Lesson #5
Calendar – Jobs (Monthly View) function
Monthly View displays a month’s worth of jobs at once in a calendar-page format. You can quickly get a feel for how full your calendar is with the total number of jobs scheduled and cancelled in each day’s square, and page back and forth through the calendar or jump to a specific month. Monthly View is also the best way to quickly locate a job when a client is on the phone asking about a job by date.
Jobs are color-coded by their status (new, in progress, billed, etc.). Roll over a job to see basic information like date and time, or click to see full details. Click the bar in a day’s box to see all jobs for that day in a list like List View.
Monthly View resizes dynamically to your browser window size — but if the window is too small vertically for the minimum size calendar page, the calendar page will scroll so the current week is visible as the default view. You can scroll the page and the top navigation bar will always remain accessible so you know which month you are in and can navigate to other months or back to today’s date.
Narrow which jobs are shown in the calendar by using Monthly View search criteria:
- Ordering Firm
- Ordering Contact
- Scheduling Contact (Scheduled By)
- Job Status
- Job Type
- Business Units
- Sales Representative
- Case
- Case Type
- Parent Firm
- Job Location
- Job Location City
- Job Location State
From the calendar you can add a new job, or view/update/turn in/cancel/reschedule existing jobs.
Set up options to match your business
RB comes with default sets of job statuses, job types, and case types, which you can customize by adding, editing, and deleting entries. You can customize how jobs are identified in the calendar and set a maximum number of jobs to display per day in System Preferences. You can also customize job color coding including different colors for light and dark mode.
Which view for you?
If you prefer to see more details on your schedule, a different range of dates than monthly, or need more search criteria, switch to List View. Or if you’d like to see jobs for the current week then week by week, switch to Weekly View.
TL;DR: Use Monthly View to see at a glance how busy your schedule is or to locate jobs quickly when clients call inquiring about a job by date.
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.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources, such as realtime, videoconferencing, or read & sign. More >
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.
Ordering Firm: Firm that is responsible for a job with your company.
Ordering Contact: Person at the firm that is responsible for a job with your company.
Scheduled By: Person who initiated a job with your company. Can be different from the Ordering Contact.
