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Once a survey has a completed response, there may be a need to filter the responses by different criteria or the need to export data to be organized into a different format, such as charts or graphs, to allow for reporting.
There are 2 methods ...
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The Dashboard is a user-specified display of at-a-glance statistics regarding open issues. A user must have Dashboard permissions within their Menu Options / Pages Allowed to view the Dashboard. If Issue Classes are enabled, selecting a Clas...
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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....
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Last Updated: 06/17/2025
in Using Issuetrak General Task Manager is the mechanism for adding and maintaining Tasks and Task Groups in an issue, Scheduled Issue , or Issue Template . The Task Manager is also used to build out workflows with process options that change issue values or trigger addit...
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Global Issues in Issuetrak allow you to link multiple related issues together and manage them as a single, collective item. This is especially useful when the same problem affects multiple users or customers, or when you need to proactively notify s...
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The optional Projects feature is a mechanism through which you can group related issues together that share common goals. You can define Project Members who have access to view the project and its progress, as well as a Project Manager who has respo...
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Last Updated: 06/17/2025
in Getting Started General Controlling visibility to an issue allows you to control who can view an issue in Issuetrak. Many implementations require the ability to control whether a user can see certain issues. We can do this by using a combination of entities (organizations ...
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Attachments are files that can be uploaded to various areas in Issuetrak, including issues. This feature allows you to add supporting information to issues and knowledge base articles, as well as other areas of the product. This article mainly conce...
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Last Updated: 12/12/2025
in Getting Started General Issuetrak 16.0 introduced significant changes to the way our licensing works. Prior to 16.0, sites utilized license keys in order to determine how many agents could be used and what features could be activated.
Moving forward, we no longer prov...
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Last Updated: 06/17/2025
in Using Issuetrak Best Practices Issues in Issuetrak can be assigned to agents or agent groups using various methods, both manual and automated. Assignments can occur either upon submission or later during the issue's lifecycle. This guide outlines the different assignment meth...