493 results found for ''

People: Moving a Profile Field

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a newly created or existing field can be moved from its current location. Newly created fields tha...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

People: Roles and Groups

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article provides insight into the Roles and Groups ...

0 comments3 people liked this • Last modified on 1 December 2023 in People (Staff Directory)

Password Policy

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This video aims to show the password policy on the admin sid...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

People: Phone List and Contacts

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, we will introduce the Phone List and Co...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

People List

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...

2 comments • Last modified on 1 December 2023 in People (Staff Directory)

People: Configure User Profile Fields

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction We will give you an overview of the Configure User Profi...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Add New Users

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction Depending on your license limit, you will be able to add...

1 comment • Last modified on 1 December 2023 in People (Staff Directory)

People: My Settings

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This article will provide an overview of the My Settings are...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

People: Skill Search

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video showcases the Skill Search feature available in the people application. Enabling users to reach out to other staff ...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Policy Manager Review Date

Overview Outdated policies can leave your organization at risk. It is essential to proactively review the policies and procedures on a regular basis. When creating a policy manager, or editing an ex...

0 comments2 people liked this • Last modified on 1 December 2023 in Policy Manager

Policy Manager Reports

This article describes how to use the Reports Module to access dates in your Policies stored in Policy Manager. Date Fields There are 2 date fields that are available in policy properties - Status E...

0 comments2 people liked this • Last modified on 1 December 2023 in Policy Manager

Policy Manager Permissions

When setting up a new policy you will be presented with a Permission dialogue allowing you to have granular control on a policy. View Policy: Viewing a policy only - users with only this permission ...

0 comments2 people liked this • Last modified on 1 December 2023 in Policy Manager

Policy Asset Types

Introduction In Claromentis, there are several methods to get a policy onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types for certa...

0 comments • Last modified on 1 December 2023 in Policy Manager

Recalling Policies

Overview If for any reason you need to recall an existing policy, you can follow the steps provided below to keep your policies organised and up-to-date. Any recalled policies will no longer be acti...

0 comments • Last modified on 1 December 2023 in Policy Manager

Renewing Policies

Overview When policies are close to expiring, you’ll need to renew them so they are up-to-date. In this article, we will provide you with the best way to go about renewing your annual policies while...

0 comments1 person liked this • Last modified on 1 December 2023 in Policy Manager

Migrating Your Policies to Policy Manager

Overview Importing a large number of company policies to the Claromentis Policy Manager require some careful integration, depending on how your policies are currently stored. From our experience maj...

0 comments • Last modified on 1 December 2023 in Policy Manager

Creating an Approval Process in Policy Manager

As standard, the Policy Manager has two statuses; Draft and Distribution. However, if needed, it is possible to add an additional two statuses between Draft and Distribution to allow for different l...

1 comment • Last modified on 1 December 2023 in Policy Manager

Courses, Module Permissions and Events - A Pathway that is Job Specific

Article Purpose To review the way that module permissions can impact course content and to explore how Events - that have a specific date and time - can be included into learning pathways to provide...

0 comments1 person liked this • Last modified on 1 December 2023 in Learning & Courses

Course and Module Activity Reports

Overview In this article, you will be given an overview of the standard reports found in the Courses (e-learning) application. There are two different types of pre-made reports: Course activity repo...

0 comments • Last modified on 1 December 2023 in Learning & Courses

Learning asset types

Introduction In Claromentis, there are several methods to get E-Learning content onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types...

0 comments2 people liked this • Last modified on 1 December 2023 in Learning & Courses