141 results found for tag 'user guide'
InfoCapture scenario: Creating additional notification recipients
Introduction In our Discover tickets, you may have noticed the Additional Notification Recipients fields where additional users can be notified about a ticket via email. The Additional Notification ...
0 comments • Last modified on 7 December 2023 in InfoCapture
Infocapture Like button
Module description This module provides an admin panel which lists the InfoCapture projects in the system. When an admin selects one or more of these projects, and saves the config, those projects w...
0 comments • Last modified on 2 November 2022 in Marketplace & Custom
System Language
Overview In Claromentis, the language settings determine which language the system displays across all applications. Each user can manage and configure their language settings via 'My settings&...
0 comments • 1 person liked this • Last modified on 6 December 2023 in System Admin
Learning asset types
Introduction In Claromentis, there are several methods to get E-Learning content onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types...
0 comments • 2 people liked this • Last modified on 1 December 2023 in Learning & Courses
InfoCapture Scenario: Making fields appear
Introduction In this article, we will provide an understanding of creating field visibility in a practical form building sense. For this scenario, we will be making a drop-down field enable a text f...
0 comments • Last modified on 7 December 2023 in InfoCapture
Learning: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Learning application The Learning application Admin panel has a variety of configuration options which can be fou...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
Add New Users
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction Depending on your license limit, you will be able to add...
1 comment • Last modified on 1 December 2023 in People (Staff Directory)
Projects: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Projects application. As an admin, this is a great place to start to ensure that you and the team have appropriat...
0 comments • Last modified on 6 December 2023 in Projects
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
0 comments • Last modified on 13 May 2022 in People (Staff Directory)
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...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Password Policy
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This video aims to show the password policy on the admin sid...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
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...
2 comments • 6 people liked this • Last modified on 1 December 2023 in Pages
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...
0 comments • Last modified on 21 June 2023 in Beginner Guides
How to Create Company Links
Overview The video will cover how to set up your company links list, including permissions and adding new links. This is done in a similar way to the applications menu set up. Company links are acce...
0 comments • Last modified on 1 December 2023 in Menu Builder
People: Phone List and Contacts
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, we will introduce the Phone List and Co...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Buttons FAQ's
How do I link to external sites using Buttons? For any external link ensure the absolute URL is correctly entered for the Button: Including the domain name ensures the full pathway is given and will...
0 comments • Last modified on 12 June 2024 in Buttons
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 1 December 2023 in People (Staff Directory)
Deleting a News Article
We will cover how articles can be deleted and recovered using the trash can feature in the News application. Deletion can be carried out from both the front-end and the back end of the system. Delet...
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...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
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 1 December 2023 in Policy Manager