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 classes will be conducted on the Aero UI.
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.
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
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
This training features Relativity’s Aero UI.
Where: Open enrollment trainings will be held virtually until further notice.
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.
Closed Enrollment
This training features Relativity’s Aero UI.
Where: Closed enrollment trainings will be held virtually until further notice.
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.
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
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.