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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...
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Bookmarks are a feature in Issuetrak that allows you to save and revisit almost any page in the product (subject to visibility restrictions and your permissions ) with a single click.
Adding Bookmarks
There are two ways to add t...
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Last Updated: 10/03/2024
in Getting Started General The issue submission process in Issuetrak is crucial for collecting, organizing, and presenting information effectively. Proper configuration of this process ensures that your workflows run smoothly and can adapt to the changing needs of your organ...
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The main survey page displays a list of all surveys. All surveys are always in one of three states: Design , Open , or Closed . When a survey is first created, it is in Design mode while the owner creates the survey. Once a survey is ready to l...
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System Colors allow your site to be branded with one of several pre-defined color themes or a customized color theme of your own. You can also adjust color saturation and brightness within the Dashboard.
Organization-specific Site Colors can...
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If you brought in all of your users with the same End User template , you’ll want to go ahead and put your Agents into Issuetrak Groups to grant them higher permissions. You can create as many groups as needed, and users can be members of mor...
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Issue Auditing allows you to capture most changes made to each issue record. Audit records can be searched from either the issue or the Administration menu, reported on using the Report Writer, and archived by date range.
Activating Issue A...
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Last Updated: 04/12/2024
in Using Issuetrak General Understanding the anatomy of an issue and being knowledgeable about the updates that can be made are essential for effective issue management in Issuetrak. This table combines a description of each type of update along with other practical informati...
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Adding Surveys
New surveys can either be created from scratch or by copying an existing survey. When creating a survey by copying an existing survey, the existing survey is copied in its entirety with the exception of survey responses. All surv...
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To view the list of Summary Reports, click on Reporting from the left menu > Summary Reports . These are pre-defined system reports based on the features enabled within your site.
The data from these reports cannot be modified or exported...