View Tickler Templates

A tickler is associated with a work item. It reminds the worker assigned to the work item to complete a required task by a certain due date. If the work item is not completed by the due date, the tickler is escalated. The display date, due date, and escalation dates are derived from the tickler template. (See About ticklers for more information.)

View tickler templates as follows:

  1. Click the Administration tab at the top of the screen.

  2. Click the Maintenance tab.

  3. Click the Ticklers link in the navigation bar on the left. The Tickler Template Search screen appears.

  4. Enter your search criteria. You must select at least a county or "State" in the County field.

  5. Click Search. The tickler templates that meet your search criteria appear in the search results table. State-defined tickler templates are always included in the search results.

    A summary of each template is provided on two lines. The first line displays the details, including the number of days in which the work item is due, when the tickler appears, when the first and second escalation ticklers appear. The second line displays the tickler message.

  6. If you are a State system administrator, you can click the Edit link to see the details of a State-defined template. If you are an agency system administrator, you can click the edit link for the details of an agency-defined template. The Tickler Template screen appears.  

  7. Click Cancel. You are returned to the Tickler Template Search screen.