add all layouts to the application before
adding the object types. - ✔✔Error you will avoid: The <Name of Object> object that
owns the <Name of Layout> layout must be added to your application in order to
proceed.
✔✔Best Practice for creating applications: Make sure none of the tabs you link to from
your application are parent tabs. - ✔✔Error you will avoid: The <Name of Tab> tab is a
parent tab. Parent tabs cannot be included in an application. If your application contains
any non-parent tabs they will be placed under an auto-generated tab named after the
application on install. Please remove this tab from your application to proceed.
✔✔Best Practice for creating applications: Add all object types to your application
before adding tabs separately. - ✔✔Error you will avoid: The <Name of Tab> tab is
associated with the <Name of Object Type> object type. Please add this object type to
your application in order to proceed.
✔✔Best Practice for creating applications: Add the views to the application before
adding the layouts and fields. - ✔✔Error you will avoid: The <Name of View> view
includes the following field(s): Field X, Field Y, etc. Please add the field(s) to your
application in order to proceed.
✔✔Best Practice for creating applications: Add the views to the application before
adding the layouts and fields. - ✔✔Error you will avoid: The <Name of View> view is
referenced in the <Name of Layout> layout. Please add this view to your application in
order to proceed.
✔✔Best Practice for creating applications: Add all views to the application before adding
the object types, with the exception of any non-dynamic object types. - ✔✔Error you will
avoid: The <object type> associated with the <view name> is required in order to
proceed. Please add this object to your application.
✔✔Best Practice for creating applications: Add the layouts to the application before
adding the fields. - ✔✔Error you will avoid: The <Name of Layout> layout includes the
