How to Set Up List Notifications in Jolt
Overview: List Notifications in Jolt help you stay informed about important events and conditions related to your checklists. Notifications are sent based on the specific conditions you set for each list.
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How to Configure List Notifications
Step 1: Access Your Lists
Log In:
Log in to the Jolt Web Portal.
Navigate to Lists:
Go to Lists > Edit Lists.
Create or Select a List:
Choose an existing list or create a new one.
Step 2: Set Up Notifications
Open Notification Settings:
Click on the Settings tab.
Add a New Notification:
Click on +New Notification to create a new notification.
Choose Notification Recipients:
Select the roles that should receive the notification. You can assign notifications to specific roles based on their responsibilities.
Select Notification Method:
Choose how you want the notification to be delivered: Text Message or Email.
Define Notification Conditions:
Select the conditions under which the notification will be sent. Choose from the following options:
An Item is Overdue:
This notification is sent when a list item is past its due time. It helps ensure that overdue tasks are addressed promptly.
An Item is Out of Range:
This notification is triggered when a response entered is outside the acceptable range set for a Measurement List Item. This condition helps monitor compliance with predefined limits.
The List is Completed:
This notification is sent when a checklist or form is marked as complete. It informs relevant parties that the list has been fully completed.
Step 3: Save Your Settings
Save Changes:
Click Save to apply your notification settings before leaving the page.
Additional Tips
Review Notifications Regularly: Periodically check your notifications to ensure they are set up correctly and are meeting your needs.
Customize Notifications: Tailor the notification settings to fit your specific use cases and roles to enhance communication and task management.
Keywords: notification conditions, text message notifications, email notifications, notification settings, overdue tasks, measurement list items, checklist completion