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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
  • Workflows
  • Users
  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
  • Glossary
  • Mobile App
    • Getting Started
    • Answering Checklist
    • Finding and managing checklists
    • Offline Mode
    • App Notifications
    • Settings

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
  • Settings
  • App preferences

App preferences

Welcome screen #

You can customize your home screen in the IRISTRACE app. To do so, go to the main menu of the application, and from there, go to the section ‘App Preferences’. Here you’ll find a dropdown with the title ‘Home Screen’. In it, you can select the screen that will appear when you access the app.

The available options are:

  • Main Menu
  • Checklist List
  • Notifications

Checklist completed #

You can customize what happens when you close a checklist. By default, when you close a checklist, a menu appears with options to indicate where to go next. If you want this menu not to appear and for the application to directly take you to a particular screen when closing the checklist, you need to configure it.

To do this, go to the main menu of the application, and from there, go to the section ‘App Preferences’. Here you will find a dropdown with the title ‘Checklist Completed’.

The available options are:

  • Ask every time (default)
  • Checklist List
  • Main Menu
  • Checklist Data
  • Notifications

Decimal separator #

If you need to set the decimal format for the application, meaning whether decimals use a dot (24.5) or a comma (24,5), you should navigate to the main menu of the application, and from there, go to the ‘App Preferences’ section. Here you’ll find a dropdown titled ‘Decimal Separator’. Select Comma (default) (,), or Dot (.), according to your needs.

Show Attached Images #

When you answer a checklist, by default, the application displays the attached images (if any) at the bottom of each question. If you want this not to happen, you need to configure it.

To do this, you must go to the main menu of the application, and from there, go to the ‘App Preferences’ section. Here you will find a dropdown titled ‘Show attached images while answering the checklist’. Select the option that best suits your workflow.

Reset to Default Settings #

When you need to reset the application’s preferences to their default values, you should go to the main menu of the application, and from there, go to the ‘App Preferences’ section. Here you will find a button at the bottom of the screen with the text ‘Reset to Default’. By clicking on it, you will reset all preferences to their initial values.

Important! The values that are reset are those displayed on this page (Welcome screen, Checklist completed, Decimal separator, Show images). The rest of the application’s settings will not be affected.

Updated on September 24, 2025

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