Popular Articles

  1. Survey Reporting

    Once a survey has a completed response, there may be a need to filter the responses by different criteria or the need to export data to be organized into a different format, such as charts or graphs, to allow for reporting. There are 2 methods ...
  2. About the Knowledge Base

    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...
  3. Deploying in High Availability Environments

    This article details the steps specific to deploying Issuetrak in a high availability (HA) configuration using Issuetrak 17.6 and above.  Issuetrak releases version updates, enhancements, and new features periodically. Routine maintenance, such...
  4. Configuring Active Directory (LDAP)

    Now that the preliminary steps are completed, you can go ahead and begin the actual set up of the Active Directory LDAP connection. This can only be performed by an Issuetrak user with the “Can access and maintain Administration functions” permiss...
  5. Navigating the Issue Lifecycle in Issuetrak

    The lifecycle of an issue varies depending on the usage, but there are also some similarities and best practices to follow. This guide aims to provide a structured understanding of the sequential steps involved in handling an issue within Issuetrak,...
  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 Locations and Regions

    Locations and Regions reflect physical user, issue, and asset locations. Regions generally define a larger area, while Locations are smaller entities within a Region. A Region might be defined as a state and a corresponding Location within that ...
  8. 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 ...
  9. Post-Deployment Configuration

    Now that your site is deployed, you have the opportunity to do some post-deployment configuration of the site. All of the steps below are optional, and you will need to use your best judgement on whether following them will benefit you. You can...
  10. About Site IDs

    A site ID is a unique identifier that is used to validate your license, as well as distinguishing each running instance of Issuetrak from all others. Additionally, site IDs are also used as a mechanism to distinguish production sites from test sites...