New to Issuetrak? It can be hard to find your way around any new system without some sort of guide. Let's get you oriented with Issuetrak so that you can get to work!
Getting Your Bearings
In Issuetrak, there are three basic navigation menus: The Settings Lightbox, the Left Menu, and the Right Quick Menu.
| Site Navigation areas | Functionality |
|---|---|
| Settings Lightbox | In the top bar to the far right, there is a gear icon to the left of the name for the currently logged-in user. When clicked, this icon will display the Settings Lightbox. This displays the site's configuration options, and also provides access to most of the core settings that govern Issuetrak. Options will show as grayed out if the currently logged-in user does not have permission to access the section, or if the section is disabled due to licensing. |
| Left Menu | On the left side of Issuetrak is a collapsible static menu showing main site functionality options and an editable Bookmarks section. On some screens, a right quick menu will appear with options and related links that change context depending on your current screen. This menu is comprised of the following elements, listed from top to bottom:
|
| Right Quick Menu | This menu changes depending on the screen that is currently navigated to and provides contextual options based on the current screen. For example, if the user is on the Issue screen, options for Edit, Add Note, and Close will be in the righthand context menu. |
The upper-right side of the Title bar shows you some important information such as a search option, which allows you to search for information in an issue’s subject, or load an issue by its number. Other available options are a print option to allow you to print a cleaned-up version of the page you are viewing, a circle with a question mark that opens the Issuetrak Help Center, a gear icon for accessing the Settings Lightbox, and a User settings menu. The User settings menu includes options for My Settings, Change Password, and Log Out.
Now that you've seen the very basics, let's look at this in a bit more depth! Click the image below to begin the presentation.
Site administrators have access to the settings area, as shown in the presentation below. Click the Continue button in the presentation to start the demo.
It's easy to get help with Issuetrak. Click the Continue button in the presentation below to start the demo.
Remember: The selections shown, and options available, will vary according to how the site is configured and what permissions your Administrators have assigned to your User profile. Please explore your options and contact us if you have any questions!
