Work order templates are created at the content group level, meaning you can create the template once, making accessible for all locations in the content group (locations cannot have their own template).
Note: Three example work order templates automatically populate in your account when you sign up for Work Orders. These can be deactivated, changed, or used as is.
Creating a template
Log in to the Jolt web app, navigate to the menu, and click on lists > work orders.
Select the templates tab, then click the blue plus sign button.
Optionally, you can set the default work order expiration interval. When a work order expires, no changes can be made,
If you want to set a default due date interval, select the set a default due interval checkbox.
Select the number of days, hours, weeks, or months for the due date interval.
When a new work order is created on the app, the expiration and due dates are determined from the current date
Note: Default dates can be changed on the web app.
Name the template with something unique to identify it.
Assign a prefix.
Note: Work order templates are available for each type of work order. The number and prefix in the work order template are displayed throughout the work order system. Choose a prefix that can be easily associated with the number. For example, a customer injury report template could have a CIR prefix and maintenance ticket could have an MT prefix.
Set the starting document number (we recommend leaving the default starting number of 1000 unless you have a compelling reason to change it).
Click continue to create the template.
Next, select the add item button and choose an item from the available options.
Prompt text will appear on the screen. Mark the item as required (if desired) and answer any following options.
Click save to apply changes.
Assigning permissions to a template
Navigate to the menu and click on settings > roles, then choose the roles that need access to the work order.
Note: Since work order templates are created at the content group level, you can only assign content group roles to the templates. If you don’t select any role, then users in ALL roles can access the work order.Click save to apply changes.
Optionally, assign status and priority items.
If you set these options, you will be able to filter work orders on the app by status and priority.
Select a multiple choice item to use as your work order status.
Select a multiple choice item to use as your work order priority.
Click save to apply changes.
Note: If you have the same statuses and/or priorities on multiple work order templates, save the multiple choice options as a template and reuse them across templates.
Select the notifications tab to set up the work order notifications for the template.
Deactivating a Template
Navigate to lists > work orders and click on the templates tab.
Select more options on the right, then click deactivate template.
To view deactivated templates, click on inactive templates at the top of the screen.
Note: If a template is deactivated, all work orders created from the template will still exist, but you won’t be able to view them from the web app.
If you ever need to reactivate a deactivated template, go back to lists > work orders, then click on the templates tab.
Select inactive templates to view your deactivated templates.
Click more options on the template you want to reactivate, then select activate template.