RB User Guide > Calendar > Jobs

Updating jobs

When adding a job to your RB database or at any time later, you can add to or edit the job’s information.

1. Find the job

   You can find a job several ways:

   • From a job calendar

     Calendar > Jobs (List View)/Jobs (Monthly View)/Jobs (Weekly View) (see Searching jobs).

   • From a case

     If the job is part of a case, open the case (see Searching cases). In the View Case window, click More > Jobs (List View). All jobs tied to the case appear in the Jobs (List View) panel. Click the hyperlinked Job No.

   • From a detail window

     Click next to a Job No. field.

2. Update information

   1. In the View Job window, click Edit.

      NOTE: Simple job request confirmation

      When you click Edit on a job with a Status of Request New (job requested by client through RB Connect), a popup appears asking if you want to change the job status to New. Click Yes to automatically open the Change Status panel with *Status to be already set to New. See Changing case or job status.

   2. Within an Edit Job window, you can update any information you entered, except:

   • Job Date

     If the job date changes, reschedule the job. See Rescheduling jobs. If the job is canceled, see Canceling jobs.

   • Notes Log

     Notes entered in the Notes Log can only be canceled. See Canceling notes.
   3. Add to or update:

      • General

        For basic job information, such as the witness and job type, see Entering general job information.

      • Ordering Client

        For information about the ordering/scheduling client(s), see Entering ordering client information.

      • Job Location

        To designate the job’s location, see Entering job locations.

      • Additional

        To enter miscellaneous information, see Entering additional job information.

      • Parties

        To add parties to the job, see Adding parties. To update existing parties to the job, see Updating parties.

      • Specialties

        If a job requires special skills, such as Medical or Realtime, see Requiring specialties.

      • Award Points

        If you offer reward points for job bookings, see Awarding job points.

      • Tasks

        To update the default or add parts of the job that require separate resources, see Entering tasks.

        To enter resources’ assignment acknowledgements, see Logging resources’ acknowledgements.

      • Repository

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

      • Notes Log

        To make notes on the job, see Making notes.

   4. Click Save > Save & Close in the Edit Job window.

TIP: Turn in jobs from job detail window

You do not have to go to the Turn In function in the Production module to begin job turn in if you are already in a View Job/Edit Job window. Click More > Turn In at the top of any job detail window to being turning in that job. See Generating invoices.

Reference

• RB Connect
• Notes Log
• Award Points

Step-by-step instructions

• Searching jobs
• Searching cases
• Scheduling Jobs
• Rescheduling jobs
• Canceling jobs
• Canceling notes
• Entering general job information
• Entering ordering client information
• Entering job locations
• Entering additional job information
• Adding parties
• Updating parties
• Requiring specialties
• Awarding job points
• Entering tasks
• Logging resources’ acknowledgements
• Uploading files to a repository
• Making notes
• Generating invoices