145 results found for tag 'user guide'
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
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
Admin: Setting system administrators (Sysadmins) and application administrators
The article will guide you on setting up System Administrators. As a sysadmin, you will be able to set up other system & application administrators. We will cover the following topics: How to as...
0 comments • 1 person liked this • Last modified on 19 September 2023 in System Admin
How to receive notifications as a digest
Introduction The digest feature is a useful tool that will combine all notifications triggered for an application into one list and send one notification about this, rather than sending each individ...
0 comments • Last modified on 28 February 2024 in Communication
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
Policy Asset Types
Introduction In Claromentis, there are several methods to get a policy onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types for certa...
0 comments • Last modified on 1 December 2023 in Policy Manager
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 create an event
Introduction This guide shows you how to create social events in the Events application. With the correct permissions that have been configured from the admin side of the Events application, you wil...
0 comments • Last modified on 14 December 2023 in Events
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
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...
0 comments • Last modified on 30 November 2023 in HR
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
Learning Paths Overview
This guide will provide an overview of the Learning Paths feature in the Learning application. Learning Paths allow you to use content-focused aspects such as Courses, Events, and Quizzes, by linkin...
0 comments • Last modified on 1 December 2023 in Learning & Courses
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
Courses: Admin Overview
Introduction The guide will provide an overview of the admin area of the Courses (e-learning) application. We will go through the following configuration options: Admin Permissions Course Permission...
0 comments • Last modified on 1 December 2023 in Learning & Courses
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 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...
0 comments • Last modified on 1 December 2023 in Learning & Courses
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
Creating a Knowledge Base article
Introduction Check out our step-by-step guide on how to create a knowledge base article via the Knowledge Base Application. ----------------------------------------------------------------- Adding a...
0 comments • Last modified on 30 November 2023 in Knowledge Base
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
Handover guidance for changes to your Intranet management team
Overview Working landscapes are dynamic and the members of your intranet management team are likely to change over time. New personnel will need to be trained to manage your site and any individual(...
0 comments • 3 people liked this • Last modified on 30 November 2023 in Onboarding