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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
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  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
  • Glossary
  • Mobile App
    • Getting Started
    • Answering Checklist
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First steps

8
  • 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

New to Iristrace

4
  • Understanding the New Iristrace Interface and Template Versioning
  • New Features in the Template Question Editor
  • Answering Tables in the Web-App
  • New Account Settings in Iristrace

Checklists

16
  • 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

17
  • 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

2
  • How to create a Workflow to send notifications by email
  • How to create a Workflow to create checklists

Users

5
  • 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

5
  • 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

2
  • Exporting a report in Word format
  • How to customize PDF reports

Notifications

4
  • 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

1
  • How to download an Excel file of incidents

Dashboard

1
  • How to create a dashboard

Recommendations for use

4
  • 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

11
  • 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
mobile

Mobile App

23
  • Notifications
    • Notifications
  • Getting Started
    • Iristrace in a nutshell
    • Introduction to Iristrace basics
    • How to create a checklist
  • Answering checklists
    • Introduction
    • Question types
    • Question contents
    • Tables
    • Checklist options
  • Finding and managing checklists
    • List view of checklists
    • Checklist Actions
    • Basic checklist filters
    • Checklist preview and data
  • Offline
    • Using Mobile Offline Mode
  • Settings
    • Profile and account
    • App preferences
View Categories
  • Inicio
  • Iristrace Help Desk
  • Mobile App
  • Answering checklists
  • Checklist options

Checklist options

Filtering the questions #

Within the checklist, we can apply some filters. To apply these filters, go to the button with the three dots at the top right of the screen, right next to the ‘X’ button. Here you will find the checklist options. Click on the arrow next to the ‘Filters’ option to open the filter panel.

In this panel you will find different options to filter the checklist questions:

  • Only unanswered questions: By selecting this filter, you will only see the questions that do not yet have any answers recorded.
  • Only questions with issues: By selecting this filter, you will only see the questions that have an active issue.
  • Only questions with attachments: By selecting this filter, you will only see the questions that have an associated attachment (comment, photo/file, or action plan). You can also filter by each of these concepts.
  • Only questions with mandatory actions: By selecting this filter, you will only see the questions that have mandatory comments, files, and answers. You can also filter by each of these concepts.

Card View #

This option is used to define how questions appear within a checklist. There are three different options to choose from. To manage it, go to the checklist and click on the icon with three dots at the top right of the screen.

  • Full view: This view shows all the expanded information of the question: Headline and question information (if any).
  • Normal view: This view shows the first 5 lines of the question’s statement.
  • Reduced view: This view shows the first line of the question’s statement.

Important!: This option is only useful when question statements are very long and the questions contain additional information. If the statements are short, you will not notice any difference.

Show Photos #

By activating this option, you can show or hide the attached photographs. If there are any, they will appear at the bottom of each question.

Navigation #

By accessing the navigation, we can view all the checklist questions in outline mode and navigate through them.

You can expand the categories to see the questions by clicking the arrow next to the category number. If you click on any of the questions, you can go directly to that question.

Important!: You can use the same filters available in the ‘Filters’ section by clicking on the icon at the top right of the ‘Navigation’ screen.

Other checklist options #

You can access other checklist options from the ‘Description’ tab at the bottom of the checklist card. In this window, you will have access to three information tabs at the top. In the ‘General’ tab, you can view a data summary of the checklist. At the bottom of the screen, you’ll find the ‘Checklist Actions’. Here, you will have access to actions like:

  • Duplicate
  • Export
  • Archive
  • Delete
  • Add users
  • Change to (department)
  • Tags
  • States

In the ‘Results’ tab, you can access the issues, attachments, action plans, and the checklist score.

In the ‘Dates’ tab, you can access key dates and see the detailed activity throughout the checklist’s life. You can expand the ‘Activity’ by clicking on the arrow on the right side of the bar.

Updated on September 23, 2025

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  • Filtering the questions
  • Card View
  • Show Photos
  • Navigation
  • Other checklist options
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