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Last Updated: 08/25/2025
in Getting Started Deployment Now that your site is deployed, you have the opportunity to do some post-deployment configuration of the site. All of the steps below are optional, and you will need to use your best judgement on whether following them will benefit you.
You can...
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Last Updated: 06/17/2025
in Using Issuetrak General Issuetrak has five reporting mechanisms:
Dashboard
The Dashboard presents users with up-to-the-minute statistics on all open issues in your system.
Saved Searches
Saved Searches are quick and easy retrievals of stored...
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There are several Optional Fields that you can enable within your Issuetrak site that can help you with your process workflows.
Optional Fields
Description
Issue and Search
Selecting these items w...
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Last Updated: 06/17/2025
in Using Issuetrak General Custom Reports can be very helpful to managers that wish to obtain data about the productivity of their agents. In this article, we’ll take a look at using the Custom Reports feature to create a custom summary report. It’s important to note that the...
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When using and configuring Issuetrak, administrators can choose how their users can authenticate based on multiple criteria and the needs of their organization. To facilitate this, Issuetrak supports multiple authentication methods.
There are t...
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Last Updated: 08/04/2025
in Getting Started Pre-Deployment Introduction
It is necessary to have an understanding of JSON before deploying Issuetrak with the IDU. This article is intended to provide you with the necessary knowledge to read, edit, understand, and fill out a JSON for Issuetrak. This...
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This section allows you to set system-wide parameters. You can leave these set to the Issuetrak defaults or adjust as needed at any time.
Be advised, this page requires SysAdmin permission to access and maintain, and will be unavailable if...
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Last Updated: 10/20/2025
in Getting Started General The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.
There is a generic, system-generated Issuetrak ...
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Last Updated: 06/17/2025
in Using Issuetrak Best Practices Several tasks may be grouped together and collectively added to an issue. These pre-defined Task Groups can maintain a consistent workflow in the course of resolving issues. Within Task Groups, dependencies among tasks can be established, e.g. tas...
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Last Updated: 07/03/2025
in Getting Started DeploymentAll of the information about the latest version of Issuetrak in one place.