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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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  • How to filter the list of checklists in the web version

How to filter the list of checklists in the web version

Discover the different filtering criteria to explore the checklists that interest you most at any given moment and how to save your favorite searches.

In the “Checklists” tab you have a series of fields by which you can filter to show the list of checklists you are interested in at any given moment.

1. Selectable fields for filtering #

From this section, you can apply filters to the existing checklists in the account and filter by:

  • Checklist ID
  • Templates
  • Different types of dates
  • Departments
  • Subdepartments
  • States
  • Users
  • Province
  • Country
  • Audit code
  • Etc.

Additionally, you can apply exclusive filters by checklists:

  • Only archived
  • Only with incidents
  • Planned only
  • Action plans only

Filter by department #

You can also filter the checklists associated with a department or sub-department.

Access the filter column header button as shown in the image and select the department or sub-department for which you want to filter the checklists:

3. Filter by tag #

You can also filter checklists by their tags.

Access the filter column header button as shown in the image and select the tag for which you want to filter the checklists:

4. Save searches #

You can save the applied search criteria for reuse in future searches by simply clicking on the “Save search” button.

In this way, you will create a shortcut in the left sidebar, where the search performed with the filter applied will be saved.

To access your saved searches, click on the button at the top of the filter column as shown in the image.

Simply click on the title of the saved filter, the criteria will be applied and the filtered checklists will appear in the work area.

checklists, filtering, web
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Updated on November 4, 2022
How to browse checklists in web versionHow to create an action plan in a checklist

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Table of Contents
  • 1. Selectable fields for filtering
  • Filter by department
  • 3. Filter by tag
  • 4. Save searches
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