Project Management Certification

The Project Management Certification is designed to equip project managers with the tools necessary to maintain XERA projects. This class is available to individuals employed by a company with an iCONECT-XERA server, or an affiliated partner. The course covers all of iCONECT-XERA’s features, empowering administrators to set up efficient workflows and maximize the user experience. Classes are designed for litigation support analysts, database and project managers, and other who want to learn how to create databases, load data and manage their iCONECT servers.

There is 1 required course for this certificate: the Power User Certification course.

This course includes the following:

  • Building and Maintaining coding and categorizing panels for optimal workflow.
  • Creating and using indexes and functionality so that users can review documents and easily review document relationships in the collection.
  • Using data and the iVIEW graphing tool to provide all team members with insight into the data, review status, and more.
  • Creating and using both production templates and mass action templates in XERA.

Successful completion of the course, including written assessments and lab projects, qualifies students as certified iCONECT-XERA Project Manager for one (1) year. To retain this status, Project Managers must attend a recertification class annually. 

Upon completion of this course, students will receive a login to iCONECT’s Technical Support Portal and 24/7 access to iCONECT’s Technical Support team.

Training Dates Available:

Class Date Time* Location
Project Management May 10-12, 2016 1:30-5pm Online
Project Management June 7 – 9, 2016 1:30-5pm Online

Dates are subject to change. 
*All times are Eastern Standard unless otherwise indicated. 

Register for a Certification Class