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Issuetrak Help Center
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Table of Contents
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Glossary
Getting Started
Deployment
Issuetrak Deployment Fundamentals
How to Install Issuetrak Using the Issuetrak Deployment Utility (IDU)
How to Install Issuetrak Using the Issuetrak Deployment Manager (IDM)
Post-Deployment Configuration
About Integrated Security
General
Password Policies
About the Features Screen
About Organizations
About Departments
About Tasks
About Locations and Regions
About Issue Types and Subtypes
About Priorities
About Issue Templates
Incoming Email Overview
Issue Notifications
Visibility Controls Best Practices
About Issue Forms
About Causes
The Benefits of Customer Training
Getting Started in Issuetrak
Ways to Utilize Issuetrak Consulting
Implementation Guidelines
Term Dictionary
HTML Enhancement Options
About Issue Responsibilities
About Issue Templates
Add Issuetrak as an App on a Mobile Device
Rich Text Editor Limitations for Copying and Pasting
Configuration and Customization of Issue Submission
Total / Adjusted Time Open
Pre-Deployment
Issuetrak System Requirements
IDU Verb Documentation
Working with the JSON
Introduction to the Issuetrak Deployment Utility (IDU)
Introduction to the Issuetrak Deployment Manager (IDM)
Issuetrak's Release Pipeline
User Management
About Users
About Groups
Using Issuetrak
Best Practices
Best Practices - Moving a Workflow to Issuetrak
Making Use of the User Administrator
How to Use Round Robin
Managing Task Groups
How to Embed Video
Best Practices - Expanding Issuetrak
Best Practices - Working with Task and Processes
Custom Record Table - When to Use
Best Practices - Moving a Workflow to Issuetrak (Pre-14.5)
Personalization
About Issue Hub
My Settings
About Bookmarks
About Dark Mode
Make Issuetrak Your Own
My Notifications
My Notifications (Pre-14.5)
General
About Reports
Change Password
Submitting Issues
Saved Searches
Searching Issues
Self-Help Password Reset
Logging into Issuetrak
How to clear browser cache and storage
Issuetrak Navigation
About Issuetrak
How to reset a locked user account
Submitting Multiple New Issues
Custom Productivity Reports
How to Use Issue Hub
Working with the Task Manager
Web Accessibility Guidelines
Automation
How to Use Issuetrak Automation
How to Use Tasks Groups for Change Management Workflow
How to Use Tasks Groups for Employee Onboarding and Offboarding
Administering
Business Rules
About Workflows
About Substatus Rules
About Auto Assignment Rules
About Automation
Cloud-Specific
Outgoing Email in the Issuetrak Cloud
Cloud Vanity URL Overview
General
About Solutions
About Issue Statuses and Substatuses
About Global Issues
About the Knowledge Base
About the Calendar
About Projects
About Issue Auditing
About Embedded Images
About Scheduled Issues
About Admin Auditing
Issuetrak Release Notes
About Classes
About Round Robin
About the Custom Record Table
Activating Rich Text
Previous Release Notes
Custom Record Table - Usage Notes
Service Contracts
About Labor Hours
Incoming Email
Managing IEM Mailboxes
Blocked Attachments
Email Tokens
Exclude Text
Keywords
Viewing the Incoming Email Log
Using Google App Passwords with a Gmail IEM Account
Issue Handling
Mass Updates
About Issue De-Escalations
About Issue Attachments
Issue Submission Methods
Entered Date vs Submitted Date
Reports
About Report Writer
About the Dashboard
Setting Report Writer Defaults
Scheduled Reports
Dashboard Settings
Summary Reports
How does Issuetrak define Report Permissions?
Service Level Agreements
About Service Level Agreements
Managing Service Agreements
Managing Service Levels
Managing Service Terms
Managing Severities
System Settings
Mobile Settings
About the System Menu
About User Defined Fields
Outgoing Email
About Optional Fields
Hours of Operation
License Key
Interpreting Admin Auditing Logs
System Colors
System Defaults
About Configuration Items
Site Appearance
Custom Links
Best Practices - Time Zone Adjustment in the Cloud
Security
System Defaults (Pre-14.5)
Upgrade & Migration
How to Perform an Upgrade Using the Issuetrak Deployment Utility (IDU)
Configuring Services and Scheduled Tasks
How to Perform an Upgrade Using the Issuetrak Deployment Manager (IDM)
Test Site Creation
SQL Server Migration
Web Server Migration
Web and SQL Server Migration
User Management
Attachments within User Profiles
User Templates
User Permissions
How to Reset a Password
User Administrator Feature
Integrations
API
About the Issuetrak RESTful API
Installing the API
API Operation Conventions
API Operations for APIMETADATA
API Operations for Attachments
API Operations for Causes
API - Encrypting ConnectionStrings
API Operations for Classes
API Authorization Overview
API Operations for Departments
API Operations for Issues
API - Swagger Overview
API Operations for IssueTypes
API Operations for IssueSubTypes
API Samples Overview
API Operations for IssueSubTypes2
API Operations for IssueSubTypes3
API - Elevating NLog
API Operations for IssueSubTypes4
API Operations for Locations
API Operations for MenuItems
API Operations for Notes
API Operations for Organizations
API Operations for Priorities
API Operations for Projects
API Operations for ServiceLevels
API Operations for ServiceLevelAgreements
API Operations for ServiceLevelSeverities
API Operations for ServiceLevelTerms
API Operations for Substatuses
API Operations for TimeZones
API Operations for Users
API Operations for User Types
API Operations for User-Defined Field Types
API v2
API v2 Overview
Asset Management Module
About the Asset Management Module
Managing Assets
Asset Reports
Asset Tables
Reporting with TrakPC
Software Licensing Reports
Managing Software
Asset Audits
Billing Module
About the Billing Module
Chat
Creating Issues from Chat Transcripts
How to Enable Chat in Issuetrak
How to add a Chat Agent
Issuetrak Chat - Enable Emailing Transcripts
Identity Management
About Active Directory (LDAP) Integration
Activating Identity Management Integration within Issuetrak
Configuring Active Directory (LDAP)
Migrating to AD Federation Services
Importing Users from Active Directory
Preparing to use the Active Directory Module
Granting permissions to Agents
About Active Directory Federation Services (AD FS)
Rolling back to AD from AD Federation Services
AD - Setting up additional attributes (Optional)
How to Configure Active Directory Single Sign On
Preparing AD Federation Services for use with Issuetrak
About Azure AD Integration
Migrating to Azure AD
Troubleshooting the Active Directory Module
About Identity Management
About OAuth / OpenID Connect
Power BI
How to Integrate Power BI with Issuetrak
Salesforce
How to create custom links within SalesForce to display a list of issues from Issuetrak
Surveys
About the Surveys Module
Designing Surveys
Survey Reporting
Managing Surveys
Closing Surveys
Webforms
About Webforms
Standard Issuetrak Webform
Webforms Requirements
Webform Limitations
Zapier
Baby Steps: Creating a Simple Zapier Integration
Using Zapier with Issuetrak
Trust Center
General
Security in Issuetrak
Business Associate Agreement Addendum
Data Processing Addendum
GDPR Compliance FAQ
Subprocessors Used by Issuetrak
CCPA FAQ
How To Comply with GDPR Information Requests in Issuetrak
Network Protocols and Ports for Issuetrak
Log4J Vulnerability
Firewall Exceptions for Use With Issuetrak's Hosted Service
Terms of Service
Issuetrak Terms of Service
Issuetrak Cloud-Based Application Agreement
Issuetrak Software License Terms and Conditions
Troubleshooting
Full PDF Download
Home
Administering Issuetrak
System Settings
Mobile Settings
About the System Menu
About User Defined Fields
Outgoing Email
About Optional Fields
Hours of Operation
License Key
Interpreting Admin Auditing Logs
System Colors
System Defaults
About Configuration Items
Site Appearance
Custom Links
Best Practices - Time Zone Adjustment in the Cloud
Security
System Defaults (Pre-14.5)