141 results found for tag 'user guide'
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
Infocapture Like button
Module description This module provides an admin panel which lists the InfoCapture projects in the system. When an admin selects one or more of these projects, and saves the config, those projects w...
0 comments • Last modified on 2 November 2022 in Marketplace & Custom
System Language
Overview In Claromentis, the language settings determine which language the system displays across all applications. Each user can manage and configure their language settings via 'My settings&...
0 comments • 1 person liked this • Last modified on 6 December 2023 in System Admin
Course and Module Validity Reminders
Overview In the Learning application, both Courses and Modules have configurable validity dates meaning that upon completion they will have to be re-taken in X amount of months/years. This guide wil...
0 comments • Last modified on 23 February 2024 in Learning & Courses
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
Learning: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Learning application The Learning application Admin panel has a variety of configuration options which can be fou...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
People: Adding a new profile field
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In this article, we will look at creating a new field or met...
0 comments • Last modified on 28 September 2021 in People (Staff Directory)
Projects: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Projects application. As an admin, this is a great place to start to ensure that you and the team have appropriat...
0 comments • Last modified on 6 December 2023 in Projects
People: General Configuration
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction General configuration allows you to make changes to the ...
0 comments • Last modified on 10 January 2024 in People (Staff Directory)
People: Admin overview
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, you will be given an overview of the ad...
0 comments • Last modified on 4 July 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)
How to Edit the Homepage
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview The guide will cover how to edit the homepage using the Page...
2 comments • 6 people liked this • Last modified on 1 December 2023 in Pages
InfoCapture 'Thank You' Page
A 'Thank You' page can be created to display to users after they have submitted an InfoCapture issue. This is useful for showing a message customised with images, such as your corporate br...
0 comments • Last modified on 21 June 2023 in Beginner Guides
Updating Menu Links
This article covers how to update the items or links within your menu bar. This may be because a new page has been created to replace an old one or because a new drop-down item is required. --------...
0 comments • Last modified on 1 December 2023 in Menu Builder
People: My Profile
Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a user can configure and update their own profile Steps 1. Users can access their profile from eit...
0 comments • Last modified on 22 May 2019 in People (Staff Directory)
Buttons FAQ's
How do I link to external sites using Buttons? For any external link ensure the absolute URL is correctly entered for the Button: Including the domain name ensures the full pathway is given and will...
0 comments • Last modified on 12 June 2024 in Buttons
Power users
The article aims to show the Power Users feature in the People application. This feature will allow you to give certain users access to the People Admin panel on a more restrictive level. The inform...
0 comments • Last modified on 7 December 2023 in People (Staff Directory)
News: Front-end overview
Introduction The News application allows users to follow and keep up-to-date with any news channels and articles made by content creators. We will cover the following areas: Overview of News applica...
2 comments • Last modified on 16 November 2023 in News
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
0 comments • Last modified on 13 May 2022 in People (Staff Directory)
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