Please make sure you've created a work order template before you begin. Jolt support users will have a read-only view of this page.
Creating a new work order
Navigate to lists > work orders and select a work order type from the list.
Click the blue plus button in the lower right corner.
Select a location for the work order. The locations list is filtered to locations that the logged in user has permissions to and locations that have a work orders subscription.
Type a summary of the issue.
Once you have a location and summary, click save to create the work order.
Managing work orders
Log in to the Jolt web app and navigate to the menu.
Select lists > work orders.
Select a work order type from the list to get started.
The filters default to open work orders for all locations in the last 12 months.
Click the date range button to change the view.
Toggle to closed work orders if you want to view closed work orders.
Select locations you want to view by clicking on the locations filter.
Click the filter icon on columns to filter using a dropdown menu for the column type.
Click the sort icon on a column header to display the sort option and change the grid view.
Click the more options button (right of save changes) and click show/hide columns.
Toggle columns on/off to show/hide them.
Hover over a column heading and click the pencil icon to open the rename modal window. When a column is renamed, the change is universal (applied to view for all users). Renaming a column will not change the prompt text on the work order template.
Click on a column header and drag it to the right or left to change its position. Changes made to this page are universal and remain after the page is refreshed or when you navigate to a new page.
Editing work orders
Click in any cell on the row to start editing a work order item (cells with the red asterisk are required fields).
Click the work order number to open the side sheet.
On this page, you can change any item (scroll down to view all items).
Once you are done making changes, click save.
Next, click close work order at the top of the side sheet.
The work order will be moved to the closed work orders filter (you can still make changes).
Assigning a work order
The assigned to column on the work orders page defaults to the second position.
You can click a cell in that column to see a dropdown menu of users who can be assigned to the work order.
The list of users is filtered to those with permission to the work order location and work order type.
Using a work order post to communicate
The chat column displays a pencil icon or a comment count.
If you see a red dot, this indicates a work order has unread messages.
Click in chat column on the row you want to add a post. The side sheet will open to the posts tab.
Here you can read and comment on previous posts, start a new post, or start a new thread.
Tag a user by entering the @ symbol, then select the name.
The tagged user will get a notification that they were mentioned in the work order.
Printing a work order
Navigate to the side sheet, click on the more options button in the top right, and select print.
You can change the printer destination or save as a PDF to your local device. Adjust the settings and click save or print.
Emailing a work order
To email a work order, please make sure you've enabled the email option in the work order template.
Navigate to lists > work orders and select a work order type.
Click the link on the work order number to open the side sheet, then select the email tab.
Click compose, enter an email address, and click add (you can add multiple addresses).
Select the box to provide recipient consent, then click send.
Jolt will send an email to the recipient with a work order PDF attachment (this contains all the information on the work order including photos and item results).
You can also view an email history sent out from a work order on the email tab.