Help centre / Folio / Settings
Ask for a reason before records are opened
You can ask everyone to say why before they open a record in any folder, not just protected ones. People choose from a short list, such as Audit or Customer request, and their reason appears in the ledger.
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Open Reasons for viewing
Go to Settings in Folio and choose Reasons for viewing.
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Turn it on
Click Turn on, choose your own reason for the change and click Turn it on. From then on, everyone is asked why before they open a record.
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Choose how long a reason lasts
Click Change next to A reason lasts and pick 5, 10, 15 or 20 minutes. Give a reason and click Send for approval, and it changes once a second administrator approves it.
What people see
When someone opens a record, Folio asks Why are you opening this?. They choose from Audit, Regulatory request, Legal proceedings, Customer request, Internal review, Correction or Other, and can add details. Other needs a few words, and Legal proceedings needs a matter reference.
Their reason covers that folder and everything in it until the time runs out, so they aren’t asked again for each record.
Turning it off
Click Turn off and then Send for approval. It stays on until a second administrator approves, and protected folders keep asking either way.
Still stuck? Write to [email protected] and we'll get back to you.