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Basic Processing Workflow - Correct answer-1. Create new custodian entries in the
Entities tab to correspond with the individuals who hold the files you intend to
process.
2. Create new password bank entries to unlock any password-protected files you
intend to process.
3. Create a new processing profile to specify the settings you want the processing
engine to refer to when completing your processing jobs.
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,4. Create a new processing set that uses the processing profile you created. Then,
add processing data sources to your saved processing set to specify the custodians
and locations of the files you want to process.
5. Inventory the files located in the data sources associated with your processing
set (optional).
6. Apply filters to the inventoried files to further narrow down the data set before
discovery (optional).
7. Run reports to gauge how much you've narrowed down your data set to this
point. You can also run reports after discovery and/or publish.
8. Discover the inventoried and filtered files. Then, publish the discovered files to
your workspace so that you can review and eventually produce them.
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,9. View, ignore, or retry any errors that occurred during any phase of the
processing job. If needed republish the files.
10. Search, review, and produce the documents that you published to your
workspace.
What is the definition of an Entity - Correct answer-Object - the central location
for people, companies, organizational groups, and their metadata. Relativity Legal
Hold, Processing, and Analytics all leverage the Entity object.
Add Entity - Processing Layout - Type - Correct answer-Person - the individual
acting as entity of the data you wish to process.
Other - the entity of the data you wish to process that isn't an individual e.g. a
company name.
Can also select this if you wish to enter an individual's full name without having
that name include a comma once you export the data associated with it.
Add Entity - Processing Layout - First Name - Correct answer-The first name of
the entity. Field only available if you've set the Type to 'Person'.
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, Add Entity - Processing Layout - Last Name - Correct answer-The last name of the
entity. Field only available if you've set the Type to 'Person'.
Add Entity - Processing Layout - Full Name - Correct answer-The full name of the
entity of the data you wish to process. Field only available if you've set the Type
above to Other.
Add Entity - Processing Layout - Classification - Correct answer-Field
differentiates among entity records created for Processing or Name Normalization.
Choices are:
Custodian - Processing: the indicator that this custodian was created for Processing
(this is the default setting when using Quick Create Sets layout)
Communicator: the indicator that the record was created by Name Normalization.
Add Entity - Processing Layout - Document numbering prefix - Correct answer-
Prefix used to identify each file of a processing set once the set is published.
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