Highlights
  • Filtering & sorting on the Work Orders page
  • Option to print or email a work order
  • Notification on a status change
Features
Work Orders
Column filters and sorting on the Work Orders page
- You can now filter by multiple columns on the
Work Orders
page. Click the
Filter
icon on any column header that supports it to filter the
Work Orders
page by selections in that column. This works for the following column types:
  • People
  • Multiple choice
  • Yes/No
  • Assigned to
To unfilter the page, you can either click on the filter button and uncheck the items, or click the
Reset Filters
button at the top.
To sort the page, click on the column name to sort in ascending sequence. Click a second time to switch to descending, and a third time to go back to the default sort.
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Column Filter Dropdown
Option to print a work order
- You can now print a PDF of a work order by. Click on the work order number to open the side sheet and click the More Options button at the top and select Print work order.
Your browser print dialogue box opens and you can select a printer or saved the printout as a PDF. The printout includes your company logo, location name, and the person who printed it with the date/time printed.
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Work Order Print Dialogue
Option to email work order
- You can now email a work order from the Work Orders page. To email a work order, the template it was created from must allow work orders to be emailed. See the support article Creating Work Order Templates for information on how to set that. To email a work order, take the following steps:
  • Navigate to
    Lists | Work Orders
    and select a work order type.
  • Click the link on the work order number to open the side sheet.
  • Click on the
    Email
    tab.
  • Click
    Compose
    , type in an email address and click
    Add
    .
  • - You can add more than one email address if you want.
  • Check the box to provide recipient consent and click
    Send
    .
image-2
Send Email Page
  • Jolt
    will send an email to the recipient with a PDF of the work order attached to it.
  • Important Note
    : The PDF attached to the email contains all of the information that is currently on the work order including photos and item results.
  • You can also see a history of all emails sent out from a work order on the
    Email
    tab.
Notification on status change
- Your can now set up a notification for when a work order changes status. This feature also allows you to set a notification on any multiple choice or yes/no item on a work order. See the support article Work Order Notifications for more information on how this works.
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Item Changed Notification