Relativity Project Manager Job Task Analysis Survey

The Relativity Certification team uses a job task analysis (JTA) to collect input on the tasks that are most important to a Relativity user. We use this information to ensure we are testing on the correct topics on our exams. This JTA is designed for Relativity project managers.

A qualified Relativity project manager oversees all aspects and processes through the lifecycle of an e-discovery project in Relativity. This individual is primarily responsible for organizing the end-to-end solution and configuration for a Relativity project. They can efficiently leverage the full range of Relativity capabilities in a case workflow, anticipate the needs of the client, and consult on creative solutions to data challenges.

Please answer the following questions and review each topic to determine the frequency and criticality of each task for what you consider to be a qualified Relativity project manager. Use the guidelines below when choosing your answers.

Frequency: How often does a Relativity project manager perform the task?

4. Very frequently (e.g., Daily)
3. Frequently (e.g., Weekly)
2. Infrequently (e.g., Monthly or Quarterly)
1. Never or very rarely (e.g., Annually)

Criticality: How much does it impact outcomes if a Relativity project manager performs the task effectively or ineffectively?

4. Highly critical (e.g., For a doctor, performing emergency surgery to address a life-threatening condition is highly critical.)
3. Moderately critical (e.g., For a doctor, interpreting lab results to adjust treatment plans for patients is moderately critical.)
2. Minimally critical (e.g., For a doctor, reviewing and updating a patient’s medication list during a visit is minimally critical.)
1. Not critical (e.g., For a doctor, organizing medical supplies in the storage room is not critical.)

1.What is your email address?(Required.)

2.Are you currently a certified Relativity Project Management Specialist?(Required.)

Yes

3.Do you use RelativityOne or Relativity Server?(Required.)

RelativityOne

Relativity Server

Both

4.What is your job title?(Required.)

5.List the five most important Relativity tasks you complete at your job.(Required.)

Job task 1

Job task 2

Job task 3

Job task 4

Job task 5

6.Based on your experience, what Relativity skills or competencies distinguish a great Relativity project manager from a good Relativity project manager?(Required.)

7.Relativity Legal Hold
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Design and explain Legal Hold workflows

Perform Legal Hold tasks

Explain the value proposition of using Legal Hold

Is there anything you'd like to add or expand on?

8.Relativity Collect
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Explain the value proposition of using Collect

Set up a Collect data source

Create a collection job

Review Collect reports

Is there anything you'd like to add or expand on?

9.Importing and Exporting
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Read and analyze load files

Create load files

Resolve load file errors

Use Import/Export to import unstructured data

Use Import/Export to import a document load file

Use Import/Export to import a production load file

Use Import/Export to import an image load file

Use Import/Export to export a production set

Use Import/Export to export a saved search

Use Relativity Integration Points to import and export data

Use Relativity Integration Points to transfer (promote) data from one Relativity workspace to another

Use Simple File Upload

Is there anything you'd like to add or expand on?

10.Data Management
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Explain the methods for which data can be stored in Relativity

Use cold storage

Use repository workspaces

Use the Staging Explorer

Use ARM

Is there anything you'd like to add or expand on?

11.Relativity Processing
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Identify the data needing to be processed

Design and explain Processing workflows

Create a Processing Profile

Create a Processing Set

Explain the purpose of the deduplication methods

Troubleshoot Processing exceptions and errors

Review Processing reports

Is there anything you'd like to add or expand on?

12.Searching
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Design and optimize searching workflows

Create and edit saved searches

Use keyword search

Create dtSearch indexes

Use dtSearch syntax

Use regular expressions

Create and edit search term reports

Is there anything you'd like to add or expand on?

13.Review
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Set workspace level permissions

Design and optimize review workflows

Create and edit fields

Create and edit choices

Design layouts

Create and edit views

Create dashboards

Save a list

Create a markup set

Create and run a Redact project

Review markups in a Redact project to ensure accuracy

Create persistent highlight sets

Use mass operations

Design and set up Automated Workflows

Use Translate

Is there anything you'd like to add or expand on?

14.Analytics
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Design Analytics workflows

Explain the value proposition of using structured analytics operations

Creating a structured analytics set

Use email threading and email thread visualization

Use name normalization

Explain the value proposition of using conceptual analytics operations

Create a conceptual Analytics index

Create and run categorization sets

Use clustering and cluster visualization

Use concept searching

Use Find Similar Documents

Use Sentiment Analysis

Is there anything you'd like to add or expand upon?

15.Review Center
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Explain the value proposition of using Review Center

Understand use cases for different queue types

Create a Review Center queue

Track reviewer decisions

Troubleshoot a queue

Interpret charts and tables

Determine when to run validation

Interpret validation results

Is there anything you'd like to add or expand upon?

16.Relativity aiR
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Explain the value proposition of using aiR for Review

Create an aiR for Review project

Write and iterate on Prompt Criteria

Review aiR for Review results

Explain the value proposition of using aiR for Privilege

Create an aiR for Privilege project

Run the aiR for Privilege project pipeline

Is there anything you'd like to add or expand upon?

17.Transcripts
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Understand the supported file types

Annotate transcripts

Use Transcripts reports

Create and export video clips

Is there anything you'd like to add or expand upon?

18.Production
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Create an imaging profile

Create and run an imaging set

Create an OCR profile

Create and run an OCR set

Set up production sets

Add a production data source

Create placeholders

Identify and resolve production conflicts

Is there anything you'd like to add or expand upon?

19.Case Dynamics
Rank each task in terms of frequency and criticality:

Frequency

Criticality

Explain the value proposition of using Case Dynamics

Work with Case Dynamics objects

Organize facts and issues

Use Outlines

Use the Timeline Builder

Create and use Case Dynamics reports

Is there anything you'd like to add or expand upon?

20.Are there any important Relativity project management tasks not listed above?

21.On the Relativity Project Management Specialist exam, there are scenario-based questions that test competency in Relativity products and workflow. Are there any common Relativity workflows that you'd like to see tested on?

22.The Certification team is often looking for volunteers to provide additional feedback. Would you be interested in helping the team in the future?

Yes