138 results found for tag 'user guide'
Knowledge Base Questions
Overview Knowledge Base can be used for questions and sharing information in a similar way to the articles. Topics covered: Toggle Questions & Permissions Asking a question Questions area per ca...
0 comments • Last modified on 21 June 2022 in Knowledge Base
How to set HR permissions
Overview 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 cove...
0 comments • Last modified on 27 July 2021 in HR
RSS feature overview
Introduction Claromentis offers an RSS Reader component that you can use on a page of your intranet. Any RSS feed made available by resources online can be used. ------------------------------------...
0 comments • Last modified on 1 September 2021 in Admin & General
How the 'Open Items' Component Works
Introduction The Open Items component generates a list of InfoCapture tickets that require action, defined as 'In Progress'. This can be set by administrators to populate with tickets from...
0 comments • Last modified on 16 March 2021 in InfoCapture
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 8 July 2021 in Policy Manager
Extranets FAQ's
Our article Creating Extranets goes over this process in detail I don't have the option to create an Extranet? Your site needs to have extranet user licenses available before an Extranet can be...
0 comments • Last modified on 8 November 2022 in Extranets
Creating a holiday request
Overview In this article we will cover the following: How to request a holiday How to view your booked holiday & requests How to cancel a holiday This may be a useful article to share with your ...
2 comments • Last modified on 2 November 2022 in Holiday Planner
Creating a blog channel
Introduction With the Blog application, you can create different channels to help organise your blogs and helps users find the information they want along with: Assigning posts to specific groups Al...
0 comments • Last modified on 14 October 2022 in Blogs
Customisation: Thank You Page
Introduction A "Thank You" page can be created to display to users after they have submitted an InfoCapture issue. By default, if no "Thank You" page has been setup, the user wil...
0 comments • Last modified on 13 August 2018 in Beginner Guides
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 5 May 2022 in Holiday Planner
Creating a post in blog
Introduction The Blog application is a versatile tool that will allow users to communicate and share the most-to-date news, opinions, and links to various articles etc. Once a blog channel has been ...
5 comments • Last modified on 14 October 2022 in Blogs
Synchronising a Page to the Main Menu
This article is in referecne to a legacy application 'Publish' and is only valid on Claromentis 8.1 and below. The Claromentis menu builder application facilitiates the creation of a dynam...
0 comments • Last modified on 17 September 2019 in Menu Builder
How to create calendars
Introduction Different types of calendars can be created, including Personal calendars and Group calendars, to enable the management of events and sharing of information. ---------------------------...
0 comments • Last modified on 25 November 2021 in Calendar
Adding a Search Recommendation
Introduction Creating search recommendations help users to find content within the intranet. You are able to set up key phrases and words that, when users type these in, will return certain content....
0 comments • 1 person liked this • Last modified on 21 October 2021 in Searching
Metadata overview
Introduction Access the Metadata application by heading to Applications > Admin > Metadata. Metadata can be used to provide additional information and/or supporting information about content t...
0 comments • Last modified on 9 May 2022 in Admin & General
How to edit the homepage
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview We will cover how to edit the homepage using the Pages appli...
2 comments • 6 people liked this • Last modified on 24 November 2022 in Pages
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 12 March 2021 in People (Staff Directory)
Splashtop Installation Guide
Introduction This guide will explain the steps for the installation and configuration of the Splashtop Streamer. This software will allow Claromentis Technicians to connect to your system, these ses...
0 comments • 1 person liked this • Last modified on 25 May 2022 in Technical Documentation
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 12 March 2021 in People (Staff Directory)