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...

The option for a user to change their own password will only appear if the below conditions are met: “Self Service” option has been enabled within the Password Policy settings (this, in turn, can only be activated if Outbound Emai...

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. ...

Saved Searches are quick and easy reports generated from criteria entered on the Search Issues screen. Once saved, a Saved Search can be run any time with the most current data or delivered at regular intervals to select users via email in CSV, Exce...

Issuetrak provides two quick ways to search issues in your site: The Quick Search box in the top right corner of the screen. The Search Issues link in the left menu for more detailed searches.   Quick Search The Quick Sea...

Steps: Navigate to the login screen of your Issuetrak site. On the login screen, there will be a section to type in your User ID and Password . Type your User ID and click on the Forgot / Reset your password? link. ...

With Single Sign-On (SSO) If Issuetrak has been configured with SSO, you should not normally be prompted for login credentials. If you do receive a login prompt with an Issuetrak site using SSO, use your credentials for your Organization's id...

If you are experiencing login issues you may need to reset your browser state or storage, please reference the steps below. Steps: Internet Explorer (for Issuetrak versions 12.9 or older) : Go to Tools (Gear icon in the top...

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...

What is Issuetrak? Issuetrak is a software solution that allows you to track issues, tickets, and requests from start to finish. Issuetrak is backed up by a team of developers, support analysts, account managers, and software engineers ready to...

If a user inputs an incorrect password too many times, or has forgotten their password and has subsequently locked their user account, a password reset will be required in order to allow the user to log into Issuetrak again. As there are multip...

The steps below will allow you to add one or more new issues containing the same information as the new global issue. This process is sometimes referred to as Firestorm . Steps : From the view of the Global issue, click Global Issue...

Custom reports can be very helpful to managers that wish to obtain data about the productivity of their agents.  In this article, we’ll take a look at using the Report Writer to create a custom summary report. It’s important to note that the methods...

Before we can explain how the Issue Hub works, let’s discuss what the Issue Hub is!   So What Is the Issue Hub? The Issue Hub is a control panel where Issuetrak Users can see and manage their Issues at a glance. It is shipped with a set ...

Task Manager is the mechanism for adding and maintaining Tasks and Task Groups in an issue, Scheduled Issue , or Issue Template . The Task Manager is also used to build out workflows with process options that change issue values or trigger addit...

The Web Accessibility Initiative developed the Web Content Accessibility Guidelines (WCAG) to provide a single standard for web content accessibility that meets the needs of individuals with disabilities. Accessibility is a function of Un...

Add to Home Screen is an option that appears on the mobile login screen of Issuetrak when viewed from a mobile browser.

The way the View Issue screen looks will vary from customer to customer, and even from one use scenario to the next. In this article we will show you the 'constants' of the View Issue screen, the way we've configured this screen to appear in our...

Understanding the anatomy of an issue and being knowledgeable about the updates that can be made are essential for effective issue management in Issuetrak. This table combines a description of each type of update along with other practical informati...