Corrective action types
Corrective action with a preset list: Requires users to complete a predefined corrective action list.
Ad hoc corrective action: Requires users to create a custom list with specific tasks. This allows for separate tracking and resolution.
Corrective action on N/A response: Requires users to complete a corrective action of either type when an item is answered with N/A.
Corrective action with a preset list
Log in to the Jolt web app and navigate lists > edit lists.
On the next screen, create a new list or choose an existing list.
Open the measurement item and set a minimum and maximum range.
Configure the measurement item by going to the corrective action section and select the box turn on corrective action for ranges.
Click the add corrective action button (determine if the corrective action is optional or required).
Next, you can set one of three actions for users after performing the corrective action:
Repeat the item
Repeat the list
Do not repeat
Choose the action list to display when the corrective action is triggered.
If you wish to add another corrective action list (this is optional) when another condition exists, click the add corrective action button and repeat steps 6–7.
Ad hoc corrective action
Log in to the Jolt web app and navigate lists > edit lists.
On the next screen, create a new list or choose an existing list.
Open the measurement item and set a minimum and maximum range.
Configure the measurement item by going to the corrective action section and select the box turn on corrective action for ranges.
Select the ad hoc corrective action box, then select a range and condition.
If you wish to add another corrective action list (this is optional) when another condition exists (yes/no), click the add corrective action button and repeat steps 4–5.
Corrective action on N/A
Log in to the Jolt web app and navigate lists > edit lists.
On the next screen, create a new list or choose an existing list.
Configure the yes/no item by checking the box allow users to mark as N/A.
Scroll down to the corrective action section and select turn on corrective action for N/A, then choose if the corrective action is optional or required.
Select the corrective action list you want to display when the item is answered with N/A. You can also use the ad hoc corrective action configuration for N/A (see next section).
Ad hoc corrective action on the mobile app
When the corrective action is triggered on the app, tap required action.
Next, customize the ad hoc corrective action:
Description: Enter detailed steps for correcting the issue. This description will appear as a single list item when the corrective action is triggered.
Display and deadline times: Determine when the corrective action list will appear and when it needs to be completed.
Corrective action assigned to: Specify who will be responsible (a person, role, or the user completing the list).
Notify roles if overdue: Select roles that should be notified if the corrective action is not completed on time.
Click create to generate the corrective action list. This list will include the tasks described in the description and will be assigned to the selected person or role.
A separate corrective action list can be triggered when a user marks an item as N/A (or out of order). Make sure the item is set to allow users to mark it N/A.
Check the box turn on corrective action for N/A, then select the list that must be completed when the item is marked N/A.
