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Last Updated: 01/14/2025
in Getting Started Implementation Testing is a critical step before launching your Issuetrak Portal. It ensures that the system functions smoothly and meets your organization's needs. As users transition to new software, they may face challenges adapting to the new processes. Effect...
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Last Updated: 03/12/2025
in Getting Started General Your system needs an overall structure for capturing and reporting issue-related information. This is accomplished by categorizing the issues being addressed through Issuetrak into:
Classes – general categories such as Change Requests, Inci...
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User Defined Fields (or UDFs) are custom fields that can be added to Issuetrak by Administrators to allow additional information to be provided in:
Issues
Organization records
User records
Asset Types (if licensed)
Product...
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Last Updated: 08/30/2024
in Using Issuetrak General 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. ...
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Last Updated: 03/12/2025
in Getting Started General The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.
There is a generic, system-generated Issuetrak ...
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Issue Statuses
There are two Issue Statuses: Open and Closed. Issue Statuses are inherent to the system and do not require any additional steps to be activated. Many features like Automation and Dashboard are issue status dependent....
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Last Updated: 09/25/2024
in Getting Started General You can have the system automatically convert emails into new issues through Incoming Email (IEM). You may configure Issuetrak to retrieve messages from Exchange, IMAP, POP3, or Office365 mailboxes. If you are also using Issue Notifications or...
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The Knowledge Base (KB) is an online library for storing and retrieving useful information and reference materials, such as company policies, procedures, and forms; how-to guides; answers to Frequently Asked Questions (FAQs); and known solutions t...
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Outgoing Email settings govern Issuetrak's connectivity with outbound mail servers, behavior concerning linked attachments, logging retention, behavior surrounding outgoing email, and (to a lesser extent) the content of outgoing email.
How t...
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This article provides steps for migrating a site with AD / LDAP-authenticated users to use our Entra ID integration. If you don't have AD configured but would like to configure Entra ID integration, please see this article .
At a high level,...