RB User Guide > Production > Turn In > Generating invoices

Adding witnesses

The first step in Turn In is to create the witness record(s) for the job. If resources turn in through RB Connect, most of this information will be entered automatically in RB9. If resources do not turn in files online, you can generate RB-PDF Transcripts from ASCII files you upload here.

Continued from Generating invoices.

1. Enter required information

   1. In View Turn In-Job# window, click Edit, then click in Witnesses pane.
   2. In the New Witness panel, a witness name appears in *Witness (required) if one was scheduled in RB9 for the job.
   • If there is no name or if it is incorrect, enter the correct name in the field.
   • If there are multiple witness names in the field, choose one to add to turn-in first, delete the rest. Then repeat “Add witnesses” step for each witness.
   3. Click *Resource field’s >

      1. Lookup Task

         If resources were assigned to the job’s tasks in Calendar, the Lookup Task panel lists all assigned resources by task. (See Assigning and pre-assigning resources.)

         Click the hyperlinked task in the list to select the associated resource.

      2. Lookup Resource

         Select this option if:

         • No resources were assigned to the job. If RB9 alerts you when you select Lookup Task that no one was assigned, click OK in the popup, then use Lookup Resource.
         • Someone other than the assigned resource did the task.

         To search for a resource, see Looking up resources.

2. Enter other information

   Other witness information is not required by RB9. It can be entered before or after saving the witness.

   • General

     To enter information about the witness, deposition, and transcript, see Entering general witness information.

   • Additional

     To track the transcript, see Entering additional witness information.

3. Save entry

   In the New Witness panel, click Save >

   • Save & Edit

     To enter more witness information related to the task completed. The window changes to Edit Witness, adds Repository and Notes Log panes, and scrolls to Repository pane.

     • To upload witness-related files, such as ASCII transcripts, exhibits, and reporter’s bill, to the Repository, see Uploading files to a repository. Later, as related service items are produced, upload them here also.

       NOTE: Number exhibits automatically when uploading to the repository

       When uploading exhibits to the Witness repository in Turn In, you can have RB9 automatically number the exhibits sequentially. (See Adding stamps to exhibits.)
     • To convert uploaded ASCII transcripts to RB-PDF Transcripts, click > Create PDF Transcript next to the file name in the Repository pane to select the ASCII file you want to convert to PDF. See Creating PDF transcripts.
     • To enter and manage notes about the witness and related materials produced in the Notes Log, see Making notes, Managing notes logs, and Canceling notes. Notes types for witness notes log are set in Lists > Witnesses.

   • Save & Close

     If you have no more information to add at this time.

   • Save & New

     If there are additional witnesses and/or resources for this job, repeat these steps for each one.

NEXT: Enter ordering parties

Enter information from resources about who attended the job and requested services. Alert contacts about uploaded files. See Adding ordering parties.

Reference

• Witness record
• RB Connect
• ASCII
• Lists > Witnesses
• Notes Logs

Step-by-step instructions

• Assigning and pre-assigning resources
• Looking up resources
• Adding additional pay amounts
• Entering general witness information
• Entering additional witness information
• Uploading files to a repository
• Adding stamps to exhibits
• Creating PDF transcripts
• Making notes
• Managing notes logs
• Canceling notes
• Adding ordering parties