Relativity Admin Essentials I: Fundamentals of Case Administration Training

  • 8 RCE credits towards RCA, RCSP, Analytics, Processing, Project Management, RelativityOne Certified Pro, and Relativity Certified User certifications
  • 1 day, 9 a.m. to 5 p.m.
  • $700

All in-person trainings will be offered virtually until further notice as we continue to monitor the COVID-19 pandemic. Trainings will still occur from 9 a.m. to 5 p.m. in the time zones where they were originally scheduled. If you have questions about a training you've registered for, please contact training@relativity.com.

Course Overview

Relativity Admin Essentials I: Fundamentals of Case Administration is an introductory course to administering cases in Relativity. It covers the fundamental concepts, features, and terminology essential for new Relativity administrators. It is helpful to have some Relativity experience before attending this course. This course is considered part of the admin suite of training classes.

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 series of demos and hands-on exercise scenarios, trainees will gain the basic skills to successfully administer a case in Relativity.

Specifically, trainees will learn how to do the following:

  • Load data and troubleshoot errors
  • Export and produce case data
  • Set up a workspace for efficient review
  • Configure user access and security permissions
  • Use Relativity best practices in various real-world review scenarios

Audience: Litigation support professionals and project management staff

Course Length: One day

Prerequisites: This class assumes familiarity with basic Relativity navigation. In preparation for the class, please watch the pre-work videos covering common Relativity instance operations below.

How to Attend a Training

Trainings are available for open enrollment throughout the year. We can also work with you to schedule an on-site session at your office.

Open Enrollment

Where: Open trainings will be held virtually for the remainder of 2020.

Who: The first 12 people to register.

Cost: $700 per attendee *Relativity has decided to waive registration fees for Open Enrollment training through July 31.

When: Currently scheduled trainings can be found below. Relativity will add any newly scheduled sessions the first Monday of the month. The tentative schedule for trainings through the end of 2020 can be found here.

On-Site

Where: Your office

Who: Your team, with up to 12 attendees

When:

  • One day agreed upon 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:

  • $700 per attendee
  • Five attendee minimum
  • Travel and related expenses for the trainer, if applicable

Relativity Admin Essentials I: Fundamentals of Case Administration Training Agenda

The agenda below represents the general topics and timing guidelines for this training and is subject to change.

Relativity Administration

  • Relativity Administration
  • The Relativity Workspace
  • Templates

Loading Data

  • Processing Data into Relativity
  • Loading Data using Web Import and the Relativity Desktop Client (RDC)

Workspace Configuration

  • Views
  • Saved Searches
  • Email Threading
  • dtSearch Index
  • Search Terms Reports and Persistent Highlight Sets
  • Pivots and Dashboards
  • Batching
  • Layouts and Choices
  • Workspace Security

Production and Export

  • Imaging and Markup Sets
  • Production Workflow
  • Production Sets
  • Optical Character Recognition (OCR)
  • Exporting Data

Available Dates

If you're looking for more training dates, we post newly scheduled trainings during the first week of each month, so check back then for the latest updates.

Don't see a city near you? Let us know where you'd like to take a training.


Additional Resources

Documentation

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