Discussions & Tips and Tricks

Quickly Find Help for the Page You’re On Need more information about the page you’re currently viewing in iiQ? You can easily access the related knowledge base article without leaving your workflow. Follow the steps below to get help fast and stay productive.  View the Knowledge Base Article for Your Current PageCopy the page title - In the upper-left corner of the page, copy the full page title. Open the iiQ Support Bot - Click the iiQ Support Bot located in the bottom-right corner

You may often find yourself elaborating on your Rules (automations) in your iiQ platform, especially as you get more and more comfortable with the system and its functions. If you have found that you’ve been building a lot of rules and they are getting difficult to look through, or if you’re planning an Enhanced Approval Workflow build, or if you’re planning to add another workflow and are not sure how to organize them, I have a system that can help you.First, it will be important to know what your Trigger will be. For example, is it when a Ticket is Created or Updated that you want the ticket status to change?Next, once you’ve noted your trigger, it will be important to be sure of exactly when that trigger applies. Ex. Is it only Chromebook Tickets that this applies to? Is it only when a cert

As districts use multiple Incident IQ modules—IT, Facilities, HR, etc.—ticket templates can become hard to distinguish. Adding a simple prefix to each template name (e.g., IT –, Facilities –) keeps everything organized and easy to manage. Why Use Prefixes?1. Instantly Identify the ModuleTemplates with similar names become clear when prefixed: IT – Password Reset Facilities – Room Too Hot   2. Cleaner Admin ManagementIn the Ticket Templates list, prefixes group templates logically and make filtering or editing easier. Recommended Prefixes IT –

This topic came up in Open Office Hours today and I remembered I had something set up. I’ll try to explain what I have had set up for a little over a year now to assist our Agents in finding the kids who seem to always “forget” their devices. I am pretty sure this came to mind when IIQ released the option to use Email Variables via the Rules Engine. Our middle school and high school agents have students that will often need a loaner device for a day or two or longer, but tracking who is getting those over time can prove to be a problem since you have to check the timeline of the device or the user. To aid with this, I set up a workflow using the Email Variables and an Asset > When Checked Out rule. The rule is fairly simple, it fires whenever an Asset is Checked out and just sends an email to

So the end of the year comes and it’s time for everyone to return their devices. What about those students/teachers who are no longer with the district? Either they graduated or went to a different school in the middle of the year and possibly didn’t return their device. You can create a Custom View to see who still has those devices.  In the left hand Navigation, select Users > Users Explorer In the top right hand corner, select New View

We have heard a variety of label printers being used for printing asset tags. Some of these include Dymo Labelwriter 550 Turbo, Brother QL-820NWB, etc. We want to know what you use!Please reply below with details for the label size and printer you use to print asset tags: Brand Model Label Dimensions

 Incident IQ’s survey feature can be very impactful and can be used to gain more insight into your team’s performance. We love seeing districts using surveys to gather feedback. Some of the most frequent questions that we see are:  Did the technician clearly understand the issue you were experiencing?  Was your technician knowledgeable about the problem?  Did your technician resolve your issue completely?

Contributed by Bret Bentley District: Hudsonville Public School District (MI)During a recent Lunch and Learn in Michigan, I discovered an interesting widget created by Bret (​@BBentley 2405c76 hpseagles ) for Hudsonville’s upcoming launch of their Ticketing system. This simple widget allows Hudsonville to pin a "Submit Ticket" button on all Macs, making it easier for staff to create work orders. It's a great tool! I asked Bret if I could share this with our community, and he agreed. Enjoy!PurposeThe Support App is a valuable resource for both your staff and IT department. It offers your team quick access to essential device information and equips staff members with the tools they need to resolve simple issues on their own o

One of the challenges we had at the beginning of the school year was getting all those new AUPs signed. As a district we went from paper copies to 100% digital using Policy Manger within iiQ to streamline the process. Bye Bye to Paper AUPs!To help we created a QR code with the URL of the ‘Lookup Page’ of the policy, which can be found here:Lookup Page in Policy Manager applicationI used a free QR code generator for my example, but there are some really cool QR code generators where you can add your district logo, change the color or shape, and track how many times its been scanned! Here is my sample QR code:

We’ve all been there. A teacher submits a work order for a broken projector before parent-teacher conferences. The request gets logged in your facilities system, but IT uses a completely different platform. The teacher makes a panicked call to IT 30 minutes before the event starts, only to find that the request was never received. Two departments, two systems, double the confusion. The result is a regular cycle of stress and chaos that erodes morale, disrupts learning, and costs your district real money in lost productivity.What if there was a better way?Forward-thinking districts are discovering that the path from chaos to efficiency involves addressing four areas where fragmented operations systems prove the most challenging. Let’s talk about where you can find the most meaningful gains in your operations. 1. Make Coordination Automatic Instead of AccidentalThe Problem:IT and Facilities work in silos. This is es

Hello iiQ Community!We’re excited to share that our Advanced Ticketing App course is now live in iiQ Academy—and it’s all about giving you deeper control and flexibility through Subtickets, Subtasks, and Subtask Groups. Whether you’re managing complex projects or team-based workflows, this course is designed to help you break down tickets into structured, trackable components that make collaboration easier and more efficient.

We are excited to see the innovative ways in which different districts are making it easier for users to connect to their iiQ instances. We have seen a lot of districts enhancing their email signatures and websites by including the provided image or logo. Please click on the link below to download image. Then, add it to your email signature with a link that directs to your iiQ Districts platform.Download Image ​

This year we have seen an update to Fee Tracker with the ability to customize the emails that accompany the generated Statement, which has been a welcome addition to the application!If you haven’t taken a look, I would highly recommend checking out the Customize Fee Tracker Email section of the Installing and Managing KB article for Fee Tracker.As we wind down at the end of the school year it takes me back to those days at the district when we saw a lot of this:

 Hello Incident IQ Community!We’re thrilled to announce the launch of our brand-new Enhanced Approval Workflow (EAW) Learning Path in the Incident IQ Academy! These courses are designed to provide you with everything you need to know about configuring and managing approval workflows within your district’s iiQ system using the EAW app. Whether you're new to EAW or looking to refine your existing processes, this learning path will help you streamline approvals, increase transparency, and ensure district policies are consistently followed. What You’l

Device collection is about to be underway in some of your districts. When collecting the devices, you may have a specific location where you store these devices. Did you know you can automatically set the device location to the storage location when the device is checked in? Simply create a rule that will automatically set the location.  There is no more need to scan everything into a spreadsheet during device collection and import the updated information into iiQ. Or to bulk update the location after checking them in.  You can set up a rule that says:Trigger: Device checked in Perform these actions:  Set Location /  Set Asset Status

 Hello Incident IQ Community!We’re thrilled to announce the launch of our brand-new Permissions Course in the iiQ Academy!🎉 This course aims to equip you with the skills necessary to effectively manage and customize permissions across Incident IQ modules.Whether you’re looking to refine acc

The City of Duncanville is nicknamed the City of Champions because they’ve won so many state championships. Dr. Brian Brown, Chief Technology Officer of Duncanville Independent School District, incorporates that philosophy into his work as well: “We have to be the City of Champions in everything that we do. So one of the things I do as a CTO is watching the budget [and] making sure we are making the best purchases for the school district, getting what's best for our students, what's best for our staff, what's best for our community across the board.” When the department was struggling with a legacy system that wasn’t fitting their needs for IT service management (ITSM) and IT asset management (ITAM), Dr. Brown began to research other options. He felt that Incident IQ was the best Computerized Maintenance Management System (CMMS) choice for the district because it’s made for K-12 institutions. He liked tha

   Rapid Scan displays asset information and quick actions when an asset tag is scanned. Rapid Scan works anywhere in iiQ Assets and iiQ Mobile App — just scan a tag and take action. When using Rapid Scan you can scan multiple assets to perform bulk actions. Bulk actions can now be performed using the iiQ Mobile App as well. Let’s say you have a stack of Chromebooks that will be moving to a different school location. You can use Rapid Scan on your mobile device to quickly scan the stack of Chromebooks and bulk update their location to the new location within the iiQ platform. 

Hello Incident IQ Community!We’re excited to announce not just one, but two brand-new courses now available in the Incident IQ Academy! 🎉 Quick Tickets CourseAdmins & Agents: Configuring and Distributing Quick TicketsRequestors: Quick Tickets

Many districts offer families an opportunity to opt-in to buy device insurance for their students device for the year.  But how do you manage that best?  Manor ISD came up with a wonderful workflow solution to utilize the Premium Policy Manager App to do just that! USING POLICY MANAGER WILL:Generate a waring if a device is checked out or assigned to a student who didn’t accept insurance (warning will not display with spare pool devices assigned within a ticket).   Create a public URL to be placed on a website or social media page for parents to click on to accept the device insurance

We all know that you can use filters to create a specific view of users and assets then use bulk actions to quickly complete different tasks. However, what if you needed to complete these action items for a specific set of users or assets from a spreadsheet? Well, good news. This is simple with Incident IQ! Let’s say you have a spreadsheet of users. You can simply copy and paste your list of users into Incident IQ and bulk add a new permission policy, change a location, or set a new role for users. The same concept applies for assets. For example, you can copy and paste your list of assets into Incident IQ and bulk change the locations. The following steps demonstrate pulling a report within Users Explorer.