Your RB Connect<\/a> consists of 2 URLs, one for your contacts and the other for your resources. Customize these preferences for information and feature options on the Resource side of your RB Connect.<\/strong><\/p>\n Enter and format text for your resource\u2019s home page. You can further customize the appearance of the text with colors, images, hyperlinks, and tables. Edit Announcements in the default WYSIWYG word processor environment or as HTML markup.<\/p>\n Designate which areas of RB Connect resources can access. The default is full accessibility but you can turn accessibility on or off for any area at any time. You can export this list of functions as an Excel<\/em> or CSV file to save, print, share, or use in other applications.<\/p>\n Designate which staff members are alerted when a resource updates their contact information. You can have any number of RB9 users alerted, and add or delete users at any time. You can export this list of users like the Resource-Accessibility list.<\/p>\n You can choose to allow resources to see firms\u2019 COD status in their profiles in RB Connect.<\/p>\n Set preferences for worksheet forms, global options for accessible job information, and who to notify of Client Of assignment requests:<\/p>\n Select job calendar options including:<\/p>\n If you reward resources with commissions on job from clients they bring to your business or from specific cases, they can see jobs on their calendars that are scheduled by their clients\/from their cases to track their commissionable work and also to get first dibs on those jobs.<\/p>\n Designate which staff members are alerted when resources request job assignments coming from their clients\/cases. You can have any number of RB9 users alerted, and add or delete users at any time. You can export this list of users like the Resource-Accessibility list.<\/p>\n Select a transcript profile from the PDF Transcript Preferences<\/a> you have set up that will automatically dictate the appearance and other options of Master Word Lists compiled by resources. Resources can override any of these default RB-PDF Transcript settings when exporting a Master Word List.<\/p>\n Set preferences for resources turning in jobs online, such as what options they have and who is notified when they turn in a job:<\/p>\n You can turn on or off access to some Turn In functions. Options you can let resources handle:<\/p>\n These are optional because the information resources enter here is entered directly into RB9 \u2014 and you might not want resources to enter information into your RB9 system because they might duplicate existing firms or contacts for instance, or otherwise enter errors into your database. However we do recommend allowing and encouraging your resources to add attending parties to their turned-in jobs. Then you can contact these non-ordering parties later to see if they would like to order copies \u2014 and provide them their own RB Connect IDs and passwords so they can purchase copies online.<\/p>\n You have the same options here for staff alerts as under Resource-Jobs. Plus if different users should be notified when tasks are turned in depending on the type of task (e.g., specific production staff should be notified about transcript turn in but other staff should be notified when video is turned in), you can select users to be notified per Task Type. If no task is specified for a user listed, they will receive notifications for all Task Types.<\/p>\n Turn on these options to:<\/p>\n Get additional information from resources about the job and\/or witness when they turn in jobs via RB Connect by adding custom data fields to Turn In. You can:<\/p>\n Add as many custom data fields as you like, change the order of their appearance in the screen, and edit or remove any data field at any time. You can export this list like the Resource-Accessibility list.<\/p>\n You have the same options here for staff alerts when resources upload files to the repository as\u00a0under Resource-Jobs.<\/p>\n Set preferences for resources\u2019 time-off requests:<\/p>\n Set a cutoff for the minimum number of days in advance resources can request time off online. (Weekends are not included in deadline calculations.) You can set no limits or a specific number of days.<\/p>\n You have the same options here for staff alerts as under Resource-Jobs.<\/p>\n You can customize the emails that RB9 automatically sends to resources to notify them that their time off has been approved or denied.<\/p>\n You can change the default text of the Subject and Message of these emails. You can automatically insert relevant RB Connect data into the Subject and Message with contextual data fields. You can customize the appearance of the email messages with the same options as the Resource-Announcements section.<\/p>\n Set preferences for resource support ticket notifications:<\/p>\n RB9 automatically emails resources when there is a response to their support ticket in RB Connect. You can change the default text of the Subject and Message of these emails. You can automatically insert relevant RB Connect data into the Subject and Message with contextual data fields. For example, you can automatically include the text of the latest reply so the resource does not have to go to RB Connect to see your reply.<\/p>\n You can customize the appearance of the email messages with the same options as the Resource-Announcements section.<\/p>\n You have the same options here for staff alerts as under Resource-Jobs.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR:\u00a0Set preferences for features on the Resource side of your RB Connect.<\/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, such as\u00a0branch offices, other companies you own, affiliates, and profit-sharing\u00a0operations.<\/p>\n Client Of:<\/strong>\u00a0Resource 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\u2019 jobs by displaying unassigned jobs from their clients\/cases in Resource-side online calendars in RB Connect<\/a>.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with.<\/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 Repository:\u00a0<\/strong>RB has 9 repositories where you store files for\u00a0safekeeping and quick retrieval. When you store files in a case, they are in RB\u2019s Case Repository; when you store files in a job, they are in RB\u2019s Job Repository; etc. If you have RB Connect, you can\u00a0give clients and\/or resources access to specific repository files.<\/p>\n Resource:<\/strong> Person or thing that provides your business with a service, 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.\u00a0More ><\/a><\/p>\n Users:<\/strong>\u00a0You and your staff who directly access RB.<\/p>\n","protected":false},"excerpt":{"rendered":"Announcements<\/h3>\n
Accessibility<\/h3>\n
My Profile<\/h3>\n
Users to notify<\/h4>\n
Firms<\/h3>\n
Jobs<\/h3>\n
General<\/h4>\n
\n
Users to notify<\/h4>\n
Master Word List<\/h3>\n
Turn In<\/h3>\n
General<\/h4>\n
\n
Users to notify<\/h4>\n
Options<\/h4>\n
\n
Custom Sections in Job\/Witness<\/h4>\n
\n
Repository<\/h3>\n
Availability<\/h3>\n
General<\/h4>\n
Users to notify<\/h4>\n
Approval\/Denial Notifications<\/h4>\n
Support Tickets<\/h3>\n
Ticket Notification<\/h4>\n
Users to notify<\/h4>\n
Other Connect\u00a0Preferences sections<\/h3>\n
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RB9 concepts in this lesson<\/h4>\n