145 results found for tag 'user guide'
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 scenario: Creating time-based triggers
Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Learning: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Learning application The Learning application Admin panel has a variety of configuration options which can be fou...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
System Language
Overview In Claromentis, the language settings determine which language the system displays across all applications. Each user can manage and configure their language settings via 'My settings&...
0 comments • 1 person liked this • Last modified on 6 December 2023 in System Admin
Deleting a News Article
We will cover how articles can be deleted and recovered using the trash can feature in the News application. Deletion can be carried out from both the front-end and the back end of the system. Delet...
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
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)
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...
2 comments • 6 people liked this • Last modified on 1 December 2023 in Pages
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)
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 21 June 2023 in Beginner Guides
Creating Search Recommendations
Introduction Creating search recommendations help users to find content within the intranet. You are able to set up key phrases and words that, when users type these in, will return certain content....
0 comments • 1 person liked this • Last modified on 6 December 2023 in Search
How to create a Personal or Group Calendar
Introduction Different types of calendars can be created, including Personal calendars and Group calendars, to enable the management of events and sharing of information. ---------------------------...
0 comments • Last modified on 30 November 2023 in Calendar
Submitting holiday request on behalf of user
A Holiday Manager has the ability to submit holiday request on behalf of another user within the Holiday group. A substitute manager also can submit a holiday request on a user’s behalf. For more in...
0 comments • Last modified on 30 November 2023 in Holiday Planner
People: Phone List and Contacts
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, we will introduce the Phone List and Co...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
How to Create Company Links
Overview The video will cover how to set up your company links list, including permissions and adding new links. This is done in a similar way to the applications menu set up. Company links are acce...
0 comments • Last modified on 1 December 2023 in Menu Builder
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)
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
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)
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