Work with Tickler Event Rule Screen
Purpose: Use this screen to create, change, and delete event rules defined for a specific tickler event. You can also create procedure notes for each event rule.
Note: Event rules display on this screen in processing sequence order, allowing you to easily see the order in which the system evaluates the rules to determine if a tickler is created; see Event Rule Processing Sequence.
How to display this screen: Select Rules for a tickler event at the Work with Tickler Event Screen.
Field |
Description |
Event |
The code and description of the event associated with the event rules. Code: Alphanumeric, 2 positions; display-only. Description: Alphanumeric, 40 positions; display-only. |
Proc seq # |
The processing sequence number for the event rule. The processing sequence number defines the order in which the system evaluates the rules to determine if a tickler is created, from lowest sequence number to highest. Note: The first tickler event rule that meets the criteria creates a tickler. It is important that you assign the most important tickler event rule the lowest processing sequence number. If you do not define a processing sequence number for an event rule, the system assigns the event rule a processing sequence number of 0. If all of the rules have the same processing sequence number, the system evaluates the rules in rule sequence number. See Event Rule Processing Sequence. Numeric, 3 positions; optional. |
Rule seq # |
The rule sequence number for the event rule. The system assigns a rule sequence number to each rule you create; the first rule you create is assigned a rule sequence number of 1, etc. Note: If all of the rules have the same processing sequence number, the system evaluates the rules to determine if a tickler is created in rule sequence number, from lowest rule number to highest. See Event Rule Processing Sequence. Numeric, 3 positions; optional. |
Description |
A description of the event rule, usually indicating the criteria defined for the rule. Alphanumeric, 40 positions; optional. |
Pty (Priority) |
The priority assigned to the event rule, used to determine the importance of ticklers created for the event rule. You can scan for ticklers by priority at the Work with Tickler Screen (user/group view) (tickler users) and Workflow Management Screen (tickler supervisors). You can assign a tickler event priority between 1-9, where 1 is the lowest priority and 9 is the highest priority. The priority defined at the tickler event level defaults, but you can override it. The tickler priority defined at the event rule level overrides the tickler priority defined at the event level. Numeric, 1 position; display-only. |
Act (Active flag) |
Indicates whether the event rule is active. selected = The event rule is currently active; the system creates a tickler for the event rule if its criteria are met by the system action. Remember, to create a tickler for the event rule, the Active flag at the event level must also be selected. unselected = The event rule is not currently active; the system does not create a tickler, regardless of whether the system action qualifies for the event rule. |
Cat (Tickler category) |
A code for the tickler category assigned to the event rule. Tickler categories are used to group ticklers. Tickler categories are defined in and validated against the Tickler Category table; see Working with Tickler Category (WTCT). Alphanumeric, 3 positions; optional. |
Screen Option |
Procedure |
Create a tickler event rule |
Select Create to advance to the Create Tickler Event Rule Screen. |
Change a tickler event rule |
Select Change for an event rule to advance to the Change Tickler Event Rule Screen. You can change all fields on this screen except Event code. See Create Tickler Event Rule Screen for field descriptions. Note: If you create or change a tickler event rule, you must restart the asynchronous jobs the Background Job Control menu option before your updates are applied to new ticklers. |
Delete a tickler event rule |
Select Delete for an event rule to delete it. Note: You can delete an event rule only if it is not associated with an open or in process tickler. |
Display a tickler event rule |
Select Display for an event rule to advance to the Display Tickler Event Rule Screen. You cannot change any information at this screen. See the Create Tickler Event Rule Screen for field descriptions. |
Create or change tickler event rule instructions |
Select Procedures for an event rule to advance to the Work with Tickler Event Rule Procedure Screen. |
