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Support Tickets Template Endorsed
Download InfoCapture Project Overview Users appreciate having a single point of contact to get help for their issues. Here, users are able to submit problems, questions and requests using this form,...
Exit Interview
Download Overview Managers are able to conduct and record surveys with departing employees, using the Exit Interview form. The primary aim of the exit interview is to learn the reasons for the perso...
Performance Review
Download Overview Annual performance reviews are a key component of employee development. The performance review is intended to be a fair and balanced assessment of an employee’s performance. The ob...
Return to work
Download Overview For every period of absence, a return to work interview should be conducted. The meeting is to enable the member of staff to share concerns about their illness and general state of...
Employee of the month
Download Overview This is a simple form, whereby users are able to nominate a colleague for an achievement or outstanding performance during the month. Nominations will not be visible to non-manager...
Event management
Download Overview Event planning involves managing a project such as a conference, convention, tradeshow, ceremony, party, etc. Management of such an event may include budgeting, establishing timeli...
Expressions IC Template
Download Overview Expressions can be used within Infocapture to produce calculated values. They should be defined as the default value of the field which should store and display the calculated valu...
Meetings
Download Overview An essential part of most meetings is taking minutes, in order to: Record summaries of discussions held Confirm any decisions made Record any agreed actions to be taken, who is res...
OSHA forms
Download OSHA Form 300 Download OSHA Form 300A Download OSHA Form 301 Overview OSHA Form 300 - Log of Work-Related Injuries and Illnesses: This is used to classify work-related injuries and illnesse...
Product review
Download Overview Creating the right products for the right people is critical to your success. Product review surveys are a quick and effective way to determine if you are meeting the needs and exp...
Register for property alerts
Download Overview Users are able to sign up to receive property alerts, by registering their personal details and property search preferences. This process does not send any property alerts, it simp...
T-Shirt order form
Download Description Using this form, staff are able to request a company T-Shirt, selecting their size, choosing the colour and even adding customisations. If a member of staff requests a T-Shirt w...
Volunteer application
Download Overview An important part of volunteer recruitment is getting to know the applicant and find out what they hope for and expect from their volunteering experience. Completing this form will...
News: Front-end overview
The front end of News can be opened from Applications > News: A variety of actions can be carried out from the landing page. Read News In the centre of the screen, all articles that have been pos...
Creating a News Article
Users need 'Add & edit' and 'publish' permissions for a News channel to be able to add articles to it. News application administrators can ensure all users who should be able...
Deleting a News Article
Who can delete articles? 1 - Users with the 'Add & Edit' permission to channel(s) can delete any article in that channel. This is done by editing the article and clicking 'delete&...
News: Admin overview
The admin side of News (applications > Admin > News) has a variety of configuration options: Channels & Templates Metadata Trash can RSS feeds Application administrators of News can follow...
News Channels and Templates
News articles are posted within Channels. Administrators can create Channels from the admin side of News and give permissions for users across them. This guide will cover the following topics: Creat...
People: Front-end Overview
The People application lists all user profiles a person can see. This guide covers all the actions a user can carry out from the front end of People Please note: If you have implemented extranets a ...
People: My Settings
My settings will allow users to manage and update certain aspects of the system that are more suitable to their preferences. My settings The area can be opened by clicking on the profile picture and...