Relativity Bag of Tricks
Bag of Tricks Boston User Group
© kCura LLC. All rights reserved.
Agenda • Introductions
• Tricks from the Relativity bag – Let’s have a conversation – Ask questions – Contribute your stories – Have fun!
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Production and Slipsheeting •
Pre-Production Workflows
•
Production Families and Privilege
– Conflict checks
– To Break or Not to Break
– ESI Agreements
– Privilege Log
– Data Sources
– Review Protocol
– Review Layouts
– Multiple SlipSheets
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Dashboards, Pivots, Reports – Discussion Notes •
Alternative to field tree
•
Report on custodians by time
•
Review file types
•
Report on custodians by STR key terms
•
Review, report on Responsiveness
•
Custodians by responsiveness
•
Privilege review, check for conflicts
•
Set up pivots, dashboards in templates
•
Second level review overturn analysis
•
Manage a ‘data dump’
•
Issues – to help QC issue coding
© kCura LLC. All rights reserved.
Dashboards, Pivots, Reporting •
Pivot profiles can be used in new and classic UI
•
Overview of data loaded into workspace
•
Cluster visualization
•
Monitor status and progress
•
Use for reporting – Export individual widgets – Export dashboard
•
Recipe - Creating commonly used dashboards in Relativity – https://help.kcura.com/9.4/Content/Recipes/Data_Visualization_and_Analysis/Creating_co mmonly_used_dashboards_in_Relativity.htm
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Email Threading Workflows •
Review inclusive, non-duplicate emails – Set up an email threading view
•
If producing all emails in thread – tag non-reviewed items as OK to be produced
•
Keep threads together in Batch Set – Family Field = Email Thread Group – Include thread members in Batch Data Source saved search – Sort search by Email Thread Group
•
Email Thread Visualization
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Tips for Effective Project Management •
Make fields conditionally required using Event Handler Express
•
Re-using components across workspaces - Layouts, views, searches, etc. – Case templates – Applications
•
Batching considerations – Batch view, batch size, unit field, family field, check in/out
•
Commonly used scripts
•
Re-using documents between cases – One vs. multiple workspaces
•
Custom dtSearch Indexes – email recipients, special characters, case sensitive
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Applications and Objects •
Push re-usable components to workspaces – Views
– Layouts – Saved searches – Custom objects •
Creating a question object – https://help.kcura.com/9.4/Content/Managing_Relativity_dynamic_objects/RDO_9.4/Creatin g_a_question_object.htm
•
Creating a custodian object – https://help.kcura.com/9.4/Content/Managing_Relativity_dynamic_objects/RDO_9.4/Creatin g_a_custodian_object.htm
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
Agenda • Introductions
• Tricks from the Relativity bag – Let’s have a conversation – Ask questions – Contribute your stories – Have fun!
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Production and Slipsheeting •
Pre-Production Workflows
•
Production Families and Privilege
– Conflict checks
– To Break or Not to Break
– ESI Agreements
– Privilege Log
– Data Sources
– Review Protocol
– Review Layouts
– Multiple SlipSheets
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Dashboards, Pivots, Reports – Discussion Notes •
Alternative to field tree
•
Report on custodians by time
•
Review file types
•
Report on custodians by STR key terms
•
Review, report on Responsiveness
•
Custodians by responsiveness
•
Privilege review, check for conflicts
•
Set up pivots, dashboards in templates
•
Second level review overturn analysis
•
Manage a ‘data dump’
•
Issues – to help QC issue coding
© kCura LLC. All rights reserved.
Dashboards, Pivots, Reporting •
Pivot profiles can be used in new and classic UI
•
Overview of data loaded into workspace
•
Cluster visualization
•
Monitor status and progress
•
Use for reporting – Export individual widgets – Export dashboard
•
Recipe - Creating commonly used dashboards in Relativity – https://help.kcura.com/9.4/Content/Recipes/Data_Visualization_and_Analysis/Creating_co mmonly_used_dashboards_in_Relativity.htm
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Email Threading Workflows •
Review inclusive, non-duplicate emails – Set up an email threading view
•
If producing all emails in thread – tag non-reviewed items as OK to be produced
•
Keep threads together in Batch Set – Family Field = Email Thread Group – Include thread members in Batch Data Source saved search – Sort search by Email Thread Group
•
Email Thread Visualization
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Tips for Effective Project Management •
Make fields conditionally required using Event Handler Express
•
Re-using components across workspaces - Layouts, views, searches, etc. – Case templates – Applications
•
Batching considerations – Batch view, batch size, unit field, family field, check in/out
•
Commonly used scripts
•
Re-using documents between cases – One vs. multiple workspaces
•
Custom dtSearch Indexes – email recipients, special characters, case sensitive
© kCura LLC. All rights reserved.
Bag of Tricks • Production and Slipsheeting
• Dashboards and Pivots • Reporting • Email Threading workflows • Tips for Effective Project Management • Applications and Objects
© kCura LLC. All rights reserved.
Applications and Objects •
Push re-usable components to workspaces – Views
– Layouts – Saved searches – Custom objects •
Creating a question object – https://help.kcura.com/9.4/Content/Managing_Relativity_dynamic_objects/RDO_9.4/Creatin g_a_question_object.htm
•
Creating a custodian object – https://help.kcura.com/9.4/Content/Managing_Relativity_dynamic_objects/RDO_9.4/Creatin g_a_custodian_object.htm
© kCura LLC. All rights reserved.
