Organise and plan checklists - Iristrace - Software de Auditorías, Inspecciones y Checklists

Organise and Plan

Everything you need to synchronise your team
and their activities in one environment

Defining the scope

Departments in Iristrace

Departments function as organisational entities that structure the scope within a two-level hierarchy. Examples of departments are retail outlets, subsidiaries, teams, facilities, regions, machines, and other entities.

Additionally, naming-convention of (sub-)departments can be customised and translated to match your own requirements.

Adding and managing users

Team management

Set up user credentials, assign them to predefined roles like administrator, controller or inspector, or define your own customised access permissions. Finally allocate them to one or multiple departments.

Users allocated to a department can access existing checklists as well as create new ones using templates if they have the permission to do so.

Templating your processes

Template settings

Set up an initial template and publish it to relevant departments, selecting the desired status group and enabling options such as due dates, advanced scoring, dynamic titles, automatic status changes, or predefined reporting parameters.

Use the random feature to display a random sub-set of questions to make each checklist different.

Mark any of your templates as predefined action plans, so that you can integrate these as sub-tasks within primary checklists.

Formulating your questions

Template editor

The template editor allows you to choose from a variety of question types.

Control what you want to receive by making answers, photos and comments mandatory to complete a question.

Identify problems within a process by marking specific answers as issues, which will then be visible in the overviews and dashboards.

Specify conditionals to automatically show follow-on questions depending on the answers given.

Anticipating and Planning


Workflows are activated based upon different conditions, such as completed checklists with issues, readiness for quality control, selective responses to questions, cumulative scores achieved, and more.

Consecutively define the response for that condition involving either using a template checklist for a specified department or sending out notifications to inform assigned users.
Optionally, you can determine the scheduling of that response.

Product Tour
My Iristrace

Welcome to Iristrace Workflow Tour

Discover how Iristrace Workflows Works!

Imagen de fondo
Create a New Workflow
Choose a Reaction
Select a Template
Pick a Template from the List
Define the Department
Save Your Configuration
Restart the Tour

Congratulations 🎉

You completed your first Workflow, now try a free DEMO Account

Iterating and putting your templates to work

Using and evolving templates

Templates are the starting point for any checklist. Users can start checklists in self-service or by using a QR-Code. Alternatively, checklist can be created and assigned by a central operations team.

Iterate on created templates without losing the information of previous ones. Each iteration comes with its own version and makes changes both noticeable and traceable. 

Additionally, Iristrace offers the possibility to export the data models to excel, along with the option to print out the template.

Establishing your routines

Checklist planner

Automate the checklist generation by setting a specific date, recurrence, and conditionals such as due dates.

Integrate adaptable tags, including “morning shift” “evening shift,” months or other relevant variables to enhance performance analysis through predefined search filters and to reinforce hierarchical frameworks.

Checklist overviews




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