141 results found for tag 'user guide'
Infocapture Statuses
While some InfoCapture projects' purposes are just for data collection, others may have a more comprehensive workflow to adhere to and in InfoCapture statuses define the stages tickets will mov...
0 comments • 1 person liked this • Last modified on 21 June 2023 in Beginner Guides
Policy Asset Types
Introduction In Claromentis, there are several methods to get a policy onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types for certa...
0 comments • Last modified on 1 December 2023 in Policy Manager
Infocapture: Edit project properties
Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...
5 comments • Last modified on 15 March 2024 in Beginner Guides
Events: Admin overview
We will give you an overview of the admin area of the Event application. Navigate to Admin > Events, you will land on the Events admin panel where the configuration is separated into two sections...
0 comments • Last modified on 30 November 2023 in Events
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...
4 comments • Last modified on 30 November 2023 in Beginner Guides
How to use the HR tool from the front-end
Overview From the front-end, the HR tool can be accessed via the People application. Users will be able to see different information based on the permissions granted by the HR tool admin. This artic...
0 comments • Last modified on 30 November 2023 in HR
Infocapture: Field Visibility
Field Visibility sets are for controlling when parts of your form should show and hide, and when they are editable. Different rules can be set per project role. This is achieved by grouping the fiel...
0 comments • 1 person liked this • Last modified on 21 June 2023 in Beginner Guides
Learning Paths Overview
This guide will provide an overview of the Learning Paths feature in the Learning application. Learning Paths allow you to use content-focused aspects such as Courses, Events, and Quizzes, by linkin...
0 comments • Last modified on 1 December 2023 in Learning & Courses
InfoCapture: Automatic Changes
(Automatic changes were previously called 'Dynamic Field Changes' in pre-v8 Claromentis versions) Automatic changes use triggers to change the value of a field in a form. The most common u...
0 comments • Last modified on 31 October 2023 in Beginner Guides
Courses: Front-end overview
Introduction This article will provide an overview of the Courses (e-learning) application that can be found within our main Learning application. We will cover the following areas: Overview of ...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
InfoCapture SLAs
The SLA system makes use of 'Traffic Lights'. Consider traffic lights to be similar to the 'status' of a form, but one which is only ever controlled automatically. An SLA is used...
0 comments • Last modified on 21 June 2023 in Beginner Guides
Custom Reports
Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...
0 comments • Last modified on 6 December 2023 in Reports
Infocapture: Triggers
Triggers are similar to field condition sets in that they are denoting conditions under which something should behave in a specific way. The difference is that triggers may be transitional states. D...
0 comments • Last modified on 21 June 2023 in Beginner Guides
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...
0 comments • 1 person liked this • Last modified on 8 March 2024 in Advanced Guides
InfoCapture Workflow
The workflow section of a form is completely optional. It can be used to restrict who is able to change the status, what they are allowed to change it to and at what point during the lifecycle of an...
0 comments • Last modified on 22 February 2024 in Beginner Guides
Infocapture Components
Introduction In this guide, we will give you an overview of all the available InfoCapture components that can be added to your pages. Each component serves a different purpose and will provide diffe...
1 comment • 2 people liked this • Last modified on 1 December 2023 in Components
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
0 comments • Last modified on 4 June 2024 in Beginner Guides
Qualification codes
Qualification Codes are a feature in the LMS that allows e-learning content (i.e. Courses, Quizzes, and Training Events) to be linked together. These codes assign a unique identifier to each availab...
0 comments • Last modified on 27 November 2023 in Learning & Courses
InfoCapture List Options
This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...
0 comments • Last modified on 21 June 2023 in Beginner Guides
Documents: Linking documents
Documents can be linked from the front end of the Documents application. A document can be hosted in one folder and accessed via a link from a different location. This means a single document can be...
0 comments • Last modified on 30 November 2023 in Documents