Question: What are Ad Hoc Ticklers?

 

What are Ad Hoc Ticklers?

 

In addition to system-generated ticklers, you can create an ad hoc tickler to remind yourself of an action or situation that is not tracked by the system. This type of tickler may or may not be associated with a work item.

 

The system generates most ticklers when certain actions are required on work items. An ad hoc tickler is one you create and send to yourself. It may or may not be associated with a particular work item. When the action is completed, you update the status manually and enter a completion date. Unlike a system-generated tickler, an ad hoc tickler is not escalated if it is not disposed before the due date.

 

 

To Create an Ad Hoc Tickler:

 

  • On the Home screen, click the View All Ticklers link in the upper-right corner of the screen. The Ticklers screen appears.
  • Click the Add Ad-Hoc Tickler button. The Ad-Hoc Tickler Details screen appears.
  • Complete the fields on this screen. You must complete at least these fields:
    -- Display Date
    -- Due Date
    -- Status
    -- Message
  • Click the Save button. You are returned to the Ticklers screen.