138 results found for tag 'user guide'
Create a New Org Chart
Before creating an Org Chart, ensure the manager and direct report fields have been filled out for all users. This can be carried out manually by People administrators or through a sync (if one is s...
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...
People: Roles & Groups
What are Roles and Groups? Roles & Groups are the way we organise and differentiate users in Claromentis, and they are managed in the People application. Creating these sets of users allows us t...
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. -------------------------...
Documents: How to monitor files & folders
Users can monitor folders or files on the front end of the Document application. This means notifications will be sent if new files are added, updated, or deleted from it. Users will only be able to...
Category Experts
A Category Expert is a user with specialised knowledge in a particular category of the Knowledge Base application. In Claromentis, a Category Expert can endorse articles and answer category question...
Subscribing to Knowledge base
The Subscribe feature allows users to follow and keep up-to-date with any Knowledge base category or guides they have permission to. A notification will be generated to a Knowledge base subscriber a...
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 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 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: 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 ...
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...
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...
Creating a News Article
Users need 'Add & edit' and 'publish' permissions for a News channel to be able to add articles to it. News application administrators can ensure all users who should be able...
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...
1 comment • 1 person liked this • Last modified on 13 April 2022 in InfoCapture
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 ...
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...
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...