144 results found for tag 'user guide'
How the 'Open Items' Component Works
Introduction The Open Items component generates a list of InfoCapture tickets that require action, defined as 'In Progress'. This can be set by administrators to populate with tickets from...
0 comments • Last modified on 7 December 2023 in InfoCapture
Your Inbox
Requirements This user guide is for anyone on Claromentis 8.2+ Overview This is a simple user guide on how to easily navigate around your inbox. The communication application allows users to send me...
0 comments • Last modified on 30 November 2023 in Communication
Introduction to the Documents Application
What is the Documents application? A folder directory structure is the organisation of an operating system's files and how this is displayed to a user. Files are typically laid out in a hierarc...
0 comments • 1 person liked this • Last modified on 19 December 2023 in Documents
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...
4 comments • Last modified on 30 November 2023 in Beginner Guides
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...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Policy Manager
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 comments • 2 people liked this • Last modified on 30 November 2023 in Beginner Guides
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...
0 comments • Last modified on 14 December 2023 in Learning & Courses
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...
0 comments • 1 person liked this • Last modified on 21 June 2023 in Beginner Guides
How to set HR permissions
The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...
0 comments • Last modified on 30 November 2023 in HR
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 15 March 2024 in Beginner Guides
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...
0 comments • Last modified on 30 November 2023 in HR
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...
0 comments • Last modified on 21 June 2023 in Beginner Guides
RSS Feature Overview
Introduction Claromentis offers an RSS Reader component that you can use on a page of your intranet. Any RSS feed made available by resources online can be used. ------------------------------------...
2 comments • Last modified on 1 December 2023 in Components
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...
0 comments • 1 person liked this • Last modified on 21 June 2023 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 SLAs
The SLA system makes use of 'Traffic Lights'. Consider traffic lights to be similar to the 'status' of a form, but one which is only ever controlled automatically. An SLA is used...
0 comments • Last modified on 21 June 2023 in Beginner Guides
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
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...
0 comments • Last modified on 31 October 2023 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
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...
0 comments • Last modified on 22 February 2024 in Beginner Guides