146 results found for tag 'user guide'
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
InfoCapture scenario: Creating time-based triggers
Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Submitting holiday request on behalf of user
A Holiday Manager has the ability to submit holiday request on behalf of another user within the Holiday group. A substitute manager also can submit a holiday request on a user’s behalf. For more in...
0 comments • Last modified on 30 November 2023 in Holiday Planner
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
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 12 August 2024 in Learning & Courses
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: 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)
People: Phone List and Contacts
Introduction In this article, we will introduce the Phone List and Contacts features in the People application. ----------------------------------------------------------------- Phone List The main ...
0 comments • Last modified on 2 December 2024 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)
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)
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
Projects progress bar v2.1+
The progress bar is a useful feature that can be used to display the current progress of project. Every time a task has been completed and ticked ✓, the progress bar will update team members on how ...
0 comments • Last modified on 15 May 2024 in Projects
Create New Users
Introduction Depending on your license limit, you will be able to add as many users to the Claromentis system as needed. Here we will provide steps on how to add users where you have the option to e...
1 comment • Last modified on 20 August 2024 in People (Staff Directory)
License Requests
This article will cover what you need to include in your license request to get this processed. The license request form is used to apply any updates to your user license. Quote changes will be prov...
0 comments • Last modified on 8 August 2024 in Discover
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)
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
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 comments • 3 people liked this • Last modified on 1 December 2023 in People (Staff Directory)