Now that you have saved your Tickler Template you are ready to begin to add Actions.  Actions will tell the tickler when to Schedule the Next Action After XX Years/Months/Days based on how your Tickler Template was set up.  You can choose to set these fields to before/after the date by simply adding a - sign before the number of Years/Months/Days.  Tip: Click on the ? icons for additional information/examples regarding these fields. 

• Locate your newly created Tickler Template and click on the hyperlinked name to access the template
• Scroll down to the Actions tab
• Click the green Add button to Add a new Action or click on the Edit icon to edit the existing action

Based on whether you are Adding a new Action or Editing an Existing Action you will see the screen below.

• The Action # field will automatically default to the next Action but can be changed (Note: this is a mandatory field).
• If the Mark Complete on Execute checkbox is checked the Tickler will become inactive upon execution.  An example of when you'd want to use this is maybe an Internal Reminder that is only needed once, is not expected to recycle or ever become due and/or is not associated to a Tracking Type.
• The Schedule Next Action After fields are used to determine the  XX Years/Months/Days based you'd like your tickler to recycle based on how your Tickler Template was set up.  You can choose to set these fields to before/after the date by simply adding a (-) sign before the number of Years/Months/Days.  Tip: Click on the ? icons for additional information/examples regarding these fields. 
• The view in the Action section will change based on the Action Type selection chosen from the drop down options.

If your Action Type is set to Email/Email or Print you will see the screen below and can choose to add documents such as a Custom Web Template or a System Document.

• Note: if using the Email function a Note will be recorded within the loan Notes area.

• You can select who you want the Primary Email Recipient to be on Email actions. 
  • Note: The 'primary' EPC or POC contact selection follows a progression to determine who to select on loan records. If there is a tie between two criteria it goes to the next one in the list below. 
    • Largest percentage owned
    • Is Controlling member
    • Is Guarantor
    • Is Director
    • Is Officer
    • Is Key Employee
    • If is is still a tie between contacts, it takes the owner that was added to the system first