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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...

1 comment • Last modified on 30 November 2023 in Beginner Guides

Infocapture: Creating a new form

First create a new project From Admin > Infocapture a new project can be created (in which your form will reside in) Follow the guide here to fill out all the necessary information to create the ...

0 comments2 people liked this • Last modified on 30 November 2023 in Beginner Guides

Private Notes in InfoCapture

Private notes allow users to add notes within InfoCapture projects which are only viable to particular users. This is useful in cases where certain users need to be able to communicate within a tick...

0 comments • Last modified on 30 November 2023 in Beginner Guides

Infocapture Glossary

Infocapture Glossary Codename The standard URL to access the front end of an Infocapture project is http://yourdomain/intranet/infocapture/project.php?project_id=X A codename can be defined to simpl...

0 comments • Last modified on 30 November 2023 in Beginner Guides

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 comments1 person liked this • Last modified on 30 November 2023 in Free InfoCapture Templates

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

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

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

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

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

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

Return to work

Download Overview For every period of absence, a return to work interview should be conducted. The meeting is to enable the member of staff to share concerns about their illness and general state of...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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

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

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

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...

1 comment • Last modified on 30 November 2023 in Free InfoCapture Templates

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

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

Infocapture Form building Webinar- Part 1

This video is from our webinar hosted by Michael Hassman on the 9th of July 2020.

2 comments2 people liked this • Last modified on 30 November 2023 in IC webinars