View your calendar a week at a time

See your current week’s job settings without having to set search criteria

Lesson #159
Calendar – Jobs (Weekly View) function

Weekly View displays a week’s worth of jobs at once in a week-by-week format. Similar to the Monthly View calendar, Weekly View is a visual calendar format displaying a week at a time.

Weekly View defaults to all jobs for the current week, grouped by day (including Saturday and Sunday) so you can quickly access the week ahead. Each day’s header includes the date, day of the week, and the total number of jobs scheduled and canceled for that day.

Each day’s list of jobs scheduled/canceled appears in chronological order by start time. In addition to the start time, each listing shows the job number and a third option of your choice, such as the ordering firm or witness. Listings are color coded based on their job status.

Rolling over any entry pops up details about the job. Clicking an entry opens the job’s detail window.You can page back and forth through weeks, or jump to a particular week by entering a date.

If the row of 3 elements in a job listing is longer than the width of its day’s space, it will be cut off (there is no word wrapping); but details are easily visible if the user rolls over the listing. If there are more jobs scheduled for a day than fit vertically, the day’s space will include a scroll bar so you can access the jobs that are not visible at first. If the whole week is not visible, you can use your screen’s scroll bars to view hidden sections.

You can restrict the listings to jobs for:
  • A single ordering firm
  • An ordering contact
  • A scheduling contact
  • One or more job statuses
  • One or more job types
  • One or more of your business units
  • One of your sales reps
  • A case
  • One or more case types
  • A parent firm
  • A job location
  • A job location city
  • One or more job location states

From the calendar, you can add a new job, or view/update/turn in/cancel/reschedule existing jobs.

Weekly View customization

Each Weekly View job listing shows its start time and job number. Those are fixed data and cannot be changed, but you can select the third type of information that appears in job listings to identify jobs.

You can also set the height of the weekday boxes in rows, from 5 to 15. Each row lists one job. The weekly calendar will display each weekday with enough space vertically for the number of rows you set (Saturday and Sunday will be half the height set). If there are more jobs scheduled for a day than the maximum you set, the day’s space will include a scroll bar.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Use Weekly View to see a week’s worth of jobs at a time with brief descriptors of the jobs. 

RB 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: Contact at the 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.

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