34 results found for tag 'Form'
9001 - Complaint Form
Download Overview This is a form and a process which will allow you to track and manage client complaints successfully. A complaint is when a customer brings a problem to the organisation's att...
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...
9001 - Lessons Log
Download Overview This is a simple form which supports a structured discussion and recording of a "Lessons learnt" activity. This can be as part of a process to review how things went afte...
Mortgage Application
Download Overview Thoroughly documenting a customer's details is critical with processes as complex as mortgage applications. This form has over 230 fields, taking the applicant through a serie...
9001 - Risks and Opportunities Management
Download Overview This form is designed to manage and track all risks and opportunities to be reviewed as part of Management reviews and the general running of a business. This is also an essential ...
InfoCapture Project Permissions
Project Roles Head to Admin > Infocapture > Your Project > Project Permissions > Project Roles Project roles are the collections of users who have the same level of rights across the pro...
27001 - Data Access
Download Overview This is an implementation of the data access request process required for ISO27001 and HIPAA compliance. It very closely emulates HIPAA-5.2.C Request: Additional features Individua...
Introduction to Infocapture
What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...
InfoCapture best practices: Form functionality changes
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators managing cha...
Creating an Infocapture form: Beginner deck
This is a great place to start if you are planning to create a new Infocapture form. Click here to download the full deck This covers: Is Infocapture the correct tool for your process? Try out our f...
Infocapture: Making changes to an established form
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. An established form is one that has been in use for a period ...
Agile retrospective meetings
Download Overview This is a very simple form which allows you to record activities of an Agile retrospective meeting. You can also record the overall score of the last sprint and then report on this...
Running an Intranet Soft Launch
This article is a guide for Intranet Administrators who are looking to conduct a soft-launch of their site to their end-users as part of the Claromentis Onboarding process. -------------------------...
Invoice Request
Download Overview When there are multiple people in an organisation instructing invoices to be sent to customers, it's helpful to have a centralised billing system. This form allows users to su...
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