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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...
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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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Incoming email tokens are part of the incoming email (IEM) processor. The processor reads these tokens, allowing you to update certain fields in the issue record. When an email is received, you have the ability to include tokens in the body of an em...
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The Labor Hours field can be used to record, display, aggregate, and report upon the number of labor hours related to issues, projects, and tasks.
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Last Updated: 06/17/2025
in Getting Started General Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
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Last Updated: 06/17/2025
in Getting Started General The Knowledge Base is a powerful tool for helping your users manage processes and track steps to resolve or work through various processes through a centralized knowledge repository.
In this vein, the Knowledge Base can also be used to keep r...
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Last Updated: 06/17/2025
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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The Events feature allows permitted users to schedule and post issue-related, informational, and Out of Office events on a shared calendar within your site’s interface.
Issue-related events are displayed on both Events and the associated is...
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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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This article only applies to the Active Directory connection type in Issuetrak, not to Active Directory Federation Services (AD FS) or Microsoft Entra ID. The IIS settings below are incompatible with AD FS and Microsoft Entra ID.
This art...