Track items as they move through your production workflow and into storage \u2014 including the location of physical media such as DVDs. You can also use the Tracking function to track products you are entrusted with \u2014 such as videos and exhibits.<\/strong><\/p>\n If you have different people handling a service item from start to finish \u2014 and\/or many service items to produce \u2014 use Tracking to ensure nothing slips through the cracks and you always know where something is and its current status.<\/p>\n Tracking is optional and independent from other modules in RB9; i.e., item tracking is not initiated from jobs or Turn In<\/a>. You set up Tracking to match your production workflow so you can track items as they move through the process.<\/p>\n First define item types to be tracked<\/a>. You can track electronic and physical files \u2014 such as finished transcripts, exhibits, video, and archived files \u2014 and processes \u2014 such as editing, scanning, and synching.<\/p>\n After setting up item types to be tracked, create steps that each kind of item goes through<\/a> in your production workflow. If an item passes through different departments or staffers as it is produced and completed, you can add alerts to specific steps to automatically notify people when the item is their responsibility. And when you move an item to the last step in the workflow RB9 will automatically change its status from \u201cIn Progress\u201d to \u201cCompleted.\u201d<\/p>\n After defining item types and creating tracking steps specify codes for different areas<\/a> in tracking:<\/p>\n As with all lists in RB these come with a set of defaults so you don\u2019t have to start from scratch. You can customize RB lists by editing the defaults, deleting defaults, and adding your own list options.<\/p>\n Tracking can be initiated as soon as a job is created (scheduled). Or use the Production Sheet<\/a> as a guide for which service items to track through production. Then\u00a0keep the status of items being tracked current by updating tracking information as the items move through production and into storage.<\/p>\n The grid in which you view tracked items 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 RB grid layout anytime.<\/p>\n From the Tracking results grid you can view and update any listed task\u2019s details, start new trackings, and export the grid as an Excel<\/em> spreadsheet or\u00a0a CSV(comma-separated values) file to save, print, share, or use in other applications.<\/p>\n NOTE: This is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n TL;DR: Keep track of where items are in your production cycle and physically in your office.<\/strong><\/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 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","protected":false},"excerpt":{"rendered":"Track what you want how you want<\/h2>\n
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Customize how you view tracking lists<\/h2>\n
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Related RB concepts<\/h4>\n