While you must enter required job information (designated by * in RB9) before saving a new job, you can enter other information, such as witness names, at any time.
In a New Job/Edit Job window, scroll or jump to the General pane. You can update previously entered information, except Job Date (see Rescheduling jobs), and enter additional information/make selections:
To cancel a job or otherwise change its status manually, see Changing case or job status.
Required. Job time range.
Click to select Yes so that emailed confirmations and/or worksheets will have the correct time in the attached Outlook .ics file.
Change if the job will take place in a different time zone than your default. Your default time zone is set in User Preferences > Job.
Required. Change if a business unit other than the default is responsible for this job. BUs, including the default, are set in Business Units.
Witness’s name. If you have more than one witness being deposed, you can either enter all of their names in one job, separated by commas, or create multiple jobs, one for each witness.
If applicable, the witness’s expertise. Types of witness expertise are set in Lists > Jobs.
Click to select Yes if witness has been summoned to appear.
Category of jobs requested by clients. Job types are set in Lists > Jobs.
If the job is part of an ongoing case, see Looking up cases.
In the New Job window, click Save or Save > Save & Close in the Edit Job window.
Once you have set a job with its required information, you can enter other information you have for the job in any order. For instructions for the next pane, see Entering job locations.