Relativity Trace Basics

  • 4 RCE credits towards RCA, Review Management, and Project Management certifications
  • 3 hours
  • $350

Course Overview

Relativity Trace Basics is a three hour online class that teaches attendees how to access and review monitored communications using Relativity Trace. The training is offered virtually via our online training platform, and attendees are provided with a practice environment and workbook after attending the live instructor-led portion. This class is also not a Relativity Certified Administrator (RCA) exam preparation course.

Course Objectives

By the end of this training, through a series of demos and lectures, trainees will learn how to successfully review and investigate monitored communications and individuals in Relativity Trace.

Specifically, trainees will learn how to do the following:

  • Understand the structure of Relativity Trace
  • Access communications for review
  • Review, escalate, and close monitored communications
  • Investigate communications using Relativity’s advanced search features

Audience: Compliance officers and administrators

Course Length: 3 hours

How to Attend a Training

Attendance in this training is offered via our online training platform. Attendees will be able to log in and interact with instructors from their workstation anywhere across the globe.

Closed Enrollment

This training features Relativity’s Aero UI.

Who: Your team, with up to 12 attendees

Where: Virtual


  • A 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 to schedule


  • $350 per attendee. Minimum of two attendees
  • Sessions are booked on a first-come, first-served basis
  • Email to schedule

Relativity Trace Basics Agenda

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


Trace Overview

Trace Objects Overview

Basic Trace Workflow

Escalating Communications for Further Review

Advanced Searching Workflows

No sessions available at this time.

Additional Resources


Geek out in our library of technical resources.

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