RCA Questions and Answers

The correct answer is B. After the current task completes. Relativity’s Automated Workflows documentation states that when you click Cancel Workflow , the workflow is canceled once the currently running task is completed . The documentation is explicit that canceling the workflow does not cancel an action that is currently in progress . If you want to stop the active action itself, you must navigate to that specific object and cancel it there.

This means the cancellation is neither immediate nor delayed until the whole workflow finishes. It also means option A is false because workflows can be canceled. From an RCA administration perspective, this is important because workflow cancellation is staged: pending downstream actions are stopped, but the in-flight task is allowed to finish unless separately canceled at its own object level. Therefore, the correct answer is after the current task completes .

The correct answer is A. Relativity. Relativity’s Processing throughput guidance states that internal performance testing has shown the Relativity text extraction method to be at least two times faster than the native method on Excel, Word, and PowerPoint file types, and also less error-prone than native extraction. Since the question asks for the best method to get a large Excel-only data set to review as quickly as possible, the documented speed advantage makes Relativity the best answer.

The native-based methods are slower according to that same documentation, even though they may have other use cases. The processing profile documentation also shows that native/failover combinations are available configurations, but the performance guidance specifically favors the Relativity extraction method for speed on Excel files. “Extract and place inline” is not the documented Excel text extraction method choice for this question. Therefore, the fastest and most review-efficient choice for large Excel files is Relativity.

The correct answer is A. The field mapping section is disabled because only the control number is needed. Relativity’s official Integration Points documentation for promoting data between workspaces states that when you select Copy Images , the field mapping section is disabled because only the control number is required and available in this scenario . It further notes that if you want to transfer other field metadata, you must create a separate integration point without choosing to copy images.

That directly rules out the other options. Relativity does not state that the native file must be included to transfer images in this scenario. It also specifically notes that you are not required to have Integration Points installed on the destination workspace , so option C is incorrect. Option D is wrong because metadata is not automatically mapped and migrated in the Copy Images path; in fact, field mapping is disabled in that configuration.

From an RCA and data-movement perspective, this is a common distinction: image promotion through Integration Points is streamlined and relies on control number matching , not standard metadata field mapping. Therefore, the true statement is A .

The correct answer is A. After updating fields in the searchable set. Relativity’s dtSearch index documentation states that you must perform a full build when you add an additional field to the index, change any index settings, change fields of the searchable set, or overlay text on existing fields . That directly matches option A.

By contrast, Relativity documents that an incremental build is used after adding or removing documents . That makes options B and D incorrect. “After using Swap Index” is not listed as a required trigger for a full build in the dtSearch console documentation. Therefore, the correct answer is that a full build is required after updating fields in the searchable set .

The correct answer is C. Extracted text, FileExtension, and FileName. Relativity’s official Simple File Upload documentation includes a Replacing documents section that explicitly lists the metadata fields overwritten when a document is replaced with another document sharing the same control number. The overwritten fields include FileName , FileSize , FileExtension , Extracted Text , Supported By Viewer , Relativity Native Type , Has Native , and certain last-modified system fields.

Among the answer choices, option C is the only one composed entirely of fields that Relativity explicitly says are overwritten in this workflow. Option A is incorrect because Sort Date is not one of the documented overwritten fields. Option B is incorrect because Group Identifier is not listed as being overwritten. Option D is incorrect because Page Count is not listed in the documented overwritten fields for replacing a document via this workflow.

This is an important Data loading administration detail because document replacement changes core file metadata tied to the uploaded replacement native, including its filename and extension, while preserving the document identity through the shared control number. Therefore, the correct option is C. Extracted text, FileExtension, and FileName .

The correct answer is D. Remove key terms from the dtSearch index noise words. Relativity’s dtSearch documentation explains that if a word in the search phrase is part of the noise words list, and that word is important to the search, you must remove it from the dtSearch noise words list and then rebuild the index. The documentation gives this exact type of guidance for terms like “and” when the term must be treated as part of the actual phrase instead of being ignored.

This makes options B and C incorrect because changing or deleting the attorney’s search terms would alter the intended search logic rather than making the index capable of respecting the requested phrase. Option A is also incorrect because the alphabet file is for searchable characters and tokenization behavior, not for managing ignored noise words. Therefore, before running the Search Terms Report, the correct step is to remove those key terms from the dtSearch index noise words list and rebuild the index if needed.

The correct answer is B. Replace entire field . Relativity’s Mass Replace documentation lists the available Action options for Mass Replace. These include Replace Entire Field , Append to End , Insert at Beginning , and Search For . Since Replace Entire Field is explicitly named by Relativity as one of the supported Mass Replace actions, it is the correct answer.

The other options are not valid as written. Relativity uses Append to End and Insert at Beginning , not “Insert after.” “Rename field” is a field-administration task, not a Mass Replace action. “Search for sentiment” is unrelated to Mass Replace and not part of the operation’s feature set. This question tests familiarity with the exact Mass Replace UI choices. Therefore, the correct available option is Replace entire field .

The correct answer is C. Export the production set as PDFs using Import/Export. Relativity’s official Import/Export documentation states that Import/Export is the recommended method for importing and exporting data for RelativityOne , and the production export workflow specifically supports exporting a production set load file with production files. The production export workflow is the documented method for exporting production sets and their associated deliverables in a structured, transferable form.

This makes it the best fit for the question’s requirement: produced PDFs with a corresponding load file . The PDF mass action is a separate document-level utility for creating PDFs from documents, natives, images, or produced documents, but it is not the standard production export workflow for packaging a production with its corresponding load file. Downloading PDFs from the Viewer is a manual review action, not a formal production export workflow. ROSE is used for large-scale data transfer to and from RelativityOne storage, but the product documentation positions Import/Export as the recommended export mechanism for production sets and related load files.

So, from a Productions and RCA workflow perspective, the recommended method is to export the production set as PDFs using Import/Export .

The correct answer is B. Save as PDF. Relativity’s imaging documentation states that the Password Bank is used to decrypt certain password-protected files during processing and imaging workflows. It also explicitly states that Save as PDF does not integrate with the Password Bank and that if you select Save as PDF when imaging a password-protected native document, an error occurs .

This directly differentiates Save as PDF from the other options. Processing supports password decryption through the Password Bank. Mass Image and Imaging Sets also work with the Password Bank, allowing protected files to be imaged if the correct password is available in the bank. Because Save as PDF does not use that mechanism, it fails where the other imaging-related workflows can succeed.

From a case administration perspective, this is a practical operational detail. Password-protected content often needs special handling, and administrators need to know which tools integrate with Relativity’s decryption workflow. The one that does not work for this purpose is Save as PDF .

The correct answer is D. Use the Tally/Sum/Average mass operation on the Relativity Image Count field. Relativity’s Tally/sum/average documentation says this mass operation is commonly used to determine the number of pages in a print job or production. Relativity also specifically documents, in related guidance, that to estimate project size you can use Tally/sum/average on the Relativity Image Count field.

This makes it the fastest and most direct built-in method for obtaining an image count estimate. The other options are less efficient or are not the documented workflow for quickly producing a total image count. Therefore, the correct answer is to use Tally/Sum/Average on the Relativity Image Count field.

The correct answer is D. When you save a group of documents to a single PDF, the documents retain the sort order in which they appear in the document list. Relativity’s Mass PDF documentation explicitly states that when you Mass Save as PDF a group of documents, the documents retain their sort order based on the order in which they appear within your document list . This is a direct match to option D.

The other options are contradicted by the same documentation. Option A is incorrect because when saving as a ZIP or PDF portfolio, Relativity gives multiple naming choices: control number , control number plus a field , or just a field . So the individual PDFs are not automatically limited to control number only. Option B is incorrect because the documentation states that the ZIP or portfolio container itself is always named result.[extension] , meaning you do not choose the ZIP file name in that workflow. Option C is also wrong because Relativity imposes a file-name length limit and states that if the file name exceeds 251 characters , the system truncates it.

From an RCA perspective, this is a practical operational detail for export preparation and downstream organization of PDFs. The documented true statement is that the resulting PDF preserves the current document-list ordering. Therefore, the correct answer is D .

The correct answer is A. The field to use for production numbering. Relativity’s documentation distinguishes between production set settings and production data source settings . The production set defines overarching settings such as document numbering , appearance of numbering, and related production-wide behaviors. By contrast, the production data source page includes settings such as production type , placeholder image format , burn redactions , burn native redactions , burn PDF redactions , and markup set .

This means the field used for production numbering is not configured at the individual data source level; it belongs to the production set itself. The other options are all part of production data source configuration. The documentation explicitly shows Burn Redactions and Markup Set , and placeholder behavior is also configured within the production data source settings.

Therefore, the option that cannot be configured when creating a new production data source is the field to use for production numbering , because that is a production-set-level setting rather than a data-source-level one.

The correct answer is A. After a production is exported. Relativity’s official documentation on OCR for redacted production documents explains that you create an OCR set and then point the OCR set to the completed Production . The workflow explicitly states that OCR is performed against the completed production , and once the OCR job is complete, the resulting text becomes ready to export. This means the production must already exist before OCR is run against it. In practical terms, OCR is performed after the production has been run/exported as a completed production set , not before the production exists.

The reason for this is that Relativity OCR in this workflow can operate on production images containing burned-in redactions . That allows the exported text to reflect the redacted version rather than unredacted underlying extracted text. Running OCR before the production is run would not achieve this production-specific result, because the final production images would not yet exist. Option D is too broad and incomplete because a document being redacted does not itself define the OCR timing; the documented process is tied to a completed production . Therefore, under the Productions topic, the correct answer is that you run OCR after the production is exported/completed , because that is when the production images are available for OCR processing.

The correct answer is A. Use a mass operation to update the Disable On Date field. Relativity’s Users documentation explicitly states that you can use a mass-operation to set the Disable On Date (UTC) field for multiple users . This is the exact documented method for updating that field across multiple user accounts at once.

The other options are not the documented answer for this workflow. Disabling a group is not the same thing as updating the Disable On Date field on user records. Overlay via Import/Export is not the method Relativity identifies for this task in the Users documentation. Setting the field individually works for a single user, but the question asks specifically about multiple users . Therefore, the correct answer is to use a mass operation to update the Disable On Date field.

The correct answer is B. Production type. Relativity’s official Production Data Source documentation states that when adding a production data source, one of the fields you configure is Production Type , where you select whether the data source will produce images, natives, or both . This is explicitly part of the production data source setup dialog.

This makes sense because production data sources are used to attach saved searches to a production set and can define how those specific subsets of documents should be produced. Relativity also documents that placeholders can be assigned at the production data source level so that different saved searches in the same production can use different placeholder behavior. However, Production Numbering is defined at the production set level rather than as a field you set when creating the individual production data source. Likewise, Branding text size and Placeholder image format are production-level settings, not the core field identified in the data source setup described by Relativity.

From an RCA standpoint, this distinction matters because administrators configure overall production behavior in the production set, while more granular document-source behavior is controlled on each production data source. Therefore, the correct answer is B. Production type .

The correct answer is D. Use Mass Replace to update the long text field with the fixed-length text field values. Relativity’s mass operations documentation explains that Mass Replace can be used not only to replace text with static content, but also for field-to-field operations. Specifically, the official examples include copying the contents of one text field to another and merging the values of a source field with the values of a target field . That directly fits this scenario, where the administrator needs to populate a newly created long text field with the existing values stored in a fixed-length text field across many documents.

The other options are less efficient or not aligned with standard Relativity functionality. Manual updates would be extremely slow and error-prone in an active review. Exporting and then overlaying values would create unnecessary extra steps and administrative overhead. Option B refers to Mass Merge , but in Relativity documentation the Merge mass operation is associated with Analytics entity handling, not with copying document text values between fields. For document field content migration, Mass Replace is the documented bulk-update tool. Because this question focuses on the fastest and most efficient administrative correction after review has started, the best practice is to create the correct long text field and then use Mass Replace to populate it from the original fixed-length text field.

The correct answer is B. Turn on Date Recognition before building the dtSearch index. Relativity’s Searching Guide explains that date recognition must be activated before it can be used in the workspace. It also states that dtSearch recognizes valid date formats common in both the US and UK , including DD/MM/YY and DD/MM/YYYY formats. That means UK dates are supported, but the index must be configured with Date Recognition enabled in order to take advantage of date searching behavior.

This rules out option D because UK date formats are explicitly supported. Option C is incorrect because adding the slash character to the alphabet file is not the documented preparation step for date searching. Option A is unrelated to dtSearch date-recognition configuration. From an RCA perspective, the important point is that dtSearch can recognize UK-style numeric dates, but only if Date Recognition is enabled before the relevant index build. Therefore, the correct answer is B .

The correct answer is C. Files must be generated using the RSMF specifications before they are imported into Relativity. Relativity’s official Short Message Format documentation explains that to use the Short Message Viewer, you first need to create an RSMF file, and the example/specification pages describe the required structure and header information that must be present before ingestion using Processing. Relativity also states that Processing is the recommended method of importing RSMF files into Relativity, which means the RSMF file already exists when Processing begins.

This rules out the other options. Relativity does not say that it automatically creates RSMF on-the-fly for all non-document data. It also does not describe a processing-profile feature that converts arbitrary XML from chat platforms into RSMF during import. Nor is there a document-list mass operation that converts conversations into RSMF. Instead, RSMF is a defined external format that must be constructed according to Relativity’s published specifications, then imported and processed to preserve message metadata, attachments, and near-native review behavior. Therefore, the correct answer is C.

The correct answer is A. By removing that user's security group from the workspace. In Relativity, workspace access is granted through groups , not by attaching workspace rights directly to individual users. Relativity’s official security documentation explains that you set permissions by adding groups to a workspace and configuring those group permissions there. Users then inherit access through their group memberships. As a result, the standard way to secure a workspace from a user is to remove the group that gives that user access, or remove the user from the relevant group.

The other options do not reflect how Relativity security is structured. User profile settings do not control workspace visibility in the manner described. IP-based security is not the mechanism for ordinary workspace access control in this scenario. Instance-level view security is also too narrow and does not remove the user’s overall workspace access; even if certain views were restricted, the user could still potentially access the workspace through other permitted objects or tabs. From an RCA perspective, this question tests a foundational principle: workspace security is group-based . Administrators grant or revoke access by managing the relationship between groups and workspaces, then managing which users belong to those groups. Therefore, to secure a workspace from a user, the correct action is to remove the user’s access-granting security group from that workspace.