148 results found for tag 'user guide'
Updating Menu Links
This article covers how to update the items or links within your menu bar. This may be because a new page has been created to replace an old one or because a new drop-down item is required. --------...
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 ...
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...
HR tool configuration options
Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...
Course and Module Activity Reports
Overview In this article, you will be given an overview of the standard reports found in the Courses (e-learning) application. There are two different types of pre-made reports: Course activity repo...
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...
How to Create a Training Event
In Claromentis, you can easily create an event as part of the Learning curriculum. You can do so by using the Events application and defining it as a 'Training Event'. Some example trainin...
Power users
The article aims to show the Power Users feature in the People application. This feature will allow you to give certain users access to the People Admin panel on a more restrictive level. The inform...
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 ...
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...
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...
People: Adding a new profile field
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In this article, we will look at creating a new field or met...
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...
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...
Projects progress bar v2.1+
The progress bar is a useful feature that can be used to display the current progress of project. Every time a task has been completed and ticked ✓, the progress bar will update team members on how ...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
License Requests
This article will cover what you need to include in your license request to get this processed. The license request form is used to apply any updates to your user license. Quote changes will be prov...
People List
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...
Renewing Policies
Overview When policies are close to expiring, you’ll need to renew them so they are up-to-date. In this article, we will provide you with the best way to go about renewing your annual policies while...
Create New Users
Introduction Depending on your license limit, you will be able to add as many users to the Claromentis system as needed. Here we will provide steps on how to add users where you have the option to e...
