Relativity Admin Essentials II: Advanced Searching and Case Management Training

  • 8 RCE credits towards RCA, Analytics, and Project Management 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 II: Advanced Searching and Case Management is an advanced searching and case management workflow course to supplement your current Relativity skills. We recommend this course for experienced Relativity administrators. It is helpful to have at least a year of 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.

Aero UI Course Objectives

Trainees will learn how to do the following:

  • Harness Relativity’s many searching features to efficiently build, run, and troubleshoot complex keyword, dtSearch, and conceptual Analytics search queries
  • Use Relativity’s data visualization features to gain deeper insight into your data and the progress of your case
  • Enhance your case management with Case Dynamics, audit, event handlers, and object rules

Trainees will learn how to do the following:

  • Harness Relativity’s many searching features to efficiently build, run, and troubleshoot complex keyword, dtSearch, and conceptual Analytics search queries
  • Use Relativity’s data visualization features to gain deeper insight into your data and the progress of your case
  • Build out a case strategy with Case Dynamics, transcripts, and name normalization
  • Enhance your case management with audit, event handlers, and object rules

By the end of this training, through a series of demos, group activities, and hands-on exercise scenarios, trainees will gain skills necessary to employ a variety of helpful workflows.

Audience: Litigation support professionals, project management staff, and experienced Relativity admins

Course Length: One day

How to Attend a Training

Trainings are available as closed enrollment sessions.

On-Site

This training features Relativity’s Aero UI.

Where: Your office or virtual

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 II: Advanced Searching and Case Management Training Agenda

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

Aero UI Agenda

Searching Workflows

  • Difference in Relativity Search Indexes
  • Modifying the dtSearch Index Alphabet and Noise Words
  • Advanced Order of Operations and Proximity Search
  • Logic Groups

Data Visualization Workflows

  • Creating and Using Dashboards
  • Regular Expressions for dtSearch

Case Management Workflows

  • Case Dynamics
  • Audit Analysis
  • Event Handlers and Object Rules

Searching Workflows

  • Relativity Search Indexes
  • Modifying the dtSearch Index Alphabet and Noise Words
  • Advanced Order of Operations and Proximity Search
  • Logic Groups

Data Visualization Workflows

  • Creating and Using Dashboards
  • Cluster Visualization
  • Regular Expressions for dtSearch

Case Management Workflows

  • Case Dynamics
  • Transcripts
  • Audit Analysis
  • Event Handlers and Object Rules
  • Case Metrics
No sessions available at this time.

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