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Using the asset item on a work order in the Jolt web app

Jolt assets can be used for work orders and audits. Learn how to assign assets to work orders on the web app.

Make sure you have a work order template with an asset item type for each location before assigning assets.

Once the asset item is assigned to the work order template, it will appear on the work order in the mobile or web app. You will then be able to select any asset from your location on the work order.


Adding asset item to a work order template

  1. Log in to the Jolt web app and navigate to lists > work orders.

  2. Click on the templates tab and select the work order template where you'll add the asset item.

  3. Select the item that should appear before the asset item on the list, then select the add item button.

  4. Select the assets item from the list of item types.

  5. Name the item by completing the prompt on the asset item (you can name it “select an asset” or something similar).

  6. Click save to apply changes.


Selecting an asset on a work order

  1. Log in to the Jolt mobile app and click the blue plus button to start a work order.

  2. Select the work order type where the asset item is located.

  3. Enter the summary and tap create.

  4. Select the new work order and tap on the asset item to open the side sheet.

  5. Tap the search icon in the top right to look for the item.

  6. On the web app, you can find the item on the asset column. Click on the row to display the asset list.

  7. Select an asset or click the work order number link on the left to open the side sheet

  8. Scroll down to find the asset item and click the dropdown to select.

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