140 results found for tag 'user guide'
Onboarding FAQs - Stage 1: Kick Off
Introduction Welcome to the onboarding FAQs for Claromentis. These FAQs are designed specifically for customers who are currently going through onboarding or about to begin the process. The series w...
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...
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...
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: Admin Overview
Events Application administrators can access Applications > Admin > Events to configure its properties. Permissions & Settings Assign certain Users, Roles, or Groups to the permissions you...
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...
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 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...
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...
Learning Paths Overview
Learning paths offer a way to link various courses, quizzes, or events to create an e-learning journey with an overall completion by using qualification codes. This is an optional feature, as users ...
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...
Holiday Planner: Actioning bookings as a manager
The Manager of a holiday group will be notified of any bookings created by users within the group that require approval to be granted. If the manager themselves is absent, the system will instead no...
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...
Embed Social Media on Pages
Displaying social media feeds or posts on Intranet Pages can make your site feel more familiar and current to your user base. It can also enhance user engagement, extend reach and drive traffic to y...
InfoCapture List Options
This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...