Leave Management
If you have a user in Folio who is going on leave, you can now delegate their responsibilities to a relieving manager.
For the duration of the user's leave the relieving manager will receive all of the user on leaves emails and will be able to log in as that user to handle their responsibilities in Folio.
For more information on setting up Leave Management in Folio click here.
Email Improvements
We have made improvements to Folio emails by adding the ability to customise them through including your organisations logo in the email, and by changing the Sender's name.
For instructions on customising Folio emails click here.
From Today/To Today added to date selector
When using a date range on a report generated in Folio, we have added the ability for the report to be run for a set period of time "From Today", or for a set period of time "To Today".
For more information on running reports in Folio click here.
Report Subscription Improvements
We have added the ability for the reports that are emailed out through Report Subscriptions to support a CSV output as well as PDF.
For more information on using report subscriptions in Folio click here.
Checklist Sections added to Layouts
The layouts section in Folio now includes both Checklist and Checklist Assignments. This allows you to customise the fields that appear when creating a new checklist or an assignment of a checklist.
For more information on customising Layouts click here.
Anonymous Public Link Submission
Some changes have been made to the anonymous submission option for public links. Now when setting up a public link for a template, if you choose to allow anonymous submission another option is given on whether or not you want to allow the submitter to provide an email.
If yes, the submitter will be given the option to provide an email, if no then the submission will be completely anonymous.
We have also added a Go To Link button the the public link URL, which can be clicked to take you directly to the public link form.
For more information on setting up a public link click here.
Improvements to Search Screen Exports
When exporting a search screen in Folio, you can now choose to have the export format as either CSV or PDF.
We have also changed the PDF export to include the filters used at the top of the report.
Added Clarity for Inactive Fields
We have made it easier to distinguish between active and inactive fields in a Folio Template or Field Library when you have selected Show InActive Fields.
Flag for Eligibility Criteria
We have made some changes to Eligibility Criteria. We have added an option to the Folio Template to turn Eligibility Criteria on or off:
If Eligibility Criteria is turned off, or is turned on but no credentials are added to the Eligibility Criteria then there will be no credentials tab on Folios made from that Template.