Admin Foundations I: Case Administration

6 RCE credits towards RCA, Review Management, and Project Management certifications
5 hours
$350

Course Overview

This training is designed in two parts:

Part 1: Self-paced learning path (asynchronous – approximately 2 hours)

This self-paced training focuses on the skills and tools needed to create a standard case workspace.

In the self-paced portion we'll cover:

Creating the Object Framework
Configuring Job Profiles
Building Fields and Layouts
Setting Workspace Permissions

Part 2: Live Session (synchronous – approximately 3 hours)

In the live instructor-led session we'll build on what you've learned in the self-paced portion in a live RelativityOne Environment.

The learning path provides the foundational knowledge necessary for the Admin Foundations I: Case Administration live session where you will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part 1. You are required to complete the self-paced learning path prior to attending the live session.

Please note that this training is not a Relativity Certified Administrator (RCA) exam preparation course.

Course Objectives

By the end of this training, through a combination of lectures, explorations, demos, and exercises, learners will be able to successfully create, configure, and customize a workspace to facilitate efficient case administration in Relativity.

In this self-paced training, you will specifically learn how to do the following:

Create a client, a matter, and a workspace using a Relativity template
Create users and groups
Install and organize Relativity applications to streamline review
Prepare a workspace to run operations, including creating a Markup Set
Build a coding layout with fields to capture coding decisions
Establish group security and workspace permissions

In this live session, you will specifically learn how to do the following:

Create a dynamic object to capture and store data
Refine coding layouts to direct and assist document review
Configure object security and permissions

Audience: New litigation support professionals and project management staff who would like to learn more about creating a standard case workspace.

Course Length: Approximately 5 hours (2 hours - self-paced, 3 hours - live)

Prerequisites: Introduction to Relativity

How to Attend a Training

Trainings are available for open enrollment throughout the year. We can also work with you to schedule a closed-enrollment session for your team.

Open Enrollment

Where: Virtual

Who: The first 12 people to register.

Cost: $350.00 per attendee

When: Currently scheduled trainings can be found in Relativity Learning. Relativity will add any newly scheduled sessions every other month.

Policies: By registering and making payment for the training, you confirm your acceptance of and agreement to comply with the Terms and Conditions established for the training program.

Closed Enrollment

Where: Closed enrollment trainings can be held either entirely virtually or entirely on-site.

Who: Your team, with up to 12 attendees

Note: A training agreement is required before training dates can be held.

When:

Date determined by Relativity and your team
Can be scheduled Tuesday, Wednesday, Thursday, or Friday
Six to eight weeks' notice is requested
All dates may not be available
Sessions are booked on a first-come, first-served basis
Email training@relativity.com to schedule

Cost:

$350.00 per attendee
Five attendee minimum
Travel and related expenses for the trainer, if applicable