Lesson #12
Calendar – Daily Calendar Audit function
Quickly see how many jobs been scheduled or canceled today, or for any date range. You can also use RB’s Daily Calendar Audit to review new entries for typos and other mistakes. View canceled jobs to look for trends and see if you can reduce cancellations.
View today’s scheduling activity or look up other results
The default view is all jobs scheduled today. You can also quickly check which jobs were canceled today instead.
For either scheduled or canceled jobs, you can search by different dates/date ranges, and refine your calendar audit list to one or more:
- Job Types
- Referrals for the jobs
- Business Units
In your search results, you can view the details of any of the jobs listed and update them if needed.
Customize how you view your scheduling activity
The grid in which you view your daily calendar is customizable to your individual preference:
- 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 custom grid as your default. Your customizations do not affect other users, and you can restore the original RB grid layout anytime.
From the results grid, you can view and update any listed job’s details and export the grid as an Excel spreadsheet or a CSV(comma-separated values) file to save, print, share, or use in other applications.
TL;DR: See how many jobs were set or canceled today, and review your calendar for typos, errors, and trends.
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, such as branch offices, other companies you own, affiliates, and profit-sharing operations.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >
Job Type: Categories of jobs requested by clients, such as Deposition or Real-Time.
