RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Creating a Tickler for a Facility
1 Go to Files � Facility � Facility Tickler Maintenance. You will proceed to the Facility Tickler Message Update
screen.
2 Select the facility type, location, and ID to which you wish to add a tickler.
3 Click Next.
4 If no other ticklers have been linked to this activity, on or after the action date entered, the following message will
display: "No ticklers exist for this facility on or after this date… Add one?" Click Yes
OR
If other ticklers already exist, you will proceed to the Facility Tickler Listing screen. Click Add. You will proceed to
the Facility Tickler Update screen.
5 Enter the beginning and ending action dates for this tickler.
6 You may optionally add a brief description.
7 Enter the tickler note. Press F1 for field-level Help as needed.
8 Click Done to save the tickler and proceed (or return) to the Facility Tickler Listing screen.
9 Click Add to add another tickler to this facility.
10 When you have finished adding ticklers to this facility, click