Production

With the Production application, you can prepare documents for production—selecting non-privileged documents and turning them over to opposing counsel after review. You can customize productions with placeholders, branding, and other options.

For more information about working with productions, see the following pages:

• Production queue
• Branding queue
• Production sets
• Production console
• Production errors
• Re-productions
• Production data source
• Placeholders

Also see these related recipes:

• Displaying production fields in a layout
• Importing productions in Relativity as Natives
• Using tokens to customize stamps in a production

For information about troubleshooting the production application through the Service Host Manager, see Service Host Manager in the system guides section.

Security permissions to run productions

The following security permissions are required to run productions in Relativity.

Object security	Tab visibility	Other settings
Production – View, Edit, Add Production Data Source - View, Edit, Add, Delete Production Information - View, Edit, Add Production Placeholder - View, Edit, Add	Production Sets Production Placeholder Production	Mass Operations Re-Produce Admin Operations Override Production Restrictions

 

Upgrading production

Production application upgrades occur concurrently with Relativity product updates. You can find information about production updates in the Relativity release notes and What's new.

To upgrade the application, use one of the following methods:

1. Upgrade to the latest Relativity product update - Upgrading to the latest Relativity update automatically upgrades production to the latest version.
2. Upgrade production only - Download the newly released RAP file from the Relativity Community and import it into the Application Library.

Basic production workflow

To produce documents, use the following workflow to create the required production components. Use the links in the image below for more information on each part of the production workflow.

Production information

The production information object stores important information about your production. Staging a production populates this object in your workspace. For example, you can use the production information object to check:

• The number of documents with redactions
• The control numbers of documents in your production
• Which documents were produced with a placeholder
• Which documents were produced as a native

The production information object also stores the Bates numbers associated with the production. When you delete a production, the Bates number fields clear automatically.

To view the information stored on this object, click View Documents in the production console. The View Documents pop-up displays information about documents and individual pages. You can also view document information in the saved search that is created automatically when the production job finishes.

After you run a production, you can view this information on the documents list for each produced document. Add the fields to a view, then create a tab from that view. See Views and Tabs for more information.

Production information tab

To view detailed production information, create a production information tab and associate it with the production information object.

1. Navigate to Tabs.
2. Click New Tab.
3. Enter Production Information as the name for the tab.
4. Select Object as the tab type.
5. Select Production Information as the object type.
   
6. Configure the tab location.
7. Click Save.
8. Navigate to the Production Information tab to view information about your production set.