I Blaze Case Management (2 Day)

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AccessData® iBlaze Case Management
Intermediate – Two-Day Instructor-Led Course

The AccessData® iBlaze Case Management course provides the end user with the tools to go to the next level in iBlaze and focuses on some
of the bells and whistles for an end user outside of just getting started in iBlaze together with more technically advanced features. The course
is geared toward a strong legal assistant, litigation support specialist or paralegal.
Prerequisites:
Although not required, it is strongly recommended that candidates for this course attend iBlaze Fundamentals and/or hold an SCE certification which assures basic knowledge of iBlaze. Candidates should have a working knowledge of Windows, exploring Windows, working with
Windows and menus, using "My Computer", and managing files and folders. It should also be noted that candidates working toward the
Summation Certified Case Manager (SCCM) credential should also participate in the iBlaze Loading Data course in order to prepare for the
exam.
Class Materials:
You will receive the student training manual and CD containing the training material, lab exercises and class-related information.

Module 1: Introduction
Topics:
•	
End User Prerequisites
•	
Course Outline
•	
Upgrades and Support
Module 2: Backing up the Database
Objectives:
•	
Define a database backup
•	
Backup a Database
•	
Restore a Database
•	
Delete Backups
Student Practical and Review
•	
Create a Backup
•	
Restore a Backup
•	
Delete a Backup
Module 3: Review Sets
Objectives:
•	
Review Set Discussion
•	
Create a Review Set
•	
Open/Close Review Sets
•	
Edit Review Sets
•	
Copy/Delete Review Sets
Student Practical and Review
•	
Create a Review Set
•	
Open and Close a Review Set
•	
Edit a Review Set
•	
Copy a Review Set
•	
Delete a Review Set
Module 4: Global Search/Replace
Objectives:
•	
Global Replace Discussion
•	
Perform Basic Replacements
•	
Apply Templates with Global Replace
•	
Replace a Field with Values from Another
•	
Place Data with an Incremental Value
•	
Insert Data at the Beginning of a Field
•	
Append Data to the End of a Field

Student Practical and Review
•	
Replace Text in a Field
•	
Replace Words in a Field
•	
Replace the Entire Contents of a Field
•	
Replace a Field with Values from Another Field
•	
Replace Data with an Incremental Value
•	
Insert Data at the Beginning of a Field
•	
Append Data to the End of a Field
Module 5: Form Editor
Objectives:
•	
Access and Select Forms
•	
Create a Form Based on an Existing Table
•	
Create a form based on a New Table
•	
Edit an Existing Form
•	
Edit Field Properties
•	
Delete a Column, Form or Table
Student Practical and Review
•	
Open and Switch Forms
•	
Edit an Existing Form
•	
Create a New Form Based on an Existing Table
•	
Edit Field Properties
•	
Add a Lookup Table to a Field
•	
Remove a Lookup Table from a Field
•	
Delete a Column from a Form
•	
Delete a Column from a Table
•	
Delete a Form
Module 6: Cloning a Database
Objectives:
•	
Clone a Database Discussion
Student Practical and Review
•	
Clone a Database

Copyright © 2012 AccessData Group, LLC. All rights reserved. AccessData and the AccessData logo are registered trademarks of AccessData Group, LLC. All other company and product
names may be trademarks of their respective owners. All specifications are subject to change without notice.
L-LMS_en_US_v1.2_5/2012

	

AccessData® iBlaze Case Management
Intermediate – Two-Day Instructor-Led Course

Module 7: Merging Lookup Tables
Objectives:
•	
Merge Individual Lookup Tables
•	
Merge All Lookup Tables
•	
Export Lookup Tables
Student Practical and Review
•	
Merge a Single Lookup Table
•	
Merge All Lookup Tables
•	
Export Lookup Tables from a Case

Student Practical and Review
•	
Use the Highlighting Tool
•	
Change the Highlight Color
•	
Color Code by Issue
•	
Add a New Issue Using the Coding Palette
•	
Add Issues to the Favorites List
•	
Delete Individual Highlight Sections
•	
Delete All Highlights
•	
Filter Highlighted Excerpts

Module 8: Production Sets
Objectives:
•	
Outline Production Set Workflow Best Practices
•	
Create Production Sets
•	
Retrieve Production Sets
•	
Review Production Sets
•	
Delete Production Sets
•	
Create and Modify Production Properties
•	
Set the Production format for eDiscovery
Student Practical and Review
•	
Create a Draft Production Set
•	
Create a Production Set from a Search
•	
Create a Production Set from Marked Records
•	
Retrieve Production Set Documents
•	
Add Documents to a Production Set
•	
Remove Documents from a Production Set
•	
Number and Renumber Documents
•	
Create a Production Set Briefcase
•	
Retrieve Omitted Documents
•	
View and Modify Production Set Properties
•	
Delete a Production Set
•	
Set the Production Format for eDiscovery

Module 11: Transcript Designations
Objectives:
•	
Assign Designations
•	
Set up Transcript Designations
•	
Navigate Transcript
•	
Change or remove Transcript Designations
•	
Print Designations
Student Practical and Review
•	
Create Transcript Notes and Assign Issues to the Notes
•	
Assign Transcript Designations
•	
Set Up Transcript Designations
•	
Navigate Transcript Designations
•	
Change Transcript Designation Types
•	
Remove Transcript Designations
•	
Print Transcript Designations

Module 9: Briefcases
Objectives:
•	
Create a Briefcase
•	
Export a Briefcase
•	
View Briefcases
•	
Import Briefcases
•	
Export Briefcases
Student Practical and Review
•	
Create a Briefcase
•	
Create and View a Browser Briefcase
•	
Export a Briefcase (SBF)
•	
Import a Briefcase
Module 10: Highlighting Tools
Objectives:
•	
Highlighting Tools
•	
Coding Palette
•	
Using Highlights and Transcript Notes
•	
Filter and Search Highlights
•	
Setting Highlight Defaults

Module 12: Custom Tools
Objectives:
•	
Update Table Structure
•	
Add Columns to Tables
•	
Auto-Fill EndDoc
•	
Add Transcript Links
Student Practical and Review
•	
Update Table Structure
•	
Add Columns to a Table
•	
Auto Fill Endoc#
•	
Add Transcript Links
Module 13: Saved Searches
Objectives:
•	
Work with Saved Searches
•	
Save an Integrated Search
•	
Save a Document Group
•	
Save a Boolean Search
•	
Run a Saved Search
•	
Share a Saved Search
Student Practical and Review
•	
Save a Search from a Document Group Search
•	
Save a Search from an Integrated Search
•	
Save a Search from a Boolean Search
•	
Run a Saved Search
•	
Share a Saved Search

AccessData Group
Sales: 800.574.5199 / +1.801.377.5410  •  Support: 800.786.2778 / +1.415.659.0105
www.accessdata.com

A Pioneer in Digital Investigations Since 1987

Copyright © 2012 AccessData Group, LLC. All rights reserved. AccessData and the AccessData logo are registered trademarks of AccessData Group, LLC. All other company and product
names may be trademarks of their respective owners. All specifications are subject to change without notice.
L-LMS_en_US_v1.2_5/2012

	

AccessData® iBlaze Case Management
Intermediate – Two-Day Instructor-Led Course

Module 14: Petrification Tools
Objectives:
•	
Petrify individual documents
•	
Petrify marked documents
•	
Petrification Error Handling
Student Practical and Review
•	
Petrify Individual Documents
•	
Petrify Marked Documents
Module 15: Chronology of Events
Objectives:
•	
Chronology of Events Overview
•	
Working with Events
•	
Customize the Chronology of Events
•	
Mark Events for Searching or Printing
•	
Work with Event Links
Student Practical and Review
•	
Add an Event
•	
Edit an Event
•	
Search Events
•	
Add Event Columns
•	
Remove Event Columns
•	
Reorder Event Columns
•	
Mark Events
•	
Unmark Events
•	
Create Core Database Links
•	
View Links

AccessData Group
Sales: 800.574.5199 / +1.801.377.5410  •  Support: 800.786.2778 / +1.415.659.0105
www.accessdata.com

A Pioneer in Digital Investigations Since 1987

Copyright © 2012 AccessData Group, LLC. All rights reserved. AccessData and the AccessData logo are registered trademarks of AccessData Group, LLC. All other company and product
names may be trademarks of their respective owners. All specifications are subject to change without notice.
L-LMS_en_US_v1.2_5/2012

	



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