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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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The Custom Record Table contains records with up to 50 text fields of reference information that can be used to associate just about anything to an issue, such as contact records, parts, contracts, contractors, customers, or rooms. Each field ca...
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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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Issue De-escalations is a feature that allows escalated issues to be de-escalated. This functionality is disabled by default and must be activated from the Features screen .
Every issue that has been escalated will have a link at the t...
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Last Updated: 06/17/2025
in Getting Started General Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
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This article only applies to the Active Directory connection type in Issuetrak, not to Active Directory Federation Services (AD FS) or Microsoft Entra ID. The IIS settings below are incompatible with AD FS and Microsoft Entra ID.
This art...
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Bookmarks are a feature in Issuetrak that allows you to save and revisit almost any page in the product (subject to visibility restrictions and your permissions ) with a single click.
Adding Bookmarks
There are two ways to add t...
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Scheduled Reports deliver Saved Searches or Report Writer Reports to select users via email in CSV , Excel , or HTML formats. This allows interested parties to receive and review the most current data without requiring them to log into the...
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The Active Directory (AD) LDAP integration is compatible with Secure Socket Layer (SSL) connections and multi-server / multi-domain directory environments. Issuetrak user records are automatically created and updated by the AD integration if enabled...
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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...