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
Open the Jolt App
Tap the Jolt App icon on your tablet.
Log in using your 4-digit PIN.
Access the Lists Tab
Tap on the “Lists” tab at the bottom of the screen.
Start Creating a List
Tap the blue "+" button labeled “Ad Hoc.”
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.
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.
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
Assign the List
Tap “Assigned to” to choose specific user(s) who will handle this list.
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
Open the Jolt App
Tap the Jolt App icon and log in with your 4-digit PIN.
Start a New List
Tap the green “Make New List” button.
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.
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.
Set Display and Deadline
Display Time: Choose when the list should appear—immediately or at a future time.
Deadline: Set a deadline if needed.
Enable Notifications
Activate notifications to alert management about overdue lists, completed lists, or out-of-range measurements.
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.
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.