Work order posts are conversations that can be had within the context of a work order. You can write posts, comment on them, notify people about them and flag/resolve posts from the app and the Web Portal.
Before You Begin
Understand the icons in the Posts column
The Pencil icon appears on a row when a work order doesn’t have any posts.
A number appears in the column to indicate the count of posts and comments on a work order.
The Red Dot icon appears when a work order has unread posts or comments for the logged in user.
The Red Flag icon appears when a post on the work order has been flagged.
Posts on a Work Order
Navigate to Posts:
Log onto the Web Portal and navigate to Lists | Work Orders.
Select a work order type from the list.
The Posts column is right after the Work Order Number column.
Write a Post:
Click on the icon in the Posts column for the work order you want to write a post on to open the side sheet
Click the Write a Post button
Type in what you want to say.
Type an @ symbol to see a list of people you can mention in the post.
Note: The list of people you can mention is filtered to:
People who have access to the work order location.
Are in a role that is authorized to the template.
Select a person to receive a notification about the work order.
Click the “Add post to Logbook” checkbox if you’re using Jolt Logbook and want the entry to appear in the Logbook.
Click the Video or Camera icon to upload media to the post.
Click the Post button to complete the post.
Start a new thread (post):
Once a post has been made on a work order, you can start a new thread by clicking on the Posts tab and clicking the New Thread button.
Flag or Resolve a Post:
When writing a post, you can click the Flag button to “flag” the post.
This will cause a red flag to appear by the work order on the app and on the Web Portal and call attention to issues on the work order that need to be resolved.
Once an issue has been resolved, you can click the Check icon on a post to remove the flag and mark it resolved.
Watch for Post Notifications:
When a work order has unread posts, a red dot appears by the number in the Posts column.
Click on the icon in the Posts column to open the side sheet and click on the Posts tab to see the post and mark it read.
Note: Jolt keeps track of the number of comments and the viewers on posts.
To see who viewed a post:
Click on the icon in the Posts column to open the side sheet and click on the Posts tab.
Tap on the Views count above the comment section to show Entry Readers modal.