-
Created On: 08/02/2018
in Getting Started General The optional Tasks feature allows you to set up discrete actions and / or a consistent workflow required for the resolution of an issue. Tasks may be added individually or with a Task Group during the submission of an issue or at any time in the i...
-
The main survey page displays a list of all surveys. All surveys are always in one of three states: Design , Open , or Closed . When a survey is first created, it is in Design mode while the owner creates the survey. Once a survey is ready to l...
-
Adding Surveys
New surveys can either be created from scratch or by copying an existing survey. When creating a survey by copying an existing survey, the existing survey is copied in its entirety with the exception of survey responses. All surv...
-
Web Surveys is an add-on to Issuetrak that allows you to construct Web surveys, deploy them, and then analyze the results.
Activating Surveys
Activating the Surveys add-on is easy:
Sign into Issuetrak with a Sys Admin account. ...
-
A Work Order in Issuetrak’s Billing Module is a printable document that shows all line items associated with an issue. It can be used to summarize completed work or to obtain customer authorization for work that hasn’t been completed yet. To...
-
Issue Statuses
There are two Issue Statuses: Open and Closed. Issue Statuses are inherent to the system and do not require any additional steps to be activated. Many features like Automation and Dashboard are issue status dependent....
-
Line Items in Issuetrak’s Billing Module represent billable Products or Services added to an issue for tracking, invoicing, and reporting purposes. Each line item captures details such as quantity, date, rate, total cost, and may optionally incl...
-
Invoices in Issuetrak’s Billing Module are formal records of billable work completed for your customers that can be used to request payment efficiently. This article explains how to generate, review, manage, and export invoices on your site to str...
-
You may include electronic documents as attachments in user records if Attachments have been enabled on your site.
If you need assistance enabling Attachments on your site, please refer to the Attachments section in About the Features Sc...
-
In Issuetrak’s Billing Module, customer management is streamlined by treating Organizations as "Customers" for consistency with billing terminology. This view introduces two billing-specific fields:
Billing Reference - used for trac...