Iristrace Help Desk

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