Popular Articles

  1. About Reports

    Issuetrak has five reporting mechanisms:   Dashboard The Dashboard presents users with up-to-the-minute statistics on all open issues in your system. Saved Searches Saved Searches are quick and easy retrievals of stored...
  2. API Authorization Overview

    The Issuetrak API requires specific, custom authorization headers to be added to each HTTP request targeting an API operation endpoint. The following custom authorization headers must be defined. Issuetrak API Authorization...
  3. About the Dashboard

    The Dashboard is a user-specified display of At-A-Glance statistics regarding open issues. A user must have Dashboard permissions within their Menu Options / Pages Allowed to view the Dashboard. If Issue Classes are enabled, selecting a Cla...
  4. Working with the Task Manager

    Task Manager is the mechanism for adding and maintaining Tasks and Task Groups in an issue, Scheduled Issue , or Issue Template . The Task Manager is also used to build out workflows with process options that change issue values or trigger addit...
  5. About Priorities

    Priorities are used to indicate the relative importance of an issue. Identifying priorities among issues helps determine where a particular issue figures into the larger issue queue and how soon the issue might be addressed. Auto Assignments, Iss...
  6. Incoming Email Overview

    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...
  7. How to Use Tasks Groups for Employee Onboarding and Offboarding

    Many of our customers need help with controlling their onboarding and offboarding processes. What they find is that they do not have adequate control of the process to ensure that all steps are completed; this can result in a bad experience for new ...
  8. Best Practices - Time Zone Adjustment in the Cloud

    Issuetrak’s cloud services provide server hosting configured to specific time zones: U.S.-based cloud servers operate on Eastern Time (GMT-5). Canadian cloud servers use Canada Standard Time (GMT-5), which does not observe Daylight ...
  9. About Entities

    Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
  10. GDPR Compliance FAQ

    What is the GDPR? The General Data Protection Regulation (GDPR) is a law that was passed by the European Union to go into effect on May 25, 2018. This law is intended to protect the rights of EU citizens (defined as natural persons ) to contro...