RB User Guide > Entities > Resources

Adding resources to RB

You can add resources to RB in the Entities module, import them from other applications (RB9 only), or on the fly during turn-in.

1. Start a new resource

   • From scratch

     1. Entities > Resources
     2. Check that the resource does not already exist in your RB database. See Searching resources.
     3. If the resource doesn’t appear in your search, click New in the Resources window.

   • From another application

     If you have an existing database of resources in another application, you can import the data into RB via an Excel spreadsheet. See Importing entities from other systems.

   • During turn-in

     1. Production > Turn In
     2. Find job. See Searching in RB.
     3. Click in Witness pane of the Turn In – Job# window.
     4. In New Witness window, click *Resource field’s > Lookup Resource (required).
     5. In the Lookup Resource panel, click New.

2. Enter required information

   In the New Resource window’s General pane, enter the resource’s name:

   • If the resource is not a person:

     Type the resource’s name in *Full Name (required).

   • If the resource is a person:

     You can enter the resource’s name 2 ways:

     • Automatically

       Set up preferences for Autofill in System Preferences > Entities > Resources first.

       1. Enter resource’s given name (First Name), middle name or initial (Mi.), family name (Last Name), and title (Salutation).
       2. Depending on what options you included in System Preferences, the *Full Name field will automatically populate with the resource’s name. You can edit the full name if desired.

     • With options

       1. Enter their given name (First Name), middle name or initial (Mi.), family name (Last Name), and title (Salutation).
       2. Click next to *Full Name field (required) and select one of the variations of the resource’s name in the drop-down.

   TIP: Use naming options

   While you can manually enter a resource’s name in the *Full Name field, if you enter their names in the separate name fields instead, you can use the First Name or Last Name filters to limit results when searching for resources. See Searching resources.

3. Enter optional information

   You can enter information now or at any time after saving:

   • General

     To enter basic resource information, including contact information and important warnings, see Entering general resource information.

   • Additional

     To enter user credentials for online and digital signatures, plus miscellaneous information, see Entering additional resource information.

   • Pay Info

     To enter details about how resource is paid, see Entering pay information.

     NOTE: Original & Copy Terms are required

     When setting up a new resource, RB9’s Pay Info pane defaults Original Term and Copy Term to numbers of days set in System Preferences > Entities > Resources. You can change this resource’s terms at any time, but you cannot leave these fields blank.

   • Work Schedule

     To set the resource’s default weekly availability, see Setting work schedules.

4. Save resource

   Click Save >

   • Save & Edit: To enter more resource information. The window changes to Edit Resource, adds additional panes, and scrolls to Notification Email and Tags panes. See Updating resources.
   • Save & Close: If you have no more information to add at this time.

Reference

• Microsoft Excel
• Bulk Import
• Resources preferences
• RB Digital Signature Proxy

Step-by-step instructions

• Searching resources
• Importing entities from other systems
• Searching in RB
• Entering general resource information
• Entering additional resource information
• Entering pay information
• Setting work schedules
• Updating resources