Popular Articles

  1. About Site IDs

    A site ID is a unique identifier that is used to validate your license, as well as distinguishing each running instance of Issuetrak from all others. Additionally, site IDs are also used as a mechanism to distinguish production sites from test sites...
  2. Navigating the Issue Lifecycle in Issuetrak

    The lifecycle of an issue varies depending on the usage, but there are also some similarities and best practices to follow. This guide aims to provide a structured understanding of the sequential steps involved in handling an issue within Issuetrak,...
  3. API - Swagger Overview

    Swagger is a RESTful API Documentation Specification that describes and documents Application Programming Interfaces (API). From the swagger.io site documentation: The Swagger specification defines a set of files required to describe such an...
  4. About Locations and Regions

    Locations and Regions reflect physical user, issue, and asset locations. Regions generally define a larger area, while Locations are smaller entities within a Region. A Region might be defined as a state and a corresponding Location within that ...
  5. Visibility Controls Best Practices

    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 ...
  6. Issue Types - A Guide from Planning to Implementation

    Introduction Issuetrak is an incredibly configurable and flexible tool, allowing you to customize it to fit various business models. While configuring Issuetrak may initially appear challenging, we are here to guide you through every step of ...
  7. Post-Deployment Configuration

    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...
  8. How to Integrate Power BI with Issuetrak

    It is possible to use the Scheduled Reports feature to send a Scheduled Report in CSV format to an email account that is monitored by Microsoft OneDrive. Power BI can then be connected with OneDrive to pull your reports and then process them in any ...
  9. About Printing Notes

    We've built into Issuetrak the ability to print the content of the description field and individual notes within each issue. This can be useful for the purpose of sending legacy (ie. snail) mail on your own letterhead to your customers to acknowledg...
  10. About Solutions

    Solutions are text templates you create for closing issues. They allow you to pre-define appropriate answers, steps, or statements that address common questions, issues, and requests. While your Agents may still change or add information once...