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Question

Tickler File

  • August 22, 2024
  • 2 replies
  • 154 views

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What is the likelihood of PDMS incorporating a tickler file for recurring reports and other actions?      This capability would alert appropriate users to initiate or complete a report, inspection, or other action, and include the corresponding forms or checklists that want attention. 

2 replies

Timothy.G15
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  • Frequent Participant
  • August 22, 2024

You can post this as an idea to see if other would support it (or upvote if it already exists as an idea).  I think it would be a good function.  One alternative would be to have it as part of an annual review reminder for a policy that requires an annual report, inspection, etc.  I don’t think this would give you the ability to have the attachments, but it would at least provide the reminder.


TheStephErb
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  • NEOGOV Employee
  • August 30, 2024

You can post this as an idea to see if other would support it (or upvote if it already exists as an idea).  I think it would be a good function.  One alternative would be to have it as part of an annual review reminder for a policy that requires an annual report, inspection, etc.  I don’t think this would give you the ability to have the attachments, but it would at least provide the reminder.

Just as an FYI the ideas function is not yet up and running in the revamped success community. It is unknown when it will be ready for use.