Working with Tickler Actions

Initial Setup – New ePITS accounts are created using the Standard Tickler Presets. Warning!: It is highly recommended that you do not make any changes to the Standard Tickler Presets, however, the Tickler Action screen is available to customize tickler behavior. Please be sure to consult with an ePITS representative prior to making any changes on this screen.

Accessing the Tickler Actions Screen – On the Site Plan click 'System Options', ‘Tickler Actions’. The Tickler Action screen has three sections: the top is for selection of a Tickler, the middle is for Tickler Prompts, and the bottom is for Tickler Actions. The following features are available on the Tickler Action screen:

About Ticklers – Each tickler has three basic components: a Date, a Prompt, and an Action.

1. Tickler Anchor Date: A tickler’s base date is the date that an important event occurred, for example the date of Accident or the date a Trial Pleading is scheduled.
• Select a Tickler – Click on the Tickler Selection box in the top section to select a tickler. A description of the Tickler Date will appear and the list of Tickler Prompts for that Tickler will appear in the middle section of the window.

2. Tickler Prompt: A tickler prompt is a question or a reminder statement that will appear on the Daily Tickler screen and the Tickler Report. The following actions can be performed for a Tickler Prompt:
• Select a Tickler Prompt - Click on a Tickler Prompt and a list of the Tickler Actions will appear in the bottom section of the window. The Tickler Prompt field called ‘Days’ specifies the number of days after (or before) the Tickler Date that the prompt will appear on the Daily Tickler and the Tickler Report. The field called ‘Prompt’ specifies the question or statement that will appear.

• Modify a Tickler Prompt – The ‘Days’ and the ‘Prompt’ fields may be modified by overtyping the existing value and clicking the ‘Save’ button. Negative values in the ‘Days’ field will cause the prompt to appear prior to the Tickler Date.

• Add a Tickler Prompt – After selecting the desired Tickler, Click the ‘Add Prompt’ button. Enter values for the ‘Days’ and ‘Prompt’ fields. Click the ‘Save’ button.

• Delete a Tickler Prompt – Click the Tickler Prompt to be deleted to select it, then click the ‘Delete Prompt’ button.

3. Tickler Action: Documents or User Instructions can be automatically generated as a result of Tickler processing on the Daily Tickler screen. When the user answers ‘Yes’ or ‘No’ to a tickler prompt and then clicks the ‘Do IT’ button, the specified Tickler Action is carried out. The ‘Condition’ field determines which user response will trigger the action. The ‘Sequence’ field controls the order that Instructions will be displayed in the case there are multiple instruction records for a given Tickler Prompt. The ‘Document’ field specifies the ePITS document name that will be displayed for the Tickler Action. This field should be left blank to display Instructions. The ‘Instruction’ field holds the text that will be displayed for the Tickler Action if the ‘Document’ field is left blank.

The following actions can be performed for a Tickler Prompt:

• Modify a Tickler Action – All fields may be modified by overtyping the existing value and clicking the ‘Save’ button. Negative values in the ‘Days’ field will cause the prompt to appear prior to the Tickler Date.

• Add a Tickler Action – After selecting the desired Tickler Prompt, Click the ‘Add Action’ button. Enter values for the ‘Condition’, ‘Sequence’, and either the ‘Document’ or ‘Instructions’ fields. Click the ‘Save’ button.

• Delete a Tickler Action – Click the Tickler Action to be deleted to select it, then click the ‘Delete Action’ button.