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Table of Contents
Table of Contents
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Home
Glossary
End User
Dashboard
Dashboard Settings
About the Dashboard
Global Issues
Linking New Issues
Submitting Multiple New Issues
Tasks
Working with the Task Manager
Process Management Options in the Task Manager
Editing a Task/Task Group in an Issue
Complete or Respond to a Task in an Issue
Adding a Task/Task Group to an Issue
Editing a Task/Task Group in the Task Manager
Reports
About Reports
Setting Report Writer Defaults
Scheduled Reports
Report Writer - Building a Query
Report Writer - Building a Report
Summary Reports
Saved Searches
How to create custom links within SalesForce to display a list of issues from Issuetrak
How does Issuetrak define Report Permissions?
User Administrator
Making Use of the User Administrator
User Administrator Feature
All Others
Standard Issuetrak Webform
Using the Projects Search
Security in Issuetrak
Webforms Requirements
Cloud Vanity URL Overview
Change Password
Issuetrak Webforms Change Log
Searching Projects Using the Projects List
Configuring Services and Scheduled Tasks
Webform Limitations
Test Site Creation
Submitting Issues
Searching Issues
Logging into Issuetrak
How to Integrate Power BI with Issuetrak
My Issues
My Settings
Issuetrak Cloud TLS FAQ
How to Embed Video
Administrator
API
About the Issuetrak RESTful API
API System Requirements
Installing the API (Issuetrak 11.0+)
API - Encrypting ConnectionStrings
API Authorization Overview
API - Swagger Overview
API - Troubleshooting Swagger
API Samples Overview
API Operations
API Operation Conventions
API Operations for APIMETADATA
API Operations for Attachments
API Operations for Causes
API Operations for Classes
API Operations for Departments
API Operations for Issues
API Operations for IssueTypes
API Operations for IssueSubTypes
API Operations for IssueSubTypes2
API Operations for IssueSubTypes3
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
API - Elevating NLog
Business Rules
About Business Rules
About Business Rules
Auto Assignments
Escalation Rules
About Escalation Rules
About Issue De-Escalations
Substatus Rules
About Substatus Rules
Classes
About Classes
Custom Screens
About Custom Screens
Departments
About Departments
Embedded Images
About Embedded Images
Global Issues
About Global Issues
Activating Global Issues
Linking Existing Issues
Managing Global Issues
Promoting Issues
Incoming Email
Incoming Email Overview
Activating Incoming Email
Managing IEM Mailboxes
Blocked Attachments
Email Tokens
Exclude Text
Keywords
Viewing the Incoming Email Log
Installation/Upgrade Documentation
Issuetrak Deployment Fundamentals
Issuetrak Release Notes
Issuetrak System Requirements
Introduction to the Issuetrak Deployment Utility (IDU)
Introduction to the Issuetrak Deployment Manager (IDM)
IDU Verb Documentation
How to Install Issuetrak Using the Issuetrak Deployment Utility (IDU)
How to Install Issuetrak Using the Issuetrak Deployment Manager (IDM)
How to Perform an Upgrade Using the Issuetrak Deployment Utility (IDU)
How to Perform an Upgrade Using the Issuetrak Deployment Manager (IDM)
Post-Deployment Configuration
Web and SQL Server Migration
SQL Server Migration
Web Server Migration
Product Documentation
Getting Started in Issuetrak
Using the Password Migration Tool for Upgrades to Issuetrak 10.3
Network Protocols and Ports for Issuetrak
Issue Auditing
About Issue Auditing
Issue Types and Subtypes
About Issue Types and Subtypes
Adding Issue Types/Subtypes using Administration menu
Editing Issue Types/Subtypes
Activating Subtypes
Adding and editing Subtypes 2, 3 and 4
Using Submit and Edit Issue screens to Add Issue Types and Subtypes
Locations and Regions
About Locations and Regions
Priorities
About Priorities
Quick Picks
About Quick Picks
Recurring Issues
About Recurring Issues
System
The System Menu
System Settings
Admin Auditing
About Admin Auditing
Exporting Admin Audits
Interpreting Admin Auditing Logs
Searching Admin Audits
The System Settings Submenu
System Defaults
Site Appearance
Mobile Settings
Menu Options
Password Policies
Security
Activating Rich Text
Features
About the Features Screen
About the Features Screen
Active Directory Module
About the Active Directory Module
Activating AD within Issuetrak
Configuring the Active Directory Module
Migrating to AD Federation Services
Importing Users from Active Directory
Preparing to use the Active Directory Module
Granting permissions to Agents
About Active Directory Federation Services (AD FS)
Rolling back to AD from AD Federation Services
AD - Setting up additional attributes (Optional)
Preparing AD Federation Services for use with Issuetrak
Asset Management Module
About the Asset Management Module
Adding New Software
Adding an Asset
About Asset Items
Asset Availability
Asset Management - Attachments
Asset Management - Clone
Assets and Issues
Asset Reports
Asset Tables
Creating a Separate Website for ScanPC Audits
How to Create a TrakPC Login Script or Batch File
Deleting an Asset
Configuring TrakPC/TrakMac/ScanPC for Single Sign-On
Merging Duplicate Assets
How to Use TrakMac
How to specify the frequency for TrakPC
Editing an Asset
Linking Assets
Maintaining Drive Information
Maintaining Software Information
Reporting with TrakPC
About ScanPC
Searching Assets
Software Licensing Reports
Software Management
Software Purchases
Software Titles
TrakPC Audit
Viewing Audits
Billing Module
About the Billing Module
Activating the Billing Module
Billing Module - Customers
Billing Module - Export
About Invoices
Line Items
Products/Services
Work Orders
Calendar
About the Calendar
Activating the Calendar
Deleting Out of Office Events
Adding Calendar Events
Editing Out of Office Events
Adding Out of Office Events
Editing Calendar Events
Deleting Calendar Events
Chat
Creating Issues from Chat Transcripts
How to Enable Chat in Issuetrak
How to add a Chat Agent
Issuetrak Chat - Enable Emailing Transcripts
Projects
About Projects
Activating Projects
Adding a Project
Deleting a Project
Editing a Project
Adding a Project Category
Editing a Project Category
Adding a Project Substatus
Editing a Project Substatus
Deleting a Project Substatus
Deleting a Project Category
Knowledge Base
Service Level Agreements
About Service Level Agreements
Activating SLAs
Adding Service Agreements
Adding Service Levels
Adding Service Terms
Managing Severities
Deleting Service Agreements
Deleting Service Levels
Editing Service Agreements
Editing Service Levels
Editing Service Terms
Surveys Module
About the Surveys Module
Adding Surveys
Deploying Surveys
Designing Surveys
Exporting Survey Data
Managing Surveys
Previewing Surveys
Sending a Survey Automatically
Survey Filters
Survey Options
Outgoing Email
Email Settings
Default Issue Distributions
Email Notifications
Outgoing Email in the Issuetrak Cloud
Sending Email Notifications via SMS
Optional Fields
About Optional Fields
About Optional Fields
Causes
About Causes
Configuration Items
About Configuration Items
Solutions
About Solutions
Special Function Table
About the Special Function Table
Substatuses
About Substatuses
User Defined Fields (UDFs)
About User Defined Fields
Mass Updates
Tasks
About Tasks
Adding Task Groups
Default Task Distributions
Editing Task Groups
Deleting Task Groups
Managing Task Groups
Managing the Tasks dropdown
Users, Groups, and Organizations
Users
About Users
Maintaining Users
Attachments within User Profiles
Getting started with Administering Users
User Templates
User Cloning
User Permissions
Administering Users
User Memberships
Groups
About Groups
About Round Robin
How to Use Round Robin
Organizations
About Organizations
Service Contracts
Troubleshooting
Full PDF Download
Home
Administrator
System
System Settings
Features
Knowledge Base
About the Knowledge Base
Activating the Knowledge Base
Creating KB Articles
Creating KB Categories
Deleting KB Articles
Deleting KB Categories
Editing KB Articles
Editing KB Categories
Restricting KB Articles
Restricting KB Categories
Searching the Knowledge Base