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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 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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When the Identity Management Module is included in your license, it still needs to be activated in order to be used. Only users with the Sys Admin parameter can activate the module.
Steps :
Click the gear icon in the upper right >...
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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...
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The Active Directory (AD) LDAP integration is compatible with Secure Socket Layer (SSL) connections and multi-server / multi-domain directory environments. Issuetrak user records are automatically created and updated by the AD integration if enabled...
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The Events feature allows permitted users to schedule and post issue-related, informational, and Out of Office events on a shared calendar within your site’s interface.
Issue-related events are displayed on both Events and the associated is...
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The Custom Record Table contains records with up to 50 text fields of reference information that can be used to associate just about anything to an issue, such as contact records, parts, contracts, contractors, customers, or rooms. Each field ca...
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This article provides steps for migrating a site with AD / LDAP-authenticated users to AD Federation Services. If you don't have AD configured but would like to configure AD FS, please see this article .
At a high level, the following things...
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Last Updated: 06/17/2025
in Using Issuetrak Best Practices
Understanding and optimizing your business processes is crucial, but sometimes the reality of how processes operate can differ from documented procedures. That's why documenting both real-world practices and recorded processes is essential for gaini...
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Last Updated: 06/17/2025
in Getting Started General
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...