This guide for new Jolt admins will walk you through the basic steps to get started with the information library feature, whether you are using the Jolt web app or the Jolt mobile app.
Media types and playback
The information library can be used to view documents, videos, photos, or listen to audio. These files can be viewed anytime on the Jolt app and are locally downloaded to the device. The information library supports a variety of file types, but playback is limited to the capabilities of the device you are using to view the library. Here are some universal file types recommended for upload:
jpg
gif
png
mp4
mov
pdf
txt
While some other popular file types like .docx or .avi are supported for uploading, many devices can not view these files without additional apps or support installed, so we recommend sticking to the above list. Most files can be saved or converted to one of these universal file types.
Adding media to the information library in the web app
When logged into the Jolt web app as an admin, navigate to the menu > information.
Once in the information section, select + new category and enter a name for your first category.
After naming your category, follow the same steps to create a subcategory.
Now that the category and subcategory are created, you can select an upload option to begin adding files.
If you select upload your own file(s), you'll be presented with choose a file and drag and drop options to choose files you would like to upload. On the right you'll see a list of supported file types.
Once your files have been uploaded, you'll see them in your subcategory and have the option to move, delete, and rename them to best organize them for your team.
You can also create a file from scratch with the create a custom file option.
Selecting this green button in a subcategory will open a basic word processor where you can type or copy text, add photos, and add links to external sites.
Adding media to the information library in the mobile app
After creating categories in the web app (see above) users with device admin permissions can add files to the information library through the Jolt mobile app.
Click on menu > information library. Admins will see a + button in the top right corner where they can begin adding files from their mobile devices.
You can either take new photos or videos to add to the library or you can choose a file from your photo library.
Managing file permissions for the information library
Folders and files in the information library can be limited to certain locations in a content group and roles in a location. For example, you may only want a recipe book available to the back of the house or an employee write-up procedure available to leadership (these permissions can be managed in the web app).
Under any subcategory, you will find the blue edit file permission button. This provides access to the settings menu.
From this menu, you can select roles that can view the subcategory's content as well as options for which locations can view the content when editing permissions in content group mode.
Embedding information library media into Jolt checklists
Once you have added files to the information library through the Jolt web app, you can embed or reference the content in your Jolt checklists on the mobile app.
The content can be displayed as a link to a media item (see gif).
The content can also be displayed as an in-line media item (see gif).
In both cases, you can tap the item to open full screen mode to view a photo, video, document, or website link. If you decide to link a PDF to an item, you can tap the more options button and select search to start a text search within the PDF.
Linking your media into lists
When editing a list, adding media from the information library is found on the right-side column under the item settings.
From here, you can select media from files added to the information library as well as toggle if the item is found through the linked reference button or embedded in the list.