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Auditing a list in the Jolt web app

Auditing list items ensures accuracy in list reporting and allows for the correction of list completion errors. This process also helps in awarding points to employees based on task completion.

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

  2. Select the list you want to audit and choose a specific date/location from the filters.

  3. Next, select the list item you want to edit.

  4. If a task was marked as complete but not done, change the status to not completed (the points awarded to the employee for that task will be removed).

  5. In the audit comment field, provide an explanation for the change.

  6. Click save to apply changes (the note will appear at the bottom of the list).

If the audit was made to an item on a checklist, the task marked as incomplete will reappear in the Jolt mobile app for the employee to complete properly. It will not reappear on the mobile app if a new list schedule time for the list has already populated (when bump lists is also enabled).

If you audit an item on a form and mark it as incomplete, the entire form will reappear on the mobile app for correction and resubmission.

When a Location Website Admin or Company Admin audits a list item, it will display in the audit trail below.

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