Iristrace Help Desk

First steps

• Add Additional Company Contact Fields
• Accessing Iristrace’s web/desktop platform
• Accessing Iristrace on mobile
• Customizing Iristrace with your corporate image or logo
• Customize your Iristrace environment

Checklists

• How to View Checklists in the Kanban View
• Creating and answering a checklist in the web version of Iristrace
• How to answer a checklist from the Iristrace mobile app
• How to create and answer a checklist from the web version of Iristrace
• What additional options are available to the user when answering a checklist?

Templates

• How to configure the visibility of a category of questions in a checklist based on its status
• Archive Templates
• How to create templates in Iristrace
• What types of questions can be configured
• What additional options can be configured in questions Excerpt

Workflows

• How to create a Workflow to send notifications by email
• How to create a Workflow to create checklists

Users

• Checklist Access Control: Restrict Checklist Visibility by User and Template
• “View Users” Permission
• How to create a user
• Managing Custom Permissions
• How to mass customize user permissions

Departments

• How to create a department
• What are departments in Iristrace
• How to create subdivisions
• How to assign users to departments
• How to customize the title “Departments”.

Reports

• Exporting a report in Word format
• How to customize PDF reports

Notifications

• Creating a Notification Based on an Automatic Event
• How to Generate a Notification According to a Time Periodicity
• How to set up an automatic instant message (notifications)
• How to download the requested reports

Data download

• How to download an Excel file of incidents

Dashboard

• How to create a dashboard

Recommendations for use

• How to solve the most common web application stability issues
• How to solve the most common problems with Iristrace access
• How to resolve text mismatches in the calendar

Integrations & BI

• Intermediate Database Iristrace
• Data model
• Connecting MariaDB with Microsoft Power BI
• Conectar MariaDB con JDBC
• ODBC data source