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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
  • Workflows
  • Users
  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
  • Glossary

Iristrace Help Desk

Lasts Docs

  • Connecting from Azure Synapse via local connection
  • How to View Checklists in the Kanban View
  • Checklist Access Control: Restrict Checklist Visibility by User and Template
  • How to configure the visibility of a category of questions in a checklist based on its status
  • Connecting MariaDB to SAP Datasphere

Checklists

  • How to answer a checklist without connectivity (offline mode)
  • How to create and answer a checklist from the web version of Iristrace
  • How to browse checklists in web version
  • What additional options are available to the user when answering a checklist?
  • How to assign a checklist to a user

Dashboard

  • How to create a dashboard

Data download

  • How to download an Excel file of incidents

Departments

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

First steps

  • Accessing Iristrace on mobile
  • Iristrace Menu Interface
  • Changing the language of your account in Iristrace
  • Accessing Iristrace’s web/desktop platform
  • Creating and answering a checklist in the web version of Iristrace

Integrations & BI

  • Intermediate Database Iristrace
  • Data model
  • Connecting MariaDB with Microsoft Power BI
  • Direct connection to MySQL Workbench
  • ODBC data source

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

Recommendations for use

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

Reports

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

Templates

  • How to examine the metadata in your templates
  • What additional options can be configured in questions Excerpt
  • What types of questions can be configured
  • How to configure default responses
  • How to create default responses and reuse response structures

Users

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

Workflows

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