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How to Generate List Instances from the Jolt App
How to Generate List Instances from the Jolt App
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

How to Generate List Instances from the Jolt App

Creating lists on the go is easy with the Jolt App. Whether you need to handle maintenance requests, employee performance reviews, audits, or other tasks, you can generate and complete lists right from your tablet. Here’s a step-by-step guide to help you create lists manually (Ad Hoc) without needing a pre-set List Schedule.

Prerequisites

  • Ensure you have the Jolt App installed on your tablet.

  • Log in with your 4-digit PIN.

Video Instructions

For a visual guide, watch our video tutorial on generating list instances.

Generating Lists from Templates

  1. Open the Jolt App

    • Tap the Jolt App icon on your tablet.

    • Log in using your 4-digit PIN.

  2. Access the Lists Tab

    • Tap on the “Lists” tab at the bottom of the screen.

  3. Start Creating a List

    • Tap the blue "+" button labeled “Ad Hoc.”

  4. Select a List Template

    • Choose or search for a List Template that you have previously set up on the Jolt Web Portal.

      • Note: Lists with a “Per Person List Schedule” will not appear here.

  5. Customize Your List

    • Edit List Title: Enter a unique name for your list in the “Edit List Title” field.

    • Set Display Time: Choose whether the list should be displayed immediately or at a future time. Optionally, set a due date/time.

  6. Enable Notifications

    • Turn on notifications to alert management when:

      • A list is overdue

      • A list has been completed

      • A measurement item is recorded outside the expected range

  7. Assign the List

    • Tap “Assigned to” to choose specific user(s) who will handle this list.

  8. Finalize Your List

    • Tap the blue “Done” button. The list will now appear in the “Lists” tab and be ready for completion.

Creating New Lists from Scratch

  1. Open the Jolt App

    • Tap the Jolt App icon and log in with your 4-digit PIN.

  2. Start a New List

    • Tap the green “Make New List” button.

  3. Add List Items

    • Select the items you want to include in your list. Use the “Change Type” option to choose from various list item types.

    • For each item, enter prompt text that will be displayed with that item.

  4. Name Your List

    • Tap “Next” once you’ve added all desired items.

    • Enter a name for your new list in the “Edit List Title” field.

  5. Set Display and Deadline

    • Display Time: Choose when the list should appear—immediately or at a future time.

    • Deadline: Set a deadline if needed.

  6. Enable Notifications

    • Activate notifications to alert management about overdue lists, completed lists, or out-of-range measurements.

  7. Assign Access

    • Decide who can see this list instance:

      • “Anybody” allows all users to see the list.

      • “Specific Person” assigns the list to an individual.

      • “Specific Roles” grants access to users with a specific role.

      • “Only Me” restricts access to only yourself.

  8. Generate the List

    • Tap the blue “Done” button. The new list will be added to the “Lists” tab and be ready for completion.

Related Articles

  • How to Set Up and Use List Templates

  • Managing Notifications in Jolt

  • Creating and Editing Lists in Jolt

For additional support, visit our Support Home.

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