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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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This guide provides administrators with the necessary steps to add and manage users within Issuetrak.
1. User Definition
In Issuetrak, a 'user' is any individual who requires permissions, data visibility, or a means of interacting wi...
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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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The My Settings page can be accessed by clicking your username in the upper right and clicking My Settings . This page allows you to change a few preferences for the current user account.
If Record all login attempts is enabled on the S...
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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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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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Configuration Items is a three-field dropdown value list initially designed to track assets before the development of the Asset Management Module . It may be utilized as a dropdown field on the issue with two reportable connected values if needed...
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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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Round Robin is a feature that takes each issue assigned to a group and re-assigns it to one of the group's members. Round Robin is implemented as an attribute that can be turned on for groups.
How does Round Robin work?
Once Round Ro...
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A survey, once complete, can be closed to prevent additional surveys from being sent to users and prevent any pending surveys from being added to the results.
Surveys can either be manually closed or will close automatically based on the Survey...