141 results found for tag 'user guide'
Driving Engagement with your End-Users (Post Site Launch)

This article is a guide for Intranet Administrators who have recently launched their site, and are considering how best to train and engage their end-users as part of the Claromentis Onboarding proc...

0 comments • Last modified on 5 February 2025 in Onboarding

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...

0 comments • Last modified on 6 November 2025 in Documents

Set Up An Approval Process In News

In the News application, administrators can set up an approval process per News channel. The feature allows you to assign select users as News Approvers for each news channel. Other users can submit...

0 comments • Last modified on 1 December 2023 in News

Discuss: Front-end overview

The Discuss application is a great tool for team and company collaboration. Admins can create discussion topics that are public or private for selected individuals or teams where conversation whethe...

0 comments • Last modified on 6 November 2025 in Discuss

Knowledge Base Questions

Overview Knowledge Base can be used for questions and sharing information in a similar way to the articles. Topics covered: Toggle Questions & Permissions Asking a question Questions area per ca...

0 comments • Last modified on 30 November 2023 in Knowledge Base

Qualification codes

Qualification Codes are a feature in the LMS that allows e-learning content (i.e. Courses, Quizzes, and Training Events) to be linked together. These codes assign a unique identifier to each availab...

0 comments • Last modified on 27 November 2023 in Learning & Courses

People: Phone List and Contacts

Introduction In this article, we will introduce the Phone List and Contacts features in the People application. ----------------------------------------------------------------- Phone List The main ...

0 comments • Last modified on 2 December 2024 in People (Staff Directory)

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...

0 comments • Last modified on 1 December 2023 in Learning & Courses

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: 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 ...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

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...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

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...

0 comments • Last modified on 22 May 2019 in People (Staff Directory)

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 6 November 2025 in Beginner Guides

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...

0 comments • Last modified on 12 November 2025 in Extranets

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)

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...

0 comments3 people liked this • Last modified on 12 November 2025 in People (Staff Directory)

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...

5 comments • Last modified on 6 November 2025 in Beginner Guides

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...

0 comments • Last modified on 23 February 2024 in Learning & Courses

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 ...

0 comments2 people liked this • Last modified on 6 November 2025 in Beginner Guides

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