The October 2019 release is scheduled for October 12, 2019 and includes the following:
Risk Dashboard
We are introducing a new risk dashboard designed to bring your risk information to life with new insights.
For more information on the snapshots available in this dashboard click here.
SMS Notifications
Folio now supports custom notifications by SMS/text for all those critical, must-see notifications. This is an add-on feature to your Folio instance. For instructions on how to use this feature click here.
Customise your custom email notifications
Do more with email custom notifications, you can add an introduction and selected fields and more.
You can also now preview the email that will be sent while setting up the notification:
For more information on using Custom Notifications click here.
Send a MergeDoc to a public link submitter
When a person reports an issue, send them a MergeDoc and store a copy in Folio. For instructions on setting up a Public Link click here.
Permanent Record for initial report
When an incident is reported in Folio, Folio will now store the initial reported record as a PDF in Folio history.
Zip a Folio
Need to send a contract record and all its attachments to a colleague or an external consultant? You can now create a zip of the Folio and all its attachments:
For more information on how this works click here.
Confidential
The ability to make a Folio confidential on any template and reduce who can see that Folio instantly.
For instruction on how to make a Folio Confidential click here.
History Reporting
3 new reports on the history of a record in Folio. Risk History, Folio History and Action History.
For help with running these reports:
Risk Gap Report
A new report that shows the gap between target and actual risk.
For help on running this report click here.
Action/Checklist Results Access Rights
Action/Checklist results access rights can now be restricted by action category or Checklist Category. For more information on setting up Access Rights click here.
Update and Replace Folio Approvers in Workflow
When setting up a workflow you can now update and replace approvers in a stage even while there are still Folios pending Approval in that stage.
For more information on setting up a Workflow click here.
Entity Category Dependencies
You can now make fields dependant on the Entity Category field. For more information on setting up Entity Categories click here.
Folio Stages Snapshot
This snapshot shows on overview of the Folios in a particular template and what Stages they are currently in:
For more information on the snapshots available in Folio click here.
Business Unit Manager
Business Unit Managers can now assign User Profiles to Users within the Business Units that they manage. For more information on the Business Unit Manager role, click here.