Ticklers

This screen displays your system-generated and ad hoc ticklers. Click on the link or the to list the ticklers within a category. The tickler link opens the first screen of the record that triggered the tickler. Also, see About Ticklers

If you are a supervisor, this screen displays the names of your staff members. If you click the worker's name, the screen displays the system-generated ticklers. However, if you are not assigned to the work item, you cannot open the record that triggered the tickler. This screen does not display the workers' ad hoc ticklers.  

The color of the tickler link indicates its urgency, based on escalation dates:

Red (three feathers)

Today's date is past the due date.

Gold (two feathers)

Today's date is past the first escalation date, but before the due date.

Green (one feather)

Today's date is before the first escalation date.

Ad hoc ticklers are not escalated if you do not close them before their due dates.

How do I...

View my ticklers

Create an ad hoc tickler

Update the status of an ad hoc tickler

Manually dispose a tickler

Deactivate a Tickler Template

Print a tickler report

 

 

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