During your implementation training, we’ll walk through the features and options available to you and work together to shape your site’s structure and configuration. The initial sessions will be focused on setup and planning, each lasting about an hour. As we progress, later sessions will focus on testing and user training to help ensure a smooth go-live and successful adoption across your team.
The session will begin with introductions between the key stakeholders from your company and the Issuetrak trainer. From there, we’ll dive into a discussion about your current processes, the reasons for selecting Issuetrak, and your goals for using Issuetrak.
In this session, we’ll begin configuring the user experience within Issuetrak. We'll review your entity structure and define how users and agents will interact with the system. The goal is to ensure your permissions, visibility, and roles are aligned with your operational needs.
In this session, we will focus on how your issues are structured and what information needs to be collected from submitters. We will explore how to design issue forms that support accurate reporting and a smooth submission experience, including how to organize and label fields for clarity and consistency.
In this session, we cover email integration and how to configure automated notifications based on system triggers. You'll also learn how users can submit issues by email and reply to notification emails to update existing issues.
In this session, we’ll cover Substatuses, which show not only where an issue is in the process but can also indicate who is currently responsible for it. You'll also learn how automations can work behind the scenes to triage issues, assign them to agents, update Substatuses based on events, and use time-based triggers to remind users of their responsibilities, update issue details, and send customized messages based on issue criteria.
In this session, we’ll explore the many reporting options available in Issuetrak. You’ll learn how to create custom reports and schedule them for automatic delivery. We’ll also review built-in features like the Dashboard and Summary Reports, which help visualize trends and key metrics to support informed decision-making and excellent service.
In this session, we’ll explore the remaining features and modules not covered in the first six implementation sessions—and look ahead to how they can support your long-term success. Our goal is to ensure you have a solid understanding of each one, so you can implement them in the way that best supports your team’s evolving needs.