Course Overview
This training is designed in two parts:
Part 1: Self-paced learning path (asynchronous – approximately 2 hours)
This self-paced training focuses on the skills and tools needed to create a standard case workspace.
In the self-paced portion we'll cover:
- Creating the Object Framework
- Configuring Job Profiles
- Building Fields and Layouts
- Setting Workspace Permissions
Part 2: Live Session (synchronous – approximately 3 hours)
In the live instructor-led session we'll build on what you've learned in the self-paced portion in a live RelativityOne Environment.
The learning path provides the foundational knowledge necessary for the Admin Foundations I: Case Administration live session where you will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part 1. You are required to complete the self-paced learning path prior to attending the live session.
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 combination of lectures, explorations, demos, and exercises, learners will be able to successfully create, configure, and customize a workspace to facilitate efficient case administration in Relativity.
In this self-paced training, you will specifically learn how to do the following:
- Create a client, a matter, and a workspace using a Relativity template
- Create users and groups
- Install and organize Relativity applications to streamline review
- Prepare a workspace to run operations, including creating a Markup Set
- Build a coding layout with fields to capture coding decisions
- Establish group security and workspace permissions
In this live session, you will specifically learn how to do the following:
- Create a dynamic object to capture and store data
- Refine coding layouts to direct and assist document review
- Configure object security and permissions
Audience: New litigation support professionals and project management staff who would like to learn more about creating a standard case workspace.
Course Length: Approximately 5 hours (2 hours - self-paced, 3 hours - live)
Prerequisites: Introduction to Relativity
How to Attend a Training
Trainings are available for open enrollment throughout the year. We can also work with you to schedule a closed-enrollment session for your team.
Open Enrollment
Where: Virtual
Who: The first 12 people to register.
Cost: $350.00 per attendee
When: Currently scheduled trainings can be found in Relativity Learning. Relativity will add any newly scheduled sessions every other month.
Policies: By registering and making payment for the training, you confirm your acceptance of and agreement to comply with the Terms and Conditions established for the training program.
Closed Enrollment
Where: Closed enrollment trainings can be held either entirely virtually or entirely on-site.
Who: Your team, with up to 12 attendees
Note: A training agreement is required before training dates can be held.
When:
- Date determined 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:
- $350.00 per attendee
- Five attendee minimum
- Travel and related expenses for the trainer, if applicable