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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
  • Workflows
  • Users
  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
  • Glossary
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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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  • Iristrace Help Desk
  • First steps
  • Iristrace Menu Interface

Iristrace Menu Interface

The Iristrace application is accessible from different platforms:

  • Web/desktop
  • Mobile Application

Inside Iristrace Desktop #

Once you access the web version of Iristrace, you will find the following sections in the main menu.

Table from controls #

From each user profile, you will be able to configure different customized control panels, which will obtain real-time information on the results obtained in the answered checklists, based on the conditions you have defined when building the dashboard for the analysis of your data.

Departments #

In Iristrace a department is: a facility, a customer, a store, a team, a location… whatever you use to organize your controls and audits.

You can create as many departments as you need and assign them to each user that belongs to it.

Checklists #

In this section, you will have all the checklists assigned and performed in your departments by your users.

Templates #

Before answering a checklist, you should create a checklist template with all the question and answer structure you need.

Users #

Each user will have private access with the appropriate permissions, and you can create as many as your organization needs according to the contracted users.

Notifications #

You can set up alerts and automatic communications based on actions or events performed on the platform.

Analytics #

There is the possibility of linking an external application related to Iristrace from the application itself, such as the Business Intelligence environment for data exploitation and analysis.

If you would like more information about this feature, please contact Iristrace support.

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Updated on December 20, 2023
Changing the language of your account in IristraceCreating and answering a checklist in the web version of Iristrace

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Table of Contents
  • Inside Iristrace Desktop
    • Table from controls
    • Departments
    • Checklists
    • Templates
    • Users
    • Notifications
    • Analytics
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