144 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
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 comments • 2 people liked this • Last modified on 1 December 2023 in Learning & Courses
How to add a day type in Holiday Planner
Introduction Within the Holiday Planner application, you are able to add and edit day types. This allows you to configure what requests users can make. Adding a Day You will need to go to: Admin >...
0 comments • Last modified on 30 November 2023 in Holiday Planner
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
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)
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: 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)
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)
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)
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
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)
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: 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)
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 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)
