RB User Guide > Production > Tracking > Monitoring production

Updating tracking

RB9 only

Keep the status of items being tracked current by updating tracking information as the items move through production and into storage.

Continued from Monitoring production.

1. View tracking item details

   1. To view or update a tracked service item, click its hyperlink in the Tracking window results grid.
   2. RB9 displays the selected service item’s status and other details in the View Tracking window.
   3. To update the item, click Edit.
   4. In the Edit Tracking window’s General pane, some information in not editable. You can view and update details of any field with an active by clicking it. See Updating jobs and Updating cases.

2. Update information

   In the Edit Tracking window’s General pane, enter/update text or select other information:

   • *Tracking Description

     Required. Title for the tracking item

   • Item

     Type of tracking item. Tracking item categories and default are set in Lists > Tracking.

   • Due Date

     Deadline date for the item. Can search Tracking by Item Due Date.

   • Cancelled Date

     If service item request is canceled, enter the date

   • Assign To

     If the step was assigned to a resource, you can click to view/update the resource.

   • Units Expected

     Number of units ordered

   • Units Delivered

     Number of units produced so far

   • Priority

     Item’s urgency or order of importance

   • Manager

     RB9 user responsible for overseeing the tracking item

   • Witness

     If witnesses have been entered for this job in Turn In, they appear in the drop-down.

   • Contact

     If the (ordering) parties have been entered for this job in Case, Job or Turn In, they appear in the drop-down.

   • Firm

     If you selected a Contact, the contact’s firm automatically fills in.

   • Remarks

     Any special notes that staff needs to see when producing/completing the tracking item

3. Document media

   In the Media pane, enter/update text and selections if the item being tracked is a recording of some sort, usually video:

   • Archival Status

     Current archival status of original media, such as DVD. Archival Status options are set in Lists > Tracking.

   • Classification

     Access level for the media. Classification options are set in Lists > Tracking.

   • Archival Notes

     Any remarks or other information about the item or its handling

   • Storage

     Description of location of media

   • Media Set

     If a deposition was recorded, use Media Set panel to document the source tapes and their archival status. See Entering video information.

4. Move item to next step

   1. If the currrent tracking step has been completed, click Change Tracking Step in the Edit Tracking window.
   2. In the Change Tracking Step panel, enter or update information as needed:

      • Next Step

        Automatically displays the next step in the production cycle. Select a different step if desired. Tracking steps and their order are set in Setup > Tracking Steps.

      • Assign To

        If the next step is to handled by a resource, click and look up the resource. See Looking up resources.

      • Step Due Date

        Deadline for next step. Default is calculated based on number set for the step in Setup > Tracking Steps.

      • Remarks

        Any special notes for the new step

   3. Click Save.
   4. In the Edit Tracking windows General pane, Step updates to the new step, and the Step History pane documents the change. Step History records the history of tracking step changes and is un-editable. To record your own notes, use the Notes Log, see Making notes.

5. Save updates

   Click Save.

IMPORTANT: RB9 marks when tracking is completed

If you move to the last step in the workflow, RB9 will automatically complete the tracking item by changing Status from “In Progress” to “Completed.” End Date will default to today’s date.

Reference

• Lists > Tracking
• Tracking Steps
• Lookup panel
• Date Navigator
• Notes Logs

Step-by-step instructions

• Updating jobs
• Updating cases
• Entering video information
• Looking up resources
• Making notes