RB9 > ModulesHelp

Help highlights

In addition to the interactive user guide, RB9’s Help module includes an update history lookup function, access to live support and online training, an FAQ/KnowledgeBase that includes articles with step-by-step instructions for different functions, a forum for sending feedback and viewing others’ suggestions for improving RB9, and information about the currently installed system such as its version number.

User guide accessible in multiple forms

In RB9, you can look up how to use functions in several ways. In addition to a downloadable PDF of the user guide in the Help menu, you can also page through the interactive version there and jump to different pages using hyperlinks. You don’t have to wait for a download to finish, then open it in another program.

The interactive guide is also available as contextual help throughout the system by clicking the Help button on any screen.

Find out what changed in any update

RB9 has an Update History function. If you want to know what has been added to RB or fixed and when, you don’t have to search the updates section of our website. You can use the Update History function instead

Look up answers to FAQs & other information

In the FAQs/KnowledgeBase function, you can find answers to frequently asked questions and other information, including step-by-step tutorials of different functions.

Access live support & online training inside RB

RB9 offers 2 options for live help accessible under the Help menu: Team Viewer and Live Chat. Instead of having to visit our website to access live help, you can do it within RB.

Live Chat allows you to communicate with OMTI Support technicians via instant messaging. And Team Viewer is an all-platform support system that allows our technicians with your consent to remotely control your device to solve issues you are having with RB9.

You can also access RB training videos and the rest of the Help Center from the Help menu’s Online Training option.

Report issues & maintain a paper trail

Access support tickets where you can report problems you are having with RB9, RB Lite, or RB Connect in the Report Issues function. Your input and responses from the support team are saved in the function so you can check on the progress of the resolution of your issue, respond to any requests from the support team, and re-visit the issue at any time.

Send feedback while it is still fresh in your mind

If you come up with a great idea to improve RB, you can tell us in the Suggest Ideas function. You can see if anyone else had the same idea and add your vote/comments to it. Or if you are the first, you can enter your idea and follow its progression there.

You can make your description as detailed as you wish — even include screenshots to help explain your idea. We recommend that you include some background on the issue(s) the feature would address, and why you want/need it to help people understand your suggestion.

Like an ongoing focus group, this function helps guide RB’s development by gathering ideas from our clients. Since we are software developers, not industry experts, we don’t know if a new feature makes sense. Feedback and votes from you and your peers tells us what features would be popular and worthwhile to include in future versions.

With this archive of submitted ideas and on-going communications about ideas, you don’t have to wonder if we are paying attention to your idea, and we don’t have to wonder if a requested feature is useful to enough users to be worth the time, effort and expense of developing it.

Want to learn more about RB9 Help?

You can find out more about the Help module in ReporterBase 101, which contains lessons about every module, function, plug-in, and concept in RB9.

ReporterBase 101 comes in 2 versions: weekly email lessons and a website, the RB9 Primer, where all the lessons appear. You can sign up to have an RB lesson delivered to your inbox each week. And you can also look up anything on the website, where lessons are grouped by module or concept.

What RB9 Help functions are in RB Lite?

You don’t have to check the comparison chart to see which of these functions are included in RB Lite. All Help functions are included in RB Lite.

RB Lite