RB User Guide > Calendar > Cases

Setting up cases

For managed or larger cases, you can create cases in advance. Or you can add a case on the fly when entering a new job. Jobs can be created when the case is set up or added later. You can add jobs to a case one at a time or in bulk.

1. Start a new case

   1. Calendar > Cases

      TIP: Avoid setting duplicate cases

      Before entering a case into the database, check to see if it is already there. See Searching cases.

   2. Click New.

2. Enter case name

   In the New Case window, only *Case Name is required. Enter a brief case name (case nickname or caption). This short case name prints on all documents including confirmations, invoices and reports.

   You can enter other information now or later. See Entering general case information.

3. Save case

   1. Click Save >
      • Save & Edit: To enter more case information. The window changes to Edit Case, adds Delete button and additional panes, and scrolls to Parties pane. See Updating cases.
      • Save & Close: If you have no more information to add at this time.
   2. Update defaults and enter additional case information now or later:

      • General

        To add other case information, see Entering general case information.

      • Parties

        To add parties to the case, see Adding parties.

      • Repository

        To add files to the case’s repository, see Uploading files to a repository.

      • Notes Log

        To make notes on the case, see Making notes.
   3. Click Save in the Edit Case window again.

NEXT: Add case parties before scheduling jobs

You can enter additional case information at any time, but save time when scheduling jobs by adding case parties to the case before scheduling jobs for the case. Then the parties will automatically appear in jobs scheduled from the case. See Adding parties.

Reference

• Jobs
• Parties

Step-by-step instructions

• Searching cases
• Updating cases
• Entering general case information
• Scheduling jobs
• Adding jobs to cases
• Adding parties
• Uploading files to a repository
• Making notes