RELATIVITY REVIEW MANAGEMENT
SPECIALIST FINAL PAPER UPDATED
COMPLETE QUESTIONS AND CORRECT
ANSWERS BUNDLED REVIEW GUIDE
●● Describe some roles people have in a legal hold
Answer: 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?
Answer: 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
Answer: TRUE
,●● What is a Legal Hold Preservation Notice?
Answer: The notification and instructions that hold participants receive
that explain their obligations under the hold
●● What are Alert Notices?
Answer: The notification to the Alert Group that a custodian has
answered a question in a way that requires attention
●● What are Release Notices?
Answer: 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?
Answer: Alert Notice, Legal Hold Notice, Email Acknowledgement,
Legal Hold Release
●● How can you find roles for Legal Hold?
Answer: Hold Admin, Roles tab. You can see Alert group, Custodian,
Tags like Human Resources, IT, Silent Custodian, Preservation Hold
●● What is a silent custodian?
Answer: 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?
Answer: 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?
Answer: 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?
Answer: TRUE
●● What is the purpose of the Legal Hold Projects landing page?
Answer: 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?
Answer: 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?
Answer: 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?
Answer: All Projects; Active Projects; Closed Projects; Project
Templates
●● What is the purpose of a legal hold hold? And how can you create
one?
Answer: 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?
SPECIALIST FINAL PAPER UPDATED
COMPLETE QUESTIONS AND CORRECT
ANSWERS BUNDLED REVIEW GUIDE
●● Describe some roles people have in a legal hold
Answer: 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?
Answer: 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
Answer: TRUE
,●● What is a Legal Hold Preservation Notice?
Answer: The notification and instructions that hold participants receive
that explain their obligations under the hold
●● What are Alert Notices?
Answer: The notification to the Alert Group that a custodian has
answered a question in a way that requires attention
●● What are Release Notices?
Answer: 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?
Answer: Alert Notice, Legal Hold Notice, Email Acknowledgement,
Legal Hold Release
●● How can you find roles for Legal Hold?
Answer: Hold Admin, Roles tab. You can see Alert group, Custodian,
Tags like Human Resources, IT, Silent Custodian, Preservation Hold
●● What is a silent custodian?
Answer: 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?
Answer: 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?
Answer: 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?
Answer: TRUE
●● What is the purpose of the Legal Hold Projects landing page?
Answer: 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?
Answer: 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?
Answer: 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?
Answer: All Projects; Active Projects; Closed Projects; Project
Templates
●● What is the purpose of a legal hold hold? And how can you create
one?
Answer: 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?
