Using Reports and Analytics
A guide to the ISO Mate reporting dashboards for DevOps, QA, tasks, help desk, incidents, compliance, sales, feedback, calendar and account, with token search filtering, quick date range pills, and CSV or PDF export.
Knowledge Base
Find answers to your questions and learn how to get the most out of the ISO Mate platform.
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Managing Users and Roles
Invite people to your account, assign them one or more roles, and build custom roles with granular, per area permissions.
Calendar Sources and Settings
Understand account, personal, and Google calendar sources, create personal calendars, toggle visibility, and set your default view, timezone, and reminders.
Managing Controls and Evidence
Define controls, map them to requirements, policies, and risks, upload evidence linked to controls, and use the Crosswalk view to see coverage across frameworks.
Using Definition of Done Templates
How to build reusable Definition of Done checklists in ISO Mate and apply them to issues from the board as subtasks.
Managing Features and User Stories
Group requirements as features, capture user stories with acceptance criteria, and link test cases and issues to track coverage in ISO Mate.
Creating and Managing Test Cases
Create test cases with steps and preconditions, organize them in folders, use versioning and parameters, and link them to stories and issues.
Running Test Cycles and Executions
Create test cycles, add test cases as executions, run tests step by step, record results, block or link defects, and track cycle progress.
Using the Traceability Matrix
View top-down and bottom-up traceability from features to executions, find coverage gaps and orphan test cases, and export the matrix to PDF.
QA Metrics and Test Environments
Read the QA metrics dashboard for defect detection, test effectiveness, coverage, reusability, effort variance, and trends, and manage test environments.