Contract Performance Management
This release includes a brand new feature in Folio called Deliverables. This feature uses checklists to let you track and monitor key performance indicators across the different suppliers or service providers:
For more information on setting up and using deliverables click here.
The ability to link to a Folio when assigning an action or a checklist
When assigning a checklist or action you can now link them to a Folio directly from the assignment popup:
Folio Approval History Snapshot
Folio now lets you see an overview of how a particular contract has moved through its approval workflow using the Approval History:
For details on how this works click here.
Notifications Central
This feature lets you see all emails that have been sent out of your Folio instance over the last 30 days, and whether or not these emails were received by the user or service provider successfully:
Notification Central also lets you preview emails and send a copy to yourself in case it is not getting through to the intended recipient. For more information on what you can do in Notification Central click here.
Credential Request Improvements
We've made a change to the way credential requests work. If a provider sends a credential to you directly instead of uploading it through the credential request link, now when you upload the credential straight to the Folio it updates that entry in the credential request automatically, so the request won't remain overdue.
For more information on using credentials in Folio click here.
Risk Movement Improvements
When using Risk Movement in a report we've added the ability to decide whether you want the movement shown to be between scheduled risk reviews only, or for it to show every update to the risk:
For more information on this and on using risk reports click here.
Horizontal Scroll on Folio Tables
We've added a scroll bar on wide tables with many fields to ensure they don't extend outside their boundary when there is a lot of data entered:
Ability to select a new person responsible when copying a Folio
When copying a Folio you can now select a new Person Responsible before the copy is created:
Completed risk reviews will not appear in email reminders
Previously email reminders for risk reviews would go out on the day the review is due, even if the review had already been completed. Now the reminder only goes out if the risk review has yet to be completed.