Creating master word lists

RB User Guide > Production > Create Master Word List

Creating master word lists

RB9 only

Give reporters a master word list for jobs on on-going cases, instead of access to all of the previous transcripts for their preparation.

Production > Create Master Word List
In the Search By pane:

*Case

Required. Click . See Looking up cases.
Business Units

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

Click .
RB9 lists all of the ASCII files in the Witness repository that meet the specified search condition(s). Check the Keep/Select box in the header to select all files, or check individual boxes to select specific files.
Click Create Master Word List.
In the Set File Name and Merged Data window, the files selected are listed in the Select merged data grid, and a default file name appears:

*File Name of Master Word List

Required. Default is Word List for [case name]. Edit if you use a different naming convention for word list files.
*Select merged data

Required. Default is the first job listed. Click the radio button of a different job to use its RB data for the Master Word List’s file properties, such as the title and keywords. See Setting RB-PDF Transcript file preferences.

Click Next.
In the Select PDF Transcript Preferences window, your default preferences appear. If you want to change any preferences, see Selecting PDF transcript preferences.
Click Next.
In the Save to Repository window, some fields are uneditable.

*File Type

Required. Select Word List in the drop-down.
File Name

Click to download the master word list to your device.
Access Type

Default is Resources and Office. If you have RB Connect, your resources can access the master word list online. You can change access to allow contacts access also, or restrict access to your office only.
Publish

If you have RB Connect and want resources or others to have access to this master word list, click to select Yes.
Description

Enter any text you want to appear with the file in RB9/RB Connect.

Click Save. The master word list uploads to the case-level repository and if published, resources and/or contacts can access it on your RB Connect.
The View Repository window appears. To view or update the master word list’s details, see Viewing & updating repository file details.

IMPORTANT: Master Word List accepts ASCII File Type only

Only those files whose File Type was set to ASCII when uploaded to the repository will appear in Master Word List search results. (See Uploading files.) If you used a different name for this type of file, change the File Type’s name to ASCII using the Merge To function in Setup > Lists > Repository. See Merging data.

TIP: Let reporters create their own Master Word Lists

If you and your reporters prefer, you can allow them to create their own word lists in RB Connect. Instead of full access to previous transcripts in an on-going case, they can only select transcripts, then RB Connect assembles the master word list for them. Give resources access in Connect > Connect Preferences > Resource-Accessibility.