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Scheduled Reports deliver Saved Searches or Report Writer Reports to select users via email in CSV , Excel , or HTML formats. This allows interested parties to receive and review the most current data without requiring them to log into the...
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Last Updated: 06/17/2025
in Getting Started General Any organizational unit – such as a company or a subsidiary – interacting directly or indirectly with your Issuetrak system is an Organization . Organizations are the largest and most important of all Entities within Issuetrak.
Organizations...
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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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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 ...
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Last Updated: 06/17/2025
in Getting Started General The issue submission process in Issuetrak is crucial for collecting, organizing, and presenting information effectively. Proper configuration of this process ensures that your workflows run smoothly and can adapt to the changing needs of your organ...
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The All Restrictions screen is a centralized location from which you can view and manage visibility restrictions in your Issuetrak site.
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Last Updated: 06/17/2025
in Getting Started General Issuetrak 16.0 introduced significant changes to the way our licensing works. Prior to 16.0, sites utilized license keys in order to determine how many agents could be used and what features could be activated.
Moving forward, we no longer prov...
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Issue tokens are placeholders for information that you can add to a note, which will be replaced with the actual information once the note is saved to an issue. They may be stored in other places raw only to be replaced when a note based on them is ...
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Last Updated: 06/17/2025
in Trust Center General In any given application, there are multiple levels, methods, and implementations of security. Issuetrak is no different. From web traffic to connection strings to user credentials, there are different security mechanisms at work in different areas ...
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Last Updated: 06/30/2025
in Using Issuetrak General New to Issuetrak? It can be hard to find your way around any new system without some sort of guide. Let's get you oriented with Issuetrak so that you can get to work!
Getting Your Bearings
In Issuetrak, there are three basic navig...