148 results found for tag 'user guide'
How to set HR permissions

The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...

0 comments • Last modified on 30 November 2023 in HR

Creating Extranets Overview

The user permission group 'All registered' will include extranet users once they are created. Therefore any content across your site using 'All registered' will need to be altere...

0 comments • Last modified on 20 February 2025 in Extranets

HR notification settings and reminders

Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...

0 comments • Last modified on 30 November 2023 in HR

Holiday Planner FAQ's

How do I update all user's holiday quotas? On the admin side of the application, you will want to click the 'User quota' tab down the left. You will see a list of users appear and at ...

0 comments • Last modified on 30 November 2023 in Holiday Planner

HR tool configuration options

Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...

0 comments • Last modified on 30 November 2023 in HR

Upgrade Requests

This article will outline what you will need to include in your upgrade request to get this processed. The upgrade request form is used to communicate all information regarding the upgrade. Once an ...

0 comments • Last modified on 8 August 2024 in Discover

Documents: How to monitor files & folders

Introduction In Claromentis, our 'Monitor' feature will allow you to stay updated on your files and/or folders. Notifications can be sent out if new files are added, updated, or deleted vi...

0 comments • Last modified on 30 November 2023 in Documents

Blogs FAQ's

Can I set up an approval process on a blog? Yes! Read our guide here. Can I make a blog post on another user's behalf? No, whichever user profile is used to create the post will appear as the A...

0 comments • Last modified on 7 May 2024 in Blog

Courses: Admin Overview

Introduction The guide will provide an overview of the admin area of the Courses (e-learning) application. We will go through the following configuration options: Admin Permissions Course Permission...

0 comments • Last modified on 30 October 2024 in Learning & Courses

Troubleshooting Search Results

ISSUE When search function within Claromentis isn't returning expected desired result here are few steps to check. ----------------------------------------------------------------- 1. Check Sys...

0 comments • Last modified on 6 December 2023 in Search

Learning asset types

Introduction In Claromentis, there are several methods to get E-Learning content onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types...

0 comments2 people liked this • Last modified on 30 October 2024 in Learning & Courses

How to configure and search for archived tickets in InfoCapture

Introduction In InfoCapture you can set an 'archiving age' for one (or more if appropriate) status(es) in your form. This means after a certain duration of days the tickets will be pushed ...

2 comments2 people liked this • Last modified on 13 December 2023 in InfoCapture

Course and Module Activity Reports

Overview In this article, you will be given an overview of the standard reports found in the Courses (e-learning) application. There are two different types of pre-made reports: Course activity repo...

0 comments • Last modified on 1 December 2023 in Learning & Courses

Extranets FAQ's

Our article Creating Extranets goes over this process in detail I don't have the option to create an Extranet? Your site needs to have extranet user licenses available before an Extranet can be...

0 comments • Last modified on 30 November 2023 in Extranets

Create Bookmarks

Bookmarks are a handy tool that can be used to provide quick access to the content inside your intranet or any external resources. In this article, we will cover how you can create, edit, and remove...

0 comments1 person liked this • Last modified on 1 December 2023 in Menu Builder

Expenses FAQ's

How do I change the Expense Types for selection? An administrator of the Expense application can make updates to the options seen on the front end via the 'Expense Types' tab on the admin ...

0 comments • Last modified on 30 November 2023 in Expenses

Knowledge Base Questions

Overview Knowledge Base can be used for questions and sharing information in a similar way to the articles. Topics covered: Toggle Questions & Permissions Asking a question Questions area per ca...

0 comments • Last modified on 30 November 2023 in Knowledge Base

Expenses: An Overview

Introduction The Expenses application supports the submission, management and approval of employee or client project expenses. Along with the number of receipts uploaded, the date in which the expen...

0 comments • Last modified on 30 November 2023 in Expenses

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 comments1 person liked this • Last modified on 8 March 2024 in Advanced Guides

Splashtop Installation Guide

Introduction This guide will explain the steps for the installation and configuration of the Splashtop Streamer. This software will allow Claromentis Technicians to connect to your system, these ses...

0 comments1 person liked this • Last modified on 25 May 2022 in Technical Documentation