Relativity Project Management Specialist.docx

RELATIVITY PROJECT MANAGEMENT
SPECIALIST



WhatpoarepothepophasepoofpoLegalpoHold?po-poans--
ConfirmpoInvolvement.poDraftpoNotes/
Questionaire.poCreatepoPreservationpoNotice.poSendpoNotice.poReceivepoCustodianpoRes
ponses.poEnforcepoCompliance.poReleasepoCustodian.poClosepoLegalpoHold.

Describeposomeporolespopeoplepohavepoinpoapolegalpoholdpo-poans--
PROJECTpoOWNERS:poEmployessporesponsiblepoforpoidentifyingpocustoians,podraftingpo
notices,poandpomanagingpothepoholdpoprocess.poPROJECTpoADMINS:poEmployesspowho
powillpobepousingpoitpoforpocreatingpothepoholdpoandposendingpoitpotopoemployees.poDATApo
STEWARTS:poEmployeesporesponsiblepoforpomanagingpothepoelectronicpoassetspoandpoi
nfoposystem.poALERTpoGROUPS:poGroups/
teamspothatpowillpobeponotifiedpoifpoapocustodianpoanswerspoapoquestionpoinpoapocertainpo
mannerpo.

WhatpoareposomepocommonpoconsiderationspobeforeposettingpouppoapoLegalpoHold?po-
poans--
Determinepowhatpotheporeminderpoandpoescalationpocadencepowillpobepoforpoindividualpoh
olds.poDeterminepowhetherpoperiodicporeminderspowillpobeposentpoandpohowpooften.poRevi
ewpocurrentpoholdpoquestionairepotemplatepoandpowhatpostandardpoquestionspomightpobep
oaskedpoofpoholdpoparticipants.poReviewpoproceedurespoforpocommunicationpoholdponotic
espotopodatapostewarts.

TruepoorpoFalse:poYouposhouldpoinstallpoLegalpoHoldpoinpoitspoownpoWorkspacepo-poans--
TRUE

WhatpoispoapoLegalpoHoldpoPreservationpoNotice?po-poans--
Theponotificationpoandpoinstructionspothatpoholdpoparticipantsporeceivepothatpoexplainpothe
irpoobligationspounderpothepohold

WhatpoarepoAlertpoNotices?po-poans--
TheponotificationpotopothepoAlertpoGrouppothatpoapocustodianpohaspoansweredpoapoquestio
npoinpoapowaypothatporequirespoattention

WhatpoarepoReleasepoNotices?po-poans--
Theponotificationpothatpoanpoindividualpoorpoallpothepoholdpoparticipantspohavepobeenporele
asedpofrompotheirpoobligationpounderpothepohold

,Whatpo4poCommunicationpoTemplatespocomepowithpoLegalpoHold?po-poans--
AlertpoNotice,poLegalpoHoldpoNotice,poEmailpoAcknowledgement,poLegalpoHoldpoRelease

HowpocanpoyoupofindporolespoforpoLegalpoHold?po-poans--
HoldpoAdmin,poRolespotab.poYoupocanposeepoAlertpogroup,poCustodian,poTagspolikepoHum
anpoResources,poIT,poSilentpoCustodian,poPreservationpoHold

Whatpoispoaposilentpocustodian?po-poans--
Theypoarepopeoplepoyoupodon'tpowantpotopomakepoawarepotheypoarepoonpoapolegalpoholdpo
ORpopeoplepoyoupojustpodon'tpowantpotopodistrubpowithpotoopomanypocommunications.poIts
poapotypepoofporolepoyoupocanpoplacepoonpoapocustodian.poBypoDefault,potheporolepohaspoth
epoDopoNotpoNotifypotagpoapplied.poTheypowontporeceivepocommunications.poTheypowillspo
tillpoappearpoonpoCustodianspoandpoCustodianpoActivepoProjectsporeports.

Whatpodoespoapoperservationpoholdpoindicate?po-poans--
IndicatespothatpoapocustodianpohaspoapoholdpoonpotheirpoMicrosoftpoExchangepoandpoOne
Drivepoaccountspoinpoplace

WhatpooptionspodopoyoupohavepowhenpoyoupomakepoaponewporolepoinpoLegalpoHold?po-
poans--
Youpocanponamepotheporole.poYoupocanpoaddpotags,poex.poExecutive.poAnotherpotagpoyoup
ocanpoapplypoispoDopoNotpoNotify.poYoupocanposelectpothepo"PlacepoonpoPreservationpoHol
d"potagpotopopreventpoanyporemovalpoorpodeletionpoofpodatapoinpothepocustodian'spoMSpo36
5poaccount

TruepoorpoFalse:poIfpoyoupoassignpothepopreservationpoholdporolepotopoapocustodianpothatpo
automaticallypoputspothepocustodianpoonpoapopreservationpohold?po-poans--TRUE

WhatpoispothepopurposepoofpothepoLegalpoHoldpoProjectspolandingpopage?po-poans--
Thepofeaturespodisplaypoprojects,poprojectpostatus,poandpoprojectpohealth.poHelppoyoupoun
derstandpolegalpoholdpoprojectspothroughpocustomerpolayouts,poprojectpoviews,poandpodas
hbaords.poYoupocanpocreate,poupdate,poorpodeletepoanypolayout,poviewpoorpodashboard.

Whatpoarepothepo2podefaultpodashboardspoyoupogetpoinpothepolegalpoholdpoprojectspolandin
gpopage?po-poans--
ProjectpoStatuspowhichposhowspoclosedpovspoactive.poAndpoProjectpoOwnerspowhichposho
wspototalpo#poofpoprojectspoperpoperson

WhatpoelsepocanpoyoupomakepoapoDashboardpoofpoinpolegalpoholdpoprojetspolandingpopage
?po-poans--
YoupocanpopivotpoonpothingspolikepoCase,poCompany,poExternalpoCounsel,poGeneralpoCo
unsel,poProjectpoClosepoDate,poProjectpoStartpoDate,poType,poUsepoaspotemplate,poFavori
te,poProjectpoAttachments,poSubjectpoMatterpoStartpoandpoEndpodates

, Whatpoareposomepocommonpolegalpoholdpoprojectpoviews?po-poans--
AllpoProjects;poActivepoProjects;poClosedpoProjects;poProjectpoTemplates

Whatpoispothepopurposepoofpoapolegalpoholdpohold?poAndpohowpocanpoyoupocreatepoone?
po-poans--
Youpocanpousepolayoutspotopodeveloppoworkflowspospecificpotopotheponeedspoofpoyourpoca
se.poYoupocreatepothempoviapoWorkspacepoAdmin>Layouts.poWhenpoyoupocreatepoonepou
sepoProjectpoobject.poBuildpoLayoutpohelpspoyoupoaddpoandpoorderpofields.poSavepoit.poTh
enpoeditpoLayoutpoInformation:Detail.poNamepoorpoRenamepoit.poOrderpo-1.poSavepoagain.

Whatpoarepothepoprojectpodetailspoandpowherepodopoyoupogopotopofindpothem?po-poans--
ThepoprojectpodetailspopagepoappearspooncepooupocreatepoapoprojectpoinpoLegalpoHold.poA
cesspothempobypoclientpothepoprojectpoformpothepoproject'spolandingpopage.poYoupocanpose
eposettingspolikepoName,poOwner,poOwnerpoemail,potype,popreservationpocase,poSMpostart
poandpoendpodates,poIfpoit'spoapofavoritepoorpousedpoapotemplate,pogeneralpocounsel,pooutsi
depocounsel,pothenpotabspoatpothepobottompoformpoCommunications,poCustodians,poMailb
ox,poPreservationpoHold,poandpoPreservationpoTags.

ExplainpothepoLegalpoHoldpoDetailspoCommuniation'spotabpo-poans--
Listspothepocommunicationspoassociatedpowithpothepoprojectpowhichpoyoupocanpofilterpoan
dposortpousingpothepocolumnspoorpoclientpoonpoanpoitempotopoviewpoitspodetails

ExplainpothepoLegalpoHoldpoDetailspoCustodianpotabpo-poans--
Custodianspotabpolistspoallpoofpothepocustodianspoassignedpotopothepoproject.poYoupocanpof
ilter/sort/clientpotopoviewpoanpoitem

ExplainpothepoLegalpoHoldpoDetailspoMailboxpotabpo-poans--
Mailboxpotabspolistspoallpotheposentpoandporeceivedpoemailspofrompothepocommicationspofo
rpothatpoproject

ExplainpothepoLegalpoHoldpoDetailspoPreservationpotabspo-poans--
PreservationpoHoldpotabpolistspothepocustodianspoinpoMSpoExchangepoandpoOneDrivepoth
atpoarepocurrentlypoonpoapohold.poItpoalsopolistspothepocustodianpotargetspoinpoapoSharepoi
ntpoonpohold.poPreservationpotagspolistpothepostatuspoofpotheposharepopoint

WhatpoispoPRL?po-poans--
ProjectpoResponsivepoLevel.poAggregatespotheponumberpoofpocommuniationsposentpoand
ponumberpoofporesponsive.poApopercentagepoonpotheponumberpoofporesponsivepocustodia
nspotopotheponumberpoofpocommmunicatespoispoaggregated.poThepoPRLpopercentagepoisp
othempocomparedpotopotheposetpoofpoPRLpothresholds.poAspothepoPRLpomeetspoapocustom
pothreshold,pothepoPRLpostatuspoiconpochangespobetweenpoRed,poYellow,poandpoGreen.


HowpodopoyouposetpoapoPRLpoThreshold?po-poans--
FrompothepoHoldpoAdminpotab,poinpothepogeneralposection.poPRLpohighpothreasholdpo-
poThepo
%poofpoacknowledgedpocommunicationspooutpoofpoallpocommunicationspoinpoapoprojectpo