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Last Updated: 05/29/2026
in Getting Started General 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 ...
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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...
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Issue Classes help to provide structure for capturing and reporting issue-related information. This mechanism allows users to select which Class of issues they want to see on their Dashboard, which makes it easier to change their overall view of ope...
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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...
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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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For security reasons, Google will deprecate support for using basic authentication (which relies on your Google account's username and password) with third-party applications when using their Gmail service on May 30, 2022.
It is therefore neces...
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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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Last Updated: 07/03/2025
in Getting Started Pre-Deployment Introduction to IDU Verbs
In order for the IDU to perform useful work, we need to tell it what to do. This is accomplished through the use of verbs . Only one verb may be specified at runtime. Each verb has its own set of parameters that...
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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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Last Updated: 08/25/2025
in Getting Started Deployment 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...