148 results found for tag 'user guide'
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...
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...
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...
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...
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 ...
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...
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 - ...
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...
Creating a Knowledge Base article
Introduction Check out our step-by-step guide on how to create a knowledge base article via the Knowledge Base Application. ----------------------------------------------------------------- Adding a...
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...
Handover guidance for changes to your Intranet management team
Overview Working landscapes are dynamic and the members of your intranet management team are likely to change over time. New personnel will need to be trained to manage your site and any individual(...
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
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...
InfoCapture custom messages
Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...
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...
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...
The Main Menu
Overview The video above will cover how to set up your main menu bar, including permissions and managing links. The admin side & main menu permissions 1. Navigate to Admin > Menu Builder. 2. ...
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...
Embedding Social Media
Embedding social media posts and feeds using the embed component can enhance user engagement, extend reach, and drive traffic. In this article, we will outline how to embed social media elements ont...
Events reports
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will need to be granted permission. For more informat...