Grouping related items for reporting or filtering by location or type, saves you time, improves visibility, and promotes efficiency. Only Location Website Admins, Content Group Admins, and Company Admins have permission to make changes.
Note: Tags are only available if you have an Audits & Inspections subscription. Publishers see only publisher tags, while subscribers see both publisher and their content group tags. Subscribers cannot change publisher tags.
How to create tags
Log in to the Jolt web app then navigate to the settings icon on the lefthand side.
In content group mode, click on the tags tab.
Select the plus button to create a new tag.
In the tag name field, enter a name for your tag then select an optional color to help you identify the tag.
In the icon field, enter text or select an emoji.
Tap save changes in the upper right corner to apply changes.
As you create tags, they will display alphabetically in a table. To find a tag, use the search bar and search by tag name to locate a specific tag.
How to edit tags
Navigate to settings > tags then select an existing tag to modify its name, type, color, and/or icon.
The save button will turn blue after edits have been made. Tap save to apply changes.
How to assign tags to list templates
Navigate to settings > tags.
Go to the location tags section then select the box next to the flag(s) that apply to the template.
When a flag is assigned, the list will only be generated on a schedule for locations that have that tag.
Click save in the top right corner to apply changes.
How to assign tags to list items
There are two places you can access tags. Navigate to audits > audit templates > select template > select item or lists > edit lists > select template > select item.
On the righthand side you will see three sections:
Location — When a location tag is assigned, the item will only display for a location that has the same tag.
Score Group — If you want to break down an audit score by different types of questions, add each question to a score group using a tag (e.g., Cleanliness, Service, Food Safety). On the Leave Behind Report, the items can be grouped together by tag and show the score for each group (only one score group tag is permitted).
Importance — If you want to group items on the Leave Behind Report by level of importance, assign tags such as “Critical” to your items. This will group them in the Follow Up Actions section (only one importance level tag is permitted).
To assign tags to each of these sections, tap the dropdown then select tags you wish to add.
Click save to apply changes.
How to import location tags
Navigate to assets > more options. Select export file format in the upper right corner.
Enter asset data in the CSV file, ensuring location tags are in a single column separated by commas (e.g., "Lottery, Drive Thru, Yogurt Machine").
Note: Required columns include Store ID, Location Name, Location Street Address, Location City, ST Zip, Location Phone, and Location Tags.
Check for validation errors (e.g., missing Store IDs) and correct them using the provided Store ID or location name references, which can be found in your spreadsheet of inspection sites.