Relativity Project Management Specialist
UPDATED ACTUAL Questions and
CORRECT Answers
What are the phase of Legal Hold? - CORRECT ANSWER - Confirm Involvement. Draft
Notes/Questionaire. Create Preservation Notice. Send Notice. Receive Custodian Responses.
Enforce Compliance. Release Custodian. Close Legal Hold.
Describe some roles people have in a legal hold - CORRECT 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? - CORRECT
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 - CORRECT
ANSWER - TRUE
What is a Legal Hold Preservation Notice? - CORRECT ANSWER - The notification and
instructions that hold participants receive that explain their obligations under the hold
What are Alert Notices? - CORRECT ANSWER - The notification to the Alert Group that
a custodian has answered a question in a way that requires attention
What are Release Notices? - CORRECT 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? - CORRECT ANSWER - Alert
Notice, Legal Hold Notice, Email Acknowledgement, Legal Hold Release
How can you find roles for Legal Hold? - CORRECT 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? - CORRECT 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? - CORRECT 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? - CORRECT
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? - CORRECT ANSWER - TRUE
What is the purpose of the Legal Hold Projects landing page? - CORRECT 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? - CORRECT
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? - CORRECT
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? - CORRECT ANSWER - All Projects;
Active Projects; Closed Projects; Project Templates
What is the purpose of a legal hold hold? And how can you create one? - CORRECT
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? - CORRECT ANSWER -
The project details page appears once ou create a project in Legal Hold. Acess them by client the
project form the project's landing page. You can see settings like Name, Owner, Owner email,
type, preservation case, SM start and end dates, If it's a favorite or used a template, general
counsel, outside counsel, then tabs at the bottom form Communications, Custodians, Mailbox,
Preservation Hold, and Preservation Tags.
Explain the Legal Hold Details Communiation's tab - CORRECT ANSWER - Lists the
communications associated with the project which you can filter and sort using the columns or
client on an item to view its details
Explain the Legal Hold Details Custodian tab - CORRECT ANSWER - Custodians tab
lists all of the custodians assigned to the project. You can filter/sort/client to view an item
Explain the Legal Hold Details Mailbox tab - CORRECT ANSWER - Mailbox tabs lists
all the sent and received emails from the commications for that project
Explain the Legal Hold Details Preservation tabs - CORRECT ANSWER - Preservation
Hold tab lists the custodians in MS Exchange and OneDrive that are currently on a hold. It also
UPDATED ACTUAL Questions and
CORRECT Answers
What are the phase of Legal Hold? - CORRECT ANSWER - Confirm Involvement. Draft
Notes/Questionaire. Create Preservation Notice. Send Notice. Receive Custodian Responses.
Enforce Compliance. Release Custodian. Close Legal Hold.
Describe some roles people have in a legal hold - CORRECT 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? - CORRECT
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 - CORRECT
ANSWER - TRUE
What is a Legal Hold Preservation Notice? - CORRECT ANSWER - The notification and
instructions that hold participants receive that explain their obligations under the hold
What are Alert Notices? - CORRECT ANSWER - The notification to the Alert Group that
a custodian has answered a question in a way that requires attention
What are Release Notices? - CORRECT 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? - CORRECT ANSWER - Alert
Notice, Legal Hold Notice, Email Acknowledgement, Legal Hold Release
How can you find roles for Legal Hold? - CORRECT 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? - CORRECT 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? - CORRECT 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? - CORRECT
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? - CORRECT ANSWER - TRUE
What is the purpose of the Legal Hold Projects landing page? - CORRECT 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? - CORRECT
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? - CORRECT
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? - CORRECT ANSWER - All Projects;
Active Projects; Closed Projects; Project Templates
What is the purpose of a legal hold hold? And how can you create one? - CORRECT
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? - CORRECT ANSWER -
The project details page appears once ou create a project in Legal Hold. Acess them by client the
project form the project's landing page. You can see settings like Name, Owner, Owner email,
type, preservation case, SM start and end dates, If it's a favorite or used a template, general
counsel, outside counsel, then tabs at the bottom form Communications, Custodians, Mailbox,
Preservation Hold, and Preservation Tags.
Explain the Legal Hold Details Communiation's tab - CORRECT ANSWER - Lists the
communications associated with the project which you can filter and sort using the columns or
client on an item to view its details
Explain the Legal Hold Details Custodian tab - CORRECT ANSWER - Custodians tab
lists all of the custodians assigned to the project. You can filter/sort/client to view an item
Explain the Legal Hold Details Mailbox tab - CORRECT ANSWER - Mailbox tabs lists
all the sent and received emails from the commications for that project
Explain the Legal Hold Details Preservation tabs - CORRECT ANSWER - Preservation
Hold tab lists the custodians in MS Exchange and OneDrive that are currently on a hold. It also
