141 results found for tag 'user guide'
License Requests
The license request form is used to change the number of user licenses on your site. Your team can raise a license request at any time here. When purchasing licenses, our accounts team will provide ...
The Statistics application
The Statistics application can be used to obtain a general overview of intranet usage. While there are insights into valuable areas, the metrics on offer are not as sophisticated, customisable or po...
People: Phone List and Contacts
Both the Phone List and Contacts areas are available under the 3-dot menu on the top right when in the People application. Phone List The idea here is to allow any user to export users' contact...
News: Admin overview
The admin side of News (applications > Admin > News) has a variety of configuration options: Channels & Templates Metadata Trash can RSS feeds Application administrators of News can follow...
Events reports
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will either need to be an application administrator o...
People: Admin overview
People administrators on your site can manage all user profiles from the admin side of the People application. As People administrators can see all user information and make edits to this, they shou...
InfoCapture SLAs
The SLA system makes use of 'Traffic Lights'. Consider traffic lights to be similar to the 'status' of a form, but a label which is only ever controlled automatically. An SLA is ...
Document Preview
Configuration By default, opening a document from the front end of the application will load the preview page, as long as the file type is specified in its title in Claromentis. There is a configura...
InfoCapture: Automatic Changes
(Automatic changes were previously called 'Dynamic Field Changes' in pre-v8 Claromentis versions) Automatic changes use triggers to change the value of a field in a form. The most common u...
Infocapture: Field Visibility
Field Visibility sets are for controlling when parts of your form should show and hide, and when they are editable. Different rules can be set per project role. This is achieved by grouping the fiel...
Infocapture: Triggers
Triggers are similar to field condition sets in that they are denoting conditions under which something should behave in a specific way. The difference is that triggers may be transitional states. D...
Infocapture Statuses
While some InfoCapture projects' purposes are just for data collection, others may have a more comprehensive workflow to adhere to and in InfoCapture statuses define the stages tickets will mov...
InfoCapture Project Permissions
Project Roles Head to Admin > Infocapture > Your Project > Project Permissions > Project Roles Project roles are the collections of users who have the same level of rights across the pro...
Courses: Front-end overview
The front-end of Courses can be accessed in two ways. The pathway available will depend on which icons your team have decided to make visible to users in their application lists. 1. Applications >...
InfoCapture Workflow
The workflow section of a form is completely optional. It can be used to restrict who is able to change the status, what they are allowed to change it to and at what point during the lifecycle of an...
Qualification codes
Qualification codes are attributed to content that you wish to use as steps in a Learning Path. This guide will detail how to create, edit and manage the codes. -------------------------------------...
InfoCapture: Creating notifications
Emails can be sent from a form by combining triggers with email templates to make notification rules. These can be configured to be sent to: Project Roles, i.e. all users within a Project Role The S...
How to add a day type in Holiday Planner
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 > Holidays Fr...
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
Creating Extranets Overview
The user permission group 'All registered' will include extranet users once they are created. Therefore any content across your site using 'All registered' will need to be altere...