Custom Approvals
The new custom approvals feature to move a Folio from one stage to the next enables users to do the following:
- Specify the number of approvers required
- Allow the Requester to select the approvers from a pool of approvers
- Allow the Requester to override the need for an approver
For more information on custom approvals click here.
Give Approval from Folio Search Screen
Folio approvals can now be given from the Folio search screen by hovering the mouse over the Approval Status icon:
Custom Notifications triggered by changes to a Folio
Folio can now send custom notifications to users and non-users when changes are made to a Folio that meet a set of predetermined conditions:
In order for non-users to be notified they need to be set up as an Entity or Contact in Folio. For more information on setting up custom approvals click here, and for submitting for approval click here.
Summaries on Folio Reports
The Folio Report Template can now include a summary of new and closed Folios within a certain period of time:
For information on running a Folio Report click here.
Ability for Users to Create New Folios by Import
Users without admin rights are now able to create Folios by import, as long as the Folio template has the option switched on and the user has creation rights for that template:
For instructions on how to set this up click here.
Enhanced Notifications on Actions and Checklists
Notifications on Actions and Checklists have been enhanced. Folio now provides the capability to send a notification to the Person Responsible for a linked Risk, Contract or Incident Folio when a Action or Checklist is Completed, In Progress or Overdue.
For more information on Action and Checklist notifications click here or here.
Reports in Background Process
If you are exporting a large report, Folio lets you work on something else while we build the report in a background process. Once exported the report can be downloaded from the Notification bell.
Closed Folios in Global Search
Now when searching for Folios using the Global Search, closed Folios are marked with a symbol next to them:
Action and Checklist Assignment Keys now included Reports
The Assignment Key field is now included as a field option in the Checklist Schedule & Status Report, Checklist Register, Action Register, and the Checklist Action Results Report.
Credential Comments can now be included in the Credentials Report
Comments made on credentials are now included as a field option for the Credentials Report.
Job Title now included in the User Report
Job Title is now included as a field option for the User Report.
Better Indication of Public Link in the Stages User Interface
When setting up the stages of a Folio Template, it is now clearly indicated on the first stage if the template is using a Public Link:
Users can now Select Years in the Custom Term
When using the Term field to automatically calculate the end date of a contract, we have added Years to the list of options:
For more information on using the Custom Term field click here.
Switch off emails to the person responsible or an approver of a Folio submitted through a public link
When setting up a Folio that uses a public link, you can choose to have both the person responsible, and the approvers in the first stage not receive any emails when the public link is submitted