87 results found for tag 'infocapture'
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...
2 comments • Last modified on 30 November 2023 in Free InfoCapture Templates
How to use InfoCapture to automate people management processes
HR document requests P60s, job descriptions, references... These are all vital documents that staff request from your HR team. The usual process - HR receives a request in their inbox, manually sear...
0 comments • Last modified on 6 December 2023 in Top Intranet Tips
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
Infocapture report permissions
Included in this article: Report permissions (part 1) Report permissions (part 2) 1- Report permissions (part 1) As standard, all users will have the reports icon in the front end of InfoCapture: In...
0 comments • Last modified on 10 July 2024 in Advanced Guides
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
Testing InfoCapture forms
In this article, we are going to demonstrate the quickest and most effective way of testing InfoCapture forms. This can be useful if you have a form that is live, would like to make changes but want...
0 comments • Last modified on 7 December 2023 in InfoCapture
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
How the 'Open Items' Component Works
Introduction The Open Items component generates a list of InfoCapture tickets that require action, defined as 'In Progress'. This can be set by administrators to populate with tickets from...
0 comments • Last modified on 7 December 2023 in InfoCapture
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
Highlighting InfoCapture ticket colours by status, assignee or field value
Overview You can assign a colour to ticket status by navigating to: Admin > InfoCapture > {YourProjectName} > Statuses The status name will be highlighted according to the colour you have s...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
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
InfoCapture scenario: Creating additional notification recipients
Introduction In our Discover tickets, you may have noticed the Additional Notification Recipients fields where additional users can be notified about a ticket via email. The Additional Notification ...
0 comments • Last modified on 7 December 2023 in InfoCapture
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
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...
0 comments • Last modified on 5 November 2024 in Advanced Guides
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
2 comments • 1 person liked this • Created on 12 August 2016 in Advanced Guides
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
2 comments • Created on 22 June 2017 in Projects
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