144 results found for tag 'user guide'
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
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)
Setting up a Project
Article related to Projects version 2.0+ This article will cover the new features in Project 2.0 showcasing how to set up your project from the front-end, including how to define your team members a...
0 comments • Last modified on 6 December 2023 in Projects
People: General Configuration
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction General configuration allows you to make changes to the ...
0 comments • Last modified on 10 January 2024 in People (Staff Directory)
HR notification settings and reminders
Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...
0 comments • Last modified on 30 November 2023 in HR
People: Admin overview
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, you will be given an overview of the ad...
0 comments • Last modified on 4 July 2023 in People (Staff Directory)
Courses: Front-end overview
Introduction This article will provide an overview of the Courses (e-learning) application that can be found within our main Learning application. We will cover the following areas: Overview of ...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
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)
InfoCapture scenario: Auto-populate metadata to IC tickets
Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...
0 comments • 1 person liked this • Last modified on 8 March 2024 in Advanced Guides
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...
0 comments • Last modified on 28 September 2021 in People (Staff Directory)
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
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...
0 comments • Last modified on 7 December 2023 in People (Staff Directory)
The Main Menu
Overview The video above will cover how to set up your main menu bar, including permissions and managing links. The admin side & main menu permissions 1. Navigate to Admin > Menu Builder. 2. ...
0 comments • Last modified on 1 December 2023 in Menu Builder
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)
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 to selected individuals and teams that can all be shared al...
0 comments • Last modified on 28 November 2023 in Discuss
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)
Infocapture webinar part 3
This is the 3rd webinar in our Infocapture series.
0 comments • 1 person liked this • Last modified on 30 November 2023 in IC webinars
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)
News: Front-end overview
Introduction The News application allows users to follow and keep up-to-date with any news channels and articles made by content creators. We will cover the following areas: Overview of News applica...
2 comments • Last modified on 16 November 2023 in News
Edit The Application Menu
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In Claromentis, the Application menu defines the main areas/...
0 comments • Last modified on 26 February 2024 in Menu Builder