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First steps

8
  • 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
  • Changing the language of your account in Iristrace
  • Iristrace Menu Interface
  • Creating and answering a checklist in the web version of Iristrace

New to Iristrace

5
  • Stay up to date with Announcements
  • Understanding the New Iristrace Interface and Template Versioning
  • New Features in the Template Question Editor
  • Answering Tables in the Web-App
  • New Account Settings in Iristrace

Checklists

16
  • 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?
  • How to answer a checklist without connectivity (offline mode)
  • How to browse checklists in web version
  • How to filter the list of checklists in the web version
  • How to create an action plan in a checklist
  • How to set up a dynamic title per checklist
  • How to mass import checklists into Iristrace
  • How to manage incidents recorded in Iristrace
  • How to download an Excel file of incidents
  • Create and download checklist reports
  • How to assign a checklist to a user
  • How to change the department of a checklists

Templates

17
  • 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
  • How to create default responses and reuse response structures
  • How to configure default responses
  • How to create statuses and status groups
  • How to create templates for action plans
  • How to examine the metadata in your templates
  • What are the additional functionalities of the templates?
  • How to customize a template
  • How to set basic scoring in templates
  • How to set up conditional questions
  • How to set up an advanced scorecard
  • How to Create a Random Question Template
  • How to set score thresholds for multiple choice questions

Workflows

2
  • How to create a Workflow to send notifications by email
  • How to create a Workflow to create checklists

Users

5
  • 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

5
  • 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

2
  • Exporting a report in Word format
  • How to customize PDF reports

Notifications

4
  • 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

1
  • How to download an Excel file of incidents

Dashboard

1
  • How to create a dashboard

Recommendations for use

4
  • 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

11
  • Intermediate Database Iristrace
  • Data model
  • Connecting MariaDB with Microsoft Power BI
  • Conectar MariaDB con JDBC
  • ODBC data source
  • Connecting MariaDB with Google Looker Studio
  • Direct connection to MySQL Workbench
  • Connecting MariaDB to SAP Datasphere
  • Connection between MariaDB and Tableau
  • Connecting from Azure Synapse via local connection
mobile

Mobile App

24
  • Notifications
    • Notifications
  • Getting Started
    • Stay up to date with Announcements
    • Iristrace in a nutshell
    • Introduction to Iristrace basics
    • How to create a checklist
  • Answering checklists
    • Introduction
    • Question types
    • Question contents
    • Tables
    • Checklist options
  • Finding and managing checklists
    • List view of checklists
    • Checklist Actions
    • Basic checklist filters
    • Checklist preview and data
  • Offline
    • Using Mobile Offline Mode
  • Settings
    • Profile and account
    • App preferences
View Categories
  • Inicio
  • Iristrace Help Desk
  • Mobile App
  • Getting Started
  • Stay up to date with Announcements

Stay up to date with Announcements

The Announcements feature lets you broadcast important messages, updates, and media directly to users on the Iristrace mobile app. Post creators can target specific departments or individual users, attach images and documents, and track responses through a built-in reactions system. Posts appear in a dedicated timeline on the mobile home screen, making them easy to find and hard to miss.

This guide covers how to configure the feature as an administrator and how to use it as a mobile app user.

Table of Contents #

  1. Administrator Setup
  2. Accessing Announcements
  3. Creating a Post
  4. The Announcements Timeline
  5. Viewing a Post in Detail
  6. Reactions
  7. Reminders
  8. Managing Posts

Administrator Setup #

Before users can create or receive posts on the mobile app, an administrator must enable the feature and designate which users are allowed to create posts.

Enabling the Announcements Feature #

  1. In the web admin, click your profile icon to open the admin panel.
  2. Navigate to Mobile → General.
  3. Check the Enable Announcements feature toggle.

Once enabled, the Announcements section will appear on the home screen of the mobile app for all users in your organization. All users can view and react to posts — no additional configuration is needed for recipients.

Designating Post Creators #

By default, only administrators can create posts. If you want other users to be able to create posts, you must add them to the “Users who can create posts” list, which appears directly below the enable toggle.

  1. Click + Add Users.
  2. Search for the user by name or email. You can filter by Role or Tags to narrow the list.
  3. Select the user(s) you want to grant post creation rights to.
  4. Click Save.

The list displays a counter (e.g., “1 users can post”) and shows all designated post creators with their name and email.

View Users Permission Requirement #

Post creators must have the View Users permission in order to select recipients and track reactions. If you add a user to the create posts list who does not yet have this permission, a warning will appear:

“This user needs View Users permission to select recipients.”

You can click Grant Permission directly from this screen to resolve it, or click Cancel / Remove if you want to handle it differently.

Who Can a Post Creator Target? #

A post creator can only target users who share at least one department with them. For example, if Guillaume belongs to Department 1 and Department 2, he can target any user who is also assigned to Department 1, Department 2, or both. He cannot target Erik if Erik only belongs to Department 3.

Administrators are the exception — they have full visibility and can target any user across all departments.

Note: Administrators automatically have full access to all posts, including the ability to view, manage, delete, and send reminders for any post, regardless of whether they are a recipient or the post creator.

Accessing Announcements #

The Announcements section is accessible directly from the mobile app home screen.

  1. On the Home screen, look for the Announcements row at the top. It displays the number of posts that require your attention (e.g., “6 posts require attention”).
  2. Tap the Announcements row or the arrow to open the timeline.

The counter on the home screen reflects the number of posts that are either new and unread, or still require a reaction from you. Once you have fulfilled the required reactions on a post, the counter decreases accordingly.

Creating a Post #

Users with post creation rights can compose new posts from within the Announcements timeline.

  1. Open the Announcements timeline from the home screen.
  2. Tap the + Post button.

Step 1: Select Recipients #

The first section of the Create Post screen is the “To:” field. Tap the arrow button to open the recipient selection flow.

Building Your Recipient List #

The picker opens with a department list showing the departments you belong to. Selecting a department adds all users within that department to the recipient list.

  • You can select multiple departments.
  • Departments with subdepartments can be expanded using the arrow icon.
  • Select all users — Adds every user across all of your departments.
  • Select users directly — Skips department selection and lets you pick individual recipients.

Reviewing and Confirming Recipients #

From the Select Recipients screen, you can:

  • Search for specific users.
  • Remove users by tapping the (-) button.
  • Add individual users by tapping the (+) button.
  • See the Total count of selected recipients at the bottom.

Tap Confirm selection to return to the Create Post screen.

Step 2: Compose Your Message #

Title (optional) #

Tap Add title (optional) to add a bold headline to your post.

Message Body #

Write your message in the text editor. A rich text toolbar is available with:

  • Bold, Italic, and Underline formatting
  • Numbered and bulleted lists
  • Hyperlinks

Step 3: Add Attachments #

Media (Images and Photos) #

Tap Add media to attach images.

  • The first image is automatically used as the cover image.
  • Hold and drag images to reorder them.
  • A “Cover” badge is displayed on the first image.

Documents (Files) #

Tap Add documents to attach PDFs, spreadsheets, or Word documents for recipients to download.

Step 4: Configure Reactions #

Choose which reactions are available at the bottom of the Create Post screen:

  • Acknowledged (Thumbs up)
  • Resolved (Checkmark)
  • Unable (Bypass option)

Setting Reaction Requirements #

  • Tap once: Reaction is allowed (optional).
  • Tap twice: Reaction is required (highlights the post for the user).
  • Unable: This serves as a bypass for required reactions.

The Announcements Timeline #

Posts are displayed in reverse chronological order. Each card shows:

  • Sender info and timestamp.
  • Title and message preview.
  • Cover image and attachment indicators.
  • Direct reaction buttons.

Visual Indicators (Urgency) #

  • Theme Color Border (e.g., Blue): Unfulfilled required reaction.
  • Alert Color Border (e.g., Pink): A reminder has been sent for a required post.

Viewing a Post in Detail #

Tap a post to see:

  • Full message and gallery.
  • Downloadable documents.
  • Action bar (for creators/admins) to view Reactions, Send Reminder, or Delete.

Reminders #

Creators can nudge users who haven’t responded yet.

  1. Open the post.
  2. Tap Send reminder.
  3. The post moves to the top of the timeline for those users and changes to the alert color.

Quick Reference #

ActionHow
Access AnnouncementsHome screen > Announcements
Create a postTimeline > + Post button
Target a departmentTo: field > Select departments > Confirm
Target specific usersTo: field > Select users directly > Confirm
Add a cover imageAttach media > First image becomes cover
Reorder imagesHold and drag images in attachments area
Make a reaction requiredTap the reaction button twice
Respond to a postTap reaction button on card or in detail view
Bypass a requirementTap Unable (if available)
Send a reminderOpen post > Send reminder in actions bar
View who has reactedOpen post > Reactions in actions bar
Updated on March 16, 2026

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Tabla de Contenido
  • Table of Contents
  • Administrator Setup
    • Enabling the Announcements Feature
    • Designating Post Creators
      • View Users Permission Requirement
    • Who Can a Post Creator Target?
  • Accessing Announcements
  • Creating a Post
    • Step 1: Select Recipients
      • Building Your Recipient List
      • Reviewing and Confirming Recipients
  • Step 2: Compose Your Message
    • Title (optional)
    • Message Body
  • Step 3: Add Attachments
    • Media (Images and Photos)
    • Documents (Files)
  • Step 4: Configure Reactions
    • Setting Reaction Requirements
  • The Announcements Timeline
    • Visual Indicators (Urgency)
  • Viewing a Post in Detail
  • Reminders
  • Quick Reference
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