89 results found for tag 'infocapture'
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...
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...
Infocapture webinar part 3
This is the 3rd webinar in our Infocapture series.
Customer-Built Plugins
Introduction Please note: This article only applies to customers who host their Claromentis intranet on their own server (on-premise). We’re making some changes to our framework that will affect leg...
1 comment • Last modified on 7 February 2018 in InfoCapture
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...
InfoCapture: Troubleshooting notifications
Notifications are a crucial part of many InfoCapture projects, so it can be frustrating if these do not appear to work in the way you were expecting. This guide will cover how an administrator can i...
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,...
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...
Advanced CSS Customisation Endorsed
Applying CSS (Cascading Style Sheets) 1. From Admin > Infocapture, check out the form you wish to modify. 2. Switch to the 'Form styles' tab. 3. Copy and paste the code provided below t...
Tutorial: How to dynamically show or hide fields in InfoCapture
Objective This is a tutorial on how you can make dynamic fields in InfoCapture using a simple example. Showing a field to enter vehicle license registration only when 'Company car' has bee...
InfoCapture best practices: Form functionality changes
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators managing cha...
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...
Deleting tickets in InfoCapture
Infocapture tickets can be deleted individually, in batches using the built-in facility or in bulk via CSV. Vigilance around any deletions is required by the team member performing them as once dele...
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 • 1 person liked this • Last modified on 13 April 2022 in InfoCapture
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 val...