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Last Updated: 03/12/2025
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: 03/12/2025
in Getting Started General Departments allow you to organize users based on the functional units they serve within your Organization, such as Accounting, Marketing, IT, etc. More importantly, Departments add another layer to your system’s data filtering options and a whole ...
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Last Updated: 03/12/2025
in Administering Issuetrak
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Your system can automatically escalate and take action in issues that remain open or idle for too long through Workflows . Workflows help ensure that assignees and submitters never neglect or abandon their issues, especially when they are used...
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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: 03/12/2025
in Getting Started General The optional Tasks feature allows you to set up discrete actions and / or a consistent workflow required for the resolution of an issue. Tasks may be added individually or with a Task Group during the submission of an issue or at any time in the i...
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Last Updated: 03/12/2025
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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You can create custom links that appear on the left menu. There is no limit to the number of links created, and they may be direct links to any URL you wish.
Adding Custom Links
Steps:
Click the gear icon in the upper righ...
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The optional Projects feature is a mechanism through which you can group related issues together that share common goals. You can define Project Members who have access to view the project and its progress, as well as a Project Manager who has respo...
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Last Updated: 03/12/2025
in Integrations and Add-Ons