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.
For instance, users may encounter issues accessing specific checklists like the W7 FY25 Readiness Checklist, even if it appears in their history.
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," "FBC," "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: Additionally, check if the checklist was created at the Content Group level. Only users with administrative access to the Content Group can make changes or access such checklists. Users with location-specific access may not have the necessary permissions.
Verify the user's assigned role by navigating to the "Roles" section within Jolt Software.
Ensure that the user's role matches one of the roles linked to the specific checklist. Adjust assignments as needed. 3. Navigate to the PEOPLE section in Jolt.
Select the team member whose access needs to be updated.
Under Roles, use the dropdown menu labeled "add a role to this person."
Assign the appropriate role, such as Manager, to the user.
Compare the roles and permissions of the user with those of an existing manager to ensure consistency.
Recommended Troubleshooting Steps### Contacting Content Group Admins for Checklist Modifications If you are unable to edit a checklist, contact a Content Group Admin on your team. They have the necessary permissions to make changes to the checklist and ensure it aligns with organizational requirements.### Assigning Management-Level Access If a team member cannot see the checklist and requires access:
Navigate to the PEOPLE section in Jolt.
Select the team member whose access needs to be updated.
Under Roles, use the dropdown menu labeled "add a role to this person."
Assign the appropriate role, such as Manager, to the user.
Compare the roles and permissions of the user with those of an existing manager to ensure consistency. Note: Only users with administrative access can modify roles and permissions. For security reasons, Jolt's technical support team cannot make these changes but can provide guidance if needed.
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:
Log out of the Jolt application.
Clear the app's local cache or perform a restart on the device.
Log back into the application using valid credentials.
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.
Additionally, regularly review and update roles and permissions to ensure they align with organizational needs. Clearly define the responsibilities and access levels for each role to avoid confusion. Train team members on how to manage roles and permissions effectively within Jolt Software.