RCA Staff Management & Training 2 — Questions and Answers
Question 1: A Relativity admin wants to restrict a group so members can view documents but cannot export them. Which permission setting achieves this?
- Remove the 'Allow Export' permission from the group (Correct answer)
- Set the group's workspace security to Read-Only
- Disable the user's login credentials temporarily
- Remove the user from all saved searches
Correct answer: Remove the 'Allow Export' permission from the group
The 'Allow Export' permission in Relativity controls whether group members can export documents from a workspace.
Question 2: When onboarding a new reviewer, which Relativity feature allows an admin to quickly replicate an existing user's group memberships and permissions?
- Copy User function in the Users tab (Correct answer)
- Clone Workspace template
- Duplicate Group wizard
- Export/Import permissions CSV
Correct answer: Copy User function in the Users tab
The Copy User function in the Users tab creates a new user with the same group memberships as the selected user.
Question 3: Which Relativity feature enables admins to set a maximum number of documents a reviewer can code per hour to enforce quality control?
- Review Batches with velocity limits (Correct answer)
- Persistent Highlight Sets
- Production Restrictions
- User Status Monitor
Correct answer: Review Batches with velocity limits
Review Batch velocity limits can be configured to flag or restrict unusually fast coding speeds for quality control purposes.
Question 4: An admin needs to provide a temporary contractor with workspace access that automatically expires after 30 days. Which Relativity setting supports this?
- User account expiration date field (Correct answer)
- Temporary Group assignment
- Workspace auto-archive scheduler
- Document access time-limit field
Correct answer: User account expiration date field
Relativity user accounts include an expiration date field that automatically disables access after the specified date.
Question 5: A reviewer reports they cannot see the Coding Layout during document review. What is the most likely cause?
- The reviewer's group lacks 'View' permission on the Layout (Correct answer)
- The workspace is in production mode
- The reviewer's browser does not support Relativity
- The document set has been placed in a Legal Hold
Correct answer: The reviewer's group lacks 'View' permission on the Layout
If a group does not have View permission on a specific Layout, members of that group will not see it during review.
Question 6: Which Relativity component should an admin use to send automated training reminders and policy acknowledgments to all reviewers in a workspace?
- Relativity Notifications or workspace email via Scripts (Correct answer)
- Persistent Highlight Sets
- Review Queue Manager
- Batch Set Dashboard
Correct answer: Relativity Notifications or workspace email via Scripts
Relativity's notification features or custom scripts can be used to send automated messages to users within a workspace.
Question 7: When configuring training materials in Relativity, which object type is most appropriate for storing reference documents reviewers can consult but not code?
- A separate read-only workspace or folder with restricted coding layouts (Correct answer)
- A Legal Hold folder
- A Production Set
- A Batch Set with zero documents
Correct answer: A separate read-only workspace or folder with restricted coding layouts
Placing reference materials in a folder with a restricted coding layout (no fields) prevents reviewers from coding them while still providing access.
RCA Staff Management & Training 2
A Relativity admin wants to restrict a group so members can view documents but cannot export them.
Which permission setting achieves this?