Course Overview
This training is designed in two parts:
Part 1: Self-paced learning path (asynchronous – approximately 2 hours)
This training focuses on the skills and tools needed to customize a case workspace in preparation for document review. In the self-paced portion we'll cover:
- Searching and analyzing case documents.
- Structuring data using Structured Analytics Sets.
- Automating review-related processes.
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 II: Review Optimization 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 optimize and streamline the document review process in Relativity.
In this self-paced training, you will specifically learn how to do the following:
- Create a widget and add it to a view to optimize data visualization
- Create saved searches to support the review process
- Build a dtSearch index, Search Terms Report, and Persistent Highlight Set
- Structure data using Email Threading and Textual Near Duplicate Structured Analytics Sets
- Identify documents needing translation by running a Language ID Structured Analytics Set
- Setup Automated Workflows
- Create and assign a Review queue in Review Center
In this live session, you will specifically learn how to do the following:
- Create saved searches to support the review process
- Refine a search index to provide more search capabilities for reviewers
- Run Name normalization to generate a communication analysis
- Create a coding QC review queue for Second Pass reviewers
Audience: Litigation support professionals and project management staff who would like to learn about the skills and tools needed to customize a case workspace in preparation for document review.
Course Length: Approximately 5 hours (2 hours - self-paced, 3 hours - live)
Prerequisites: Introduction to Relativity, Admin Foundations I: Case Administration
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: Open enrollment trainings will be held either entirely virtually or entirely on-site at one of Relativity's offices. When registering for training, review the training city details or email training@relativity.com to confirm if your training is virtual or on-site.
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 at the end of every quarter (March, June, September, December).
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