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Table of Contents
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Glossary
Getting Started
Deployment
Issuetrak Deployment Fundamentals
How to Install Issuetrak Using the Issuetrak Deployment Utility (IDU)
How to Install Issuetrak Using the Issuetrak Deployment Manager (IDM)
Post-Deployment Configuration
General
Password Policies
About the Features Screen
About Priorities
About Organizations
About Quick Picks
About Issue Types and Subtypes
Incoming Email Overview
About Tasks
About Departments
About Locations and Regions
Issue Notifications
Visibility Controls Best Practices
About Custom Screens
About Causes
The Benefits of Customer Training
Getting Started in Issuetrak
Ways to Utilize Issuetrak Consulting
Implementation Guidelines
Term Dictionary
HTML Enhancement Options
Pre-Deployment
Issuetrak System Requirements
IDU Verb Documentation
Introduction to the Issuetrak Deployment Utility (IDU)
Introduction to the Issuetrak Deployment Manager (IDM)
Issuetrak's Release Pipeline
User Management
About Groups
About Users
About Issue Responsibilities
Using Issuetrak
Best Practices
Best Practices - Moving a Workflow to Issuetrak
How to Use Round Robin
Making Use of the User Administrator
Managing Task Groups
How to Embed Video
Best Practices - Expanding Issuetrak
Best Practices - Working with Task and Processes
Special Function Table - When to Use
Personalization
My Settings
About Issue Hub
About Bookmarks
About Dark Mode
Make Issuetrak Your Own
My Notifications
General
About Reports
Change Password
Saved Searches
Submitting Issues
Self-Help Password Reset
Searching Issues
Logging into Issuetrak
Issuetrak Navigation
About Issuetrak
How to reset a locked user account
Submitting Multiple New Issues
Custom Productivity Reports
How to Use Issue Hub
Working with the Task Manager
Web Accessibility Guidelines
Automation
How to Automate with Business Rules
How to Use Tasks Groups for Change Management Workflow
How to Use Tasks Groups for Employee Onboarding and Offboarding
Administering
Business Rules
About Substatus Rules
About Business Rules
About Auto Assignment Rules
About Escalation Rules
Cloud-Specific
Outgoing Email in the Issuetrak Cloud
Cloud Vanity URL Overview
General
About Embedded Images
About Solutions
About Recurring Issues
About the Calendar
About Issue Auditing
About Admin Auditing
About Projects
About Issue Statuses and Substatuses
About the Knowledge Base
About Global Issues
Issuetrak Release Notes
About Classes
About Round Robin
About the Special Function Table
Activating Rich Text
Product Documentation
Special Function Table - Usage Notes
Service Contracts
Incoming Email
Managing IEM Mailboxes
Blocked Attachments
Email Tokens
Exclude Text
Keywords
Viewing the Incoming Email Log
Issue Handling
Mass Updates
About Issue De-Escalations
About Issue Attachments
Issue Submission Methods
Entered Date vs Submitted Date
Reports
About Report Writer
About the Dashboard
Setting Report Writer Defaults
Scheduled Reports
Dashboard Settings
Summary Reports
How does Issuetrak define Report Permissions?
Service Level Agreements
About Service Level Agreements
Managing Service Agreements
Managing Service Levels
Managing Service Terms
Managing Severities
System Settings
Mobile Settings
Outgoing Email
About User Defined Fields
About the System Menu
About Optional Fields
Hours of Operation
License Key
Interpreting Admin Auditing Logs
System Colors
System Defaults
About Configuration Items
Site Appearance
Custom Links
Best Practices - Time Zone Adjustment in the Cloud
Security
Upgrade & Migration
How to Perform an Upgrade Using the Issuetrak Deployment Utility (IDU)
Configuring Services and Scheduled Tasks
Test Site Creation
How to Perform an Upgrade Using the Issuetrak Deployment Manager (IDM)
Web and SQL Server Migration
Web Server Migration
SQL Server Migration
User Management
Attachments within User Profiles
User Templates
User Permissions
How to Reset a Password
User Administrator Feature
Integrations
API
About the Issuetrak RESTful API
API System Requirements
Installing the API
API Operation Conventions
API Operations for APIMETADATA
API Operations for Attachments
API Operations for Causes
API - Encrypting ConnectionStrings
API Operations for Classes
API Authorization Overview
API Operations for Departments
API Operations for Issues
API - Swagger Overview
API Operations for IssueTypes
API Operations for IssueSubTypes
API Samples Overview
API Operations for IssueSubTypes2
API Operations for IssueSubTypes3
API - Elevating NLog
API Operations for IssueSubTypes4
API Operations for Locations
API Operations for MenuItems
API Operations for Notes
API Operations for Organizations
API Operations for Priorities
API Operations for Projects
API Operations for ServiceLevels
API Operations for ServiceLevelAgreements
API Operations for ServiceLevelSeverities
API Operations for ServiceLevelTerms
API Operations for Substatuses
API Operations for TimeZones
API Operations for Users
API Operations for User Types
API Operations for User-Defined Field Types
Asset Management Module
About the Asset Management Module
Managing Assets
Asset Reports
Asset Tables
Reporting with TrakPC
Software Licensing Reports
Managing Software
Asset Audits
Billing Module
About the Billing Module
Chat
Creating Issues from Chat Transcripts
How to Enable Chat in Issuetrak
How to add a Chat Agent
Issuetrak Chat - Enable Emailing Transcripts
Identity Management
About Active Directory (LDAP) Integration
Activating Identity Management Integration within Issuetrak
Migrating to AD Federation Services
Configuring the Active Directory Module
Importing Users from Active Directory
Preparing to use the Active Directory Module
Granting permissions to Agents
Rolling back to AD from AD Federation Services
About Active Directory Federation Services (AD FS)
AD - Setting up additional attributes (Optional)
How to Configure Active Directory Single Sign On
Preparing AD Federation Services for use with Issuetrak
About Azure AD Integration
Migrating to Azure AD
Troubleshooting the Active Directory Module
About Identity Management
About OAuth / OpenID Connect
Power BI
How to Integrate Power BI with Issuetrak
Salesforce
How to create custom links within SalesForce to display a list of issues from Issuetrak
Surveys
About the Surveys Module
Designing Surveys
Survey Reporting
Managing Surveys
Closing Surveys
Webforms
Standard Issuetrak Webform
Webforms Requirements
Issuetrak Webforms Change Log
Webform Limitations
About Webforms
Trust Center
General
Security in Issuetrak
Business Associate Agreement Addendum
Data Processing Addendum
GDPR Compliance FAQ
Subprocessors Used by Issuetrak
CCPA FAQ
How To Comply with GDPR Information Requests in Issuetrak
Network Protocols and Ports for Issuetrak
Terms of Service
Issuetrak Terms of Service
Issuetrak Cloud-Based Application Agreement
Issuetrak Software License Terms and Conditions
Troubleshooting
Full PDF Download
Home
Integrations and Add-Ons
Trying to configure an add-on or use our API? Look here.
API
(35)
About the Issuetrak RESTful API
()
API System Requirements
()
Installing the API
()
API Operation Conventions
()
API Operations for APIMETADATA
()
See More
Asset Management Module
(8)
About the Asset Management Module
()
Managing Assets
()
Asset Reports
()
Asset Tables
()
Reporting with TrakPC
()
See More
Billing Module
(1)
About the Billing Module
()
Chat
(4)
Creating Issues from Chat Transcripts
()
How to Enable Chat in Issuetrak
()
How to add a Chat Agent
()
Issuetrak Chat - Enable Emailing Transcripts
()
Identity Management
(17)
About Active Directory (LDAP) Integration
()
Activating Identity Management Integration within Issuetrak
()
Configuring the Active Directory Module
()
Migrating to AD Federation Services
()
Importing Users from Active Directory
()
See More
Power BI
(1)
How to Integrate Power BI with Issuetrak
()
Salesforce
(1)
How to create custom links within SalesForce to display a list of issues from Issuetrak
()
Surveys
(5)
About the Surveys Module
()
Designing Surveys
()
Survey Reporting
()
Managing Surveys
()
Closing Surveys
()
Webforms
(5)
Standard Issuetrak Webform
()
Webforms Requirements
()
Issuetrak Webforms Change Log
()
Webform Limitations
()
About Webforms
()
