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First steps

  • Add Additional Company Contact Fields
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  • Creating and answering a checklist in the web version of Iristrace

Checklists

  • How to View Checklists in the Kanban View
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  • 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
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  • How to create an action plan in a checklist
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Workflows

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

  • Checklist Access Control: Restrict Checklist Visibility by User and Template
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Departments

  • How to create a department
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Reports

  • Exporting a report in Word format
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Notifications

  • Creating a Notification Based on an Automatic Event
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Data download

  • How to download an Excel file of incidents

Dashboard

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Recommendations for use

  • How to solve the most common web application stability issues
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  • How to answer a checklist from the Iristrace mobile app

How to answer a checklist from the Iristrace mobile app

Answering a checklist from the Iristrace mobile app is quick and easy, allowing a satisfactory user experience that facilitates the implementation of effective processes for your organization.

There are different possibilities for answering a checklist, which are described below.

1. If the checklist is planned (already created) #

If the checklist is previously planned (already created for a specific date and time), just click on the one you want to answer in the list of checklists displayed on your terminal.

Remember that you can apply filters to select the checklists you want to display on your mobile device.

2. Create new checklist #

If not already created, click on “New checklist” (the central button at the bottom of the app screen – circular button with a central cross).

The process has different steps and the information shown to the user in each of them will depend on the user’s permissions and configuration in Iristrace (mainly assigned department).

2.1. Choose the source template #

Select the template from which you will generate the new checklist.

2.2. Choose the apartment #

Select the department to which the new checklist will be associated.

2.3. Start #

Create the checklist and start the process of answering the checklist questions.

Offline mode #

Iristrace offers the possibility of completing a checklist even if there is no connectivity or coverage in the location where you are performing the activity.

This offline working mode is called offline mode and you can select it when creating the checklist from the mobile terminal.

offline, offline, tablet
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Updated on November 4, 2022
Creating and answering a checklist in the web version of IristraceHow to create and answer a checklist from the web version of Iristrace

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Table of Contents
  • 1. If the checklist is planned (already created)
  • 2. Create new checklist
    • 2.1. Choose the source template
    • 2.2. Choose the apartment
    • 2.3. Start
  • Offline mode
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