149 results found for tag 'user guide'
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...
How to create a Personal or Group Calendar
Introduction Administrators can create group calendars to manage events across the user base. Any user can create personal calendars only they will see on the front end, but there is the option to a...
Infocapture Components
Introduction In this guide, we will give you an overview of all the available InfoCapture components that can be added to your pages. Each component serves a different purpose and will provide diffe...
Bulk User Import and Generate Random Password via Email
This feature is available from Claromentis 8.13.17+. If you are on an older version please request an upgrade here. Overview In this guide, we will outline the process of Importing a CSV file to per...
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...
Create Bookmarks
Bookmarks are a handy tool that can be used to provide quick access to the content inside your intranet or any external resources. In this article, we will cover how you can create, edit, and remove...
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 ...
Document Reports
Document reports can be accessed from the admin side of the application by administrators. There is an option to allow other users to run the reports from the front end who are not administrators. E...
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: 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...
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...
Document Metadata
The Metadata application allows the inclusion of additional fields within other Claromentis applications, such as Documents and News. These fields allow users to submit further information alongside...
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...
Document Preview
Configuration By default, opening a document from the front end of the application will load the preview page. There is a configuration option in Admin > Documents > General Configuration whic...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...
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...
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...