149 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

Set Up An Approval Process In News

In the News application, administrators can set up an approval process per News channel. The feature allows you to assign select users as News Approvers for each news channel. Other users can submit...

0 comments • Last modified on 1 December 2023 in News

Creating a Knowledge Base article

Introduction Check out our step-by-step guide on how to create a knowledge base article via the Knowledge Base Application. ----------------------------------------------------------------- Adding a...

0 comments • Last modified on 30 November 2023 in Knowledge Base

Qualification codes

Qualification Codes are a feature in the LMS that allows e-learning content (i.e. Courses, Quizzes, and Training Events) to be linked together. These codes assign a unique identifier to each availab...

0 comments • Last modified on 27 November 2023 in Learning & Courses

How to set HR permissions

The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...

0 comments • Last modified on 30 November 2023 in HR

Courses: Front-end overview

Introduction This article will provide an overview of the Courses (e-learning) application that can be found within our main Learning application. We will cover the following areas: Overview of ...

0 comments1 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)

Documents: Creating Links

Document Links can be created across the directory from the front end (by users with 'Edit & Approve' permission) or the admin side (by application administrators of Documents) Links c...

0 comments • Last modified on 10 July 2025 in Documents

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)

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)

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)

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 comments6 people liked this • Last modified on 1 July 2025 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

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: 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)

Driving Engagement with your End-Users (Post Site Launch)

This article is a guide for Intranet Administrators who have recently launched their site, and are considering how best to train and engage their end-users as part of the Claromentis Onboarding proc...

0 comments • Last modified on 5 February 2025 in Onboarding

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)

How to Create a Training Event

In Claromentis, you can easily create an event as part of the Learning curriculum. You can do so by using the Events application and defining it as a 'Training Event'. Some example trainin...

0 comments • Last modified on 14 December 2023 in Learning & Courses

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)

HR tool configuration options

Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...

0 comments • Last modified on 30 November 2023 in HR