A Folio is a process in the Folio software that includes:
- A Folio Template on which Folio records can be created.
- Users may be granted access rights to these Folio records.
- These records may be created through a public link, a QR code, through an API or the could be created by a signed in user with access rights.
- These records have fields in which data can be saved and evidence and other attachments captured.
- These records can be taken through a Workflow made up of a number of Stages that could require approvals.
- The Template can have automations that trigger notifications or automatically create actions or checklist based on certain conditions being met.
- A signification benefit of Folio is its ability to demonstrate relationships between Folio records by linking them to each other.
We have Folios for Governance, Risk, Compliance processes:
- Risk Management
- Legislative & Regulatory Compliance
- Policy & Procedure Compliance
- Incidents
- WHS Incidents
- Business Incidents
- Feedback, Complaints & Complements
- Continuous Improvement
- Quality
- Conflicts of Interest Registers
- Gifts & Benefits
- and more...
We have Folios for Contract Management processes:
- Supplier Agreements
- Customer Agreements
- Distributor Agreements
- Goods and Services Agreements
- Funding Contracts
- Procurement Processes
- Grants
- Grant Acquisition Processes
- Lease Agreements
- MoUs
- NDAs
- Consulting Agreements
- and more...
