140 results found for tag 'user guide'
Introduction to the Documents Application
A folder directory structure is the organisation of an operating system's files and how this is displayed to a user. Files are typically laid out in a hierarchical structure. In Claromentis the...
Discuss FAQ's
Can an unwanted post in a Discussion be deleted? Yes, posts and replies can be deleted by: - The 'admin' permission per Topic as set on the front end by a user with edit rights (Topic >...
Running an Intranet Soft Launch
This article is a guide for Intranet Administrators who are looking to conduct a soft-launch of their site to their end-users as part of the Claromentis Onboarding process. -------------------------...
CSV: Updating user profile fields
In this guide, we will outline the process of exporting & updating profile fields by importing a CSV file in the People application. Using this method will update any profile field you require a...
Change Requests
This guide will cover the purpose of our change request and the information you will need to provide. The change request form is for: Custom work: This relates to any custom work you would like deve...
Learning Paths Overview
This guide will provide an overview of the Learning Paths feature in the Learning application. Learning Paths allow you to use content-focused aspects such as Courses, Events, and Quizzes, by linkin...
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...
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 ...
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...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
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...
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...
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...
Events: Admin overview
Application administrators of the Events application can access Applications > Admin > Events to configure its properties. Permissions & Settings Assign certain Users/Roles/Groups to the p...
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...
Password Policy
People application administrators can set a password policy that applies to all passwords created for local accounts. (Synced or SSO accounts have their passwords controlled externally and not in Cl...
Infocapture: Edit project properties
Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...
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...
Infocapture: Creating a new form
First create a new project From Admin > Infocapture a new project can be created (in which your form will reside in) Follow the guide here to fill out all the necessary information to create the ...