Tag Archives: RB Lite

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.

Lesson #11

Calendar – Send Assignment Notifications/Cancellations function

Instead of notifying resources of assignments as soon as you enter them in RB, do a day’s worth all at the same time. This will save your time if you have a lot of notices to send on a daily basis. Or maybe you prefer to wait to notify resources until after setting all assignments.

(You can also notify resources of cancellations the same way, but most likely you will do those individually as they occur to let your resources know ASAP that their jobs have been canceled.)

Notifications are sent via email or text or both. You can also print out notifications to hand out or fax.

Automatic attachments

Assignment notification emails automatically include the reporter worksheet for the task. You can customize the default worksheet — for example you can add the scheduling client’s email address — and create additional ones in Form Templates.

Before sending notifications use System Preferences to customize the subject line, the message and whether the worksheet is included in the body of the email, as an attachment, or both. You can include any text you wish, embed contextual RB data fields such as job location and witness name, add images, and style the text with fonts, text treatments, sizes, and colors. You can also customize the subject line and contents of text messages with your own text and contextual data fields.

Emailed assignment notifications can automatically include other attachments such as the relevant job notice or a shared word list, or you can attach files individually as you are sending an email (but RB will not send files over 20MB). In addition to setting up which file types will be attached (in System Preferences) you can also designate which types of tasks will receive these automatic attachments (in Lists). For example you probably don’t need to send word lists to resources handling your conference room.

You can also automatically include an iCalendar file with emailed assignment notifications that the resource can import into their own calendar. You can customize its subject line and description.

You can do the same customizations for assignment cancellations with the exceptions of no file attachments beyond the notice and no iCalendar file.

Emailing notifications

In Send Assignment Notifications/Cancellations, you can email assignments by day scheduled or job date (if you assign jobs the day before they should occur). Cancellation confirmations are selected and sent by cancelled date. If desired, you can refine your notification list to:

• A specific date or date range
• A single job number
• One or more job types
• One or more tasks
• One or more resource types
• One or more business units

The notification list displays each job’s number, date, task, start time, status, witness, resource, notified date, acknowledged date, ordering client, business unit, job type, and job location. Canceled assignments results also list the date each job was canceled.

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, print, share, or use in other applications.

When sending notifications you have the option to attach additional files from either your desktop or RB’s Job-level Repository.

RB records emails sent in the Email Log function in Tools (RB9 only), so you can refer back to them later.

TL;DR: Instead of notifying resources one at a time, save time by emailing or texting a day’s worth of notifications at once.

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, 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 Status: Stage a job is in, e.g., New or Cancelled.

Job Type: Categories of jobs requested by clients, such as Deposition or Real-Time.

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Resource Type: Profession (such as Scopist, Proofreader, or Interpreter) and other categories of resources.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

Lesson #8

Calendar – Resource Availability function

When a resource wants to take a vacation or a personal day — or if they want to pick up extra hours of work outside their normal schedule — use Resource Availability to view their schedule, then quickly add or remove time for specific days.

The default view in Resource Availability is all resources’ work schedules for today. (Resources’ regular work schedules are set up in their individual listings.) Work schedules are color coded so you can track resources’ schedules in a glance by assigned periods, available/unavailable times, and time off.

Search for a resource

Use any of the search criteria to narrow your search to find a particular resource/resources:

• Date range
• A resource’s name
• One or more Priority Levels
• One or more Resource Types
• One or more Specialties
• Text in time-off notes/comments

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 to save, share, use in other applications, or print as a report.

Include notes about time off

When granting time off you can include reasons for it and any notes or comments about it for your records. Resource Availability will display this information in the search results.

Quickly change a resource’s schedule

Use the Change Availability option to add time to resources’ schedules when they are willing to work extra hours for a month — or quickly block out time off for a resource if you do not need to keep track of the reason.

During a resource’s scheduled time off — whether it’s their regularly scheduled time off or time off added here — the resource’s name will not appear in the list of available resources when assigning tasks. If you try to assign a resource in Quick Assignments who is not available, it will alert you so you can pick a different resource or override the resource’s time off.

TL;DR: Set up resources’ regular work schedules in their individual records in RB, then use Resource Availability for one-off changes — such as vacations or availability outside of their normal working hours.

RB concepts in this lesson

Priority Level: Order of selection preference for resources. For example resources on staff vs. affiliates.

Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Resource Type: Professions and other categories of resources.

Specialty: Skill or specific expertise required for some jobs. — such as medical reporting, Spanish, or realtime.

Task: Service requested with a job — such as reporting, interpreting, or video, that requires a separate resource (person, company, thing) to accomplish. More >

Lesson #7

Calendar – Tasks (List View) function

In RB, when you schedule a job, you include any services requested — reporting, interpreting, video, conference room, etc. — as tasks in the job, not as separate jobs. That way if the job is canceled, all of the tasks are canceled too and nothing gets overlooked. You can also cancel individual tasks from a job without it affecting the rest of the job.

Monitor tasks

You can use either Tasks (List View) or Tasks (Monthly View) to monitor tasks to see if they have been entered, assigned, and acknowledged. In List View you can see at a glance this information and other basic job information in the main window.

The job status for each task is listed and color coded for easy recognition. RB comes with default sets of tasks and job statuses,which you can customize by adding, editing, and deleting entries. You can also choose which colors represent different job statuses, including different colors for light or dark mode displays, in System Preferences.

In either Tasks function you can:

• Add tasks. Tasks can have different time frames than their related jobs.
• Assign tasks to resources.
• Delete tasks (if no resource has been assigned).
• Remove assigned resources.
• Re-assign tasks.
• Cancel tasks (RB will prompt you to send the resource an assignment cancellation notice).

When you change a task’s start or end time — or assign or remove a resource — RB will record the details in the related job’s Notes Log.

In Tasks (List View) you can use shortcuts from the list of tasks to:

• Add a new task to the job.
• View the task.
• Go directly to the task’s Edit Task panel in its job.
• Record the current date and time as when the assigned resource acknowledged the job.
• Remove the date and time listed in the Acknowledged Date column.

Viewing tasks in a list

The default task list shows all of tomorrow’s tasks in a grid that includes:

• Task’s name, status, and any notes about the task
• Order date and canceled date
• Related job number, date, start & end times, notation, status, location, type
• Task start & end times if different from job’s start & end times
• Assigned resource, when they were notified, and when they acknowledged
• Ordering client
• Related case
• Assigned business unit
• Witness

Use search criteria to refine the list of tasks shown. Search criteria in List View include:

• Date type and date range
• Task type and status
• Assigned resource
• Job’s priority level
• Type of resource required
• Job number, status, and type
• Your company’s business unit
• Related case
• Include canceled tasks or not

Customize how you view tasks lists

The grid in which you view task lists 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.

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 task’s details, add new tasks to listed jobs, and export the grid as an Excel spreadsheet or a CSV(comma-separated values) file to save, share, print, or use in other applications.

Manage tasks

You can manage tasks in either Tasks function:

• Add an overlooked task to a job.
• Enter start and end times for a task that are different from its related job.
• Assign a resource to a task which RB records in the task’s Notes Log. If the scheduling client has preferred resources they appear at the top of the resource list. If the scheduling client has a list of blocked resources RB will alert you if you attempt to assign one and not allow the assignment. When a resource is assigned any warning about them appears beneath their name in the Task panel.
• Notify resources when they are assigned.
• Remind resources of assignments by resending notifications.
• Automatically record the current date and time when a task was acknowledged by a resource.
• Remove a task’s acknowledged date and time with one click if a mistake was made.
• Update the related job’s information including notes, contact information, location, and parties.
• Remove a resource from a task which RB records in the task’s Notes Log.
• Upload task-related files to a task’s repository for assigned resources to download.
• Update a task, such as setting resource acknowledgements’ date and time manually or entering page estimates. If you change a task’s start or end time RB will record the details in the related job’s Notes Log.
• Delete a task if no resource has been assigned.
• Cancel a task if a resource has been assigned.
• Reactive a canceled task and assign a new resource (you can cancel and reactive a task in one click if you are reassigning resources).
• Begin production turn-in.

When you cancel a task the assigned resource is automatically added back to your available resources list for new assignments and RB prompts you to alert the resource of the cancellation. In addition RB keeps track of when tasks were canceled. This will be helpful in cases where there is a cost incurred in late cancellations, such as a hotel’s conference room: You will have a paper trail to back up any cancellation fees charged to your client.

List View vs. Monthly View

Tasks (List View) shows the most information about tasks in the results, you can customize how the results are displayed, and it has more search criteria than Monthly View plus shortcuts to creating new tasks and setting/clearing task acknowledgements. List View will also display jobs that do not have tasks yet (such as “Request New” jobs from RB Connect).

Tasks (Monthly View) is similar to Jobs (Monthly View) and displays jobs by job number in a calendar page format so you can see your work schedule at a glance. Monthly View only displays jobs that have tasks and displays limited information in the calendar page. Rolling over a job number pops up basic information about the task, job, and case.

In both views clicking a displayed item opens the job detail screen with the View Task panel already open so you can see complete task details and edit if needed.

TL;DR: Use the Tasks (List View) function to monitor and manage tasks in a grid layout that shows the most task information at a glance. List View also has the most search criteria for finding tasks.

RB concepts in this lesson

Blocked Resource: Resource that a particular firm or contact does not want assigned to tasks on jobs they schedule or order from you.

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 Status: Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.

Job Type: Categories of jobs requested by clients, such as Deposition or Real-Time.

Notation: Short codes (up to 24 characters) 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.

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity. More >

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Preferred Resource: Resource that a particular firm or contact wants you to assign to tasks on jobs they schedule or order from you.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

Lesson #6

Calendar – Send Job Confirmations/Cancellations function

As a courtesy to your clients— but also to check that your information is correct — send your clients Acknowledgements of Scheduling, AKA job confirmations, to let them know you have added their requested jobs to your calendar. You should also send cancellation confirmations for the same reasons.

In RB you can email these acknowledgements as they happen or save time by sending them in batches, especially if you deal with a volume of jobs every day or if it is your practice to confirm jobs the day before they are scheduled to take place. Use the Send Job Confirmations/Cancellations function to handle this process.

In Send Job Confirmations/Cancellations you can email job confirmations by day scheduled or job date (if you confirm jobs the day before they should occur). Cancellation confirmations are selected and sent by cancelled date.

The default list shows all jobs scheduled for today. Refine your confirmation list to a date range, single job number, particular job types, or specific business units. Search for canceled jobs using the same search criteria.

Automatic attachments

Confirmation and cancellation emails automatically include the confirmation/cancellation form. RB comes with default confirmation and cancellation forms that you can customize. You can also create your own.

Before using this function to send confirmations or cancellations use System Preferences to customize each type of notice’s subject line, the message, and whether the notice is included in the body of the email, as an attachment, or both. You can include any text you wish, embed contextual RB data fields such as the job date and case name, add images, and style the text with fonts, text treatments, sizes, and colors.

You can also automatically include an iCalendar file with the confirmation emails that clients can import into their own calendar. You can customize its subject line and description.

You can preview the emails before they are sent and attach other files when sending the emails. You can attach files from your desktop or from your RB Job-level Repository.

Managing confirmations & cancellations

When you send job confirmations or cancellations via email, RB makes an entry that includes the receiver’s email address in the job’s Notes Log. RB also records the email sent in the Email Log function in Tools (RB9 only) so you can refer back to it later.

After sending out job confirmation notices either singly or in batches, track the jobs in this function to follow up with clients and record their responses in each job’s status. You can double-check that tomorrow’s jobs are confirmed by reviewing the Status column at the end of the day for any jobs still waiting for a call-back or not confirmed.

In addition to the Status column the results grid displays each job’s:

• Number
• Date
• Ordering client
• Location (of in-person locations not Zoom details)
• Business unit
• Type
• Date created
• Date confirmed
• Case
• Witness

Canceled jobs also list the date the job was canceled.

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, print, share, or use in other applications.

TL;DR: Use the Send Job Confirmations/Cancellations function to send acknowledgement emails to clients in batches at the end of the day then monitor the jobs’ statuses and follow up with clients.

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 Status: Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.

Job Type: Categories of jobs requested by clients such as Deposition or Real-Time.

Notes Logs: Notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred such as a case, job, invoice, or entity. Log entries are your internal paper trail because every entry is stored and listed separately, and entries cannot be edited nor deleted.

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.

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.
• Send a Resource Blast for a job in the list.
• 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 >

Lesson #3

Calendar – Cases function

Case-based means information entered under a case — such as the parties involved and the services each party requests — automatically fills into the relevant fields in jobs linked to that case (usually depositions).

RB9 concepts in this lesson

Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.

Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More >

Case Status: Stage the case is in, e.g., In Progress or Settled.

Case Type: Category by work type, e.g., Civil or Personal Injury.

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

Lesson #2

Most important module in RB?

Maybe the most important module in RB is the Calendar. It is where you schedule and manage jobs (e.g., depos), set up and manage cases, assign tasks to reporters and other resources, and manage assignments.

It is one of the largest modules with 16 functions, all related to your job calendar. What you can do with those functions includes:

RB concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Linked Jobs: Jobs, such as video done by a third party of a depo, that are listed separately on the calendar and billed separately, but because they are tied together, you will be notified when one is canceled that there is a linked job, so you can cancel that job too and notify the resource.

RB Connect: Online repository, calendar, and access to your office for clients and resources, including interactive transcripts, downloadable invoices and e-commerce for clients, and one-touch job acknowledgements, online turn-in, and downloadable pay statements for resources.

RB Connect Mobile: Clients and resources can access your RB Connect on their smart phones and tablets in an interface optimized for mobile devices.

Repository: RB has 9 repositories where you store files for safekeeping and quick retrieval. When you store files in a case, they are in R9’s Case Repository; when you store files in a job, they are in RB’s Job Repository; etc.

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Tasks: Service requested with a job, such as reporting, interpreting, or video.