RB User Guide > Calendar > Jobs

Entering job locations

Depositions can take place in a court room, a law firm’s office, your own conference room, or another location. You can enter locations manually, but you can save time and reduce errors if you select locations from your RB database.

1. Access a job

   1. If not already in a New Job/Edit Job window, find the job in Calendar > Jobs (List View)/Jobs (Monthly View)/Jobs (Weekly View) and open the job. See Searching jobs.
   2. In the View Job window, click Edit.
   3. Click Edit Job > Job Location.

2. Select location type

   In Location Type drop-down, select:

   • Manual

     Default. To enter a location that is a one-off and does not need to be in your RB Location database.

   • Firm

     To look up a firm’s offices in your RB Firm database, or create a new firm location to use for this job. (See Adding firms to RB.)

   • Location

     To look up a location in your RB Location database, such as a hospital or doctor’s office, or create a new location to use for this job. (See Adding locations to RB.)

   • Resource

     To look up a location in your RB Resource database, such as one of your conference rooms, or create a new resource to use for this job. (See Adding resources to RB.)

     TIP: Don’t double-book your conference rooms

     To avoid double-booking a room, in addition to selecting the room in Job Location, create a conference room task and assign the room to the task. See Scheduling conference rooms.

   • BU

     To select one of your own office locations. Business Units are set in Business Units.

   • Same as Ordering Firm

     To select the ordering firm’s office as the location.

   • Online meeting

     For virtual events like Zoom meetings.

3. Enter/update location information

   Depending on which Location Type was selected, you can enter or edit:

   • Automatically update Job Location when linked location is changed even after the job date has passed

     RB does not automatically update a job location when you update the location in your RB database if the job has already occurred. For example, if a depo was taken at a law firm’s office, and afterwards the firm moved. RB would not update the depo’s location to the firm’s new office address, unless you click to select Yes to keep the location updated in the job when it changes in your database.

   • Location

     Enter location name in the field or look up location in Lookup pane. See Looking up locations. If this is an online meeting, enter the meeting’s URL/web address.

     TIP: Changing locations

     After selecting a location in an RB database, you can update your selection by clicking the Location field’s >

     • Lookup Location: To select a new location in the Lookup pane.
     • View Location: To see/update location information. See Adding locations to RB.
     • Remove Location: To clear all location fields in the job.

     NOTE: Automatic location warnings

     The uneditable Warning field appears in the Job Location pane when Firm, Location, or Resource is selected in the Location Type drop-down. If the selected location has a warning in its Entity listing, it will appear in red here.

   • Address

     If location was selected from an RB database, this field is uneditable.

     Click > Google Maps/MapQuest Maps/Bing Maps to view job location on a map in a new window.

   • City

     If location was selected from an RB database, this field is uneditable. If Location Type is Manual, default in this field is the designated BU’s city. See Entering general job information.

   • State

     If location was selected from an RB database, this field is uneditable. If Location Type is Manual, default in this field is the designated BU’s state. See Entering general job information.

   • Zip

     If location was selected from an RB database, this field is uneditable. If Location Type is Manual, enter zip code in this field and click . You do not need to enter the City or State. RB will automatically populate those fields correctly.

   • Phone

     If location was selected from an RB database, this field is uneditable.

   • URL

     If online meeting was selected, you can enter the event’s URL here. If it will be a Zoom meeting, see Scheduling Zoom meetings.

   • Directions

     If the location was selected from an RB database, this field is uneditable. If the location is a Zoom meeting, the passcode will appear.

   • Location Notes

     Notes entered here are saved in the job, not the location.

4. Save job

   In the New Job window, click Save or Save > Save & Close in the Edit Job window.

NEXT: Enter additional job information (suggested)

Once you have set a job with its required information, you can enter other information you have for the job in any order. For instructions for the next pane, see Entering additional job information.

Reference

• Business Units

Step-by-step instructions

• Scheduling jobs
• Searching jobs
• Adding firms to RB
• Adding locations to RB
• Adding resources to RB
• Scheduling conference rooms
• Looking up locations
• Entering general job information
• Scheduling Zoom meetings
• Entering additional job information