Relativity Project Management Specialist Exam
GUDE 2024|BRAND NEW EXAM QUESTIONS AND
CORRECT DETAILED ANSWERS ALL GRADED
A+|GUARANTEED SUCCESS|LATEST UPDATE 2024-
2025
What are the phase of Legal Hold? - 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 - 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? - 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 - 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 - 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 - ANSWER-✅Mailbox tabs lists all the
sent and received emails from the commications for that project
Explain the Legal Hold Details Preservation tabs - ANSWER-✅Preservation Hold tab
lists the custodians in MS Exchange and OneDrive that are currently on a hold. It also
lists the custodian targets in a Sharepoint on hold. Preservation tags list the status of
the share point
What is PRL? - ANSWER-✅Project Responsive Level. Aggregates the number of
communiations sent and number of responsive. A percentage on the number of
responsive custodians to the number of commmunicates is aggregated. The PRL
percentage is them compared to the set of PRL thresholds. As the PRL meets a
custom threshold, the PRL status icon changes between Red, Yellow, and Green.
How do you set a PRL Threshold? - ANSWER-✅From the Hold Admin tab, in the
general section. PRL high threashold - The % of acknowledged communications out
of all communications in a project which will turn GREEN. Recommend default is
100%. PRL Minimum Threshold % of acknowleged out of all that would turn it to
Yellow. Default is 50%.
True or False: The PRL icon is blank even after communications are sent - ANSWER-
✅False. The PRL is activated once you sent a communication. If only remain blank
before then when Communication are created but not yet sent.
What actions and sections are on the legal hold project console? - ANSWER-
✅MANAGE CUSTODIANS - Assign, Change Role, Release, Remove. MANAGE
PRESERVATION TAGS - Discovery Targets, Select Targets. MANAGE PROJECT - Create
Communiation, Close Projects
What is the difference between release and removing a custodian from a legal hold
project? - ANSWER-✅RELEASE: Ends their legal hold obligation. A release
communication is required if you have previously sent them any communiation. If
you didn't, you can silently release them. REMOVE: Ends their hold obligatoin and
removes all record of their details from the project. They won't apprear in any
reports.
, What is custodian interaction level? - ANSWER-✅You can't remove a custodian if
they have custodian interactions redicrected to them from another custodian that
has their custodian interaction level set to redirect. When creating or editing an
entitie, this setting is either Full, Non or redirect on the Other's tab. You have to
modify this before removing a custodian.
True or False: Releasing a custodian from a legal hold removes their preservation
hold from MS 365 - ANSWER-✅False, you have to change their role to something
else.
True or False: A custodian with a role tag Do Not Notify will still appear on the
Communication Summary Report because they aren't removed custodians -
ANSWER-✅False, they don't appear at all.
What is a gotcha with the Custodian Change Report? - ANSWER-✅You will need
View All Audits permissong AND rights to the Manager field. If you don't have View
All Audits, the report just won't run. If you have View All Audit but not the Manager
field rights, you can run the report but then you will be missing the Manager field
from the report.
What is the question responses report? - ANSWER-✅all the questions and
responses for each custodian. It's better to not be filtered on a project. So clear that
condition. It's better to see and export across projects then filter for what you need.
You can also make pivots and save pivot profiles
Within legal hold what is the custodian portal? - ANSWER-✅secure link in a legal
hold communication where custodians can acknowledge their participation in a hold,
answer questionnaires, view all the active projects they are associated with, and
easily address any other outstanding tasks.
What are the communication types and how are they different? - ANSWER-
✅General Notice - You send to describe the case or claim. Alert group - you send to
entities like IT or HR. Email acknowledgement- you receive. Release notice- you send
when they fulfilled their obligation of the hold
How do you create a legal hold communication? - ANSWER-✅project tab, project
console, manage project, click create communication. Select type, template or blank.
Then it is an entry on the project details communication tab. From communication
layout you name the communication, select the type, response date on email tab,
update you see body recipient and escalation.
True or false anyone can send legal hold communications? - ANSWER-✅false, if
enabled in legal hold settings, general hold notices or email acknowledgement's
need to be approved if created by users that don't have the approved
communications permission. Simply open Communication, enter the email address
of the person in the send to for approvals field.
GUDE 2024|BRAND NEW EXAM QUESTIONS AND
CORRECT DETAILED ANSWERS ALL GRADED
A+|GUARANTEED SUCCESS|LATEST UPDATE 2024-
2025
What are the phase of Legal Hold? - 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 - 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? - 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 - 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 - 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 - ANSWER-✅Mailbox tabs lists all the
sent and received emails from the commications for that project
Explain the Legal Hold Details Preservation tabs - ANSWER-✅Preservation Hold tab
lists the custodians in MS Exchange and OneDrive that are currently on a hold. It also
lists the custodian targets in a Sharepoint on hold. Preservation tags list the status of
the share point
What is PRL? - ANSWER-✅Project Responsive Level. Aggregates the number of
communiations sent and number of responsive. A percentage on the number of
responsive custodians to the number of commmunicates is aggregated. The PRL
percentage is them compared to the set of PRL thresholds. As the PRL meets a
custom threshold, the PRL status icon changes between Red, Yellow, and Green.
How do you set a PRL Threshold? - ANSWER-✅From the Hold Admin tab, in the
general section. PRL high threashold - The % of acknowledged communications out
of all communications in a project which will turn GREEN. Recommend default is
100%. PRL Minimum Threshold % of acknowleged out of all that would turn it to
Yellow. Default is 50%.
True or False: The PRL icon is blank even after communications are sent - ANSWER-
✅False. The PRL is activated once you sent a communication. If only remain blank
before then when Communication are created but not yet sent.
What actions and sections are on the legal hold project console? - ANSWER-
✅MANAGE CUSTODIANS - Assign, Change Role, Release, Remove. MANAGE
PRESERVATION TAGS - Discovery Targets, Select Targets. MANAGE PROJECT - Create
Communiation, Close Projects
What is the difference between release and removing a custodian from a legal hold
project? - ANSWER-✅RELEASE: Ends their legal hold obligation. A release
communication is required if you have previously sent them any communiation. If
you didn't, you can silently release them. REMOVE: Ends their hold obligatoin and
removes all record of their details from the project. They won't apprear in any
reports.
, What is custodian interaction level? - ANSWER-✅You can't remove a custodian if
they have custodian interactions redicrected to them from another custodian that
has their custodian interaction level set to redirect. When creating or editing an
entitie, this setting is either Full, Non or redirect on the Other's tab. You have to
modify this before removing a custodian.
True or False: Releasing a custodian from a legal hold removes their preservation
hold from MS 365 - ANSWER-✅False, you have to change their role to something
else.
True or False: A custodian with a role tag Do Not Notify will still appear on the
Communication Summary Report because they aren't removed custodians -
ANSWER-✅False, they don't appear at all.
What is a gotcha with the Custodian Change Report? - ANSWER-✅You will need
View All Audits permissong AND rights to the Manager field. If you don't have View
All Audits, the report just won't run. If you have View All Audit but not the Manager
field rights, you can run the report but then you will be missing the Manager field
from the report.
What is the question responses report? - ANSWER-✅all the questions and
responses for each custodian. It's better to not be filtered on a project. So clear that
condition. It's better to see and export across projects then filter for what you need.
You can also make pivots and save pivot profiles
Within legal hold what is the custodian portal? - ANSWER-✅secure link in a legal
hold communication where custodians can acknowledge their participation in a hold,
answer questionnaires, view all the active projects they are associated with, and
easily address any other outstanding tasks.
What are the communication types and how are they different? - ANSWER-
✅General Notice - You send to describe the case or claim. Alert group - you send to
entities like IT or HR. Email acknowledgement- you receive. Release notice- you send
when they fulfilled their obligation of the hold
How do you create a legal hold communication? - ANSWER-✅project tab, project
console, manage project, click create communication. Select type, template or blank.
Then it is an entry on the project details communication tab. From communication
layout you name the communication, select the type, response date on email tab,
update you see body recipient and escalation.
True or false anyone can send legal hold communications? - ANSWER-✅false, if
enabled in legal hold settings, general hold notices or email acknowledgement's
need to be approved if created by users that don't have the approved
communications permission. Simply open Communication, enter the email address
of the person in the send to for approvals field.
