Discussions & Tips and Tricks

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.  

Hello,I recently read another topic on how a school district shows if there is insurance on a device. I wanted to share how I do this for our District.We provide optional insurance through Infinite Campus. We have a fee cutoff date a month into the school year. At that point, I export those who have paid into a spreadsheet. I then upload those payments as “Assets”. We also do this, so we can allow those student who have paid insurance the previous year to have coverage for the first month of the new school year, making it easier to view and sort.We have the insurance cover the student, rather than the device, in the event the student accidentally breaks a loaned Chromebook, or another students Chromebook. The Insurance Asset then shows as assigned to the student who paid. Just wanted to share in case this could help another District. Have a great day! 

We're considering hosting a conference tailored to your needs, and we value your input to make it as relevant and impactful as possible. Your feedback on the conference's format, content, and logistics will help us design an event that truly resonates with your priorities. This survey is an opportunity for you to share your thoughts and preferences, ensuring the conference aligns with what matters most to you and your team.Thank you for taking a few minutes to shape this potential event into something valuable for our community.  

Many districts want to send a policy to staff members when an asset is checked out to them at the beginning of the school year. This is simple with Incident IQ’s Policy Manager app and rules engine.  Please note that Policy Manager is a premium app. Complete this form to gather more information.  Within the rules engine, start creating the rule under Asset Select; the trigger is “When checked out.” To create an asset rule, your district must have iiQ Asset’s Module 

Your voice has been essential to our product development over the years and we want to offer you the opportunity to share your experiences with other districts. We've teamed up with G2, a trusted review platform, to hear your insights. G2 is where professionals like you share opinions about various business solutions, aiding others in making informed decisions. The best part? To say thank you for contributing a detailed, balanced review, G2 will donate $10 to Girls Who Code. This organization helps young women (many from historically underrepresented communities) build the skills and resilience they need to develop solid futures in the tech industry.   

Hi everyone,Just wanted to post this as it may be helpful, I developed a script today based off of another one that I found to name a Mac with information entered into Incident IQ assets. The script uses 3 variables $4, $5, and $6 which can be set in jamf pro.$4 - iiq URL (https://YOURORG.incidentiq.com no backslash at end)$5 - iiq API Token (Admin>Developer Tools>Create API Token)$6 - Custom field ID for computer name in iiq (you may have to a little investigative work in the api to find this id)Once the script is in place, create the asset in IIQ fill in the Asset Tag, S/N and your custom field for what you want to name your computer.Either use jamf to run it or run directly on the mac, it will pull the serial number from the mac and use that to look up the device in IIQ and grab the result of the custom name field and stores it in a variable. Then it will again use the serial to pull the asset tag and stores it in a

Shout to our awesome community member for providing such insight on Enhanced Approval Workflow @zige  K-12 school districts are complex organizations, and reaching consensus on critical decisions often involves a lot of back and forth. In my role at the district, I actively identify and enhance our operational processes — because it’s all about working smarter, not harder, right? Since implementing Incident IQ’s Enhanced Approval Workflows (EAW), we’ve found unique ways to streamline the intake process for a wide variety of tasks. This has resulted in significant time savings for multiple functional teams, and I’m pleased to share a few examples of how EAW has changed the way we work.  Transforming Parking Permit RequestsOne of the most striking improvements has been in the management of parking permit requests. Historically managed

    Let’s say you send an asset to a vendor to be fixed and update the ticket status to “In Repair”, but the asset itself still says “In Service”. Some districts have found that when they change the Asset Status as well, it provides more accurate reporting and analytics. It can be tedious to change the statuses in different places, so why not create a rule?Create Custom StatusFirst, you will need to create the Asset Status “In Repair” by going to Administration > Asset Statuses

At a recent IIQ Open Office Hours, I discussed what we are doing to better manage our loaner items for students. I thought I would share that description less ephemerally here.TLDRButler Tech uses hard cases rather than bags. Our cases are color coded to our school colors of blue and orange. Our loaners use a green case and our loaner chargers, are covered in green tape. Now every staff person knows that if they see a kid with a green computer or charger to send them to return those before they leave at the end of the day. Long-term loaners are not color-coded.The loaner challengeButler Tech is a career tech school district. We have seven of our own buildings on four campuses. We also run classes in 40+ affiliate school district buildings. We serve primarily middle and high schoolers, but only high schoolers on our campuses. I am only addressing what we do in our buildings.At our main hig

We are excited to announce the launch of our brand new Customer Referral Program. It's time to spread the word and get rewarded for it!It’s easy to refer, and as a token of our gratitude for your support, both you and your referral will receive awesome new iiQ gear.You have the opportunity to refer not only your colleagues from other districts but also your counterparts within your facilities department. Imagine how nice it would be to have one unified request portal! Let's spread the word together and bring more amazing individuals into our ever-growing community.So, what are you waiting for?  

With the end of the year quickly approaching, we wanted to open the floor for you to discuss some of the things you did to prepare for the staff and students to leave. With the possibility of collecting student devices looming over your head, we are sure there are some tips and tricks you found that made this process much more manageable.  Maybe you utilized Rollout Scout for device collection, or you used Audit Manager to run a verification before EOY. Outside of iiQ, what tools did you find useful for transitioning to summer and organizing for the next school year? How did your process go? Did everything go according to plan or is there something you would change for next time? We would love for you to share some of your workflows! You can also click the subscribe butt

 Someone brought up this question in the last open office hours and I shared my workflow with them. It may be beneficial for others as well, so here is what I have set up. We use Infinite Campus for our SIS, so I have a quick ticket set up for my HR team along with my site Secretary/Admins to have a 1 click “Infinite Campus Access” ticket option.   Inside this quick ticket, along with the ticket issue if clicking through the regular navigation, I have custom fields set up for Start/End Dates, name, email, what they need, etc. All are Required fields so I get the info I need to give them access.   The Start/End Dates need to be set up as

Dear Incident IQ Community, Today marks a pivotal moment in our journey at Incident IQ, one filled with excitement and promise. We are thrilled to announce a strategic investment from Cove Hill Partners, joining forces with our long-standing partners at JMI Equity. This partnership is not just an investment in our technology; it's a testament to the trust, dedication, and hard work each one of you has invested in making Incident IQ the leading workflow management platform for K-12 schools. Since our inception, our mission has been clear: to empower districts with innovative tools that streamline operations, allowing them to focus on what truly matters—teaching and learning. With the support of over 1,500 school districts across the country, we've seen firsthand the impact of our collective efforts. The Incident IQ platform has become an essential part of t

Share what you love about Incident IQ and earn some great gear! It’s so easy! Refer your friends from other districts and everyone receives swag. Referring is a breeze:Step 1: Fill out our easy-to-use referral form. Step 2: We’ll take it from here! A member of the iiQ team will reach out to your referral to schedule a demo. Feel free to give your friend a heads-up that they will be contacted.  That’s it!To show our appreciation, look out for an email with a special link where you can pick out some cool new iiQ gear. Your referral will receive a gift too!* Submit Referral

For those who stopped by our booth at FETC, I am sure you are well-versed in #iiQShareTheBear! The Incident IQ team is having a blast sharing pictures of our bears out and about with us. Beary met the pilot on @EStapf_iiQ’s trip to FETC, Julia Robearts stepped on stage with the band at the iiQ Company Kick-off, and Josh Bearlin is conference hopping with @MBrown_iiQ.   Stop by TCEA to visit Beary Potter and the Incident IQ team, and grab your bear to share! We will have multiple chances throughout the year for you to earn an Incident IQ bear. Once you have your bear:Share it on LinkedIn Tag Incident IQ

8,000,000 support tickets, 550,000 broken screens, another half-million password resets...and toss in over 130 HVAC issues a day for good measure.2023 was a busy year for K-12 support teams on the Incident IQ platform. Check out our year-end wrap to see how it all added up:  

First, we want to give a big shoutout to @TAnders for this best practice example! Let’s say a student moves away, but still has fines associated with their account. The good news is that there is a way for you to track those individuals and forward them to the new district or save them just in case that individual moves back to your district.  To get started, you will need to make sure that any user who is removed from your SSO is automatically set to “No Access”.

We all love Idea Exchange around here, but what if you had the opportunity to speak directly to an iiQ Product team member? Well, now you can! You want your voice to be heard, and we want to listen. The Incident IQ Facilities and Events Product Owners are opening their calendars to you. We are looking for more insight regarding your workflows and day-to-day business:Asset mapping - the ability to plot assets on a 2D blueprint or floor plan to easily track assets’ locations and find them throughout your facilities Preventative maintenance schedules and work calendar - added customization around building out PM schedules and visualizing any upcoming work on a calendar view Asset cost analysis - calculating historical asset parts/labor costs and asset depreciation to better plan for when to replace certain assets Labor schedules - defining technicians’ expected work schedule/hours to automatically determine the type of labor, whether it was