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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
  • Workflows
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  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
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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
  • Changing the language of your account in Iristrace
  • Iristrace Menu Interface
  • Creating and answering a checklist in the web version of Iristrace

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?
  • 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

  • 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

  • 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
  • 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
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  • Iristrace Help Desk
  • First steps
  • Accessing Iristrace on mobile

Accessing Iristrace on mobile

Discover how to access Iristrace through your mobile device or tablet quickly and easily.

1. Download the mobile application #

To access Iristrace from a mobile device or tablet, it will be necessary to download the application from the corresponding application store.

Depending on the operating system of your terminal, you can download the application from the following links:

  • Download Iristrace for Android
  • Download Iristrace for iOS

2. Run the application #

Once the application is downloaded and installed, when you open it for the first time you will find the login screen as shown in the following image:

At this point, you can log in in two different ways.

2.1. Private Cloud #

You should select this form of access in case your Iristrace environment is hosted in your own private cloud, i.e. when you have a URL like https://tunombreempresa.iristrace.com to access from the web browser.

2.1.1. Enter the access domain of your private cloud #

The access domain name is then indicated as shown in the following image.

2.1.2. Enter username and password #

Finally, you will be able to access with the login credentials: username and password.

2.2. Iristrace Cloud #

You should select this form of access in case your Iristrace environment is hosted on a shared server, i.e. when you have a URL of the type https://v4.iristrace.com to access from the web browser.

2.2.1. Enter username and password #

To log in through Iristrace Cloud you only need the username and password to access your account, as you can see in the following image.


If despite the above explanations you have problems accessing Iristrace, see the following article where you can solve the most common Iristrace access problems.

¿No encuentras la solución? Contacta con nuestro equipo de soporte enviando un mail a soporte@iristrace.com o iniciando una conversación mediante el chat en vivo ubicado en la esquina inferior derecha.

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Updated on December 20, 2023
Accessing Iristrace’s web/desktop platformCustomizing Iristrace with your corporate image or logo

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Table of Contents
  • 1. Download the mobile application
  • 2. Run the application
    • 2.1. Private Cloud
      • 2.1.1. Enter the access domain of your private cloud
      • 2.1.2. Enter username and password
    • 2.2. Iristrace Cloud
      • 2.2.1. Enter username and password
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