Updated Articles

  1. Issuetrak Cloud-Based Application Agreement

    This article contains the terms our Cloud customers agree to when they begin using our service.
  2. Data Processing Addendum

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  3. Issuetrak Navigation

    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...
  4. Submitting Issues

    The process of creating and submitting an Issue can vary based on how your Issuetrak site is configured. To submit a new Issue: Click the New Issue button at the top of the left-hand menu. The Submit Issue screen will then appear. ...
  5. About Workflows

    Your system can automatically escalate and take action in issues that remain open or idle for too long through Workflows . Workflows help ensure that assignees and submitters never neglect or abandon their issues, especially when they are used...
  6. About Substatus Rules

    Substatus Rules are a mechanism that allows you to configure Issuetrak to automatically change the Substatus field or pause the System Clock for an issue.
  7. About Issue Types and Subtypes

    Your system needs an overall structure for capturing and reporting issue-related information. This is accomplished by categorizing the issues being addressed through Issuetrak into: Classes – general categories such as Change Requests, Inci...
  8. Invoice and Work Order Settings

    Issuetrak’s Billing Module allows you to customize Invoice and Work Order templates to align with your organization's branding and operational workflows. You can configure prefixes, tax rates, payment terms, and more to generate professional, brande...
  9. Billing Module

  10. Defining Your Products and Services

    Before you can add line items to issues or generate invoices, you’ll need to set up your Product / Service records in Issuetrak. These are predefined items that represent the goods or services your organization bills for. Each record includes deta...