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Admin Foundations I: Case Administration

This training focuses on the skills and tools needed to create a standard case workspace.

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Welcome to Admin Foundations I: Case Administration Training Overview

This training is designed in two parts:

  • Part 1: Self-paced learning path (asynchronous)
  • Part 2: Live Session (synchronous) - you can check the available dates on the Instructor-Led Sessions page

This training focuses on the skills and tools needed to create a standard case workspace. 

This learning path provides the foundational knowledge necessary for the Admin Foundations I live session where you will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part one. It is required that you complete this learning path prior to attending the live session.

We'll cover:

  • Creating the Object Framework
  • Configuring Job Profiles
  • Building Fields and Layouts
  • Setting Workspace Permissions

Who should take this course?

People who would like to learn more about creating a standard case workspace.

Prerequisites: Introduction to Relativity

Duration: ~2 Hours

After you complete this learning path, consider the Relativity Certified Administrator exam to validate your knowledge.

Admin Foundations I: Case Administration Training Overview
This training focuses on the skills and tools needed to create, customize, and secure a standard case workspace.
5 min
Beginner Administrator no-search Self-paced course

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Case Administration Foundations: Introduction
In this course, you’ll be introduced to the role and influence of a Relativity administrator, survey the types of data management tools and their respective use cases, and get an overview of the available Relativity workspace templates.
16 min
Beginner Administrator Matter & Workspace Management Self-paced course

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Case Administration Foundations: Creating the Workspace Framework
In this course, you’ll learn about the framework that contributes to and supports work completed in a Relativity workspace.
27 min
Beginner Administrator Matter & Workspace Management Self-paced course

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Case Administration Foundations: Customizing the Workspace Shell
In this course, you’ll learn how to customize a workspace, including expanding functionality and pre-configuring operation settings, in preparation for working with data.
30 min
Beginner Administrator Matter & Workspace Management Self-paced course

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Case Administration Foundations: Configuring Fields and Coding Layouts
In this course, you’ll learn how to capture data in Relativity using fields and layouts.
22 min
Beginner Administrator Matter & Workspace Management Self-paced course

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Case Administration Foundations: Setting Workspace Security and Permissions
In this course, you’ll learn about security options, including the Security Center, Client Domains, Lockbox, and object- and item-level permissions.
29 min
Beginner Administrator Matter & Workspace Management Self-paced course

Show Overview