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Setting up corrective actions for yes/no list items in the Jolt web app

Learn how to set up corrective actions for yes/no list items in the Jolt web app. This feature ensures that issues flagged as "no" are addressed.

Corrective action types

  1. Corrective action with a preset list: ​Requires users to complete a predefined corrective action list.

  2. Ad hoc corrective action: Requires users to create a custom list with specific tasks. This allows for separate tracking and resolution.

  3. 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

  1. Log in to the Jolt web app and navigate to lists > edit lists.
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  2. On the next screen, create a new list or select an existing one.

  3. Configure the yes/no item by going to the corrective action section and select the box turn on corrective action for yes/no.
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  4. Decide if the corrective action is optional or required, then select a condition (yes or no).

  5. Next, determine one of three actions to occur after performing the corrective action:

    1. Repeat the item

    2. Repeat the list

    3. Do not repeat

  6. Choose the action list to display when the corrective action is triggered.

  7. To add another corrective action list (this is optional) when the other condition (yes or no) exists, click the add corrective action button and repeat steps 4–6.

Corrective action with a preset list

  1. Log in to the Jolt web app and navigate to lists > edit lists.
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  2. On the next screen, create a new list or select an existing one.

  3. Configure the yes/no item by going to the corrective action section and select the box turn on corrective action for yes/no.

  4. Select the ad hoc corrective action box.
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  5. Select the condition to trigger the corrective action (yes or no).

  6. To add another corrective action list (this is optional) when the other condition (yes or no) exists, click the add corrective action button and repeat steps 4–6.

Corrective action on N/A

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

  2. On the next screen, create a new list or select an existing one.

  3. Configure the yes/no item by checking the box allow users to mark as N/A.
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  4. Scroll down to the corrective action section and select turn on corrective action for N/A.
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  5. Determine if the corrective action is optional or required, then select the corrective action list you want to display when the item is answered with N/A.

  6. You can also use the ad hoc corrective action configuration for N/A.

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