| Section | Points to Check | Helpful links |
|---|---|---|
| User List | Please check spelling, email addresses and if users are in the correct business unit. | https://folio.zendesk.com/hc/en-us/sections/200554104-Users |
| Business Units | Please check the names of the Business Units and the hierarchy (if applicable). | https://folio.zendesk.com/hc/en-us/sections/204667868-Business-Units |
| Locations | Please check the location listing to ensure that all locations have been set up and are correctly named. | https://folio.zendesk.com/hc/en-us/articles/218376478-Setting-up-locations |
| Entity Categories | Please check if all entities are in the correct categories (if applicable). | https://folio.zendesk.com/hc/en-us/articles/360031429272-Entity-Categories |
| Folio Template Categories | Please check if the names and ordering of the Folio Template categories and that all templates are in the correct category. | https://folio.zendesk.com/hc/en-us/articles/212457797-How-do-I-create-Folio-Template-Categories- |
| Credential Types | Please check if the Credentials and associated details are correct - please advise if there are any additional credential types to be set up. | https://folio.zendesk.com/hc/en-us/sections/203855968-Credentials |
| Entities List | Please check if any fields don't appear as they should/expected. If data has been imported, is it correct? This can be verified by running an Entities and Contact report. | https://folio.zendesk.com/hc/en-us/categories/360000316732-Entities-Contacts-Credentials- |
| Contacts List | Please check if any fields don't appear as they should/expected. If data has been imported, is it correct? This can be verified by running an Entities and Contact report. | https://folio.zendesk.com/hc/en-us/categories/360000316732-Entities-Contacts-Credentials- |
| Templates | Please check if any fields appear as they should/expected, whether they are visible at the correct stages and whether dependencies are working as expected. | https://folio.zendesk.com/hc/en-us/sections/200471374-Folio-Templates |