523 results found for ''
Mobile Apps iOS and Android Endorsed
When it comes accessing Claromentis from a mobile or tablet, you have 3 options: 1. Mobile Browser Your smartphone or tablet comes with internet browsers such as Safari or Chrome, simply access Clar...
Enabling Multi-factor Authentication (Two Factor Authentication) for Admin
What is Multi-factor Authentication / Two Factor Authentication in Claromentis Multi-factor Authentication (MFA), or Two Factor Authentication, is a method of access control to Claromentis in which ...
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...
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 ...
Support Tickets Template Endorsed
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,...
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...
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...
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...
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...
Event management
Download Overview Event planning involves managing a project such as a conference, convention, tradeshow, ceremony, party, etc. Management of such an event may include budgeting, establishing timeli...
Expressions IC Template
Download Overview Expressions can be used within Infocapture to produce calculated values. They should be defined as the default value of the field which should store and display the calculated valu...
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...
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...
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...
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...
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...
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...
News: Front-end overview
Introduction The News application allows users to follow and keep up-to-date with any news channels and articles made by content creators. We will cover the following areas: Overview of News applica...
Creating a News Article
In this article, we will cover how to set up a news article in the News application. With the correct permissions that have been configured from the admin side of the News application, you will see ...
Deleting a News Article
We will cover how articles can be deleted and recovered using the trash can feature in the News application. Deletion can be carried out from both the front-end and the back end of the system. Delet...