RB User Guide > Production > Tracking

Monitoring production

RB9 only

After customizing the Tracking module to fit into your workflow, you can track transcripts, exhibits, video, so you always know their current status.

• View current tracking status

  1. Production > Tracking
  2. In the Tracking window’s Search By pane, Status defaults to “In Progress.” To see all current To-Do items, click .

• Customize tracking results

  1. You can set up the results grid layout to show only what you want and in the order you would like. Then save your custom grid layout so the next time you use the Tracking function it is already set up as you want. See Customizing grids.
  2. If you want to refine the list, set different search parameters in the Tracking window’s Search By pane before clicking :

     • Status

       Click to select other tracking status. See Lookup panel.

     • Job No.

       Enter a job number to see only tracking items connected to a single job.

     • Tracking Description

       Enter part of a tracking item’s label.

     • Date Type

       Job Date – Default. Date the job, e.g., deposition, occurred.

       Item Due Date – Set in each item’s Edit Tracking window. See Updating tracking.

       Step Due Date – Set in Setup > Tracking Steps.

     • Date From/Date To

       Works with Date Type. To set a date range, enter dates in the fields or click to select dates in the Date Navigator.

     • Assign To

       To search for tracking items that were assigned to a resource, see Looking up resources.

     • Case

       To search for tracking items that are related to a case, see Looking up cases.

     • Firm

       To search for tracking items that were ordered by a firm, see Looking up firms.

     • Contact

       To search for tracking items that were ordered by a contact, see Looking up contacts.

     • Manager

       To search for tracking items that are assigned to an RB9 user, see Lookup panel.

     • Tracking Item

       Default is ALL. Click to choose other tracking item categories. Tracking item categories are set in Lists > Tracking.

     • 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.

• View details/create new

  To:

  • View or update a tracked service item, see Updating tracking.
  • Initiate a new tracking session, see Starting new tracking.

Reference

• Tracking setup workflow
• Lookup panel
• Lists > Tracking
• Tracking Steps
• Date Navigator
• Business Units

Step-by-step instructions

• Customizing lists
• Defining tracking steps
• Customizing grids
• Updating tracking
• Looking up resources
• Looking up cases
• Looking up firms
• Looking up contacts
• Updating tracking
• Starting new tracking