Corrective action types
Corrective action with a preset list: Requires users to complete a predefined corrective action list when a "no" response is given.
Planned corrective action: Requires users to create a custom list with specific tasks if a "no" response is selected. This allows for separate tracking and resolution
Corrective action with a preset list
Log in to the Jolt web app and navigate to lists > edit lists.
On the next screen, create a new list or select an existing one.
Configure the yes/no item by going to the corrective action section and select the box turn on corrective action.
Choose an action list to display when the item is marked as "no" and decide if the corrective action is optional or required.
Define additional requirements by choosing from the list of options:
Repeat this item
Repeat this list
Do not repeat
Click save to apply changes.
Planned corrective action
Log in to the Jolt web app and navigate to lists > edit lists.
On the next screen, create a new list or select an existing one.
Configure the yes/no item by going to the corrective action section and select the turn on corrective action and planned correction action boxes.
Next, customize the planned 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: Set 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.
Generate the corrective action list by clicking create. This list will include the tasks described in the description and will be assigned to the selected person or role.