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How can users resolve checklist accessibility issues in Jolt Software?

Updated over a week ago

Resolving Checklist Accessibility Issues in Jolt Software

Within Jolt Software, some users may occasionally encounter situations where a checklist, such as [Checklist Name], is visible in history but does not appear as a scheduled list. This article provides a comprehensive guide for troubleshooting and resolving checklist accessibility issues.

Why Checklists May Not Be Accessible

Users unable to access a checklist could face this issue due to role assignment discrepancies. Jolt Software assigns checklists based on user roles, and only roles linked to a given checklist can interact with it. For example, roles such as "Above Store," "Assistant Manager," "Restaurant Manager," or "Restaurant Support Center" might be connected to specific checklists. If a user is not assigned one of the appropriate roles, they will not be able to see or access the related checklist.To ensure checklist accessibility:

  1. Verify the user's assigned role by navigating to the "Roles" section within Jolt Software.

  2. Ensure that the user's role matches one of the roles linked to the specific checklist. Adjust assignments as needed.

Recommended Troubleshooting Steps

App Reset and Re-login

If the user is assigned the correct role but still cannot access the checklist, performing an app reset and re-login can help. This step resolves potential synchronization or visibility issues.Follow these steps to reset the app:

  1. Log out of the Jolt application.

  2. Clear the app’s local cache or perform a restart on the device.

  3. Log back into the application using valid credentials.

  4. Navigate to the "All Lists" section to confirm whether the checklist is visible.

This approach has consistently resolved checklist visibility issues for various users in similar scenarios.

Verifying Resolution

After completing role assignments or performing the reset as outlined, users should check the following:

  • Confirm that the checklist appears in the "All Lists" section.

  • Ensure the checklist is accessible and no further errors are encountered while working on it.

By following the steps provided above, most checklist accessibility issues in Jolt Software can be successfully resolved.


Related Topics

  • Role Management in Jolt Software

  • Troubleshooting Common App Issues

  • Managing Scheduled Checklists Effectively

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