Before You Begin
To manage work orders, you have to have a template created for each type of work order you are going to use. For detailed setup instructions, refer to the article Creating Work Order Templates.
Usually work orders are created on the app before they will show up on the Web Portal. However, work orders can be created from the Web Portal.
Jolt Support users have a read-only view of this page.
Managing Work Orders
Navigate to the Work Orders page:
Log into the Web Portal and click on Lists in the menu.
Click on the Work Orders tab.
Select a work order type from the list to get started.
Filtering and Sorting:
The filters default to all Open work orders for all Locations in the Last 12 Months.
Click the Date Range button to change which work orders you want to look at.
Toggle to Closed work orders if you want.
Select which locations you want to view by clicking on the Locations filter button.
Click the Filter icon on supported columns to filter using a multi-select dropdown box for the column type.
Click the Sort icon on a column header to display the sort option and select the way you want to sort the grid.
Customizing Columns:
Click the More Options button to the right of the Save Changes button and click Show/Hide columns.
Toggle columns on/off to show/hide them.
Hover over a column heading and click the Pencil icon to open the Rename modal.
When a column is renamed, it is a universal change and will apply to the saved views of all users.
Renaming a column will not change the prompt text on the work order template.
Click on a column header and drag it to the right or left to change its position.
Changes made to this page apply to all users and persist after the page is refreshed or you navigate away.
Editing a Work Order:
To make changes to a work order, you can click in any cell on the row to change that item.
Cells with the red tag are required fields.
Required fields are only required to close the work order.
Click Save to update your changes to the page.
Or click the work order number to open the side sheet.
From here you can change any item.
Scroll down to see all the items.
Click Save to update your changes.
Once all required items have been completed, you can click the Close Work Order button at the top of the side sheet to close the work order.
When a work order closes, it is moved to the Closed Work Orders filter. You can find it there and make changes if needed.
Assigning a work order.
The Assigned To column defaults to the second position.
You can click a cell in that column to see a dropdown list of people you can assign the work order to.
The list of people is filtered to only those who have permissions to the work order location and are in a role that has access to that work order type.
Using work order posts to communicate.
The chat column shows a pencil icon or a comment count.
A red dot indicates a work order has unread messages.
Click in the column on the row you want to post on to open the side sheet to the Posts tab.
You can read and comment on previous posts, start a new post, and start a new thread.
You can tag a co-worker using the @ to select their name from a list.
The person you tag will get a notification that they were tagged in the work order.
Printing a work order.
From the side sheet, click on the More Options button on the top right and select Print.
Jolt uses your browser print dialogue to print.
You can also change the printer destination to Save to PDF to save the work order to your local device.
Emailing a work order
To email a work order, the template it was created from must allow work orders to be emailed. See the article Creating Work Order Templates for information on how to set that.
Navigate to Lists | Work Orders and select a work order type.
Click the link on the work order number to open the side sheet.
Click on the Email tab.
Click Compose, type in an email address and click Add.
You can add more than one email address if you want.
Check the box to provide recipient consent and click Send.
Jolt will send an email to the recipient with a PDF of the work order attached to it.
Important Note: The PDF attached to the email contains all of the information that is currently on the work order including photos and item results.
You can also see a history of all emails sent out from a work order on the Email tab.
Creating a New Work Order:
Navigate to Lists | Work Orders and select a work order type from the list.
Click the blue Plus button in the lower right corner.
Select a location for the work order.
The locations list is filtered to only locations that the logged in user has permissions to AND locations that have a Work Orders subscription.
Type a Summary of the issue.
Once you have a location and summary, you can click Save to create the work order.