{"id":9,"date":"2020-09-04T13:45:49","date_gmt":"2020-09-04T20:45:49","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=9"},"modified":"2026-04-14T09:12:33","modified_gmt":"2026-04-14T16:12:33","slug":"calendar","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/","title":{"rendered":"Calendar"},"content":{"rendered":"<h6>Lesson #2<\/h6>\n<h5>Most important module in RB?<\/h5>\n<p>Maybe the most important module in RB9 is the Calendar. It is where you schedule and manage <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/jobs-concept\/\">jobs<\/a> (e.g., depos), set up and manage cases, assign tasks to reporters and other resources, and manage assignments.<\/p>\n<p>It is one of the largest modules with 16 functions, all related to your job calendar. What you can do with those functions includes:<\/p>\n<div>\n<ul>\n<li class=\"bodytextsmall\">Start a job with as little information as <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/jobs-concept\/#info\">ordering client, date, and time<\/a>.<\/li>\n<li class=\"bodytextsmall\">Start a new job by copying an existing job and updating it.<\/li>\n<li>Automatically import job information clients include in job requests made via <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/plug-ins\/online-offices-for-clients-reporters-more\/\">RB Connect<\/a>.<\/li>\n<li class=\"bodytextsmall\">Include jobs in cases so they automatically share case parties and information.<\/li>\n<li class=\"bodytextsmall\">Use the job wizard to set up multiple related jobs including their shared information at once.<\/li>\n<li class=\"bodytextsmall\">Create linked jobs that share information but can be billed separately and canceled independently of each other.<\/li>\n<li class=\"bodytextsmall\">Include complete information about cases and individual jobs, including parties, requirements, location, and LEDES e-billing information.<\/li>\n<li>Grant parties access to jobs and related\u00a0files online through RB Connect.<\/li>\n<li>View jobs as a list, a monthly calendar, or week by week.<\/li>\n<li class=\"bodytextsmall\">Search jobs by multiple criteria including job location, client, and witness.<\/li>\n<li class=\"bodytextsmall\">Update, confirm, reschedule, and cancel jobs.<\/li>\n<li class=\"bodytextsmall\">Notify clients when their requests for services are received.<\/li>\n<li class=\"bodytextsmall\">Send clients their upcoming job calendars.<\/li>\n<li class=\"bodytextsmall\">Email clients job confirmations as you set jobs or send a batch at a time.<\/li>\n<li>View tasks as a list or a monthly calendar.<\/li>\n<li class=\"bodytextsmall\">Assign, notify, and confirm reporters and other resources to job tasks.<\/li>\n<li class=\"bodytextsmall\">Assign resources to job tasks before or after job confirmations.<\/li>\n<li class=\"bodytextsmall\">Assign resources on the fly or print out your job calendar to make your list, then assign and notify resources in batches.<\/li>\n<li class=\"bodytextsmall\">Include worksheets and other files in assignment notifications.<\/li>\n<li class=\"bodytextsmall\">Send assignments via email, text, or printout.<\/li>\n<li class=\"bodytextsmall\">Send email and text blasts to resources about last-minute jobs.<\/li>\n<li class=\"bodytextsmall\">Update, confirm, and cancel job tasks.<\/li>\n<li class=\"bodytextsmall\">Schedule conference rooms.<\/li>\n<li class=\"bodytextsmall\">Log resources\u2019 acknowledgements.<\/li>\n<li class=\"bodytextsmall\">Audit new and canceled jobs for errors.<\/li>\n<li class=\"bodytextsmall\">Analyze jobs by client to see how many jobs they are ordering.<\/li>\n<li class=\"bodytextsmall\">Analyze jobs by resource so you can distribute work better.<\/li>\n<li class=\"bodytextsmall\">View and update outstanding tasks as they progress.<\/li>\n<li class=\"bodytextsmall\">Give resources To-Do lists.<\/li>\n<li>Initiate a job\u2019s turn-in.<\/li>\n<li class=\"bodytextsmall\">Award redeemable points to contacts.<\/li>\n<li class=\"bodytextsmall\">Upload case-, job-, and task-level files, such as notices, to the repository.<\/li>\n<li class=\"bodytextsmall\">Maintain log of job milestones and client interactions.<\/li>\n<li class=\"bodytextsmall\">Make hard copies of your future calendar.<\/li>\n<li class=\"bodytextsmall\">Update and track resource\u2019s time off.<\/li>\n<\/ul>\n<div>\n<h2>Calendar functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/case-based-system\/\">Cases<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/view-your-calendar-as-a-list\/\">Jobs (List View)<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/view-your-schedule-as-a-monthly-calendar\/\">Jobs (Monthly View)<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/view-your-calendar-a-week-at-a-time\/\">Jobs (Weekly View)<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/send-job-confirmations-or-cancellations\/\">Send Job Confirmations\/Cancellations<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/tasks-list-view\/\">Tasks (List View)<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/tasks-monthly-view\/\">Tasks (Monthly View)<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/give-resources-time-off-or-extra-hours\/\">Resource Availability<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/drag-and-drop-to-assign-work-quickly\/\">Quick Assignments<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/send-urgent-requests-for-help\/\">Resource Blast<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/notify-resources-of-assignments-cancellations-in-batches\/\">Send Assignment Notifications\/Cancellations<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/review-how-busy-your-agency-is\/\">Daily Calendar Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/help-clients-stay-on-top-of-their-calendars\/\">Send Future Calendar<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/view-your-job-calendar-as-a-report\/\">Job Printout<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/know-where-your-business-is-coming-from\/\">Job Analysis<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/analyze-resources-workloads\/\">Tasks in Progress<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/send-resources-overdue-work-reminders\/\">Send Overdue Tasks Report<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/analyze-job-assignments-by-resource\/\">Assignment Analysis<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<\/ul>\n<p>Calendar functions are where you will probably first see how RB9\u2019s automated processes save time and reduce errors:<\/p>\n<ul>\n<li><span class=\"special\"><strong>Information entered anywhere in the system<\/strong> \u2014<\/span><span class=\"apple-converted-space\">\u00a0<\/span>whether by your staff entering job information in RB, a client requesting a depo through<span class=\"apple-converted-space\">\u00a0<\/span>RB Connect<span class=\"apple-converted-space\">\u00a0<\/span>or<span class=\"apple-converted-space\">\u00a0<\/span>RB Connect Mobile, or a reporter acknowledging a job online\u00a0<span class=\"apple-converted-space\">\u00a0<\/span><span class=\"special\">\u2014 <strong>automatically flows to where it\u2019s needed.<\/strong> No re-keying.<\/span><\/li>\n<li><strong>Information and processes are easier to access than in previous versions.<\/strong> For example, instead of remembering shortcut keystrokes or dealing with drop-down menus, there is a\u00a0New Job\u00a0button in Calendar. In addition, the New Job window opens with a fly-out panel for selecting the Ordering Firm.\u00a0Not a single click required\u00a0to get to\u00a0the first thing you will probably know when contacted about a job.\u00a0Enter a few keystrokes to find the firm or add a new firm right there in the job.<\/li>\n<li>Enter a job location\u2019s zip code, and\u00a0<strong>RB9 will automatically populate the city and state<\/strong> fields correctly.<\/li>\n<li><span class=\"special\"><strong>RB9 prompts you to do certain tasks,<\/strong>\u00a0<\/span>like send notifications after scheduling a job,\u00a0<span class=\"special\"><strong>so nothing gets overlooked.<\/strong> And if you prefer, it also offers batch options for things like notifications, so you can do a day\u2019s worth at once.<\/span><\/li>\n<li><strong>RB 9automatically enters log entries for certain activities to help you maintain a paper trail,<\/strong> so you know who did what when in RB9. Sometimes, it includes other information too, such as when you send a job confirmation email, RB9 makes an entry that includes the receiver\u2019s email address.<\/li>\n<\/ul>\n<\/div>\n<p><strong>TL;DR: If you schedule depos or other services, you can maintain complete details about everything in your RB9 calendar easily and error-free.<\/strong><\/p>\n<\/div>\n<h4>RB9 concepts in this lesson<\/h4>\n<p><strong>Job:<\/strong> Usually the reporting of a deposition \u2014 but can also be any kind of service you provide with your reporters or other resources. <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/jobs-concept\/\">More &gt;<\/a><\/p>\n<p><strong>Linked Jobs:\u00a0<\/strong>Jobs \u2014 such as video done by a third party of a depo \u2014 that are listed separately on the calendar and billed separately, but because they are tied together, you will be notified when one is canceled that there is a linked job, so you can cancel that job too and notify the resource.<\/p>\n<p><b>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 one-touch job acknowledgements, online turn-in, and downloadable pay statements for resources.<\/p>\n<p><strong>RB Connect Mobile:\u00a0<\/strong>Clients and resources can access your RB Connect on their smart phones and tablets in an interface optimized for mobile devices.<\/p>\n<p><strong>Repository:\u00a0<\/strong>RB9 has 9 repositories where you store files for safekeeping and quick retrieval. When you store files in a case, they are in RB9\u2019s Case Repository; when you store files in a job, they are in RB9\u2019s Job Repository; etc.<\/p>\n<p><b>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<p><b>Tasks:<\/b> Service requested with a job \u2014 such as reporting, interpreting, or video.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Calendar is one of the largest functions in RB with many features to speed up scheduling while minimizing errors <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/calendar\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,217,4],"tags":[69,6,10,70,62,9,8,65,64,47,11,14,45,57,35,48,236,3,46,43,59,53,7,58,55,61,68,42,247,244,66],"class_list":["post-9","post","type-post","status-publish","format-standard","hentry","category-calendar","category-module","category-modules","tag-assignment-analysis","tag-calendar","tag-case","tag-cases","tag-daily-calendar-audit","tag-deposition","tag-job","tag-job-analysis","tag-job-printout","tag-job-wizard","tag-jobs-list-view","tag-monthly-view","tag-linked-job","tag-quick-assignments","tag-rb-connect","tag-rb-connect-mobile","tag-rb9-lite","tag-rb9-standard","tag-repository","tag-resource","tag-resource-availability","tag-resource-blast","tag-schedule","tag-send-assignment-notifications-cancellations","tag-send-future-calendar","tag-send-job-confirmations-cancellations","tag-send-overdue-tasks-report","tag-task","tag-tasks-list-view","tag-tasks-monthly-view","tag-tasks-in-progress"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/9","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=9"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/9\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=9"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=9"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=9"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}