RCA Study Questions
and Correct Answers
Graded A+
What are the required fields when creating new clients - Answer: Name, Client Number and Status
What are the two client statuses and what do they mean? - Answer: Active and Inactive. It does not
impact user permissions.
These statuses are used to organize and display lists of clients using views. To show which items show on
a client lists.
What does the client number mean? - Answer: Client number is the billing number for the client. Must
be between 1 and 50 characters
What are clients associated with? - Answer: Clients are associated with users and matters.
After a client has been created what does the Client details form display? - Answer: It displays hyper
linked lists of user and matters associated with that client.
What is the client view "ClientsonPicker" - Answer: This is the view that pops up when a user or matter is
created and the ellipses button is clicked to add a new client. This view shows the name number and
status of a client. This view only shows the active clients. So the users on our instance will be unable to
choose any unactive client. This system view can be edited.
What is the view "All Clients"? - Answer: The view "All Clients is the view when you click the clients tab.
This has edit, shows the name, number and status of a client.
What is the view "MattersonClientPage"? - Answer: This is the view that shows up after the client has
been created. This view shows a list of hyperlinked matters on the client details page.
,What is the view"UsersonClientPage"? - Answer: This view shows a list of hyperlinked user on the client
details page.
What is a matter associated with? - Answer: A matter is associated with clients and work space. Matters
may be associated with one or more work spaces. Matters are associated with one client.
What are the four required fields when creating a matter? - Answer: the four required fields when
creating a matter are name(1-50), matter number (1-50), status ( like clients, matter status is only used
for view purposes.), client (the clientonpicker view comes up to choose from)
Note* - Answer: When organizing your relativity environment, establish a consistent structure and
naming convention to make billing easier.
What may a matters status be used for? - Answer: To display which matter appears on drop down lists.
What is the view "mattersonpicker"? - Answer: This is the view that displays when choosing a matter for
a work space. It has the fields : name, number, status and client name.
What is the "all matters" view? - Answer: The all maters view shows the edit, name, number, client
name, client number and status.
What are the required fields when creating a user? - Answer: First name, Last name, email address, type
(internal, external),client, relativity access ( enabled, disabled), Items list page length( default 25),
default selected file type (default viewer, other (native, image, long text, production)), advanced search
Public by default (default is no) and password.
What are users in relativity directly associated with? - Answer: Clients are associated with matters and
groups.
How may clients and groups can a user have? - Answer: A user can have one client and many groups
, What are the requirements for a relativity password? - Answer: 8 characters, 1 lower case, 1 upper case,
1 number and 1 special character
What is advanced search public by default? - Answer: Advanced search default by public determines the
users default search owner value. The property's default value ( the option set by default when creating
a new user) is configurable on a system level.
What does Native viewer cache ahead do? - Answer: If enabled this will preload the next native
document. After the active document finishes load the next native in the review will be loaded into
memory cache. System performance might be affected if this is on and many large documents are in the
review case. For relativity version >= 5.04
After a the user has been created. What else can be added and what else shows on the user details
page? - Answer: What shows on the user details page is groups, and that is where groups are added. All
details pages also show record history which shows created and last modified.
What are users referenced by within audit fields and user tables? - Answer: The users are referenced by
first and last name.
Can users have the same first and last name? email adress? - Answer: Users may have the same first and
last name but not same email adress.
How can you limit where a user may login into relativity? - Answer: An admin can add trusted I.P
addresses into the Trusted IPs field to limit the user to log in from the entered server.
Does the user type ( internal or external) have any value on billing? - Answer: No, this is simply for
reference purposes only and has no impact on access or billing.
What does it mean if document skip is enabled? - Answer: This means that the user has the ability to
skip documents during review if that review no longer meets the original conditions of a view, due to
propagation being enabled. The user can edit this from " My settings", unless the admin chooses " force
enable when creating the user".
and Correct Answers
Graded A+
What are the required fields when creating new clients - Answer: Name, Client Number and Status
What are the two client statuses and what do they mean? - Answer: Active and Inactive. It does not
impact user permissions.
These statuses are used to organize and display lists of clients using views. To show which items show on
a client lists.
What does the client number mean? - Answer: Client number is the billing number for the client. Must
be between 1 and 50 characters
What are clients associated with? - Answer: Clients are associated with users and matters.
After a client has been created what does the Client details form display? - Answer: It displays hyper
linked lists of user and matters associated with that client.
What is the client view "ClientsonPicker" - Answer: This is the view that pops up when a user or matter is
created and the ellipses button is clicked to add a new client. This view shows the name number and
status of a client. This view only shows the active clients. So the users on our instance will be unable to
choose any unactive client. This system view can be edited.
What is the view "All Clients"? - Answer: The view "All Clients is the view when you click the clients tab.
This has edit, shows the name, number and status of a client.
What is the view "MattersonClientPage"? - Answer: This is the view that shows up after the client has
been created. This view shows a list of hyperlinked matters on the client details page.
,What is the view"UsersonClientPage"? - Answer: This view shows a list of hyperlinked user on the client
details page.
What is a matter associated with? - Answer: A matter is associated with clients and work space. Matters
may be associated with one or more work spaces. Matters are associated with one client.
What are the four required fields when creating a matter? - Answer: the four required fields when
creating a matter are name(1-50), matter number (1-50), status ( like clients, matter status is only used
for view purposes.), client (the clientonpicker view comes up to choose from)
Note* - Answer: When organizing your relativity environment, establish a consistent structure and
naming convention to make billing easier.
What may a matters status be used for? - Answer: To display which matter appears on drop down lists.
What is the view "mattersonpicker"? - Answer: This is the view that displays when choosing a matter for
a work space. It has the fields : name, number, status and client name.
What is the "all matters" view? - Answer: The all maters view shows the edit, name, number, client
name, client number and status.
What are the required fields when creating a user? - Answer: First name, Last name, email address, type
(internal, external),client, relativity access ( enabled, disabled), Items list page length( default 25),
default selected file type (default viewer, other (native, image, long text, production)), advanced search
Public by default (default is no) and password.
What are users in relativity directly associated with? - Answer: Clients are associated with matters and
groups.
How may clients and groups can a user have? - Answer: A user can have one client and many groups
, What are the requirements for a relativity password? - Answer: 8 characters, 1 lower case, 1 upper case,
1 number and 1 special character
What is advanced search public by default? - Answer: Advanced search default by public determines the
users default search owner value. The property's default value ( the option set by default when creating
a new user) is configurable on a system level.
What does Native viewer cache ahead do? - Answer: If enabled this will preload the next native
document. After the active document finishes load the next native in the review will be loaded into
memory cache. System performance might be affected if this is on and many large documents are in the
review case. For relativity version >= 5.04
After a the user has been created. What else can be added and what else shows on the user details
page? - Answer: What shows on the user details page is groups, and that is where groups are added. All
details pages also show record history which shows created and last modified.
What are users referenced by within audit fields and user tables? - Answer: The users are referenced by
first and last name.
Can users have the same first and last name? email adress? - Answer: Users may have the same first and
last name but not same email adress.
How can you limit where a user may login into relativity? - Answer: An admin can add trusted I.P
addresses into the Trusted IPs field to limit the user to log in from the entered server.
Does the user type ( internal or external) have any value on billing? - Answer: No, this is simply for
reference purposes only and has no impact on access or billing.
What does it mean if document skip is enabled? - Answer: This means that the user has the ability to
skip documents during review if that review no longer meets the original conditions of a view, due to
propagation being enabled. The user can edit this from " My settings", unless the admin chooses " force
enable when creating the user".
