How to Use the Edit Lists Interface in Jolt
The Edit Lists interface in Jolt has been updated to make managing your lists easier and more intuitive. Here’s a guide to help you navigate the new features and improve your list management experience.
What’s New?
We’ve introduced several new features to enhance employee accountability and food safety:
Flags for Lists
Auto Complete for Lists
Corrective Actions for Measurement and Yes/No Items
Sub List Items
Two Ranges for Measurement Items
Auto Record and Stabilization Settings
List Schedule with Expiration
Note: These features are only available with the Current Pricing for Jolt.
Getting Started
Log In to Jolt
Open the Jolt Web Portal.
Go to Lists and then Edit Lists.
Create or Edit a List
To start, either create a new list or select an existing one to edit.
The interface has two main tabs: List Items and Settings. By default, you’ll be on the List Items tab. Note that the Settings page will be updated soon.
Adding New List Items
You can add new items in two ways:
Click + Add Item in the item column.
Click the blue plus button and select New Item.
Choose Item Type
Select the type of item you want to add. You’ll find both familiar item types and a new one called Sub Lists. For more details, refer to our articles on these item types.
Using Grid View
The new Grid View layout helps you manage list items more efficiently. To switch to Grid View:
Click on the 9 box icon (Grid View) at the top right of the list.
To add a new item in Grid View:
Click the Add Row button at the top left.
Choose the item type you want to add.
A new row will appear at the bottom of the list. Enter your item prompt.
You can rearrange items by dragging the row using the 2 horizontal bars to the left of the item type.
Bulk Import Items
To import items in bulk:
Click the blue plus button.
Select Bulk Import Items.
Add Information from the Information Library
To add files from the Information Library:
Choose from the available Categories and Sub-Categories where the files are stored.
For more details on adding media, refer to our article on Adding Media to a List Item from Information Library.
Save Your Changes
Don’t forget to save your changes before leaving the page. You can save all changes at once, so there’s no need to save each list item individually.