Checklist Visibility and Access Issues in Jolt Software
Purpose
Help users understand why a checklist may not be visible or accessible and how to resolve role-based permission issues.
Overview
Checklist visibility in Jolt Software is controlled by role-based permissions.
A user can only:
View a checklist if their role has access
Complete a checklist if permissions allow submission
If a checklist is missing, it is typically due to role or permission configuration rather than a system error.
Common Reasons Checklists Are Not Visible
1. Role Does Not Have Access
The user’s assigned role may not include permission to view or complete the checklist.
This is the most common cause of missing checklists.
2. Checklist Is Not Assigned to the User’s Role
Even if the checklist is active, it will not appear unless it is explicitly assigned to the user’s role.
3. User Is Assigned the Wrong Role
The user may be assigned a role that does not include operational checklist access for their location or function.
How to Troubleshoot and Resolve
Step 1: Confirm User Role
Identify the user’s assigned role in Jolt
Confirm whether that role is intended to access the checklist
Step 2: Check Checklist Role Assignments
Review which roles the checklist is assigned to
Confirm the user’s role is included
Step 3: Update Role Permissions (Admin Required)
If access is missing:
Add the user to a role that has checklist access, or
Update the checklist to include the correct role
Role and permission changes typically require admin access.
Corporate or Centralized Content Control
In some organizations, checklist access is managed at a corporate level.
If roles or permissions cannot be updated locally:
Contact your corporate or system administrator
They manage checklist publishing and role assignments
Support may not be able to modify corporate-level permissions.
Support Guidance
Always start by verifying the user’s role
Treat missing checklists as a permission issue, not a system bug
Avoid hardcoding role names in troubleshooting guidance
Escalate to admin-level support when permissions are centrally controlled
Keep troubleshooting focused on role → checklist mapping