RB User Guide > Entities > Resources > Adding resources to RB & Updating resources

Entering additional resource information

Enter user credentials for online and digital signatures, plus miscellaneous information.

Continued from Adding resources to RB or Updating resources.

1. In an Edit Resource window’s Additional pane, enter text in fields or select options:

• Birth Date

  If applicable, the resource’s birth date

• Account is locked out

  If a resource has made too many incorrect attempts to log into RB Connect, the system will lock them out. Click to select No to allow the resource to log in again. (The number of incorrect attempts is set in Connect > Connect Preferences > Login.)

• Login Name

  Uneditable if (use Email as Login Name). The option to use the resource’s email address as their login ID is set in Connect > Connect Preferences > Login.

• Reset Password

  If the resource needs a new password for RB Connect:

  1. Click Reset Password.
  2. In the Reset Password panel, enter their new password in both *New Password and *Confirm New Password (both required).
  3. Click Save.

• Certificate No.

  If the resource is a licensed CSR (Certified Shorthand Reporter), the certification number.

  TIP: Include certification on transcripts

  You can customize RB9 PDF Transcript templates (RB9 only) to include this number in RB-PDF Transcript headers or footers. See Setting RB-PDF Transcript header & footer preferences.

• Date Started

  Resource’s date of employment/contract commencement with your company

• Date of Termination

  If applicable, date of the resource’s employment/contract termination with your company

• Signature Proxy ID

  If you use ReporterBase.com to digitally sign your reporters’ RB-PDF Transcripts, resource’s sign-in ID.

• Signature Proxy Password

  If you use ReporterBase.com to digitally sign your reporters’ RB-PDF Transcripts, resource’s sign-in password.

2. Click Save.

Reference

• Date Navigator
• RB Connect
• Connect Preferences
• PDF Transcript Preferences
• RB-PDF Transcripts
• RB Digital Signature Proxy
• ReporterBase.com

Step-by-step instructions

• Searching resources
• Adding resources to RB
• Updating resources
• Setting RB-PDF Transcript header & footer preferences
• Entering general resource information
• Entering pay information
• Setting work schedules
• Managing notification emails
• Organizing with tags
• Entering specialties
• Entering certifications
• Uploading files to a repository
• Making notes
• Managing notes logs
• Canceling notes