Popular Articles

  1. Hours of Operation

    Hours of Operation are the days and times your operation opens and closes during the week (e.g. Monday-Friday/9 am-5 pm, 24 hours) and any specific dates it closes during the year (e.g. holidays). The system uses these times and dates to calcul...
  2. About Optional Fields

    There are several Optional Fields that you can enable within your Issuetrak site that can help you with your process workflows. Optional Fields  Description Issue and Search Selecting these items w...
  3. About the Custom Record Table

    The Custom Record Table contains records with up to 50 text fields of reference information that can be used to associate just about anything to an issue, such as contact records, parts, contracts, contractors, customers, or rooms. Each field ca...
  4. Visibility Controls Best Practices

    Controlling visibility to an issue allows you to control who can view an issue in Issuetrak. Many implementations require the ability to control whether a user can see certain issues. We can do this by using a combination of entities (organizations ...
  5. About Labor Hours

    The Labor Hours field can be used to record, display, aggregate, and report upon the number of labor hours related to issues, projects, and tasks.
  6. Issue Types - A Guide from Planning to Implementation

    Introduction Issuetrak is an incredibly configurable and flexible tool, allowing you to customize it to fit various business models. While configuring Issuetrak may initially appear challenging, we are here to guide you through every step of ...
  7. About Quick Notes

    Quick Notes (which we'll occasionally shorten to just "Notes" in this article) are pre-fabbed blocks of text that you can define ahead of time, and which you can quickly bring into issues and knowledge base articles. Only agents with " Can create/ma...
  8. Viewing the Incoming Email Log

    There is an email log so that you can view a list of all messages processed by your IEM for the last seven days. Each message includes a system note as to what happened during processing. If the message was converted into an issue or note, the note ...
  9. Mass Updates

    This article describes how to update a large number of specific issues (Mass Update), as well as how to delete a large number of specific issues (Mass Delete).
  10. Closing Surveys

    A survey, once complete, can be closed to prevent additional surveys from being sent to users and prevent any pending surveys from being added to the results. Surveys can either be manually closed or will close automatically based on the Survey...