Ad-hoc tickler details

Display Date

Enter the date on which the tickler is to appear on the worker's tickler page. Use the format MM/DD/YYYY. This field is required.

Due Date

Enter the date by which the action should be completed. Use the format MM/DD/YYYY. This field is required. The system does not escalate ad hoc ticklers if the action is not taken by this date.

Status

Select the status of this tickler. The default status is Open. Select Closed to close the tickler or Completed to indicate that you took the action identified in the tickler. This field is required.

Completion Date

Enter the date on which action was taken to satisfy this tickler. Use the format MM/DD/YYYY. This field is required when you select Closed or Completed in the Status field. You cannot enter a date in the future.

Category

Select the work item category to which the tickler applies. This field is optional.

Work Item

Select the work item to which this tickler applies. This drop-down list displays all the items on your workload (cases or providers). This field is optional.

Message

Enter the text of the tickler message. You can enter up to 200 characters. This field is required.