RB User Guide > Inquiry > Witness Inquiry

Searching witnesses

Search for deponents by name, job number, date, or case name. Get complete witness details, and enter new information about deponents.

  1. Use search criteria

    1. Inquiry > Witness Inquiry
    2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
      • Witness

        Enter part of the witness name.

      • Job No.

        Enter the full RB9 job number.

      • Job Date From/Job Date To

        Enter scheduled job dates in the fields or click calendar button to select dates in the Date Navigator.

      • Case

        Click lookup button to find witnesses for a single case (see Looking up cases).

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click lookup button to restrict search to witnesses on jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.

  2. View results

    Click search button. RB9 lists all of the witnesses that meet the specified search condition(s). Click a hyperlinked witness to view or update details (see Updating witnesses).

    NOTE: Save the results

    To export and save the results, click export button and select an export file type. RB9 automatically exports the file. See Exporting & printing results.

Reference
Step-by-step instructions