Folio Training Options

Folio Training Programmes

We offer a 4 Hour Administrator Training Programme and a 4 hour Key User Training Programme. Training is delivered online in 2 hour sessions over multiple days. 

Your Super Users and Administrators attend the entire 8 hours of training and  Key users attend 4 hours. Training Sessions are limited to a maximum of 6 participants.

Super Users and other Administrators: These are your Super Users plus any other users with ‘Administration with Retire’ rights. These people would attend the full 8 hours of training.

Key Users: These are people who do key tasks in Folio like approving incidents, completing actions and more.

Training	Who should attend	Topics
Administrator Training (4 hours)	Super Users and other Administrators	Folio overview Templates: creating new, importing from library, copying, field types, editing fields Workflows, Automations Users: new, retire, leave Access rights: roles and user profiles Maintaining settings Other topics as applicable eg Risk Management, Documents, Checklists, Actions
Key User Training (4 hours)	Super Users and other Administrators + Key Users	Introduction to Folio Homepage & Dashboards Folio list screens, search and filter functions Submitting records – via the public link and create link Managing records – approving, moving to next stage, closing Assessing Risks Completing Actions, Checklists Reviewing Documents Reports and Insights

Other Training options

We also offer fully customised training programs focussing on topics of your choice eg Actions, Checklists, Document Management, Auditing, Risk Management and Contracts. If you require training in Folio, please ask your Folio Administrator or a Key User first, as they may provide training for you in-house. Folio Administrators can contact our support team for more information about our training options

Please reach out to our support team and we can provide you with a proposal for the Administrator Training, Key User Training & Custom Training programmes.