Admin Foundations II: Review Optimization

6 RCE credits towards RCA, Analytics, 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 training focuses on the skills and tools needed to customize a case workspace in preparation for document review. In the self-paced portion we'll cover:

Searching and analyzing case documents.
Structuring data using Structured Analytics Sets.
Automating review-related processes.

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 II: Review Optimization 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 optimize and streamline the document review process in Relativity.

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

Create a widget and add it to a view to optimize data visualization
Create saved searches to support the review process
Build a dtSearch index, Search Terms Report, and Persistent Highlight Set
Structure data using Email Threading and Textual Near Duplicate Structured Analytics Sets
Identify documents needing translation by running a Language ID Structured Analytics Set
Setup Automated Workflows
Create and assign a Review queue in Review Center

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

Create saved searches to support the review process
Refine a search index to provide more search capabilities for reviewers
Run Name normalization to generate a communication analysis
Create a coding QC review queue for Second Pass reviewers

Audience: Litigation support professionals and project management staff who would like to learn about the skills and tools needed to customize a case workspace in preparation for document review.

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

Prerequisites: Introduction to Relativity, Admin Foundations I: Case Administration

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: Open enrollment trainings will be held either entirely virtually or entirely on-site at one of Relativity's offices. When registering for training, review the training city details or email training@relativity.com to confirm if your training is virtual or on-site.

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 at the end of every quarter (March, June, September, December).

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