Optional load files

After importing the required load files, you do have the option to load other hold data. For example, task data and questionnaire data. For more information on importing legal hold data, see Importing the legacy data.

Migrating data to Legal Hold should be performed by someone who is experienced with migrating structured data. If you do not possess this skill set, please reach out to a service provider or experienced colleague at your organization. For more information, see Optional load files.

Questionnaire load file

The questionnaire is the object that holds all the questions that a custodian answers as part of the legal hold process. These values link specifics regarding questionnaires and questions creating in specific holds.

Individual questionnaires are linked to communications.

Required fields

You must complete these fields when importing legal hold questionnaire data.

(Required) Communication—the name of the communication that is linked to the questionnaire.
(Required) IsLocked—the value is True or False. Specifies whether the questionnaire is locked for editing.
We recommend setting this to True for questionnaires that have been sent.
(Required) Name—the name of the Questionnaire, which has questions and question responses. The questionnaire name must be unique.

Optional fields

These fields are optional when importing legal hold questionnaire data.

HasQuestionnaireQuestions—enter the number one, 1, for true.
Questionnaire Link—leave blank.

Questionnaire question load file

Questionnaire Questions are objects that store all the information related to questions. This includes information that will control the handling of follow up questions, alert notices, and follow-up communications.

Questions are contained within a questionnaire.

Required fields

You must complete these fields when importing legal hold questionnaire question data.

(Required) Answer Criteria—enter Contains as the value for this field.
(Required) Answer Type—must match the Relativity question types: Yes/No, Single choice, Multi-choice, Text, Date.
(Required) Available Answers—the answers that are available for each answer type: Yes/No - format Yes, No. Single choice - Format Choice1, Choice2, Choice3, and so on.
(Required) Name—the unique identifier for the question. This can be a created using the fill feature in Excel if is not part of the export from the legacy system.
(Required) Order—the placement of the question on the questionnaire.
(Required) Questionnaire—the name of the questionnaire.
(Required) Question Text—the text of the question. The text can be duplicated.
(Required) Response Required—format is true and false. Enter True if a response is required. Enter False if a response is not Required.

Optional fields

These fields are optional when importing legal hold questionnaire question data.

Alert Communications
- Alert Communication—if a questionnaire will activate an Alert Communication as part of a conditioned response, enter the name of the Alert Communication that will be sent.
- Respondents—the names of the custodians that will receive the Alert Communication.
Condition Questions—only needed if conditional questions are being loaded.
- (Required) Parent Question—if there are conditional questions, this field is populated with the name of the question. This field is only populated on the child question and left blank on the parent question. This field is populated when an Alert Communication and Follow-up Communication are used.
- (Required) Follow-up Answer—the answer that must be entered to trigger a follow up question, alert notice, or communication.
Follow-up Communications
- Send Communication—the name of the communication that must be entered if a Follow-up Communication will be sent to custodians based on their response.
Include Not Applicable—leave blank.
Import Question—the name of the imported question that was placed on the questionnaire.

Questionnaire response answer load file

The Question Responses table stores the text of the answer that are linked to questions.

The answers are a list of available responses that are linked to questions in the questionnaires.

Required fields

You must complete these fields when importing legal hold questionnaire response answer data.

(Required) Answer text—the text of the answer.
(Required) Name—the unique identifier for the answer.

Optional fields

These fields are optional when importing legal hold questionnaire answer data.

Answer—leave blank.

Questionnaire responses load file

The Questionnaire Question Responses table is where all of the other objects are linked together. This load file will link a custodian’s answers to a question on a questionnaire to a communication and the project.

Responses that custodians have made to the questionnaire.

We recommend adding the Name field to your file and generating a unique value using the fill feature in Excel when preparing the load file. The end user never sees this value.

All fields are required.

(Required) Answer—the name of the answer, from Questionnaire Response Answer.
(Required) Answer Status—format Submitted/Draft The status of the answer.
(Required) Communication—the name of the communication that links to the questionnaire.
(Required) Custodian—the full name of the custodian who responded to the questionnaire.
(Required) Name—this value must be unique.
We recommend generating a unique value using the fill feature in Excel when preparing the load file. The end user never sees this value.
(Required) Project—the name of the project. Relativity adds this information into the Parent Info section of Integration Points.
(Required) Question Text—the text of the asked question.
(Required) Questionnaire—the name of the questionnaire. This must be the parent object.
(Required) Questionnaire Question—the name of the question on the questionnaire, from Questionnaire Question. The information entered here must match exactly.

Task load files

Import the Tasks load file. These values link specifics regarding tasks created in specific holds.

Required fields

You must complete these fields when importing legal hold tasks data.

(Required) Name—name of the task you're uploading.
(Required) Project—name of the project to which the task is being added.
(Required) Status—the value given to the task, open or closed.
(Required) Type—the type of task you're uploading.

Optional fields

These fields are optional when importing legal hold task data.

Assigned To—the custodian the task is assigned to.
Date Completed—the date the custodian completed the task.
Due Date—the date a custodian must complete the task.
Instructions—the instructions added to the task the custodian must follow.