Yes. From your personal case list, highlight the case and click Tickler. If you need to tickle a date for a case that is not on your personal case list, bring up the case and click Tickler.

To look up a case by the client's name, click Find Name on the tool bar and enter the client’s name or Social Security number. Or if you have the case number, click Find Case from the tool bar and enter the case number.

The tickler screen is self-explanatory. Fill in the date, whether you want someone else reminded of the date ("cc") and type in the message.

Some offices may have a policy that supervisors must be alerted of certain events, for example, a hearing or court date. The tickler system allows you to do that. There may be other examples when you want to copy someone else, for example when you are working on a case with co-worker.

No. Some offices have support staff open mail and make note of all hearing and court dates. Support staff could create ticklers by calling up the case, entering the information, and selecting who and what the tickler is for.

When an person logs on to TIME, the first screen that will appear is the Tickler List if the person has any dates tickled for that day (or has been "cc’d" for any dates).

Click Tickler on the tool bar. Highlight the tickler slip and click Edit Tickler and change the date. You might need to change the date because the event is re-scheduled or to give yourself more than one reminder of an event. For example, if you have a hearing on June 14, you could tickle June 7 for a reminder to prepare for the hearing. On June 7, you could change the date on the tickler slip to June 14.

Yes. From the Tickler List Screen, click Archive Tickler. Or you can print the tickler slip out and put it in the case file. We recommend that you do one or the other in case you need proof at some future time that you tickled a date. To look at the tickler slips you have archived, click Tickler on the tool bar.