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Templates

17 artículos
Last Updated: October 1, 2024

How to configure the visibility of a category of questions in a checklist based on its status

This guide will show you how to configure the visibility of checklist categories based...

Last Updated: January 30, 2024

Archive Templates

The functionality of archiving templates is ideal for situations where we wish to remove...

Last Updated: November 10, 2022

How to create templates in Iristrace

Iristrace allows you to create templates and then convert them into checklists generating a...

Last Updated: November 7, 2022

What types of questions can be configured

Discover the potential of all the types of questions you can count on in your checklists.

Last Updated: November 7, 2022

What additional options can be configured in questions Excerpt

Go deeper with more complementary options for the questions in your templates, such as generating incidences, assigning weights and obligations, among others.

Last Updated: November 7, 2022

How to create default responses and reuse response structures

Discover how to create reusable response structures to streamline the configuration of your Iristrace templates.

Last Updated: November 7, 2022

How to configure default responses

Save time in the process of answering your checklists by configuring default answers to your questions.

Last Updated: July 24, 2024

How to create statuses and status groups

Learn how to configure the different states your checklists can go through in Iristrace...

Last Updated: August 30, 2023

How to create templates for action plans

Streamline the management of your incident resolution by configuring action plans that you can...

Last Updated: April 13, 2023

How to examine the metadata in your templates

Enrich the data displayed in your checklists by taking advantage of the metadata produced by the platform.

Last Updated: November 16, 2022

What are the additional functionalities of the templates?

Discover the additional functionalities of Iristrace templates, such as selecting status groups, planning checklists,...

Last Updated: November 16, 2022

How to customize a template

Customize your template to optimize the reports generated, set completion dates, or automate the...

Last Updated: November 16, 2022

How to set basic scoring in templates

Take advantage of all the possibilities offered by Iristrace to evaluate the score of...

Last Updated: November 16, 2022

How to set up conditional questions

Learn how to set up conditional questions to make your checklists more agile and...

Last Updated: November 16, 2022

How to set up an advanced scorecard

Iristrace offers the ability to set up an advanced scoring scheme where you can...

Last Updated: November 16, 2022

How to Create a Random Question Template

Create checklists of random questions from your templates to keep your users active. 1....

Last Updated: November 16, 2022

How to set score thresholds for multiple choice questions

Set up threshold scoring on multiple choice questions to improve your checklist evaluations. For...