E-form Processing InfoCapture Software

Information Software Wide Range of Form Fields

A wide range of field types allows you to create e-forms to hold any information that is required within the business process.

Field types available within e-forms created by the Claromentis InfoCapture tool are as follows:

• Short, medium, long string - Enables single line text entry
• Short, medium, long text - Enables multiple line text entry
• Checkbox - Displays "checked" or "un-checked" values
• Radio button - Forces the user to select one of multiple values by clicking on the button next to it
• Select field - Forces the user to select only one of multiple values by clicking on a drop-down list
• Multiple select - Allows the user to select multiple values from a drop-down list
• Date - Users can select a date from either drop-down values or a calendar
• Label - Allows the user to add a label to the form
• User list - Select a name from an automatically updated list of system users
• Document - Select a document from within the Claromentis Framework and attach it to an e-form
• Picklist - Displays response options in a separate pop-up window

Each field is configurable so you can define the way it should be displayed, any constraints that should be applied, and the way it should react if changed.

Rules to Ensure Automated Information Data Quality

For each field, constraints and default values can be defined to ensure that the information collected is correct and valid for the business process, as well as reducing the time required for completion.

Field constrains

Field constraints restrict numerical fields so that only values within an allowed range are accepted, ensuring compliance with the business process.

Select and multiple select fields

Select and multiple select fields force respondents to select from a list of pre-defined values. As well as saving time, this ensures accuracy and consistency, making it more straightforward to search and report on specific values.

Default values - Eform Processing

Default values can be configured to populate fields automatically. As well as ensuring consistency and accuracy, this saves time as it removes the requirement to re-enter duplicate information or populate standard values.

Ready-to-use Information templates

Access ready-to-use templates supporting helpdesk, change management, purchase order and new hire processes, as part of a Claromentis Process Manager software solution.

Integration with Information Business Software E-Forms Applications

The Claromentis InfoCapture tool integrates with other Claromentis business applications to support truly collaborative working processes.

By configuring e-forms to transfer information to the holiday planner or calendar within the Claromentis Portal environment, or populate data fields within the Claromentis Sales Manager application, for example, organizations can dramatically improve process efficiency and increase productivity.

This bespoke configuration is offered within Claromentis Process Manager solutions.

Notifications

E-forms Configurations

Notifications can be defined individually to cover every event within the workflow of each project. Default template configurations can be easily customized, allowing you to tailor notifications to suit your requirements and send them to the people who need them. Triggers can be configured manually or automatically to send notifications at critical stages in your business processes.

Processing Software Templates

Notification templates can be set up in plain text format or HTML - enabling you to add graphics and dynamic layouts to your email notifications. In addition, you can opt for data entered into any field within the form to be inserted automatically into the email notification.

Scheduling

Web page content can be scheduled for publishing and expiry at set times. This feature is particularly useful for time-sensitive company announcements or sales promotions.

Reporting

Robust reporting tools enable publishers to find out key website traffic statistics, as well as identifying which pages have not been updated within a set time period.

Other Info Capture Features

Support for Plug-ins: Custom Development

Written in PHP code, plug-ins further extend your ability to create and manipulate e-forms using the Claromentis InfoCapture application.

We offer a bespoke plug-in writing service, ensuring that the end solution fits your business requirements exactly. In addition, a plug-in developer guide will be available shortly, enabling PHP programmers within your organisation to create and manipulate plug-ins as and when you require them - without input from Claromentis.

Tailored Information: It's There When You Need It

Using Claromentis InfoCapture, administrators can ensure that, once data has been captured using an e-form, the information is copied to relevant departments as appropriate. A separate notification template can be created for each relevant department or individual, ensuring that they are only sent the information that is relevant to their involvement in the business process.

As well as providing each department with the information it requires, this also saves time as the respondent only needs to submit information once, instead of filling out multiple forms.

Helpdesk Functionality

Maintain service level agreements in accordance with ITIL helpdesk standards. Customizable notifications and colour-coded status reports enable efficient enquiry management.

History Tracking

Tracking which users have completed which sections of an e-form - and when - is crucial to fulfilling today's demanding audit standards. The Claromentis InfoCapture application records this information so that people with the relevant permissions can access it for audit purposes.

Reporting: Filtering Tools

Using a sophisticated reporting tool within the Claromentis InfoCapture application, you can filter and report on any business process, according to your specific requirements. We understand that each business process is different, so the reporting tool has been created to offer complete flexibility to report on the values within the form that are important to you.