Tracking original transcripts

RB9 only

Track the location of original transcripts, plus keep detailed notes about where and when you sent them and when they were returned.

View sent transcript status
1. Production > Send Originals Out
2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
  - Job Date From/Job Date To
    
    Enter a date range that includes the scheduled job, if desired (see Date Navigator).
  - Job No.
    
    Enter the job number.
  - Case
    
    To restrict results to a single case, see Looking up cases.
  - Date Type
    
    Sent Date – Default. Date original was sent out.
    
    Received Date – Date original was returned.
    
    Return Due Date – Date you expect the original transcript to have been read, signed and returned to your office.
  - Date From/Date To
    
    Works with Date Type. Enter a date range, if desired (see Date Navigator).
  - Business Units
    
    Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to witnesses tied to specific BUs (see Lookup panel). BUs are set in Business Units.
3. Click . RB9 lists all of the witnesses who meet the specified search condition(s) with information about their transcripts, including Sent, Received, and Return Due Dates.
Update status
1. To update the tracking information for a witness, click the witness.
2. In the View Witness window, click Edit.
3. In the Edit Witness window, scroll or jump to the Additional pane. See Entering additional witness information.
4. Click Save.