Lesson #43
Inquiry – Witness Inquiry function
Instead of going through Turn In to find information about a witness, use this function to find information about witnesses quickly. Find individual deponents or bring up a list of all deponents for a particular case, job, or range of job dates. Find witnesses tied to specific business units in your company.
See at a glance in the results returned the witness name, job number and date, case, resource on the job, your company’s business unit responsible, and transcript information like number of pages, last exhibit marked, and when the transcript was sent, signed, and received, or is expected back.
You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
Download files & update information
Click a witness name in the results to get complete witness details, including original transcript location, production notes, etc. Download witness files, such as exhibits, and read the witness Notes Log. You can also enter new information about deponents, and upload new files to the witness repository.
TL;DR: Lists a single deponent or all deponents for a particular case, job, or range of job dates. View and update witness details.
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.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >
Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs.
Repository: RB has 9 repositories where you store files for safekeeping and quick retrieval, including one for witness-related files like exhibits.
Resource: Person or thing that provides your business with a service.
