Once you create an asset template, you can add assets to each location then assign them to work orders. Only Location Website Admins, Content Group Admins, and Company Admins have permission to make changes.
How to add an asset template under Work Orders and Audits
Log in to the Jolt web app in location mode.
Navigate to lists > work orders & audits on the left-hand side. Select the templates tab.
Click the blue plus sign in the bottom right.
In the name field, enter a unique name for the template.
Select continue to apply changes.
Next, click the add item button on the left.
A modal window will appear. Choose one of the item types (or select additional ones if you would like more added to the template).
Select save to apply changes.
How to add an asset template under Audits & Inspections
Log in to the Jolt web app and ensure you are in a content group that contains the auditor locations.
Navigate to audits & inspection > asset templates.
Click create asset template.
In the name field, enter a name for your template.
Next, select one of the two template types then select continue.
On the next page, customize the template to track information for each location (e.g., region, distribution center, etc.).
Select save to apply changes.
How to add an asset under Lists
Log in to the Jolt web app in location mode.
Navigate to lists > asset management on the lefthand side. You should be on the assets tab.
Select the asset type from the available assets then click the blue plus sign to open the side sheet.
In the name field, enter a unique name for your asset.
Fill out the manufacture, model, and serial number fields then select save to apply changes.
Note: If you want to add assets to other locations, click on name of your location in the top right corner of your Jolt account and follow the steps above.
How to add an asset manually under Audits & Inspections
Navigate to audits & inspections > sites.
Select the asset type from the dropdown.
Next, select the plus sign and enter the store ID. Click continue to proceed.
Clicking continue allows Jolt to retrieve information about the asset from the subscriber and displays it in the side sheet.
Next, add people to the site by selecting a user for each role to associate with the asset.
Add any additional information that is relevant.
Complete the other items in the template (e.g., multiple choice, email, etc.) to ensure you have all required information that needs to be tracked.
Select save to apply changes.
How to review asset history
Navigate to audits > inspection sites then click on the blue launch icon to open the side sheet.
Select the history tab to see all work orders that were completed on the asset.
How to import assets from a CSV
First, you will need to export a CSV spreadsheet. Log in to the Jolt web app then navigate to lists > asset management.
Select the asset type from the dropdown list then click more options in the top right corner.
Select export then choose the CSV option. By default, the CSV file should export to your Downloads folder. If you are unsure about this, please contact your IT department.
Click save. Your download should finish within a few seconds.
Locate the CSV file in your downloads folder on your local device, then open it as a spreadsheet.
Refer to your list of assets that you manage in a spreadsheet. This is your source spreadsheet. Copy and paste your asset data from your source spreadsheet into the exported spreadsheet.
To format different item types:
Yes/No — enter the full word yes or no in the column.
Multiple choice — Ensure all values in the column are valid multiple-choice options.
Person — Use the user’s Jolt account email address (not notification email address). The import will look up the person using the email address.
Short entry — Accepts all numbers, letters, and special characters (70-character limit).
Date/Time — Use the format MM/DD/YYYY HH:MM AM/PM (e.g., 05/01/2025 01:30 PM).
Text — Same as short entry.
Save the spreadsheet as a CSV file.
Go back to the Jolt web app and navigate to asset management.
Select the asset type you exported the CSV file.
In the top right corner, click the more options button, then select import assets.
Browse your local device and click on the CSV file, then select open.
The assets will be imported to Jolt. This may take a minute.
Once complete, you will see a success message.
