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.
We will also review your responses to the Issuetrak Implementation: Usage Questions, which were included in your welcome email from Issuetrak. These insights will help our Product Engineers tailor your site setup and configuration.
We will confirm the training agenda, discuss time constraints, and determine the frequency of sessions to align with your team’s availability.
Introduction to Your Site
Navigating the Issue Lifecycle in Issuetrak
- Issue Submission
- Assessment and Responsibility (Triage)
- Issue Updates and Work Performed
- Solution and Closure
- Issue Attachments
Key Takeaways
After this session, you should be able to:
- Navigate the Issuetrak interface
- Configure the System Messaging, Logos, and Colors
- Submit, update, and close issues.
Other Considerations
Your IT Team may need to get involved for these features:
- Email Configuration: Allows your site to automatically process Incoming Emails into issues and/or send email notifications from the site.
- Identity Management Connection (if purchased): Allows users to log in with their domain login credentials.
Additional Resources:
- Terms Dictionary - A glossary of major terms used in Issuetrak.
- Make Issuetrak Your Own - Customize your site’s appearance, including logos and colors.
