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About Reports
Issuetrak has five reporting mechanisms: Dashboard Summary Reports Saved Searches Report Writer Scheduled Reports   Dashboard The Dashboard presents users with up-to-the-minute statistics on all open issues in your system. Summa...
Change Password
The option for a user to change their own password will only appear if three conditions are met: “Self Service” option has been enabled within the Password Policy settings (this, in turn, can only be activated if Outbo...
Saved Searches
Saved Searches are quick and easy reports generated from criteria entered on the Search Issues screen. Once saved, a Saved Search can be run any time with the most current data or delivered at regular intervals to select users via email in CSV, Exce...
Submitting Issues
The process of creating and submitting an Issue can vary based on how your Issuetrak site is configured. To submit a new Issue: Click the New Issue button at the top of the left hand menu. The Submit Issue screen will then appear. ...
Self-Help Password Reset
Steps: Navigate to the login screen of your Issuetrak site. On the login screen, there will be a section to type in your User ID and Password . Type your User ID and click on the Forgot / Reset your password? link. ...
Searching Issues
Issuetrak provides two quick ways to search issues in your site:  The expedient  Quick Search at the top right corner of the screen, and the more detail-oriented  Search Issues page that can be accessed from the left menu. &nbs...
Logging into Issuetrak
With Single Sign-On (SSO) If Issuetrak has been configured with SSO, you should not normally be prompted for login credentials. If you do receive a login prompt with an Issuetrak site using SSO, your Windows password should allow you to sign ...
Issuetrak Navigation
In Issuetrak there are three basic navigation menus: Settings Lightbox Navigation Left Side Navigation Menu Right Side Context Menu   Issuetrak Site Navigation In the top bar to the far right there is a gear icon to the left of the nam...
About Issuetrak
What is Issuetrak? Issuetrak is a software solution that allows you to track issues, tickets, and requests from start to finish. Issuetrak is backed up by a team of developers, support analysts, account managers, and software engineers ready to...
How to reset a locked user account
If a user inputs an incorrect password too many times, or has forgotten their password and has subsequently locked their user account, a password reset will be required in order to allow the user to log into Issuetrak again. As there are multip...
Submitting Multiple New Issues
The steps below will allow you to add one or more new issues containing the same information as the new global issue. This process is sometimes referred to as Firestorm . Steps : From the view of the Global issue, click Global Issue...
Custom Productivity Reports
Custom reports can be very helpful to managers that wish to obtain data about the productivity of their agents.  In this article, we’ll take a look at using the Report Writer to create a custom summary report. It’s important to note...
How to Use Issue Hub
Before we can explain how the Issue Hub works, let’s discuss what the Issue Hub is!   So What Is the Issue Hub? The Issue Hub is a control panel where Issuetrak Users can see and manage their Issues at a glance. It is shipped ...
Working with the Task Manager
Task Manager is the mechanism for adding and maintaining Tasks and Task Groups in an issue, Recurring Issue, or Quick Pick. The Task Manager is also used to build out workflows with process options that change issue values or trigger additional Ta...
Web Accessibility Guidelines
The Web Accessibility Initiative developed the Web Content Accessibility Guidelines (WCAG) to provide a single standard for web content accessibility that meets the needs of individuals with disabilities. Accessibility is a function of Un...