Utilities and Description

The myFolio Platform allows schools to to create pre-formatted text employees can add to their Notes with the Note Template Manager. When a myFolio admin is looking to create a standardized prompt or rubric for employees, they can create a template that employees can view and use. 

Creating a Note Template

Under the Manage tab, myFolio admin will select Note Template. Only myFolio Administrator and School Data Administrators are able to create these templates, School Viewers are not able to create Note Templates. From here, the administrator(s) are able to create templates for Year end summary, Observations, Mid-cycle conversations, Goal-meetings and Conversation note. 

Formatting a New Note Template

When creating a new Note Template, make the titles meaningful so employees can pick the correct template when creating a Note for themselves or someone else. 

Note: It is important that Note Types are correctly selected. If the incorrect Note Type is chosen, it will not show up when employees try to use them. For example, Observation templates will not show up under Year end summary templates.

The body of the template is able to be formatted and customized to your liking. The customization options include adjusting the layout, adding headers and footers, selecting different fonts and colors, and incorporating multimedia elements such as images and links. This level of personalization ensures that each note can be as unique and functional.

Saved Note Templates will show up in the Note Template Manager. Note Templates can be viewed, updated or deleted at any time. If changes are made to a Note Template, it will not affect Notes that were using the previous version, only future notes.

Adding a Note Template as an employee

An employee can use a Note Template in a few quick steps. When creating a Note for yourself or someone else, you can add a Note Template for the desired action by selecting Templates under Conversations. 

The pre-filled prompt will populate in the Conversation field. You will still be able to insert attachments such as websites and files. Once completed you will save as draft or publish.