24 results found for tag 'Form'
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...
0 comments • 2 people liked this • Last modified on 3 January 2024 in Beginner Guides
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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
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 ...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Support Tickets
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,...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
External Form via InfoCapture
Overview It is possible to export a form you've created in InfoCapture into HTML format which you can then embed or publish on your public website. This method allows the general public to subm...
0 comments • 3 people liked this • Last modified on 7 December 2023 in InfoCapture
InfoCapture best practices: Investigative Tools
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. Below are some best practice tips for administrators or respo...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
Purchase Order Request
Download Overview As part of an organisation’s internal financial controls, the finance team may instate a purchase requisition process to help manage requests for purchases. A purchase requisition ...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
2 comments • 4 people liked this • Last modified on 30 November 2023 in Beginner Guides
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...
1 comment • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Free InfoCapture Templates
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
InfoCapture best practices: Administrator top tips
InfoCapture is a substantial and powerful tool that can manage your information processes effectively when used correctly. We appreciate there is a lot to get to grips with in InfoCapture and its pa...
0 comments • 1 person liked this • Last modified on 16 December 2022 in InfoCapture
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...
0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
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