Relativity Project Management Specialis1

RELATIVITY PROJECT MANAGEMENT
SPECIALIST



WhathoarehothehophasehoofhoLegalhoHold?ho-hoans--
✔✔ConfirmhoInvolvement.hoDrafthoNotes/
Questionaire.hoCreatehoPreservationhoNotice.hoSendhoNotice.hoReceivehoCustodianhoRes
ponses.hoEnforcehoCompliance.hoReleasehoCustodian.hoClosehoLegalhoHold.

Describehosomehoroleshopeoplehohavehoinhoaholegalhoholdho-hoans--
✔✔PROJECThoOWNERS:hoEmployesshoresponsiblehoforhoidentifyinghocustoians,hodrafti
nghonotices,hoandhomanaginghothehoholdhoprocess.hoPROJECThoADMINS:hoEmployessho
whohowillhobehousinghoithoforhocreatinghothehoholdhoandhosendinghoithotohoemployees.hoDA
TAhoSTEWARTS:hoEmployeeshoresponsiblehoforhomanaginghothehoelectronichoassetshoa
ndhoinfohosystem.hoALERThoGROUPS:hoGroups/
teamshothathowillhobehonotifiedhoifhoahocustodianhoanswershoahoquestionhoinhoahocertainho
mannerho.

WhathoarehosomehocommonhoconsiderationshobeforehosettinghouphoahoLegalhoHold?ho-
hoans--
✔✔Determinehowhathothehoreminderhoandhoescalationhocadencehowillhobehoforhoindividual
hoholds.hoDeterminehowhetherhoperiodichoremindershowillhobehosenthoandhohowhooften.hoR
eviewhocurrenthoholdhoquestionairehotemplatehoandhowhathostandardhoquestionshomightho
behoaskedhoofhoholdhoparticipants.hoReviewhoproceedureshoforhocommunicationhoholdhon
oticeshotohodatahostewarts.

TruehoorhoFalse:hoYouhoshouldhoinstallhoLegalhoHoldhoinhoitshoownhoWorkspaceho-hoans--
✔✔TRUE

WhathoishoahoLegalhoHoldhoPreservationhoNotice?ho-hoans--
✔✔Thehonotificationhoandhoinstructionshothathoholdhoparticipantshoreceivehothathoexplainh
otheirhoobligationshounderhothehohold

,WhathoarehoAlerthoNotices?ho-hoans--
✔✔ThehonotificationhotohothehoAlerthoGrouphothathoahocustodianhohashoansweredhoahoque
stionhoinhoahowayhothathorequireshoattention

WhathoarehoReleasehoNotices?ho-hoans--
✔✔Thehonotificationhothathoanhoindividualhoorhoallhothehoholdhoparticipantshohavehobeenho
releasedhofromhotheirhoobligationhounderhothehohold

Whatho4hoCommunicationhoTemplateshocomehowithhoLegalhoHold?ho-hoans--
✔✔AlerthoNotice,hoLegalhoHoldhoNotice,hoEmailhoAcknowledgement,hoLegalhoHoldhoRele
ase

HowhocanhoyouhofindhoroleshoforhoLegalhoHold?ho-hoans--
✔✔HoldhoAdmin,hoRoleshotab.hoYouhocanhoseehoAlerthogroup,hoCustodian,hoTagsholikeho
HumanhoResources,hoIT,hoSilenthoCustodian,hoPreservationhoHold

Whathoishoahosilenthocustodian?ho-hoans--
✔✔Theyhoarehopeoplehoyouhodon'thowanthotohomakehoawarehotheyhoarehoonhoaholegalhoho
ldhoORhopeoplehoyouhojusthodon'thowanthotohodistrubhowithhotoohomanyhocommunications.h
oItshoahotypehoofhorolehoyouhocanhoplacehoonhoahocustodian.hoByhoDefault,hothehorolehohash
othehoDohoNothoNotifyhotaghoapplied.hoTheyhowonthoreceivehocommunications.hoTheyhowill
shotillhoappearhoonhoCustodianshoandhoCustodianhoActivehoProjectshoreports.

Whathodoeshoahoperservationhoholdhoindicate?ho-hoans--
✔✔IndicateshothathoahocustodianhohashoahoholdhoonhotheirhoMicrosofthoExchangehoandho
OneDrivehoaccountshoinhoplace

WhathooptionshodohoyouhohavehowhenhoyouhomakehoahonewhorolehoinhoLegalhoHold?ho-
hoans--
✔✔Youhocanhonamehothehorole.hoYouhocanhoaddhotags,hoex.hoExecutive.hoAnotherhotagho
youhocanhoapplyhoishoDohoNothoNotify.hoYouhocanhoselecthotheho"PlacehoonhoPreservation
hoHold"hotaghotohopreventhoanyhoremovalhoorhodeletionhoofhodatahoinhothehocustodian'shoM
Sho365hoaccount

TruehoorhoFalse:hoIfhoyouhoassignhothehopreservationhoholdhorolehotohoahocustodianhothatho
automaticallyhoputshothehocustodianhoonhoahopreservationhohold?ho-hoans--✔✔TRUE

WhathoishothehopurposehoofhothehoLegalhoHoldhoProjectsholandinghopage?ho-hoans--
✔✔Thehofeatureshodisplayhoprojects,hoprojecthostatus,hoandhoprojecthohealth.hoHelphoyouh
ounderstandholegalhoholdhoprojectshothroughhocustomerholayouts,hoprojecthoviews,hoandho
dashbaords.hoYouhocanhocreate,houpdate,hoorhodeletehoanyholayout,hoviewhoorhodashboar
d.

Whathoarehotheho2hodefaulthodashboardshoyouhogethoinhotheholegalhoholdhoprojectsholandin
ghopage?ho-hoans--

, ✔✔ProjecthoStatushowhichhoshowshoclosedhovshoactive.hoAndhoProjecthoOwnershowhichho
showshototalho#hoofhoprojectshoperhoperson

WhathoelsehocanhoyouhomakehoahoDashboardhoofhoinholegalhoholdhoprojetsholandinghopage
?ho-hoans--
✔✔YouhocanhopivothoonhothingsholikehoCase,hoCompany,hoExternalhoCounsel,hoGeneralho
Counsel,hoProjecthoClosehoDate,hoProjecthoStarthoDate,hoType,hoUsehoashotemplate,hoFav
orite,hoProjecthoAttachments,hoSubjecthoMatterhoStarthoandhoEndhodates

Whathoarehosomehocommonholegalhoholdhoprojecthoviews?ho-hoans--
✔✔AllhoProjects;hoActivehoProjects;hoClosedhoProjects;hoProjecthoTemplates

Whathoishothehopurposehoofhoaholegalhoholdhohold?hoAndhohowhocanhoyouhocreatehoone?
ho-hoans--
✔✔Youhocanhouseholayoutshotohodevelophoworkflowshospecifichotohothehoneedshoofhoyourh
ocase.hoYouhocreatehothemhoviahoWorkspacehoAdmin>Layouts.hoWhenhoyouhocreatehoon
ehousehoProjecthoobject.hoBuildhoLayouthohelpshoyouhoaddhoandhoorderhofields.hoSavehoit.h
oThenhoedithoLayouthoInformation:Detail.hoNamehoorhoRenamehoit.hoOrderho-
1.hoSavehoagain.

Whathoarehothehoprojecthodetailshoandhowherehodohoyouhogohotohofindhothem?ho-hoans--
✔✔ThehoprojecthodetailshopagehoappearshooncehoouhocreatehoahoprojecthoinhoLegalhoHold
.hoAcesshothemhobyhoclienthothehoprojecthoformhothehoproject'sholandinghopage.hoYouhocan
hoseehosettingsholikehoName,hoOwner,hoOwnerhoemail,hotype,hopreservationhocase,hoSMho
starthoandhoendhodates,hoIfhoit'shoahofavoritehoorhousedhoahotemplate,hogeneralhocounsel,ho
outsidehocounsel,hothenhotabshoathothehobottomhoformhoCommunications,hoCustodians,ho
Mailbox,hoPreservationhoHold,hoandhoPreservationhoTags.

ExplainhothehoLegalhoHoldhoDetailshoCommuniation'shotabho-hoans--
✔✔Listshothehocommunicationshoassociatedhowithhothehoprojecthowhichhoyouhocanhofilterh
oandhosorthousinghothehocolumnshoorhoclienthoonhoanhoitemhotohoviewhoitshodetails


ExplainhothehoLegalhoHoldhoDetailshoCustodianhotabho-hoans--
✔✔Custodianshotabholistshoallhoofhothehocustodianshoassignedhotohothehoproject.hoYouhoc
anhofilter/sort/clienthotohoviewhoanhoitem

ExplainhothehoLegalhoHoldhoDetailshoMailboxhotabho-hoans--
✔✔Mailboxhotabsholistshoallhothehosenthoandhoreceivedhoemailshofromhothehocommication
shoforhothathoproject

ExplainhothehoLegalhoHoldhoDetailshoPreservationhotabsho-hoans--
✔✔PreservationhoHoldhotabholistshothehocustodianshoinhoMShoExchangehoandhoOneDrive
hothathoarehocurrentlyhoonhoahohold.hoIthoalsoholistshothehocustodianhotargetshoinhoahoShare
pointhoonhohold.hoPreservationhotagsholisthothehostatushoofhothehosharehopoint