If\u00a0there are too many jobs or too many changes in a day to assign tasks one at a time within each\u00a0job, save time by printing out your upcoming calendar<\/a>, writing your resources on\u00a0your calendar, then using Quick Assignments to:<\/p>\n Even if you don\u2019t have so many assignments but just prefer to assign all of a day\u2019s resources at one time, use Quick Assignments after confirming tomorrow\u2019s jobs to drag and drop resources to related tasks<\/strong> \u2014 or select someone from a list of resources that have previously worked on jobs for the same case.<\/p>\n You can also use Quick Assignments to easily enter assignments made on past jobs that you didn\u2019t get a chance to enter into RB9 before the job occurred.<\/p>\n Quick Assignments defaults to tomorrow\u2019s tasks when you open the function so you can immediately start assigning resources and checking who has already been assigned. You can change the date to view, narrow the list to one or more tasks and\/or business unit (BU), and assign resources to a different date.<\/p>\n In addition to dragging and dropping resources, there are 2 shortcut methods: Previous resources and preferred resources.<\/p>\n As the name implies, previous resources are any resources that were assigned to tasks in jobs on the same case. You can assign a resource from a list of previous resources with a click instead of searching for a resource to drag and drop.<\/p>\n If you maintain preferred\/blocked resources lists for firms and contacts you can view those lists in Quick Assignments, so you can:<\/p>\n Whether you select a previous resource\/preferred resource from a list or drag and drop a resource to a task RB9 records it in the related job\u2019s Notes Log and asks if you want to notify the resource. (If you try to assign a blocked resource to a task, RB9 will alert you and not allow the assignment.) You can send the notification by either email or text message or both without leaving the function \u2014 or you can wait to send all of the day\u2019s notifications in a batch using the Send Assignment Notifications\/Cancellations<\/a> function.<\/p>\n Notifications can be sent via text\u00a0or email or both.\u00a0Notification emails automatically include the reporter worksheet for the task. You can customize both the message and whether the worksheet is included in the body of the email, as an attachment, or both. You can include other attachments as you are sending the email. You can also send an iCalendar file that the resource can import into their own calendar.<\/p>\n Tasks listed in Quick Assignments include information such as:<\/p>\n If you use the Notation field in jobs for your own custom codes to describe jobs (such as \u201cRT\u201d for Real Time), these codes appear here too to help you choose appropriate resources.<\/p>\n Tasks are color coded by job status so if any job hasn\u2019t been confirmed yet it\u2019s easy to see and follow up with the client. And the list makes it easy to see all unassigned tasks at a glance so you won\u2019t overlook any when applying resources to assignments.<\/p>\n The grid in which you view assignment lists is customizable to your individual preference:<\/p>\n You can save your custom grid as your default. Your customizations do not affect other users and you can restore the original RB9 grid layout anytime.<\/p>\n In addition to assigning tasks you can view and update any listed job\u2019s details, remove assigned resources, and export the grid as an Excel<\/em> spreadsheet or\u00a0a CSV(comma-separated values) file to save, share, print, or use in other applications.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: In Quick Assignments you can quickly assign resources to tomorrow\u2019s jobs and see if any of those jobs are not confirmed yet so you can follow up with the client.<\/strong><\/p>\n Business Unit (BU):<\/strong> One of your company\u2019s revenue centers or any entity in your business that you want to track separately \u2014 such as branch offices, other companies you own, affiliates, and profit-sharing operations.<\/p>\n Blocked Resource:<\/strong> Resource that a particular firm or contact does not want assigned to tasks on jobs they schedule or order from you.<\/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 Job Status:<\/strong> Stage a job is in, e.g., New or Cancelled.<\/p>\n Notation:<\/strong> Short codes (up to 24 characters) you create yourself to give key information about a job (such as \u201cV\u201d for video, \u201cRT\u201d for realtime, \u201c1 of 2,\u201d or \u201cDaily\u201d) in a results grid so you don\u2019t have to click into a job\u2019s detail window.<\/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 \u2014 such as a case, job, invoice, or entity. More ><\/a><\/p>\n Preferred Resource:\u00a0<\/strong>Resource that a particular firm or contact wants you to assign to tasks on jobs they schedule or order from you.<\/p>\n Resource:<\/b> 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 Task:<\/b> Service requested with a job \u2014 such as reporting, interpreting, or video \u2014 that require a separate resource (person, company, thing) to accomplish. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"\n
Assign then notify in one function<\/h2>\n
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Customize how you view assignment lists<\/h2>\n
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RB9 concepts in this lesson<\/h4>\n