RB User Guide > Calendar > Jobs

Requiring specialties

If a job requires specific expertise, add that specialty to the job before assigning resources. That way, when you assign resources, the specialty will be included in the search criteria for available resources so you can assign resources more accurately.

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 > Specialties.

2. Add specialties

   1. Click in the Specialties pane.
   2. In the Add Specialties panel, check the requested specialties.
   3. Click Save. (To manage specialties, see Lists > Resources.)

NOTE: Removing specialties

To remove a specialty from a job, check its box, then click .

NEXT: Set up tasks for the job

Any specialties added in the Specialties pane will appear in the Assign Resource panel of tasks in the job to restrict the list of available resources to those that include the requested specialties. See Entering tasks.

References

• Specialties
• Lists > Jobs
• Billing Rates
• Jobs
• Parties
• Specialties
• Tasks

Step-by-step instructions

• Scheduling jobs
• Searching in RB
• Sending job confirmations or cancellations
• Entering job locations
• Entering general job information
• Adding parties
• Updating parties
• Requiring specialties
• Awarding points
• Entering tasks
• Uploading repository files
• Entering notes
• Changing case or job status
• Rescheduling jobs
• Viewing job calendars
• Assigning resources