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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: 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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Last Updated: 12/30/2025
in Getting Started General The issue submission process in Issuetrak is crucial for collecting, organizing, and presenting information effectively. Proper configuration of this process ensures that your workflows run smoothly and can adapt to the changing needs of your organ...
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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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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 ...
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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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Last Updated: 06/17/2025
in Using Issuetrak General If for any reason you are unable to remember your password or the password has expired, you can perform a Self-Help Password Reset to get an email with a link to set a new password for your Issuetrak account. Depending on how logins are handled with...
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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: 12/12/2025
in Getting Started General Any organizational unit – such as a company or a subsidiary – interacting directly or indirectly with your Issuetrak system is an Organization . Organizations are the largest and most important of all Entities within Issuetrak.
Organizations...
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When using Issuetrak, you might recognize a need to have multiple issues linked to each other for various reasons.