Super Sensitive Contracts
A Folio template can now be set as Super Sensitive. This means that access to Folios on this template is then restricted.
- Only a super user can provide other users with access to this template.
- Only a user with update rights can be made the person responsible for this template.
Normal users with Read All Template Rights and Manage All Template Rights will not see data that relates to super sensitive folio templates. They will need to be explicitly given these rights.
For instructions on setting up Super Sensitive Contracts click here.
Public Link Launchpads
Public Link Launchpads allow you to aggregate several public link forms into a single page, and then make this page available to your employees:
For instructions on how to set up Launchpads click here.
Star Filters
You can now save a set of filters you are using in a search screen as a Star Filter, which can then be selected whenever you return to this search screen, or even set as a default search:
For more information on how to use Star Filters click here.
Improvements to Risk Reviews
Several improvements have been made to the Risk Review process including making it easier to make a review available and a new Risk Review status popup that lets you view the status of a review from the search screen:
We have also added a new All Risk Reviews page that lets you see the status of all of your Organisations risks in one place, as well as a Risk Review mini-snapshot on your dashboard:
For more information on setting up Risk Reviews click here, for instructions on using the All Risk Reviews page click here, and for instructions on adding or removing snapshots click here.
Risk Review Status Report
This report will let you see the current status of all risk reviews in your Folio instance, as well as information on those risks. You can also filter the report based on the status of the Review, such as to only show overdue Risk Reviews. For more information on running this report click here.
Risk Movement Report
This reports shows movement of risk parameters over a custom period of time:
For instructions on running this report click here.
Public Link Improvements
We've made some improvements to Public Links in Folio. You can now choose to have the title of a folio submitted via a Public Link be auto-generated based on the responses given to fields you pick:
We've also added textiling to Public Link confirmation and rejection emails, so they can now include links. For more information on setting up Public Links click here.
Import Folios into Specific Stages
When importing folios you can now choose what stage they are imported at, which will bypass any approvals you have set up. This is done by typing the name of the stage into the Stage column of the import file. For help on importing folios click here.
Configurable Checklist Results Report
This report differs from the normal Checklist Results Report in that you are able to choose what questions you want to appear in your report, and can filter the report based on question responses;
For more information on running this report click here.
Notes Tab changes
We have moved the notes tab from the bottom of the screen to the right hand side of the dashboard area to make it more accessible for users:
This change applies to Folios, Actions, Checklists and Entities.
Business Name through ABN Lookup
The ABN Lookup feature is now able to pick up the Business Name of an entity as well as it's name and ABN, as long as this entity has a Business Name registered with the ABR.
For instructions on using ABN Lookup click here
Add Table Rows Outside Edit Mode
Rows can now be added to tables through inline editing, so you don't have to go to the edit screen:
This works the same as adding a table row through the edit screen, except that once you are finished adding rows you need to click on the tick to commit the changes:
Access Rights Improvements
Super Users now have Bulk Action rights and Share Reports right by default, instead of having to be given them manually.
Reports Improvements
We have added an 'Updated at' field to Folio reports so you can include when the individual Folio was last updated as part of your report:
We've also added the ability to display the selected filters on a Risk Heat Map report the same as the other reports in Folio. This has been added as an option under Report Options:
