RelativityOne - Mayapple

A qualified Relativity document reviewer effectively uses a wide range of Relativity review tools, such as markups, batches, filters, and analytics tools, to efficiently code documents in Relativity. This individual likely has some experience conducting first and/or second pass reviews in Relativity and helps troubleshoot common review challenges where able. 
 
Please answer the following questions and review each topic to determine the frequency and importance of each task for what you consider to be a qualified Relativity reviewer. Use the guidelines below when choosing your answers.

Frequency: How often is this task performed by a qualified Relativity reviewer?
  • Daily
  • Weekly
  • Quarterly
  • Never

Importance: How costly is it if a document reviewer doesn't know how to complete this task, or makes a mistake in this area?
  • High importance - A high risk task that is very costly in terms of time, money, or risk if done incorrectly.
    • Example: For a doctor, performing surgery on a patient is a highly critical task that involves high risk and is costly if done incorrectly.
  • Moderate importance - A task that may be somewhat costly in terms of time, money, or risk if done incorrectly.
    • Example: For a doctor, taking a patient's temperature may be a moderately critical task that could be somewhat costly if done incorrectly.
  • Low importance - A low risk task that is unlikely to be costly if done incorrectly.
    • Example: For a doctor, changing patient bedlinens is a low risk activity when compared to other job tasks.

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* 1. What is your job title?

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* 2. List the five most important tasks you complete at your job:

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* 3. Based on your experience, what skills or competencies distinguish a great Relativity document reviewer from a good Relativity document reviewer?

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* 4. Navigating the Core Reviewer Interface
Rank each task in terms of frequency and importance:

  Frequency Importance
Using the Native Viewer
Using the Image Viewer
Using the Long Text Viewer
Using persistent highlights
Using the related items pane

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* 5. Navigating a workspace
Rank each task in terms of frequency and importance:

  Frequency Importance
Using Quick Nav
Navigating to the Saved Searches browser
Navigating to the Search panel
Changing document list views
Using the related items drop-down
Using email threading

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* 6. Working with batches
Rank each task in terms of frequency and importance:

  Frequency Importance
Checking batches in and out
Reviewing documents in a "My Checked Out Batches" view
Assigning batches to other users

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* 7. Reviewing documents using Active Learning & Review Center
Rank each task in terms of frequency and importance:

  Frequency Importance
Understanding Active Learning configuration and purpose
Coding documents in an Active Learning review queue
Understanding Active Learning best practices (Four Corners Test)
Reviewing documents with Review Center

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* 8. Coding documents and applying markups
Rank each task in terms of frequency and importance:

  Frequency Importance
Coding documents
Switching between coding layouts
Adding new choices to a field
Adding new fields to a layout
Understanding the differences between field types (single choice, multi-choice, etc)
Adding redactions to a document
Adding highlights to a document
Changing redaction types on a document

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* 9. Using views and dashboards
Rank each task in terms of frequency and importance:

  Frequency Importance
Using pivot widgets during review
Switching from one dashboard to another
Switching from one view to another
Creating dashboards
Adding a pivot widget to a dashboard
Creating/editing views
Applying a sort to a view

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* 10. Using Analytics for review
Rank each task in terms of frequency and importance:

  Frequency Importance
Viewing email threading results
Using email thread visualization (ETV)
Using textual near duplicate identification
Running a concept search
Using the Find similar documents feature

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* 11. Filtering and searching
Rank each task in terms of frequency and importance:

  Frequency Importance
Adding search conditions in the search panel
Using logic groups
Saving a set of conditions as a saved search
Searching using keyword search syntax
Running dtSearches using dtSearch syntax
Building dtSearch indexes
Using filters on the document list

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* 12. Do you currently have the RelativityOne Review Pro certification?

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* 13. Do you use RelativityOne or Relativity Server?

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* 14. The Certification team is often looking for volunteers to provide additional feedback. Please provide your email address if you are interested in helping the team in the future.

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