Lists in RB9 allow users to choose an entry from a set of available values \u2014 saving time and reducing errors that result from keying in entries. RB9 includes initial values and defaults for lists used throughout the system,<\/strong> and you can run your business using these defaults. You can also edit, hide, merge, or delete most of these entries. You cannot create new lists, but you can add your own entries to most RB lists.<\/p>\n When setting up your RB9 system, take some time to customize its default lists to better match your company. You can revise a list at any time you have new options to add or unused options you\u2019d like to remove\/hide.<\/p>\n You can set each list\u2019s default entry which will appear in any field tied to that list. Default entries cannot be deleted. If you want to delete a default-designated entry, you must set a different entry in the list as the default. Then you can delete the other entry if it is not required by RB9.<\/p>\n If you no longer need a particular entry \u2014 but want to keep its historical data \u2014 you can merge it into an existing entry of the same data type.<\/p>\n If you don\u2019t want to delete an entry or merge it into another entry\u2014 but you also don\u2019t want it to appear as a list option in RB9 \u2014 you can de-activate it. It will still exist in the database but it will be hidden.<\/p>\n You can export any list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, share, print, or use in other applications.<\/p>\n TL;DR: Many lists in RB9 can be customized by adding\/editing options to better fit your company.<\/strong><\/p>\n Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services.<\/p>\n Billing Rate Groups:<\/strong> Umbrella structures aimed at categorizing your billing rates. Instead of one long list of billing rates, Billing Rate Groups create a series of shorter lists to search through when invoicing clients.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n Firm:<\/strong>\u00a0Companies you do business with.<\/p>\n Header Group:<\/strong> Parent structure that contains related invoice headers as its children.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Location:<\/strong> Place where jobs occur \u2014 such as court rooms, hospitals, schools, doctors\u2019 offices, or private residences.<\/p>\n Message Group:<\/strong> Parent structure that contains related invoice messages as its children.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or automatically by RB9 appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity. More ><\/a><\/p>\n Pay Groups:<\/strong> Categories of time periods your company uses to pay resources, e.g., Monthly, Weekly, On Demand. Group resources according to their pay period (frequency) to reduce errors when running payroll.<\/p>\n Pay Rate Groups:<\/strong>\u00a0\u00a0Umbrella structures aimed at categorizing the rates you pay resources, such as by experience levels, percentage paid on services, or affiliates. Instead of one long list of pay rates, Pay Rate Groups create a series of shorter lists to search through when invoicing clients.<\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources, including interactive transcripts, downloadable invoices and e-commerce for clients, and online turn-in, one-touch job acknowledgements, and downloadable pay statements for resources. More ><\/a><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.<\/p>\n Tracking:<\/strong>\u00a0System for\u00a0keeping track of where production items are in your production cycle and physically in your office.<\/p>\nManaging lists<\/h2>\n
Lists can be customized for:<\/h2>\n
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\nSet up categories for types of accounts, financial transactions, payments, payment terms, and units of service items (e.g., pages, miles, or hours).
\nAlso set up billing and pay rate groups: parent structures for related billing<\/a> or pay rates<\/a>. (You could have 100s of billing and pay rates, which can quickly become overwhelming without some sort of organizing capability.) You will assign each billing rate table, firm, contact, and party to a case to a billing rate group \u2014 and assign each pay rate table and resource to a pay rate group.<\/li>\n
\nSet up categories for types of cases, sides represented in a suit, notes, and case statuses \u2014 such as in progress or settled.<\/li>\n
\nSet up designations for RB Connect support ticket ratings, support ticket status (e.g., Awaiting Response or Closed), and resource time-off request status (e.g., Pending or Approved).<\/li>\n
\nSet up categories for types of contacts, notes, work turnaround preferences, credit ratings, and tags to organize contacts. Also set up gender classifications, work titles, and salutations.<\/li>\n
\nSet up categories for types of firms, notes, credit ratings, collection actions, and tags to organize firms. Also set up designations for account status, class (the quality or ranking of a firm), and client sources (how clients heard of you).<\/li>\n
\nNot all job locations should be entered in the location database so they would not need categories here. Examples would be law firms or other businesses in your Firms database, resources \u2014 such as other court reporting firms, your own conference rooms or business units, one-off locations you won\u2019t use again, and virtual locations \u2014 such as Zoom meetings.<\/li>\n
\nSet up categories for types of resources, notes, and tags to organize resources. Also set up categories of time periods you pay resources, certifications, specialties, priority levels (e.g., staff or overflow), salutations, and reasons for resources\u2019 time-off periods (e.g., vacation or personal time).<\/li>\n
\nSet up categories for archival status, types of service items (such as DVD, Editing, Exhibit, Scanning, Synching, and Transcript), and priority of tracked items. Also set up media classifications (e.g., Confidential or Under Protective Order) and media formats.<\/li>\n
\nSet up categories for departments in your company and position titles.<\/li>\nRB9 concepts in this lesson<\/h4>\n