Our November 2022 Folio Release is the last Folio Release for 2022. We are excited to be launching a number of new features in this release. Here is the full list.
New Templates in the Folio Template Library
We are introducing the following new templates into the Folio Template Library in this release:
Activity/ Venue/ Equipment Risk Assessment
This template will enable you to build out Activity, Venue, Equipment Risk Assessment Forms and Registers.
The Template has two flavours for you to choose from:
- Activity/ Venue/ Equipment Risk Assessment (One Risk Matrix) (Click here to test drive this form)
- Activity/ Venue/ Equipment Risk Assessment (Inherent and Residual Risk Matrices) (Click here to test drive this form)
These templates use the new Matrix Field and the Matrix can be configured to any configuration you want without affecting your Enterprise Risk Matrix.
Internal/ External Audits
This template will enable you to build out Internal Audit or External Audit Registers. The Template includes details on the Audit Findings and the ability to relate agreed actions to the relevant finding.
Workers Compensation/ Return to Work/ Recover At Work
This template will enable you to build out a case management process for Workers Compensation/ Return to Work Processes. (Click here to test drive this form)
How do I test drive these Templates?
If you would like to take a look at these templates, please do the following:
- Go to your Folio Sandbox, click on the Admin Gear Wheel and then on Folio Templates and then click on + Create Folio Template
- In the field Copy from Library, search for the Template by its name, once you have found it click on the Create button.
- You can now test ride the Template in Sandbox before adding it to your Production instance.
Matrix Field Type
Folio’s latest field type is called Matrix. The answers of a matrix field are based on a combination of values in any two other single select fields. Matrix fields have several applications including activity risk assessments, venue risk assessments, equipment or project risk assessments. Matrix allows you to have an alternative risk matrix to the enterprise risk matrix in Folio. Matrix fields are currently available only on Folio Templates.
Find out more about the matrix field.
What is the difference between the Risk Matrix and the Matrix Field?
Action Field Type
We have also introduced an Action Field Type on Folio Templates. This feature enables you to see a linked Action or Action Assignment on the Details Tab of the Folio record. This feature is great for Folio Templates such as Internal and External Audits where the Actions can now be linked directly to the findings on a table of findings.
Find out more about the Action Field Type.
Table Prepopulation
This release includes new features for Tables on Folio Templates. You can now prepopulate some fields on a table while allowing a user to fill others. Prepopulation is available for single selects, multi selects, hierarchy, short text and long text field types. Prepopulated fields could either be made editable or read only. Table prepopulation has a range of uses including Hazard Assessments for particular activities, Predefined Checklists for Security, Inspections and more.
The prepopulation feature also enables you to fix the number of rows on a table. This is great if you want the user to only give you a limited number of responses on a table. They will not be able to add more rows.
Click here to test drive a prepopulated table.
Find out more about prepopulated tables.
Checklist Assignment Level Reviewers
Prior to this release Folio only allowed reviewers to be set for the checklist and every assignment used these reviewers. We have now introduced Assignment Reviewers, this feature allows you to have different reviewers on every assignment.
How to set up Checklist Assignment Reviewers?
New Automations Features
We have introduced two new features in automations:
Conditions based on Numeric Fields
You can now create conditions based on values in a Numeric field. Numeric conditions could be set based on the following operators: Equal To, Range, Greater Than or Less Than.
The update fields automation allows adding answers
Prior to this release the update fields automation only allowed you to replace values in a field. With multi select fields you now have the option to add answers to the existing answers rather than replacing them.
Launchpad Search
Launchpads now have a search that allows you to search for a document, a public link or a create link on the launchpad.
Global Search
To help Administrators we have included Folio Templates in Global Search and recently viewed. If you have used a Template recently simply click on recently viewed to go to that template in Administration.
Notes on Documents
Documents now include Notes and @mentions
Composed Documents PDF Export
Composed documents now have an PDF Export option, and a new look while printing.
LexisNexis Alerts Digest
Folio now includes a new Alerts Digest for LexisNexis Alerts. The Person Responsible for LexisNexis compliance obligations will receive LexisNexis AlertsUsers can now receive the newest alerts from LexisNexis sent straight to their inbox
Improvements to Insights
Insight bar charts can now be ordered from highest to lowest or lowest to highest. Insights may also be created based on custom date fields not just on the date the record was created.
Ability to Link Folios
We have now provided the ability to link a Folio to other Folios from the top of the record
Other Features and Improvements
- Actions and Checklist Results will show the Person Responsible, Job Title and business unit at the time of completion and will not be updated if these details are later changed. This change will only affect future records and not records created in the past.
- Instruction field type is now available on Action, Checklist, Action Assignment & Checklist Assignment layouts
- Click ESC to dismiss the global search box
- Actions/Checklist/Documents notes now let you @mention lite users
- Creation of an Action/Action Assignment will now give you a link to the record created in the confirmation text
- The execute hour for the LexisNexis API is now preset (after 4AM AEST) by Folio and can’t be picked by the user.