Administrator Training Exercise – Creating a Folio Template

You have been asked by the Board to set up a process and form to screen Contractors before they enter your site. You have decided to use a Folio form to achieve this purpose - all Contractors will need to complete the form before coming onto the site. To do this please complete the following steps:

Create a Template

1. Set up a new template (please put your name in brackets in the title)
2. Put a link to your insurance policy (you can make this up) into the instructions in the form.

 Helpful links: Creating a Folio Template

Set up the Workflow

3. Set up 2 stages and a public link – make yourself the person to approve the form.

 Helpful links: Folio Workflow

Create new fields & Dependencies

4. Create fields for :
   1. contractor name
   2. company
   3. Services provided
   4. Site location
   5. commencement date on site
   6. time to be spent on site.
5. Add yes/no questions – “have they tested positive for COVID-19?”,  - if yes, add another question “have they tested negative?”.
6. Put in an attachment field for them to attach a negative test result if they answer that they have tested negative.
7. Additional Yes/No questions - “have they been in contact with anyone with COVID-19 in the last 14 days” and “Have they got any symptoms”. If they say yes to either of these, put in an instruction that they cannot come on site.
8. Add field to capture precautions they will be taking when on-site.

Helpful links: Adding Fields

                     Dependent Fields

Create a section

9. Create 2 sections in the form – one for their details and one for the remainder of the fields

 Helpful links: Adding Fields

Create a notification

10. If they answer yes to any of the yes/no questions in point 6 above – set up an immediate email notification to one of the key managers.

Helpful links: Custom Notifications

Create a Public Link

11. Make sure you create a Public Link and name the form something appropriate.
12. Create a default title for the Public link.
13. Make sure the user can ”Save and Return” to their form on the public link
14. View your public link form.

Helpful links: Creating a Public Link