Category Archives: Best Practices

Advanced training, tips and information about getting the most out of RB and MR

When is a location a Location?

When scheduling a job you have several Location Type options. With a new location, how do you decide which option to choose?

Posted on by OMTI’s Communications Director.

Update forms for separate task times

The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule tasks at different times from their jobs.

Posted on by OMTI’s Communications Director.

Update forms for hybrid job locations

The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule both in-person and Zoom meetings for the same job.

Posted on by OMTI’s Communications Director.

Are you branding your RB communications? 

This is another article in our series of how to use RB to market your business.

Posted on by OMTI’s Communications Director.

September 2021 RB ad in the JCR

OMTI presents part 8 in a continuing series: What to look for in a partner: Acceptance

Posted on by OMTI’s Communications Director.

July/August 2021 RB ad in the JCR

OMTI presents part 7 in a continuing series: What to look for in a partner: Excitement

Posted on by OMTI’s Communications Director.

June 2021 RB ad in the JCR

OMTI presents part 6 in a continuing series: What to look for in a partner: Attractiveness

Posted on by OMTI’s Communications Director.

January 2021 RB ad in the JCR

Part 1 of what to look for in a partner: Maturity

Posted on by OMTI Communications Director.

Learn about RB9 with ReporterBase 101 

ReporterBase 101 covers RB9’s modules, each module’s functions, and RB9 concepts in individual lessons.

Posted on by OMTI Communications Director.