Updated Articles

  1. Best Practices - Moving a Workflow to Issuetrak

    Understanding and optimizing your business processes is crucial, but sometimes the reality of how processes operate can differ from documented procedures. That's why documenting both real-world practices and recorded processes is essential for gaini...
  2. About the Billing Module

    The Billing Module gives you the ability to add multiple line items to an issue to represent Product and Service charges against an issue.  For service companies, this results in an ability to record charges for services provided and to charge for m...
  3. About Global Issues

    In Issuetrak, activating Global Issues allows you to link multiple issues together and work with them as a collective unit. You can also make it easier for different users to report the same issue through this feature. In a Global Issue scena...
  4. About the Knowledge Base

    The Knowledge Base (KB) is an online library for storing and retrieving useful information and reference materials, such as company policies, procedures, and forms; how-to guides; answers to Frequently Asked Questions (FAQs); and known solutions t...
  5. Getting Started in Issuetrak

    Introduction Issuetrak is designed with a variety of configuration and customization options that allow you to shape its user interface according to your current operation and user base. It is also designed for long-term scalability s...
  6. The Benefits of Customer Training

    When you purchased Issuetrak, you had a specific problem to solve. Setting up the system and training your team are essential steps toward successful implementation. As the system administrator, you’re likely responsible for both. Well-trained teams...
  7. Best Practices - Expanding Issuetrak

    When another group or department seeks to take advantage of the benefits you're experiencing with Issuetrak, deciding whether to integrate them into your existing site or create a separate one is crucial. Where do you begin?   Where to start?...
  8. Best Practices - Working with Task and Processes

    This article contains guidelines on how to analyze your processes and convert them so they can be implemented into your Issuetrak site. The actual steps to add Tasks and Task Groups to Issuetrak are not covered here, but our About Tasks article ...
  9. Site Configuration Foundations

    When setting up and configuring an Issuetrak site, the first thing to do is define the foundations of the site. Foundational elements are the basic entities and issue elements that provide structure. The interaction between these foundational compon...
  10. About Custom Reports

    Custom Reports (formerly Report Writer) is one of the most important features of Issuetrak. This article will help you understand its terms, capabilities, and the reasons to use this feature. It empowers you to construct reports that gather and stru...