138 results found for tag 'user guide'
Change Requests
Your team can raise a change request ticket at any time, here. The change request form is for: Custom work: Any bespoke feature that the Intranet cannot currently do, but you would like it to Techni...
People: My Settings
My settings will allow users to manage and update certain aspects of the system that are more suitable to their preferences. My settings The area can be opened by clicking on the profile picture and...
News Channels and Templates
News articles are posted within Channels. Administrators can create Channels from the admin side of News and give permissions for users across them. This guide will cover the following topics: Creat...
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...
Creating a new local user
User accounts can be created as long as license spaces are available. There are various methods of account creation in Claromentis. This guide will cover the manual creation of a single local accoun...
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...
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: 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 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 ...
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: 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 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...
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 ...
Managing Tags
Tags are a keyword label which can be associated with Intranet content to assist with searching for it. e.g. Documents, News articles, Policies, courses, etc. can all have tags attached to them whic...
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...
1 comment • 1 person liked this • Last modified on 13 April 2022 in InfoCapture
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...
Site Launch TemplatesĀ
This article is a guide for Intranet Administrators who are ready to launch their site to their end-users, and are considering how best to initiate this, as part of the Claromentis Onboarding proces...
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...