87 results found for tag '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
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
Configuring MailGun for Email Fetching
What is Mailgun? Mailgun is the email automation service that you can set-up along with an InfoCapture project to initiate the creation of a ticket simply by sending an email to a dedicated email ad...
0 comments • 3 people liked this • Last modified on 30 November 2023 in Advanced 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
How to use InfoCapture to automate these 3 financial processes
Automation doesn't just counteract the need to go into the office by replacing paperwork with e-forms. It also makes your staff more efficient, boosts internal SLAs, and saves time. Here are so...
0 comments • 1 person liked this • Last modified on 6 December 2023 in Top Intranet Tips
Understanding InfoCapture Database Tables
Overview Infocapture projects and tickets are stored within the Claromentis database, this guide is designed to help you navigate around both MySQL and MS SQL tables should you need to access Infoca...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Advanced search in Infocapture
Included in this article 1- What is advanced search and why is it helpful 2- How do you configure advanced search fields 3- How to preserve advanced search filters for future reference 1- What is ad...
0 comments • Last modified on 7 December 2023 in InfoCapture
Creating a large form via CSV import
When creating a large form with many fields, it can be quicker to add the fields via a CSV, instead of individually creating fields in the usual fashion. This can also be used to copy a form between...
0 comments • 2 people liked this • Last modified on 19 July 2023 in Advanced Guides
How to do remote performance reviews using your intranet
Annual performance reviews have been slowly falling out of favour, with just 54% of companies using them in 2019 according to one study. And as we adapt to new ways of working, now might be the time...
0 comments • Last modified on 6 December 2023 in Top Intranet Tips
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 comments • 2 people liked this • Last modified on 30 November 2023 in Beginner Guides
Troubleshooting InfoCapture Notifications
InfoCapture notifications are a really important part of the workflow and configuration of InfoCapture forms, it can be frustrating if they are not appearing to work in the way you were expecting. I...
0 comments • Last modified on 29 July 2024 in InfoCapture
Infocapture Statuses
While some InfoCapture projects' purposes are just for data collection, others may have a more comprehensive workflow to adhere to and in InfoCapture statuses define the stages tickets will mov...
0 comments • 1 person liked this • Last modified on 21 June 2023 in Beginner Guides
IC form building part 2
The second part of our infocapture form building webinar by Michael Hassman on 13th of August 2020.
0 comments • 1 person liked this • Last modified on 30 November 2023 in IC webinars
Infocapture: Edit project properties
Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...
5 comments • Last modified on 15 March 2024 in Beginner Guides
IC Webinar Part 4
In this webinar we wrapped up with the final parts of of the Helpdesk form. Creating triggers to configure both automatic changes and notifications. Enabling the manager field to be autopopulated ba...
0 comments • Last modified on 30 November 2023 in IC webinars
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 scenario: Making fields appear
Introduction In this article, we will provide an understanding of creating field visibility in a practical form building sense. For this scenario, we will be making a drop-down field to enable a Tex...
0 comments • Last modified on 17 July 2024 in InfoCapture
Infocapture: Field Condition Sets
With every form you make, you're extremely likely to be working with Field Conditions (Also known as Field Condition Sets) and Triggers. They are the ways in which you specify when you want you...
0 comments • 1 person liked this • Last modified on 21 June 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 comments • 1 person liked this • Last modified on 30 November 2023 in Free InfoCapture Templates
