This screen shows all of the follow ups (ticklers) triggered and assigned to you (or the
current User-ID) on five different tabs. This Follow Up (Tickler) File screen shows everything on the 'Active' tab for user "admin" (see also the
Assimilation screens or the
Follow Up Paths screens for more information):
This screen shows the follow up information, including the path name (i.e., how the Follow Up was initiated), the Name of the
person to be followed up with, the step number and action expected from the path
definition, the person's address, phone number and email address and any
previously logged comments. You can choose from a number of options, including
Snooze, Finished, Dismiss, and Refer, as well as viewing the original document
form that triggered the Follow Up.
This screen shows comments for a Referred Follow Up and who it was referred to. See help text for more detailed information.
