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Last Updated: 08/21/2025
in Using Issuetrak General Issuetrak provides two quick ways to search issues in your site:
The Quick Search box in the top right corner of the screen.
The Search Issues link in the left menu for more detailed searches.
Quick Search
The Quick Sea...
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Once your configuration mapping is complete, you’re ready to import your users into Issuetrak. You can do an initial manual import, and then schedule imports to occur automatically. This task can only be performed by an Issuetrak user with the “Can...
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Your system can automatically submit issues on a scheduled basis through Scheduled Issues . You may pre-define the Subject, Description, Issue Type / Subtype(s), Assigned To, Tasks, etc., and upload attachment files for any of these issues.
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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 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...
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Last Updated: 06/17/2025
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...
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Last Updated: 10/28/2025
in Using Issuetrak General The Issue Hub is a control panel where Issuetrak Users can see and manage their Issues at a glance. It is shipped with a set of preset views allowing you to see data through pre-selected column views. All of the views except the Open Issues view a...
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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. ...
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Last Updated: 06/17/2025
in Using Issuetrak Automation Many of our customers need help with controlling their onboarding and offboarding processes. What they find is that they do not have adequate control of the process to ensure that all steps are completed; this can result in a bad experience for new ...
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When using Issuetrak, you might recognize a need to have multiple issues linked to each other for various reasons.