Working with Tickler Category (WTCT)

Purpose: Use this menu option to create, change, or delete a tickler category.

Tickler categories allow you to group ticklers by the event or event rule associated with the tickler. When you define settings for a tickler event or event rule, you can define the tickler category to assign to the ticklers created for the event/rule. You can scan for ticklers by tickler category at the Work with Tickler Screen (user/group view) (tickler users) and Workflow Management Screen (tickler supervisors).

Example: To view only ticklers created for a specific HO rule, create a tickler category for each HO rule you create. This way you can view all ticklers created for HO rule 1 (pay type hold reason is AT) versus ticklers created for HO rule 2 (order hold reason is SF). In this example, tickler category for rule 1 may be HAT and tickler category for rule 2 may be HSF.

In this chapter:

Work with Tickler Category Screen

Create Tickler Category Screen

For more information:

Workflow Management Overview and Setup.

Working with Tickler Events (WTEV)

Work with Tickler Category Screen

Purpose: Use this screen to create, change, or delete a tickler category.

How to display this screen: Enter WTCT in the Fast path field or select Work with Tickler Category from a menu.

Field

Description

Cat (Category)

A code for a tickler category, used to group ticklers.

Alphanumeric, 3 positions; optional.

Description

The description of the tickler category.

Alphanumeric, 40 positions; optional.

Screen Option

Procedure

Create a tickler category

Select Create to advance to the Create Tickler Category Screen.

Change a tickler category

Select Change for a tickler category to advance to the Change Tickler Category Screen. You can change the description. See the Create Tickler Category Screen for field descriptions.

Delete a tickler category

Select Delete for a tickler category to delete it.

Note: The system allows you to delete a tickler category that is currently assigned to a tickler event, event rule, or open or in process tickler.

Create Tickler Category Screen

Purpose: Use this screen to create a tickler category.

How to display this screen: Select Create at the Work with Tickler Category Screen.

Field

Description

Category

A code for a tickler category, used to group ticklers.

You cannot create a duplicate tickler category: Tickler Category already exists. The system considers a tickler category a duplicate if the category code is used for another tickler category.

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

A description of a tickler category.

Alphanumeric, 40 positions; required.

WTCT OMSCS 19.0 December 2019 OHC