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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
  • Answering checklists
  • Question types

Question types

Checkbox #

A simple checkbox that can be ticked or unticked.

Single choice #

Selection of a single answer from a list that comes in two forms:

Button view – Select or unselect an answer (1). This may trigger an automatic issue depending of the answer (2).

Dropdown list – Tap on the search input field to to show the options (3). You can select the answer from the list or search for it if there are a lot options (4). The chosen answer can be removed with ‘x’ or changed by tapping the answer (5).

Multiple Choice #

Selection of one or more answers from a list (1).

To unselect simply tap a selected answer (2)

Multiple Toggle #

This question type groups multiple ‘Yes / No / Not Applicable (N/A)’ options onto a single card, facilitating the answering process. Each option can automatically trigger an issue. It’s ideal for quickly assessing multiple related factors and easily identifying active or inactive elements.

Numeric #

A question type that requires one or more numerical inputs (e.g. temperatures, counts or weights).

The decimal count is set by the template while the decimal separator (‘,’ or ‘.’) can be changed in the settings under ‘App preferences.

Slider #

Selection of a value within a predefined range (e.g. satisfaction, progression or percentages).

Depending of the scale and decimal count it might be easier to type the value directly into the input field.

Text, Dates and Locations #

Flexible text question type with various response options. You can gather information through single-line text fields (max. 144 characters), larger text areas, or by collecting dates, times, locations, numbers, and URLs.

Quick actions will fill in or overwrite answers:

  • Text fields: Scan a QR code (1,2)
  • Dates: Fill in current day and/or time (3,4)
  • Location: Fill in current (requires phone location and permission) (5,6)
  • URL: Paste URL from clipboard (7,8)

All fields can be tapped for manunal inputs and removed with the ‘x’.

Draw #

Add drawings and text directly onto images (e.g. diagramming, mark-ups or highlighting). Depending on the template, you may see a background image to use as a reference (1).

Pressing ‘Draw’ will open the draw editor that includes tools for lines, text, rotation, photo filters, and more (2).

Signature #

Add your Signature by tapping the big sign field and confirm it with the checkmark.

Then, type your name in the field beneath.

Smileys #

Smileys provide a quick and easy way to gather subjective feedback, such as satisfaction ratings.

Information #

The Info type does not have response options.

It does, however, allow adding contents (comment, image, documents, or action plans), just like with any other type of question.

It serves for explanations, instructions, or other relevant information within the checklist.

Formula #

Formula questions automatically calculate values based on information from other checklist questions. These calculations are defined in the checklist template and include mathematical operations like sums, subtractions, percentages, or averages, simplifying real-time data.

While it can not be answered, you can add contents like comments, images, or files or press ‘Show Formula’ to view the values used.

Updated on September 23, 2025

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IntroductionQuestion contents

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Tabla de Contenido
  • Checkbox
  • Single choice
  • Multiple Choice
  • Multiple Toggle
  • Numeric
  • Slider
  • Text, Dates and Locations
  • Draw
  • Signature
  • Smileys
  • Information
  • Formula
  • English
  • Spanish