Support Training

WIP location for beginner help articles on Support fundamentals

INTERNAL - Tier 1 Support Training Checklist
Forms Task Description Help Articles Stock Forms Request Cerbo offers 'stock forms' for commonly requested questionnaires. Requ...
Tue, 7 Mar, 2023 at 4:31 PM
INTERNAL - Support Shift Procedures and Expectations
At Cerbo, we all pitch in on customer support. For most folks, that means taking email and/ or phone support shifts to provide direct technical assistance t...
Fri, 17 Mar, 2023 at 1:22 PM
INTERNAL - Client Configuration Basics
Where are the main configuration files found? Config files are generally in the client databases that you'd access via the VPN and SFTP. Some conf...
Mon, 6 Mar, 2023 at 3:36 PM
INTERNAL - Forms - Stock Forms
Clients can submit a forms request from our Sample Forms page on the MD HQ site. URL to send to general clients: https://demopt.md-hq.com/sample_forms ...
Tue, 11 Oct, 2022 at 9:34 AM
INTERNAL - Building Consent Forms
As this will be updated soonish and clients will be able to do this themselves - keeping this brief :)  Consent Template file in your Forms folder ->...
Mon, 17 Jan, 2022 at 12:06 PM
INTERNAL - Questionnaire Manager
This is an internal article for how to navigate the new Questionnaire Manager. See here for the client-facing article about how to use the manager to be...
Mon, 30 Nov, 2020 at 1:37 PM
INTERNAL - Form/Questionnaire Modules
A questionnaire module is a repeated block of HTML that we can include in many forms/questionnaires.  We break repeated blocks up like this so that we d...
Tue, 7 Mar, 2023 at 4:31 PM
INTERNAL - Advanced Form-Building for Non-Developers
Here are some techniques for quickly and efficiently building Cerbo questionnaires, aimed at people with basic form editing and word processing skills, but ...
Tue, 7 Mar, 2023 at 4:31 PM