This is the full list of features that have been added to Folio in the August 2024 Release:
Checklists Create Links
Checklist Create Links are a link or a QR code to a checklist that allows any Folio user to use a checklist as and when they need to. (The Create Link must be enabled on the Checklist for the user to be able to use it.) The Checklist Create Link has particular benefits:
- Any Folio user can start using a checklist without it having to be explicitly assigned to them
Checklist can be used by scanning the Checklist Create Link QR code, or clicking on a Checklist launchpad card or a link published on your intranet - Checklist Create Links provide all the benefits of a checklist such as automatically setting a due date by which the checklist must be completed and allowing you to overlay indicators for dashboard reporting.
- And that’s not all, if a user has already started a checklist, Folio is smart enough to let the user know the existing checklists they have already started, before they start a new one!
Checklist Create Links are ideal for ad hoc inspections and assessments, such as room inspections, WHS inspections, site inspections and asset inspections.
Find out more about the Checklist Create Link here
Active Directory (Entra ID) based User provisioning with Enterprise License
Users may now be provisioned through Microsoft Entra ID. Active Directory (Entra ID) based user provision will enable Organizations to add new users and control their access rights through user profiles, users can also be suspended to revoke their access to Folio. (Folio Enterprise License is required for this feature)
For information about how to setup EntraID click here (note you will need to get in touch with Folio Support to enable this feature for you before you can activate it in Folio)
New Launchpad Features
The following new features have been added to launchpads:
- Sections - You can now organize cards into collapsible sections.
- Add Checklist create links - You can add Checklist create links to a launchpad enabling users to self assign checklists and start working on them.
- Add Launchpads - You can now link publish a launchpad on another launchpad.
- Home - The home card will let the user return to the Folio Home from the Launchpad.
- Compact view - Launchpad cards may now be set to either Detailed or Compact view.
- Bookmarks - You can now bookmark the launchpad for all users or for users in selected business units
For more information about setting up an launchpad click here
Document Lookup
You may now reference documents on a Folio record using the new Document Lookup in Single and Multi-Select Fields.
For more information about lookups click here
Automation to make a Folio Confidential
Until now, a manual decision had to be made by a user to make a Folio Confidential. We have now introduced a new automation where trigger conditions can be set to automatically make the Folio Confidential when the conditions are met and immediately restrict access to that record.
Read more about this automation here
Searching for a Folio Template
A new Folio Template Search is available on the Folios Menu or you can also use the new shortcut F to take you straight to the Folio Template Search from anywhere in Folio.
Find out more about the Folios Menu here
Rearranging the order of the Folios Menu
You can now order Folio Templates within a Folio Template Category in any order you like, enabling you to easily reorder the Folios Menu.
Find out how to rearange template on the Folios Menu here
New Leave Management Feature
The Leave Management feature now supports secondment or acting in positions. It is now possible for User B to leave manage or act in User A’s position and User C to then leave manage or act in User B’s position and so on.
The Leave Management feature also now has the option of letting User B leave manage User A and all Users that are leave managed by User A.
For more information about Leave Management click here
2 hour Session Timeout
If you have been inactive on Folio for 2 hours, your Folio session will now time out, you will be logged out and you will lose any unsaved information. This is an information security related improvement that requires that sessions are not inactive for long periods of time leaving them vulnerable to misuse.
New Partner Integration with Law Compliance
Law Compliance provides Legal Obligations Registers, Folio now integrates with Law Compliance to provide those registers within the Folio product.
Folio Report Template - Report Suggestions
The Folio Report template now shows you Report Suggestions which will enable you to pick a Folio Template and the report will prefill report fields with the default view, giving you a quick way to create new reports. .
Lookup References New Feature
The lookup references snapshot will now be categorized by Folio Template and user’s will also be able to filter out the closed records
Filtering Linked Folios for Closed records
When searching for linked Folios, users may filter for just open or closed Folios to link them.
New SFTP import features
- When importing answers for single and multi-select fields, can now be automatically created while importing records.
- SFTP Imports can now use the Import as User as the Person Responsible for the Folio record.
Action field Improvements
We have improved the readability of Action Fields in Reports.
Compact View in Hub.
You can now set up Hub to display documents in a Compact View for all Users.