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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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  • Customize your Iristrace environment

Customize your Iristrace environment

Discover how to customize the options in Iristrace to adapt it to your corporate image, as well as to your preferences in the configuration of templates, departments and reports..

Iristrace is an application that you can customize and configure as you wish to adapt it to your needs.

1. Access the Administration Panel #

Once inside the Iristrace application, access the Administration Panel by clicking on your user icon:

To perform this operation, you will need to log in with a user with the “Admin” role in your environment.

2. Access the “Customization” tab #

When accessing the Administration Panel of the administrator user you will access three tabs:

  • Data.
  • Billing.
  • Customization.

In the last point(Customization) you will be able to customize several aspects of your account settings:

2.1. General – Corporate #

You can replace the Iristrace logo that appears by default in the header of the main menu by the corporate logo of the company, from this section.

The recommended logo resolutions for each section in Iristrace are shown.

2.2. Templates – General #

Before starting to create the templates it is advisable to consider activating these options to facilitate their configuration.

To better understand the order of the categories and questions, you can configure the appearance of the ordinal number of each question while the template is being created.

On the other hand, there is the option to automatically display the descriptions that exist in the question when answering a checklist.

Select the options you want to implement and click “Save”.

2.3. Templates – States #

From this option you can access the functionality for creating and managing the different states a checklist can go through.

You can create as many as you need for a specific template or several templates, and then incorporate and group them into a group of states.

2.4. Templates – Group of states #

From this option you can create and manage the different status groups that can then be applied to the templates.

2.5. Reports – General #

In this section you can predefine the report customization that will be applied by default when Iristrace creates reports in PDF or Word format.

In this way, it is possible to have a standard configuration that can be used by the organization’s users to download reports.

In any case, when generating a report in Iristrace it is possible to change the configuration and extract customized reports.

2.6. Departments – Translations #

From this option it is possible to change the name of the “Departments” section to the one that is more appropriate for your organization or for the way your company is organized.

It can be changed in several languages.

For example, it is possible to replace the literal “Departments” with: hotels, supermarkets, points of sale, etc.

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Updated on December 20, 2023
Customizing Iristrace with your corporate image or logoChanging the language of your account in Iristrace

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Table of Contents
  • 1. Access the Administration Panel
  • 2. Access the "Customization" tab
    • 2.1. General - Corporate
    • 2.2. Templates - General
    • 2.3. Templates - States
    • 2.4. Templates - Group of states
    • 2.5. Reports - General
    • 2.6. Departments - Translations
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