System Defaults

Information

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.

1

Go to Administration > System > System Settings > System Defaults.

2

Enter the name you wish to appear as the site name on the Home Menu as the Customer ID.

3

Enter your site’s root URL to use when creating links in outgoing emails as the Application URL. This must be complete and accurate if you are using the Active Directory module.

4

Enter the Browser Title you want to appear in your web browser tab.

5

Select the time zone of the Web server hosting your site as the Server’s Time Zone. If this server is configured to adjust for Daylight Saving Time, select Server adjusts Dates/Times for Daylight Saving Time. If you are in a cloud environment, leave this set to Eastern Time.

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6

To have the Dashboard and My Issues screens automatically refresh when being viewed, enter a refresh rate in minutes as the Dashboard Reload. The tab counts on the My Issues screen will also update from these settings.

If Allow users to edit their own setting in My Settings is also selected on this screen, users may define their own Dashboard reload settings from Home > My Settings.

7

Record Count options control the number of records returned in lists and number of field values returned for auto suggest (type ahead) lists throughout the product. Choose 25, 50, 75 or 100 records for lists and from 10 to 50 for field values suggested.

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8

Select an Online Help setting. When enabled, users can click the (?) icon in the upper right of any Issuetrak screen to launch Online Help in a separate window. Using either enabled setting, only users with Sys Admin, Can access and maintain Administration functions or Allowed Read Only access to Administration information permissions can access Administrator Manual content through Online Help.

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9

Select when Submit Time is to be captured by the system.

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10

Select an option for the standard priority to pre-populate on Issues as the Default Priority.

11

Select how dates are to be entered and displayed as the Date Format.

12

Select how user names are to be displayed as the Display Name Format.

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The drop-down values for Default Priority are taken from Administration > Priorities and may be modified at any time, however, if the values are changed, it’s a good idea to come back to this page and make sure your default is still appropriate.

13

To limit user access to delete options for ALL records and files within the product, select For System Administrators Only. All Permitted Users is selected by default as delete permission for certain records and attachment files may also be controlled for individual users by granting permission on their user record.

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14

To default all notes added by users with Can view and add Privates Notes in Issues to Private, select Private in the Note Default section (users may unselect Private on the note at any time to make it public).

15

To override Issue filters when users are added to an email distribution list, select Allow members of Email Distribution Lists to add notes to Issues (users can be removed from the distribution list at any time to restore the filter).

16

To enable rich text and image embedding on Issues and Knowledge Base (KB) articles, select Use rich text editing. Then select the default Rich Text Font Family and Rich Text Font Size from the available drop-downs.

If you wish to use rich text and image embedding on KB Articles only, this is possible without using rich text editing. You can format your own tags, add links, images or special formatting by using HTML on the Add and Edit Knowledge Base Article screens.

17

To include a Note field below the Description field on the Submit Issue screen, select Allow adding note on submit screen.

18

Select Ascending (oldest to newest) or Descending (newest to oldest) to control the order in which notes appear on Issue screens.

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19

To apply permissions from an existing user template when users are created from Submit Issue screen, select it using the template search ( ) next to Create From.

OR

20

To apply only simple defaults when users are created from Submit Issue screen, select Can Log In and/or Suppress Email.

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21

To allow users to update their basic details (phone, email and address), default home page and dashboard preferences (if they have Dashboard permissions), select Allow users to edit their own settings in My Settings. When using this setting, your users can maintain this information from Home > My Settings. However, if the Active Directory module is enabled, the contact information is not available for modification. To capture user login history, select Record all login attempts. When using this setting, users may view the date of their last login on their home page, as well as a link to their login history. A link to login history will also be included in all user records.

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22

To use your own terminology for how Issues, Issue subjects and/or Issue types are referred to throughout your site, enter a singular and plural Custom Label.

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23

To enhance accessibility for users translating your site through a screen reading application, select extra links that can be detected only by these applications.

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24

Click Update.

The message Parameters successfully updated will display when the update is complete.


Applies To:

Issuetrak 9.9+