Review Setup: Fields, Choices, Layouts, Views & Batching Flashcards

A reviewer must be able to select several issue tags on one document. Which field type should the administrator create?

Answer: Multiple choice

A multiple choice field lets reviewers select more than one choice on a document. Single choice and Yes/No allow only one value.

What is a layout used for in Relativity?

Answer: Showing the fields reviewers fill in when coding a document in the viewer

A layout is the coding form shown next to the document in the viewer. It contains the fields and choices reviewers use to code.

Which setting in a batch set keeps parent emails and their attachments in the same batch?

Answer: Family field

Setting the Family field (for example, Group Identifier) keeps family members together in one batch, even if that batch goes over the maximum batch size.

What is the main difference between a view and a saved search?

Answer: A view is a reusable object list with set fields, conditions and sort order; a saved search is a document query that can also be used as a data source

Views define which items and columns appear in an object list, with simple conditions and sorting. Saved searches are full document queries (keyword, dtSearch, conditions) and can be used as sources for batching, productions and indexes.

An administrator wants coding decisions on a document to copy automatically to its family members. What should they configure?

Answer: Propagation on the coding field, using a relational field such as Group Identifier

Turning on propagation for a field, tied to a relational field such as Group Identifier, copies that field's value to related documents when one of them is coded.

Which field property must be turned on so that users can group and count documents by that field's values in the document list?

Answer: Allow Pivot

Turning on Allow Pivot lets users pivot on the field, which groups documents by its values and shows counts in the document list.