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Last Updated: 06/17/2025
in Getting Started General Whether you're a newcomer to Issuetrak or a seasoned user, the need for updates, understanding newly released features, or extending benefits to new departments is constant. However, finding the time to plan, implement, and test these tasks can be c...
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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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Last Updated: 05/21/2025
in Getting Started ImplementationRecommendations aimed at maximizing the value of consultation sessions with Issuetrak Product Engineers.
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These optional settings allow you to change the appearance of the site to match your company specifications. You can choose which ones you want to adjust and which ones to leave set to the Issuetrak defaults.
Click the gear icon in the up...
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Last Updated: 06/17/2025
in Using Issuetrak General 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...
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This section allows you to set system-wide parameters. You can leave these set to the Issuetrak defaults or adjust as needed at any time.
Be advised, this page requires SysAdmin permission to access and maintain, and will be unavailable if...
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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: 06/17/2025
in Using Issuetrak Best Practices Several tasks may be grouped together and collectively added to an issue. These pre-defined Task Groups can maintain a consistent workflow in the course of resolving issues. Within Task Groups, dependencies among tasks can be established, e.g. tas...
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This article only applies to the Active Directory connection type in Issuetrak, not to Active Directory Federation Services (AD FS) or Microsoft Entra ID. The IIS settings below are incompatible with AD FS and Microsoft Entra ID.
This art...
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Last Updated: 06/17/2025
in Getting Started General When setting up and configuring an Issuetrak site, the first thing to do is define the foundations of the site. Foundational elements are the basic entities and issue elements that provide structure. The interaction between these foundational compon...