Relativity Admin Essentials I: Fundamentals of Case Administration Training
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
All open enrollment classes will be conducted on the Aero UI. Closed enrollment trainings can be conducted on the Classic UI by request. Please carefully look at the course objectives and agendas below to see what is covered in each.
Trainees will learn how to do the following:
- Set up a workspace for efficient review
- Configure user access and security permissions
- Use Relativity best practices in various real-world review scenarios
Trainees will learn how to do the following:
- Load data
- 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
Prerequisites: Please watch the pre-work videos covering common Relativity instance operations below:
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.
Audience: Litigation support professionals and project management staff
Course Length: One day
Prerequisites: This class assumes familiarity with basic Relativity navigation.
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
All open-enrollment Relativity Admin Essentials I trainings feature Relativity’s Aero UI. For training on Relativity’s Classic UI, consider scheduling a closed enrollment training.
Where: Open trainings will be held virtually through the end of 2021.
Who: The first 12 people to register.
Cost: $700 per attendee
When: Currently scheduled trainings can be found below. Relativity will add any newly scheduled sessions the first Monday of the month.
On-Site
Upon scheduling training you will work with the Relativity Training Team to determine if your sessions will feature Relativity’s Aero UI or Relativity’s Classic UI.
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.
Aero UI Agenda
While prior versions of Relativity Admin Essentials I training covered Data Loading and Productions, this one does not. If you would like to learn how to perform those tasks in Relativity, please attend our Data Loading and Productions virtual training.
Introduction & Relativity Administration
Creating the Workspace
- Object Framework
- User Creation
- Workspace Creation
- Workspace Security
Customizing the Workspace
- Fields
- Layouts
- Views
- Item Level Security
- Saved Searches
- dtSearch
- Search Terms Reports and Persistent Highlights
Setting Up for Review
- Structured Analytics
- Dashboards
- Batching
- Imaging
- Markup sets
Reusing Your Customization
- Templates
Classic UI Agenda
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
-
Monday, August 16, 2021 in Chicago (Virtual)
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
Community Site
Track your Relativity trainings and Relativity continuing education credits in the Education Center in the Community.
Certifications
Ready to earn a Relativity e-discovery certification? Get the resources you need to pass the exam.