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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
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  • Changing the language of your account in Iristrace
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  • 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
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  • How to assign a checklist to a user
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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

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  • Connection between MariaDB and Tableau
  • Connecting from Azure Synapse via local connection
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  • How to configure default responses

How to configure default responses

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

Iristrace is a tool that allows you to configure default answers for the questions configured in your templates, thus facilitating the process of answering checklists.

With this functionality you can streamline your effective time and make it more productive to simply focus on those questions that you know will not have the same answer as always.

1. Create or edit a template #

When you are creating a template or modifying it you can mark default answers while you are formulating the questions.

Within the template you have chosen, you have to go to the “Questions” section.

2. Select the option “Define default answer”. #

While you are creating the question you can click on the “Define default answer” box, and an additional box will appear for each of the answers.

3. Select the default answer for the question #

Now you have to select which is the default answer when answering the checklist. You will only be able to select one.

In preview you can see how it will look like while you are creating the rest of the template or if you are modifying it, when you are completing the checklist it will appear predefined with its color and you will only have to change the answer in case it is not the case.

Finally, click on “Save” to apply the changes to your template question.

ADVICE #

If you use those answers in multiple questions in different templates or in the same one, you can save the set of answers so that when creating templates you don’t have to type the same answers in each question all the time. We call this functionality “Default Responses”.

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Updated on November 7, 2022
How to create default responses and reuse response structuresHow to create statuses and status groups

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Table of Contents
  • 1. Create or edit a template
  • 2. Select the option "Define default answer".
  • 3. Select the default answer for the question
  • ADVICE
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