Variations
Folio now includes a built-in feature for contract variations management. The variations feature does the following:
- Creates an approval process for variations to contracts
- Updates the value and/or the end date of the original Folio record when the variation is approved.
- Keeps a record of every variation to the Original Folio record on the Variations tab of the Original Folio record.
- Generate a unique sequential variation number for every approved variation.
For more information on using the new Variations feature click here.
Checklist Scoring
The checklist scoring feature automatically calculates scores for responses to checklist questions. Responses can be highlighted with Green, Amber or Red Indicators and the overall checklist can also be classified based on these indicators too.
The Checklist Scoring feature allows a user to do the following:
- Define a score for an answer on a single or multi select question.
- Folio will calculate the total possible score for a checklist (by adding scores of all single & multi select questions in a checklist).
- Define question indicators (green, amber, red) for a single or multi select question. The question indicator thresholds are based on the score for that question.
- Define a checklist indicator (green, amber, red) for the whole checklist. The checklist indicator thresholds are based on the checklist score (expressed as a % ) that is achieved on the whole checklist.
- When a user completes a checklist question, the question will be given a score and an indicator.
- When the user completes the entire checklist, that checklist result will be given a checklist score and a checklist indicator.
- Checklist Questions with indicators will be displayed on the indicator dashboard along with the question score.
For more information on using Indicators and Checklist Scoring click here.
API
Folio now includes a GraphQL based API through which new Folio records can be created. This means that an Organisation could have their own incident or complaints form on their website which integrates with the Folio API to report new incidents or complaints in real time in Folio
We will be releasing more API features in the coming months.
For instructions on how to write functions to connect to our API click here.
New Look Emails
We have made changes to Folio emails. The biggest change is to reminder notifications which are sent to you every day. This email will now be called the Daily Digest and has been refreshingly revised into 5 key sections - Due Today, Overdue, Due Soon, New & Updates
We also have a new Email Catalogue which lists every built-in email that Folio sends, what it contains, when it is sent and what it looks like.
New Automation Features
Dynamically set the Person Responsible for Checklist and Action Assignments
When an action or a checklist is assigned to a user via an automation, the person responsible can now be set based on a user selected on the Folio record.
Dynamically set the Due Date for Checklist and Action Assignments
When an action or a checklist is assigned to a user via an automation, the due date can be set based on a date selected on the Folio record. The due date could be on the date, x days before the date or x days after the date.
Update Fields Automation
Update the values of single and multi select fields when the conditions of the automation are met. This feature has a number of uses including the ability to automatically change the person responsible to a Folio based on certain conditions.
Automation Notifications based on users in a lookup field on the Folio record
Notifications on any Automation can now be sent dynamically to users selected on a Folio record.
For more information on Folios Automations feature click here.
Other new features
Maximum attachment file size increased to 100MB
We have increased the maximum attachment file size from 25MB to 100MB. Please note that the time it takes to upload very large files will depend on your internet bandwidth.
QR Codes for Launchpads and Create links
Folio now generates QR Codes for Launchpads and Create links
Evidence & comments can now be included in the Checklist Schedule and Status Report
Checklist users were previously unable to report on Evidence and Comments. These have now been added to the Checklist Schedule and Status Report.
Optional, Hidden or Read Only Field can be used in Folio Approvals
Folio approvals can now be set on fields with any visibility including Optional, Hidden and Read Only fields.
For more information on setting up a Workflow for approvals click here.
Instructions can now be added as a column in the Folio Field Library
Set a Star Filter as 'Default' while creating it
Closed Folios Status Improvement
The Closed Folio Status has now been improved so that there is a clear indication that the Folio is closed.
@mentions of Lite Users can be turned off
To prevent accidental @mention notifications being sent to lite users. @mentions to lite users can be switched off in Lite User Settings.
For instructions on how to do this click here.
Business Units - Expanded
In reports and and list screen Folio now supports two field views for Business Units. One of them is called Business Unit - Expanded, this displays the Business Unit and its Sub-Business Units. The other is just called Business Unit and displays only the selected value.
Hierarchical fields - Expanded
In reports and and List screen Folio support two field views for any hierarchical field. One of them is called {Field Name} - Expanded this displays the {Field} and its Sub-Business Units. The other is just called {Field Name} and displays only the selected value.
New filters - Action Type, Checklist Type and Assignment Type
We have introduced new filters on Actions and Checklist Reports. The Action Type filter and the Checklist Type filter allow the user to filter for Active/ Retired Action or Checklists. The Assignment Type Filter allows the user to filter for Active/ Retired Assignments.
Public link are included within the Folio Template json
When exporting a Folio Template as a json the export will now include public link setup.
Relative Links
Folio now supports relative links. This is useful for admins who copy the Folio database between sandbox and production. The relative links ensure that any links in long text fields that point to that particular Folio instance will change automatically depending on whether the database is in sandbox or in production.
Sandbox Favicon & Email Header
We are introducing a new red sandbox Favicon to help you distinguish between your sandbox and production instances of Folio.
All emails sent by a Folio sandbox will also now have a header that says:
