Lesson #4
Calendar – Jobs (List View) function
List View, as the name implies, displays your schedule as a list with important information about each job, such as date and time, client, and location, in a grid. You can also choose to view your schedule in a monthly calendar format (Monthly View) or a week at a glance (Weekly View).
List View displays more information about jobs in your schedule than other views with 21 fields for each listing, so you don’t have to click into individual jobs to find most relevant information. It also has more search criteria so you can refine which jobs are shown.
The default List View is all jobs for tomorrow. It displays:
- Job number
- Date
- Start and end times
- Time zone
- Location
- Job status
- Job type
- When the job was last updated
- Witness
- Ordering client
- Who scheduled the job
- Job task(s) & assigned resource(s)
- Related case
- Type of case
- Your assigned business unit
- Sales rep
- Your custom notation
List View search criteria are:
- Job Number
- Job Date range
- Ordering Firm/Contact
- Attending party (firm/contact)
- Scheduling Contact (Scheduled By)
- Job Status(es)
- Job Type(s)
- Witness
- Business Unit(s)
- Sales Representative
- Case
- Case Type(s)
- Parent Firm
- Job Location
- Job Location City
- Job Location State(s)
- Job Entered Date range
- Notation
Customize how you view your job listings
Group jobs by one or more parameters to more easily see the job information you want to know. For example, you could group jobs by Job Status, then Job Date to find your calendar priorities quicker. You can add additional grouping categories to the results, remove any grouping category, and re-arrange the grouping order.
You can also:
- Re-arrange the columns so the most important information is most prominent.
- Stick up to 10 columns to the left side of the grid so they do not scroll when you have a results grid wider than your screen.
- Stretch/shrink columns to fit the results.
- Hide columns you don’t need to see.
- Choose which column(s) to sort results by.
- If you select more than one column, choose in what column order to sort the list.
- Choose whether to sort info by ascending or descending order in each selected column.
- Save your custom grid as your default.
You can save your personal grouping parameters and custom grid as your default. Your customizations do not affect other users, and you can restore the original RB9 grid layout anytime.
On a system wide basis, you can make additional customizations. Listings in List View are color coded based on their job status. You can create your own job statuses (RB9 comes with a set of defaults to get you started), plus designate which color each status has.
From the calendar, you can:
- Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, print, or use in other applications.
- Add a new job.
- View/update/cancel/reschedule existing jobs.
- Send job confirmations.
- Change the status of a job.
- Begin turning in a job.
TL;DR: List View provides the most information on a single screen about all of the jobs displayed. If you want to search your calendar by job number, a date range other than monthly, or witness, use List View.
RB9 concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Case Type: Categories of cases by work type, e.g., Civil or Personal Injury.
Contact: Person who works for a firm you do business with.
Firm: Company you do business with, such as a law firm that schedules depositions with you.
Jobs Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >
Job Entered Date From/To: Date range of when a job was added to the calendar, not when the job is scheduled to occur.
Job Status: Stage the job is in, e.g., New or Cancelled.
Job Type: Category of jobs requested by clients, such as Deposition or Real-Time.
Notation: Short codes you create yourself to give key information about a job (such as “V” for video, “RT” (for realtime), “1 of 2,” or “Daily”) in a results grid, so you don’t have to click into a job’s detail window.
Ordering Contact: Contact at the firm that is responsible for a job with your company.
Ordering Firm: Firm that is responsible for a job with your company.
Scheduled By: Contact who initiates a jobs with your company. Can be different from the Ordering Contact.
Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >
