How to Set Up and Use Flags in Lists on the Jolt Web Portal
Flags help you label specific conditions when completing Measurement or Yes/No list items. This feature allows employees to be notified about actions that need attention.
Note: This feature requires the Current Pricing plan with the Jolt App.
Steps to Set Up Flags
Log In to the Jolt Web Portal
Access the Jolt Web Portal and go to Lists > Edit Lists.
Create or Select a List
Either create a new list or choose an existing one that you want to modify.
Edit a List Item
Open the Measurement or Yes/No list item where you want to add flags.
Enable Flags
Find the Flags section and enable Add flags to this item based on answer of this item.
Add Flags
For Yes/No Items: Default options are Yes or No.
For Measurement Items: Default options are In Range and Out of Range.
Customize Your Flags
To add more flags, click the dropdown menu and select Manage Flags.
Create a Flag
Name the Flag: For example, "Temperature is out of range" or "Temperature is good".
Choose a Text Color: Select a color that will be visible and meaningful.
Insert a Symbol or Characters: You can use a symbol or type up to three characters for easy identification.
Click Add Flag to create more flags as needed.
Viewing Flags on the Jolt App
Complete Measurement Items
When employees complete a list item on the Jolt App, the corresponding flag will be displayed.
Identify Flags
The symbol or color you set for each flag will appear, indicating specific conditions or actions required.
Additional Tips:
Manage Flags Regularly: Keep your flags updated to reflect any changes in processes or conditions.
Ensure Clarity: Use clear and descriptive names for flags to avoid confusion among employees.
For more information on using flags and other list features, refer to the Jolt App User Guide.