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. --------...
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...
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...
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...
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...
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 ...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...