Folio Lookup Create

The Folio Lookup create feature allows you to use a Folio Lookup field on a Source Folio record to create and reference a Target Folio record. Using this feature a user can seamlessly move from one Folio record to creating another.

The Lookup Create feature enables you to do the following:

• In a Folio Lookup field, the create feature enables you to create and reference Target folio records on a different folio template.
• The feature enables you to copy common fields from the Source Folio record to the newly created Target Folio record.
• Source Folio and Target Folios can be set up to reference each other. Form A can have a Target Form B on it and Form B can have a Target Form A on it. In practical terms, the user can fill out a client incident and then fill out the target staff incident form or they could fill out the staff incident first and then fill out the target client incident form.
• This feature can be expanded to multiple forms creating multiple points of entry for folio record creation.For example, there could be a staff incident, a client incident and a business incident. When the user reports the staff incident Folio can be set up to ask if they would like to report a client and/or business incident. Similarly if they report a client incident, Folio can prompt the reporting of a staff incident and/ or a business incident.
• The References Snapshot on a Folio record displays all the records that a Folio references (target records) and is referenced on (source records)
• The Stack snapshot on a Folio record displays all reference relationships between source and target folio records in that stack.

Here are a few examples:

Incident - Continuous Improvement Example

• You will be able to seamlessly create a Continuous Improvement while reviewing an Incident using this feature.
• Folio will automatically copy common fields from the incident form to the continuous improvement.
• The Lookup references snapshot will show you which incidents the continuous improvement is referenced on.

Client Incident - Staff WHS Incident Example

• If there was a client incident and a staff member was also injured in the same event, you will be able to create the staff incident seamlessly while creating the client incident.
• Folio will automatically copy common fields from the client incident form to the staff incident form.
• The Lookup references snapshot will show you which staff WHS incident the client incident is referenced on.

Procurement Plan - Contract Example

• You can seamlessly reference a contract on a procurement plan using the lookup create feature.
• Folio will automatically copy common fields from the procurement plan to the awarded contract.
• The Lookup references snapshot will show you which procurement plan the contract is referenced on.

Client Incident - Staff WHS Incident - Worker Compensation - Return to Work Plans Example

• If there was a client incident and a staff member was also injured in the same event, you will be able to create the staff incident seamlessly while creating the client incident.
• If a workers compensation form is needed for the injured staff, you can create it directly from the staff incident. Similarly, if a return to work plan is required, you can create it from the Workers Compensation form.
• Folio will automatically copy common fields between these forms.
• All referenced records will be visible on the Stack and References snapshots on Folio records which helps you in understanding the relationships and hierarchies between them.