If you allow your clients to order transcripts through RB Connect<\/a>\u00a0and RB Connect Mobile<\/a>\u00a0<\/strong>(RBCM), the Transcript Ordered function is where you confirm, process,\u00a0<\/span>and monitor the progress of those back orders.<\/p>\n Clients can request transcripts on previously billed jobs in RB Connect\/RBCM\u2019s Order Transcript function. You confirm the back orders and process them through RB9. Clients can track confirmed requests in RB Connect\/RBCM. And you can monitor the current status and view order details in the Transcript Ordered function.<\/p>\n Before using the Transcript Ordered function designate which staff members will be alerted when a back order request is received.<\/p>\n You can customize the transcript order request form with your own fields for clients to use to provide instructions \u2014 such as turnaround time, delivery options, and other directions that will minimize the need for any client back-and-forth while fulfilling back orders.<\/p>\n You can update your choices and customizations<\/a> at any time.<\/p>\n When someone back orders a transcript through RB Connect\/RBCM, RB9 sends a pop-up message to the screen of all RB9 users you designated during setup. Alerted users can click through the message directly to the order in the Transcript Ordered function to confirm the order and start the production process.<\/p>\n If you prefer to batch process orders \u2014 or just want to check that you haven\u2019t overlooked anything \u2014 you can use the Transcript Ordered function\u2019s default view to see all unconfirmed transcript requests sent by clients through RB Connect\/RBCM.<\/p>\n The default lists shows each request\u2019s:<\/p>\n You can sort the list by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n You can view details about any requested transcript\u2019s associated job and previous invoice, along with client instructions for the back order. You confirm the back order job in this function by changing the job\u2019s status to back order and generating a report that provides your staff with the information they need to process the order. You can export the report in a variety of formats, such as PDF or Excel,<\/em> or print it to distribute to your staff.<\/p>\n Processing the order involves creating a task in the job for the transcript and assigning it to a resource, then notifying them about the assignment. The task window lists previous resources associated with the case to help you select the appropriate resource. As the order is produced and shipped you update its status in the job.<\/p>\n On the client side in RB Connect after they submitted a request, the job\u2019s Request Order option disappears so they cannot accidentally back order more than one transcript for the job. They can review the details of their transcript order and monitor its progress.<\/p>\n You can also monitor a back order\u2019s current status and view details using the Transcript Ordered function. You can search active back orders using any combination of:<\/p>\n In addition to the information listed above for unconfirmed requests, the results include who on your staff confirmed each request and when. From the results returned you can view any transcript\u2019s current status and order details.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: Confirm, process, and monitor transcript back orders clients make through RB Connect and RB Connect Mobile.<\/strong><\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with, such as attorneys.<\/p>\n Firm:<\/strong>\u00a0Company you do business with.<\/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 RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n RB Connect Mobile:\u00a0<\/strong>Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More ><\/a><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters.<\/p>\n Task:<\/b> Service requested with a job, such as reporting, interpreting, or video,\u00a0that require a separate resource\u00a0(person, company, thing) to accomplish. Work performed in-house (such as creating condensed transcripts or shipping out finished products) is usually not considered a task in RB. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Customize the function<\/h2>\n
View new back order requests<\/h2>\n
\n
Process & monitor back orders<\/h2>\n
\n
RB9 concepts in this lesson<\/h4>\n