RCA User and Workspace Management 2 — Questions and Answers
Question 1: When creating a new workspace in Relativity, which of the following is a required field?
- Case Name (Correct answer)
- Default File Repository
- Matter Number
- Resource Pool
Correct answer: Case Name
Case Name is a required field when creating a new Relativity workspace; the others are optional or auto-populated.
Question 2: What is the primary purpose of a Workspace Template in Relativity?
- To copy documents from an existing workspace
- To pre-populate a new workspace with objects, views, and layouts (Correct answer)
- To set default user permissions for all new users
- To define the physical file storage location for a workspace
Correct answer: To pre-populate a new workspace with objects, views, and layouts
A Workspace Template copies the configuration (objects, views, layouts, fields) of an existing workspace into a new one without copying document data.
Question 3: In Relativity, which method is used to grant a user access to a specific workspace?
- Assign the user directly via the Workspace Details page
- Add the user to a group that has been added to the workspace (Correct answer)
- Set the user's workspace access flag in their user profile
- Grant workspace-level permission from the System Admin console
Correct answer: Add the user to a group that has been added to the workspace
Users gain workspace access by being members of a group that has been added to that workspace — users are never added to workspaces directly.
Question 4: What does the 'Document Skip' user preference in Relativity control?
- Whether the user can skip documents marked as privileged
- Whether the viewer automatically advances to the next document after saving a decision (Correct answer)
- How many documents are skipped when paginating through a document list
- Whether the user bypasses document-level security checks
Correct answer: Whether the viewer automatically advances to the next document after saving a decision
Document Skip, when enabled, causes the viewer to automatically advance to the next reviewable document after the reviewer saves a coding decision.
Question 5: Which group permission is required for a user to create a Saved Search that is visible to all workspace users?
- Add Saved Search
- Public Saved Searches (Correct answer)
- Manage Workspace Searches
- Share Views
Correct answer: Public Saved Searches
The 'Public Saved Searches' permission allows a user to save searches with Public visibility so that all workspace users can see them.
Question 6: What is the function of the 'Default File Repository' setting in Relativity workspace administration?
- It determines where native files and images are stored when processed or uploaded (Correct answer)
- It sets the default folder structure for document organization within the workspace
- It specifies the backup location for workspace data
- It controls which users have access to the file system
Correct answer: It determines where native files and images are stored when processed or uploaded
The Default File Repository defines the server path where Relativity stores native files, images, and extracted text for documents in that workspace.
Question 7: When a Relativity user's status is changed to 'Inactive', what is the immediate effect?
- Their account is deleted and all associated data is removed
- They are logged out and cannot log back in, but their data is preserved (Correct answer)
- They retain read-only access to all workspaces they previously accessed
- Their group memberships are automatically removed
Correct answer: They are logged out and cannot log back in, but their data is preserved
Setting a user to Inactive prevents them from logging in but preserves all their data, coding decisions, and group memberships in Relativity.
RCA User and Workspace Management 2
When creating a new workspace in Relativity, which of the following is a required field?