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A Work Order in Issuetrak’s Billing Module is a printable document that shows all line items associated with an issue. It can be used to summarize completed work or to obtain customer authorization for work that hasn’t been completed yet. To...
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Last Updated: 06/30/2025
in Getting Started
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Any individual that needs to interact directly or indirectly with your Issuetrak system is a User . Users that can log into your Issuetrak site may interact directly. Users that cannot log in may interact indirectly through other users and / or ema...
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Substatus Rules are a mechanism that allows you to configure Issuetrak to automatically change the Substatus field or pause the System Clock for an issue.
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Last Updated: 06/30/2025
in Getting Started General Your system needs an overall structure for capturing and reporting issue-related information. This is accomplished by categorizing the issues being addressed through Issuetrak into:
Classes – general categories such as Change Requests, Inci...
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Last Updated: 06/30/2025
in Getting Started General The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.
There is a generic, system-generated Issuetrak ...
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Invoices in Issuetrak’s Billing Module are formal records of billable work completed for your customers that can be used to request payment efficiently. This article explains how to generate, review, manage, and export invoices on your site to str...
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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...
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You can have the system automatically assign issues immediately upon submission to certain users or groups through Auto Assignments .
Please note that a group must have active members and have the permission Can be assigned issues i...
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Last Updated: 06/26/2025
in Getting Started General You can implement various password policies to help increase the security of your Issuetrak site. Behind the scenes, Issuetrak uses substantial protections to avoid the compromise of sensitive customer data. Different mechanisms are employed based o...