87 results found for tag '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...
0 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
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
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 28 June 2023 in Advanced Guides
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
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
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...
4 comments • 2 people liked this • Last modified on 14 September 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
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
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
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
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
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
InfoCapture best practices: Investigative Tools
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. Below are some best practice tips for administrators or respo...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
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
2 comments • 1 person liked this • Created on 12 August 2016 in Advanced Guides
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
2 comments • Created on 22 June 2017 in Projects
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