Before you Begin
Work order templates are created at the content group level in Jolt. This means that you can create the template once and all locations in that content group can use it.
It also means that locations cannot have their own template.
Work order templates can be created for each type of work order. You would create a new work order template if you needed to gather different information about an issue.
Work order templates have numbers with a prefix. The number and prefix are displayed throughout the work order system. It’s a good idea to decide on a prefix that will help you know what type of work order it is simply by looking at the number. For example, a customer injury report template could have a CIR prefix and maintenance ticket could have an MT prefix.
Any user with Location Website Admin permissions or above can create new templates.
Creating a Template
Navigate to Work Order Templates:
Log into the Web Portal and click on Lists in the menu.
Click on Work Orders and select the Templates tab.
Click the blue Plus button in the lower right to get started.
Name the Template:
Name the template.
Assign a prefix.
Remember: the work order number and prefix are displayed throughout the work order system. It’s a good idea to decide on a prefix that will help you know what type of work order it is simply by looking at 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.
Jolt recommends you leave the default starting number of 1000 unless you have a compelling reason to change it.
Click Continue to create the template.
Add Items to the Template:
Click the Add Item button to begin adding items.
Select an item type from the options.
The Prompt Text is what will appear on the app.
Mark the item “required” if desired and answer any other item options.
Click Save to update the template.
Assign permissions to the template:
Click on the Settings tab.
In the Roles dropdown, select the roles you want to have access to this type of 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 roles, then users in ALL roles will be able to access the work order.
Click Save to update the template.
Assign the status and priority items if desired:
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 update the template.
Important Note: If you have the same statuses and/or priorities on multiple work order templates, save the multiple choice options as a template and re-use them across templates.
Click on the Notifications tab to set up the work order notifications for this template.
See the article Work Orders Notifications for help setting up notifications.
Deactivating a Template:
Navigate to Lists | Work Orders and click on the Templates tab.
Click the More Options button on the right and select Deactivate Template.
To see deactivated templates, you can click on the Inactive Templates button at the top
Note: If a template is deactivated, all of the work orders created from the template will still exist, but you won’t be able to see them from the Web Portal
Reactivating an inactive template:
Navigate to Lists | Work Orders and click on the Templates tab.
Click on the Inactive Templates button to show deactivated templates.
Click the More Options button on the template you want to activate and select Activate Template.