It's Implementation Time!
Issuetrak Implementation Guide
Welcome! Our Implementation Team will work with you one-on-one to set up your Issuetrak site and train your team how to use Issuetrak. We hope you’re as excited as we are to be working together!
We’ll provide you with the tools and knowledge to tailor your site to your specifications. But don’t worry — your training will be spread out over one to three remote sessions, lasting one to two hours each. If you need more or less training, we’ll follow your lead!
In your first session, we will:
- Meet and greet
- Discuss your usage
- Understand your existing processes
- Schedule training sessions - at your speed!
- Review site navigation and system settings
Additional sessions will review:
- Users and groups
- Organizational structures
- Issue types
- Issue templates
- Issue notifications
- Workflows
- Automation features
- Reporting
- Additional capabilities
Get the most out of your training by completing the following steps before meeting with your implementation team:
1. Usage Questions
A link to the usage questionnaire should have been sent to you from our Implementation Team. Please complete all questions to the best of your ability prior to your first session.
2. Site Access
Next, take your login credentials for a test drive! Prior to your first session, please confirm that you have access to your site. Once you have access, you’ll be free to explore the interface!
Cloud Customers
Our Technical Support team will provide you with your site information via email.
On-premises customers
Have you installed Issuetrak on your server(s) yet? If not, please contact Technical Support:
+1 (757) 213-1351
Toll-free (U.S. & Canada):
+1 (888) 789-8725
3. Schedule your training sessions
You’ll receive an email with a link to schedule or reschedule your training. You’re welcome to contact our Implementation Team directly by email.
Get Organized, Get Creative!
As you prepare for your first implementation session, think about your greatest pain point and we’ll start there! If you need examples of some exceptional site implementations, we have plenty! Any questions you have that can’t wait until your first session can be answered by our Technical Support team!
Call Technical Support
Email our Implementation Team