RB User Guide > Calendar > Cases OR Jobs

Scheduling jobs

You can set up a job with only the ordering client, job date and time. If and when you have additional information, you can enter it in the job.

Jobs can be created as part of a case, copied from an existing job, started from scratch, added from a client’s online request, or linked with another job. If you create jobs from within a case or link them to a case later, they automatically includes case information, such as case name, warning and parties.

You can schedule a single job, or if you have a series of upcoming jobs for a case or single client, you can set the jobs all at once.

  1. Start a new job

    You can start a new job or series of jobs in several ways:

  2. Enter required job info

    1. The Lookup Firm panel opens automatically. Select the ordering firm (see Looking up firms).

      NOTE: Overdue amount alerts

      If the firm you selected has an outstanding overdue amount that is larger than your cutoff, a popup will appear telling you the past due amount so you can take appropriate action. Click OK to close the popup.

    2. In New Job window’s Ordering Client pane, Order Firm Warning and Ordering Firm Calendar Notes come from the ordering firm’s entry in Firms. Select:

      • *Ordering Contact

        Required. From default drop-down of contacts, or click look up  > New Contact to add a new contact to the ordering firm (see Adding contacts to RB).

        Ordering Contact Warning and Ordering Contact Calendar Notes come from the ordering contact’s entry in Contacts.

        NOTE: C.O.D. clients

        cash on delivery next to a Firm or Contact label indicates a COD (Cash on Delivery) client.

    3. In the General pane, enter:
      • *Job Date

        Required.

        • If this is a single job, enter the date the job will take place in the field or click calendar to select date in Date Navigator.
        • If this is a job with multiple dates or multiple appearances on the same date, see Creating jobs in bulk.
      • *Start Time/*End Time

        Required. Select times in popup lists.

      • *Business Unit

        Required. Change the default if needed by selecting a different BU in the drop-down. BUs are set in Business Units.

      • Status

        Default is New and cannot be changed until you save the job.

  3. Enter basic job info (optional)

    You can enter basic job information now, later at your convenience, or when you receive more information.

    NOTE: Avoid rekeying information when entering multiple jobs

    If you are using Set Multiple Job Dates and have basic job information that will be the same for all of these jobs, such as job location, enter the details before saving the job. See Creating jobs in bulk.

  4. Save job

    1. Click Save in the New Job window. (If you used Set Multiple Job Dates, identical jobs are created for the specified dates, and the first job is opened.)
      • Additional job detail panes appear with the Parties pane automatically scrolled to the top.
      • Job is assigned a job number.
      • More button appears at the top of the window.
    2. Confirm job:

  5. Complete job information (optional)

    Update defaults and enter more job information now or later:

NEXT: Confirm job with client

Verify that you have entered your client’s request correctly into RB by sending them a job confirmation email. You can send job confirmations as you schedule jobs (see Confirming single jobs), or send a day’s worth at once (see Sending job confirmations or cancellations).

Reference
Step-by-step instructions