Setting Up Corrective Actions for Yes/No List Items
Overview: This guide explains how to set up Corrective Actions for Yes/No List Items in the Jolt App. This feature helps ensure that issues flagged as "No" are addressed appropriately. Note that you must be on the current pricing plan to use this feature.
Corrective Actions Types:
Corrective Action with a Preset List
Requires employees to complete a predefined Corrective Action list when a "No" response is given.Planned Corrective Action
Requires employees to create a custom list with specific tasks if a "No" response is selected. This allows for separate tracking and resolution of issues.
Corrective Action with a Preset List
Create or Select a List:
Log in to the Jolt Web Portal.
Navigate to Lists > Edit Lists.
Create a new list or select an existing one.
Configure the Yes/No Item:
Open the Yes/No item within your list.
Go to the Corrective Action section.
Check the box Turn on Corrective Action.
Set Up the Action List:
Choose an Action List to be displayed when the item is marked as "No."
Decide if the corrective action is optional or required.
Define Additional Requirements:
Choose from the options:
Repeat this Item
Repeat this List
Do not repeat
Save Changes:
Ensure all changes are saved before leaving the page.
Planned Corrective Action
Create or Select a List:
Log in to the Jolt Web Portal.
Navigate to Lists > Edit Lists.
Create a new list or select an existing one.
Configure the Yes/No Item:
Open the Yes/No item within your list.
Go to the Corrective Action section.
Check both Turn on Corrective Action and Planned Corrective Action.
Customize the Planned Corrective Action:
Description: Enter detailed steps for correcting the issue. This description will appear as a single list item when the corrective action is triggered.
Display and Deadline Times: Set when the corrective action list will appear and when it needs to be completed.
Corrective Action Assigned To: Specify who will be responsible (a person, role, or the user completing the list).
Notify Roles if Overdue: Select roles that should be notified if the corrective action is not completed on time.
Generate the Corrective Action List:
Click Create to generate a new list at the preset display time. This list will include the tasks described in the description and will be assigned to the selected person or role.
Keywords for AI Bot Searchability:
Corrective Actions
Yes/No List Item
Preset List
Planned Corrective Action
Jolt Web Portal
Action List
Corrective Action Notification
Issue Resolution
For more detailed information, refer to the following related articles:
Create and Edit Roles
Role-based Admin Access