The Folio menu is what you find when you click on the Folios button on your toolbar
The menu allows you to
- View All Templates that you have the rights to see Folio records for, grouped by their Template Category
- Search for Templates that you have the rights to see Folios for
- View Confidential Folios
- View all Folios you are able to view on one list
- View Draft Folios
- View Risk Reviews
- Create New Folio Records
Search for Folio Templates
Search allows you to quickly jump directly to any templates list screen, Click on the magnifying glass to open the search screen.
The search screen will then appear, Type in the name of the template you are looking for and the list will search as you type. Clicking on the template name on the search results will take you to the templates list screen.
View Confidential Folios
To view confidential Folios you are able to click on the Confidential Folios link on the Folio Menu.
Please Note: You will only see the Confidential Folios link if you have been granted access to Confidential Folios for a particular Folio template.
View All Folios
To view all the Folio records you have the rights to see on a single list screen, click on the All Folios link.
View Draft Folios
To see all Draft Folios you have created or are a collaborator for, click on the Drafts link on the Folio Menu
View Risk Reviews
Click on the Risk Reviews link visible on the Folio Menu to see a list of all Risks with an pending Risk Review that you have the Access Rights to view
Create New Folio
To create a new Folio click on the Create New button visible on the Folio Menu screen.
This will open a searchable dropdown screen, where you can find a list of Folio templates categorized by template categories, or you can type in the name of the template you want to use to create a new Folio record. Click on the template name to go to the Create screen for that template.
Note: The Create New List will show all templates you have Create Access rights for and any templates that have the Create Link enabled.
Display Folio Templates categorized by Template Category
Underneath the top bar of links is the list of templates you have view rights for, categorized by their Folio Template Category. These categories have been set up by your administrators to help you find similar templates.
You can click on a category name to see all Folio records in the templates that are inside that Template Category
You can also click on any Folio Template name to go to that templates list screen.
Note: If a category has more than 15 templates at the bottom will be a link telling you how many more are in that category, clicking on that will open up an search modal allowing you to see all templates in the category.