Options for corrective actions
Corrective action with a preset list: Users fill out a predefined list if the measurement is inside or outside the expected range.
Planned corrective action: Users complete a custom list if the measurement is inside or outside the expected range.
Setting up corrective actions with a preset list
Log in to the Jolt web app and navigate lists > edit lists.
On the next screen, choose an existing list or create a new list.
Open the measurement item and set a minimum and maximum range.
Click on corrective action and select turn on corrective action box.
Choose a preset list to display when the measurement is inside or outside the range, then decide if this list is optional or required.
Choose whether the action should occur if the measurement is inside or outside the range.
Decide if the item should be repeated, if the list should be repeated, or if no repetition is needed.
Click save to apply changes.
Setting up planned corrective action
Log in to the Jolt web app and navigate lists > edit lists.
On the next screen, choose an existing list or create a new list.
Open the measurement item and set a minimum and maximum range.
Open the Measurement Item
Click on corrective action and select turn on corrective action and planned corrective action. Decide if the list is optional or not.
Choose whether the corrective action should be triggered if the measurement is inside or outside the range.
Customize by filling out the following fields:
Description: Enter the steps needed to correct the issue. This will be the single list item generated once the corrective action is triggered.
Display and deadline times: Set when the planned corrective action will appear and when it is due.
Assigned to: Specify who should complete the corrective action (a specific person, role, or user).
Notifications: Choose roles that should be notified if the corrective action is overdue.
Click create to generate a new list at the preset display time with one item to be completed based on the description you provided.