Calendar module training videos
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Topics covered in these videos:
- Look up & schedule jobs
- Send job confirmations/cancellations
- Tasks
- Resource Availability
- Quick Assignments
- Resource Blast
- Send assignment notifications/cancellations
- Daily Calendar Audit
- Send future calendars
- Create cases
- Add case parties
- Merge cases
- Print out your job calendar
- Analyze job settings
- Monitor tasks in progress
- Send resources overdue task reports
- Analyze resource assignments
RB8 users start here
If you already know RB8, view the RB8 to RB9 upgrade calendar video first to learn how RB9 Calendar is different from RB8, so you can take what you already know and apply it to the new environment. It might be all you need to get up and running in RB9’s Calendar.
Unable to view videos?
If you have trouble viewing these videos, access them on YouTube. And visit OMTI's YouTube channel to view all RB9 training videos, plus Team RB conference videos, quick video tips, and more.
