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Relativity Certified Administrator > Production > Flashcards

Production Flashcards

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1
Q

What is the purpose of the Production application in Relativity?

A

To prepare relevant and non-privileged documents for turnover to opposing counsel after review.

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2
Q

What security permissions are required to run productions in Relativity?

A
  • Production – View, Edit, Add
  • Production Data Source - View, Edit, Add, Delete
  • Production Information - View, Edit, Add
  • Production Placeholder - View, Edit, Add
  • Production Sets
  • Mass Operations - Re-Produce
  • Admin Operations - Override Production
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3
Q

How can you upgrade the production application?

A
  • Upgrade to the latest Relativity product update
  • Upgrade production only by downloading the newly released RAP file from the Relativity Community
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4
Q

What is stored in the production information object?

A
  • Number of documents with redactions
  • Control number of documents
  • Documents produced with placeholders
  • Documents produced as native
  • Automatically created Bates numbers
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5
Q

True or False: The Bates numbers fields automatically clear when you delete productions.

A

True

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6
Q

What steps are necessary to create a production information tab?

A
  • Navigate to Tabs
  • Select New Tab
  • Enter Production Information as the name
  • Select Object as the tab type
  • Select Production Information as the object type
  • Configure the tab location
  • Click Save
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7
Q

What fields can be viewed on the production information tab?

A
  • Artifact id
  • Begin attachment
  • Begin bates
  • Data source
  • Document
  • Document id
  • End attachment
  • End bates
  • Has redactions
  • Identifier
  • Image count
  • Name
  • Production type
  • Production set
  • Security
  • System created by
  • System last modified by
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8
Q

What is a production set in Relativity?

A

A defined set that specifies markup for redactions, document numbering, and other settings for document production.

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9
Q

What are the required steps to create or edit a production set?

A
  • Navigate to the Production tab
  • Click the Production Sets tab
  • Click New Production or edit an existing production set
  • Add or edit required fields
  • Save the additions or updates
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10
Q

Fill in the blank: The __________ section contains the required fields for creating a production set.

A

Basic Settings

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11
Q

What options are available for numbering in a production set?

A
  • Page level numbering
  • Document level numbering
  • Original image numbering
  • Existing production numbering
  • Document field numbering
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12
Q

What is page level numbering?

A

A method to generate a new incremental number (Bates number) on every page across production documents.

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13
Q

What fields are required when selecting page level numbering?

A
  • Prefix
  • Suffix
  • Start number
  • Number of digits for document numbering
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14
Q

What does document level numbering generate?

A

A new document number for each document, branded on the images in the production.

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15
Q

What is original image numbering used for?

A

To retain identifiers originally associated with images, such as Bates numbers already assigned.

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16
Q

When should you select existing production numbering?

A

When you want to reuse Bates numbering from a previous production set or change produced document images.

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17
Q

What happens when you merge a new production with an existing production?

A

The new production images replace the images in the previously existing production.

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18
Q

Describe the Basic Settings fields when creating a production set.

A
  • Name (required)
  • Date Produced
  • Email Notification Recipients
  • Imported
  • Scale Branding Font for Viewer
  • Branding Font
  • Branding Font Size
  • Placeholder Image Format
  • Copy Production on Workspace Create
  • Wraps Branding Text
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19
Q

What happens when you select the option to fully replace the original production’s produced image in Relativity?

A

The original produced image is fully replaced and cannot be exported if you merge the sets.

Merging sets with existing production numbering is restricted.

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20
Q

What are the conditions under which you cannot merge productions in Relativity?

A
  • Existing production has document level numbering without page-level markers
  • Production references an already produced production
  • New production set contains documents not in existing production
  • Page counts differ between new and existing productions
  • Documents in a production set are also in the production restriction
  • Action attempted during merging

Each condition must be resolved to avoid errors.

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21
Q

What should you select if you want to maintain original numbering of documents when importing into Relativity?

A

Select the Document field numbering choice.

Fixed-length text fields are used for numbering.

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22
Q

What is required when selecting Document field numbering in Relativity?

A
  • Numbering Field (required)
  • Include page numbers (required)
  • Document Page Separator (required)
  • Number of digits for page numbering (required)
  • Start numbering on second page (required)

Content restrictions apply for numbering field, prefix, and suffix.

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23
Q

What options are available for branding headers and footers in a production set?

A
  • Production Bates Number
  • Production Number
  • Field
  • Free Text
  • Original Image Number
  • Document Identifier + Page Number
  • Advanced Formatting

Restrictions apply on certain field types for branding.

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24
Q

What does the sorting feature in a production set allow you to do?

A

Select a field that determines how your production is sorted, using ascending or descending order.

Default sort order is by Artifact ID.

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25
What is the purpose of Post Production in Relativity?
To select additional actions that run automatically once production is completed, allowing for better tracking and visibility. ## Footnote Copy Bates to Document Fields action is supported.
26
What happens to the production set when you delete it in Relativity?
The production is removed from the Production sets tab, but Bates numbers may still appear in the Documents tab until fully deleted. ## Footnote Deletion occurs during off hours.
27
What is the function of the Preview Production button in the Production console?
To preview the newly saved production before running it, ensuring all settings are correct. ## Footnote This includes checking numbering, branding, and sorting.
28
How can you track multiple redaction sets on the same document?
* Create multiple redaction sets with different markups * Use each markup to redact the same document * Create a production selecting a specific markup ## Footnote This allows for different productions based on the selected markup.
29
What does Advanced Formatting for Branding allow in Relativity?
Brand headers and footers with a combination of fields, free-form text, and a scripting language for conditional branding. ## Footnote Supports various context objects for advanced customization.
30
What information does the Production object store in Advanced Formatting?
* ProductionId * ProductionName * TotalDocuments * TotalImages * WorkspaceId ## Footnote This information is consistent across all items branded in the production.
31
What is the significance of the Document object in Advanced Formatting?
It stores information about each document, changing for every document in the production. ## Footnote Includes fields like ArtifactId, BeginBates, and EndBates.
32
What format are the values in as done in the object manager?
String format ## Footnote This indicates that the values are treated as text strings.
33
Which field types are supported by Custom Placeholders?
* FieldType.Date * FieldType.Decimal * FieldType.FixedLengthText * FieldType.WholeNumber * FieldType.YesNo * FieldType.SingleChoice * FieldType.MultipleChoice ## Footnote These field types can be utilized within Custom Placeholders.
34
Are reflected fields supported?
No ## Footnote Reflected fields cannot be used within this context.
35
What is an example of advanced formatting mentioned?
Creating conditional statements with the document object ## Footnote This illustrates the capability of using conditional logic in formatting.
36
What does the page object store?
Information about the page that changes for each page ## Footnote Includes attributes such as BatesNumber, FileName, HasRedactions, IsPlaceholder, and PageNumber.
37
What data type is the BatesNumber in the page object?
string ## Footnote It represents the bates number of the current page.
38
What does the HasRedactions field indicate?
If the page has redactions ## Footnote It is a boolean value.
39
What does the IsPlaceholder field signify?
If the page is a placeholder page ## Footnote It is a boolean value.
40
What is the purpose of the Production Data Source?
Attaches saved searches to your production set ## Footnote Allows customization of production with multiple placeholders.
41
What are the steps to add a production data source?
1. Navigate to the Production tab 2. Select the Production Sets tab 3. Click the production name 4. Scroll to the Production Data Source card 5. Click New 6. Enter a Name 7. Select a Production Type 8. Select a Document Source 9. Complete the fields 10. Click Save
42
What must you have to create a data set in the Production Data Source?
View, add, and edit permissions for the Production Data Source object ## Footnote It is also recommended to have delete permission.
43
What types of placeholders can be used in a production?
* Image * Custom * PDF
44
What file types are supported for image placeholders?
* TIF * JPEG * PNG * BMP * GIF ## Footnote Image placeholders are saved as JPG files.
45
What is the recommended size for image placeholders?
2,550 pixels by 3,300 pixels at 300 DPI
46
How do you create a custom placeholder?
1. Navigate to the Production tab 2. Click the Placeholder tab 3. Click New Placeholder 4. Enter required fields 5. Click Save
47
What is the function of the Burn Redactions field?
Indicates if redactions are applied to documents ## Footnote Toggle On to apply redactions; Off to not apply.
48
What does the Preview Production option do?
Displays a sample image of how branding is applied
49
What happens when you click Stage and Run Production?
Takes a snapshot and automatically begins producing staged documents
50
What does the Check for Conflicts option do?
Determines if the production set includes conflicting documents
51
What is the purpose of the Rerun Errored Documents button?
Proceeds with the production of previously errored documents after corrections
52
What section of the Production console allows for monitoring production status?
Production console
53
Fill in the blank: The Placeholder library automatically includes a default _______.
[image placeholder]
54
True or False: You can have the same document in more than one production data source.
False
55
What is the Native Time Zone Offset field used for?
Controls the date and time displayed on redacted and highlighted images
56
What should you do if a placeholder does not generate correctly?
Click Edit to make necessary changes
57
What does the View Branding Errors feature display?
Displays a pop-up with all documents and Branding error messages per document
58
What does the View Production Errors and Warnings feature show?
Displays a pop-up that lists the validation and production error messages and warnings that occurred
59
What is the purpose of the Copy To Legacy Document Fields option?
Updates Bates fields with the Bates numbering information stored in the Production Information RDO of a selected production
60
What are the four steps in staging and running a production?
* Staging * Validation * Production * Branding
61
What happens during the staging step?
Relativity takes a snapshot of the data sources
62
What error occurs when the same document is found in multiple data sources?
You will receive an error message identifying the data sources and the document
63
How can you resolve an error where no documents are found in the data sources?
Ensure that the saved searches selected as data sources are pulling back documents
64
What causes a missing files error during staging?
When documents in the data source do not have images, natives, or PDFs
65
What is the purpose of the View Production Errors and Warnings button?
To open the Error Starting Production pop-up and list the errors that occurred
66
What does the validation step check for?
Performs a conflict check and data source validation
67
What are the conflict resolution options during validation?
* Remove the conflict * Override the conflict * Modify the production restriction
68
What occurs during the production step?
Relativity produces the staged documents
69
What happens in the branding step?
Relativity applies redactions and specified header and footer to the images
70
What should you do if a branding error occurs?
Click View Branding Errors to determine the cause and resolve it
71
What does the Staging Summary report include?
* Total Documents Count * Total Images Count * Documents With Images * Documents With Natives * Documents With Placeholders * Documents With Redactions
72
What do Production Summary fields report?
* Begin Bates * End Bates * Total Docs * Total Images * Docs With Images * Docs With Natives * Docs With PDFs * Docs With Placeholders * Documents With Redactions * Total Image size in GB * Run Date
73
What is the first step to run a production?
Stage the production
74
What does the progress bar show during staging?
* Staging * Running Saved Searches * Cleaning Up Data * Creating Production Information Records
75
What happens if changes are made to data sources after staging completes?
Those changes are not captured when the production is run
76
What information is displayed when viewing documents in the production console?
* Document Identifier * Data Source Name * Production Option * Begin Bates * End Bates * Has Native * Has Images * Has Redactions
77
What does the conflict check compare?
The documents in the production against those in a saved search selected in the Production Restrictions field
78
What happens when you click Check for Conflicts?
A Production Restrictions warning may appear if a saved search is being used to restrict productions
79
What are the options when resolving conflicts?
* Remove Conflicts * Cancel
80
What is the first action when running a production?
Click Run Production in the production console
81
What steps are included in the production process?
* Cleaning Existing Files * Creating Placeholder Images * Creating and Applying Bates numbers * Creating Branding Queue Records
82
What do the Branding Summary fields include?
* Start Time * Branding Completion * Completion Rate * Estimated Time Remaining
83
What is the purpose of Post Production?
Automates frequent production tasks if enabled during Production Set creation
84
What does the Start Time field list in Branding Summary?
Lists the start time of branding
85
What does the Branding Completion field indicate?
Lists the time of completion for branding
86
What does the Completion Rate field show?
Lists the progress of branding
87
What information does the Estimated Time Remaining field provide?
Lists the amount of time left in branding
88
What are the Post Production Summary fields?
* Copy Bates to Document Fields * Progress of the step
89
What are staging errors?
Errors that occur during staging and running a production job
90
What causes a staging error related to the same document in multiple data sources?
The same document is found in multiple data sources
91
What happens when there are no documents in the data sources?
You will receive an error message
92
What does the error message indicate when there are missing files in the data source?
Documents do not have images, natives, or PDFs
93
What should you do when an error occurs during production?
Click View Production Errors and Warnings on the Production console
94
What are validation errors?
Errors that occur during validation when staging a production job
95
How can you resolve a conflict in validation errors?
* Remove the conflict * Override the conflict * Modify the production restriction
96
What is the first step to resolve branding errors?
Click View Branding Errors on the Production console
97
What is a possible branding error message related to a missing file?
Could not find file
98
What must be done if a document is encrypted in branding errors?
Add the document's password to the Password Bank
99
What should you do if the process cannot access a file because it is used by another process?
Click Rerun Errored Documents on the Production console
100
What does the re-production feature allow you to do?
Re-produce select documents from a produced production
101
What happens when a re-production job finishes running?
Modified documents merge into the existing, original production set
102
What must be configured to use the Re-production mass operation?
Certain workspace level permissions
103
What is the naming convention for a re-production job?
[original production name]_REPROD_[re-production type]_[date of the re-production job]
104
What does the abbreviation 'I-P' stand for in re-production types?
Replace produced images with placeholder
105
What is required for a re-production job to function?
The original production must have been run in Relativity
106
What is a scenario of re-production involving document A and document B?
Doc A was produced as placeholder; Doc B was produced with images
107
What does the option 'Include Natives' determine in the re-production process?
Whether to include the natives of the documents selected for re-production
108
What happens if you select 'Burn Redactions' in re-production?
Redactions will be applied to the documents selected for re-production
109
What is the outcome when modifying a production with multiple production sets?
You can only apply one re-production type at a time
110
What is the purpose of the Delimiter option in replacing placeholders with images?
To suffix the original production bates number from the number of pages in re-produced image
111
What happens if you select documents that do not meet the re-production type criteria?
You will receive an error message
112
What should you do to avoid errors in re-production?
Use saved searches to group documents that need the same type of reproduction
113
What is Doc A produced as in Prod_1?
Doc A is produced as placeholder in Prod_1 ## Footnote This indicates that Doc A serves as a temporary representation in the production.
114
What type of document was Doc B produced as in Prod_1?
Doc B was produced as images in Prod_1 ## Footnote This specifies that Doc B is represented in the form of images.
115
What is the outcome for the number of documents selected in Prod_1?
1 out of the total of 2 documents selected will be modified in this production.
116
What is the outcome for the number of documents selected in Prod_2?
1 out of the total of 2 documents selected will be modified in this production.
117
What action needs to be taken for Doc A and Doc B in Prod_1?
Need to replace Doc A and Doc B in Prod_1.
118
What action needs to be taken for Doc A in Prod_2?
Need to replace Doc A only in Prod_2.
119
Should Doc B be replaced in Prod_2?
Doc B should not be replaced in Prod_2.
120
What is the first step to re-produce documents?
Navigate to the Documents tab in a workspace.
121
What should you do after selecting the documents to re-produce?
Click Re-produce from the mass operations menu.
122
What module opens after clicking Re-produce?
The Re-produce Documents module opens.
123
What should you select in the Re-production Type field?
Select a Re-production Type and complete the required fields.
124
What happens if multiple productions are modified at the same time?
The options selected will apply to all the productions being modified.
125
What should you do after selecting the productions to modify?
Click Re-produce.
126
What indicates that the re-production sets have been created?
The Confirmation checkmark appears.
127
Where can you see the status of a re-production job?
Click here in the Re-produce Documents module or navigate to the Production Sets tab.
128
What are the two views available on the Production Sets tab for re-productions?
Re-productions and Original Productions.
129
What information does the Re-productions view list?
Name, Status, First Bates Value, Last Bates Value, Prefix, Production Set.
130
What fields are included in the Original Productions view?
Name, Status, First Bates Value, Last Bates Value, Prefix, Start Number.
131
What does the Branding Queue display?
Production jobs receiving branding of redactions, header, footer, or other modifications.
132
When does a production job appear in the Branding Queue?
Only while it has a status of branding.
133
How can you view the branding queue?
Select the Queue Management tab and then click Branding Queue.
134
What happens when you change the priority of a job in the branding queue?
It also changes its priority in the production queue.
135
What fields are displayed in the Branding Queue view?
* Workspace * Production Name * Artifact ID * Images Remaining * Status * Priority * Submitted By ## Footnote The Branding Queue view shows the details of the production set receiving branding.
136
What is the default priority value for branding jobs in Relativity?
100 ## Footnote The priority determines the order in which branding jobs are run.
137
How can you view the Production Queue in Relativity?
Select the Queue Management tab, and then click Production Queue. ## Footnote This tab displays all current production jobs and any jobs in error status.
138
What happens to a job in the Production Queue until it is completed?
It remains in the queue until the completion of branding and other processing.
139
How can you change the priority of a job in the Production Queue?
Click Change Priority, enter a new integer value in the Priority field, and then click Update.
140
True or False: Only one job runs at a time in the Production Queue.
True
141
What must be configured to use the Retry Production Job feature?
Certain instance level permissions must be configured.
142
List the steps to retry a production job from the Production Queue tab.
* Navigate to the Production Queue tab * Select the production jobs you want to cancel * Click Retry Production Job from the mass operations bar * Click Ok
143
What is required to cancel production jobs from the Production Queue?
You must have specific instance level permissions configured.
144
What fields are displayed in the Production Queue?
* Workspace * Production Name * Artifact ID * Status * Priority * Submitted Date * Submitted By
145
What is the purpose of the Submitted By field in the Production Queue?
It indicates the user who initiated the job.
146
Fill in the blank: The default value for job priority is _______.
100
147
What is the significance of the Artifact ID in the Production Queue?
It is the unique identifier for the production set.
148
What is a new feature of security management introduced in February 2025?
Feature Permissions redefines security management by focusing on feature-based permissions.
149
How do you cancel multiple production jobs from the Production Queue tab?
* Navigate to the Production Queue tab * Select the production jobs you want to cancel * Click Cancel Production Job from the mass operations bar * Click Ok
150
What does the Status field in the Production Queue indicate?
The current stage of the production job.
151
True or False: Users need view permissions to workspaces to use Cancel Production Job.
False

Relativity Certified Administrator (39 decks)

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