Support Articles

Milestones and the Milestone Manager page

Written by Folio Support | Sep 11, 2024 2:34:18 PM

Description and Utility

Milestones are school-wide events/action items within myFolio with set due dates or deadlines. Some myFolio Milestones apply to all myFolio users at the school, while other Milestones can be assigned to specific users and are known in myFolio as a Focus. 

Milestones are optional for the school and can be toggled on or off.

Milestones that apply to all users at the school include:

  • Profile Completion
  • Goals Meeting
  • Year-end Summary

Milestones that can be assigned to specific users, and are known in myFolio as a Focus, include:

  • Mid-Cycle Conversation
  • Project
  • Classroom Observation

User specific Milestones are assigned via the "Focus Settings" page which you can access by selecting "Focus Settings" from the "Manage drop-down list.

 

How-to Toggle Milestones 

Milestones can be toggled on and off via the "Milestone Manager" page which can be accessed by selecting "Milestones" from the "Manage" drop-down list. After making changes to the Milestones (turning them On/Off) make sure you click the "Update" button at the bottom of the page.

Milestone due dates are set on the Milestone Timeline page which can be accessed by selecting "Milestone Timeline" from the "Manage" drop-down list. 

Active Milestones, their due dates, and their completion status are visible for each user on the myFolio Homepage page under the "My Timeline" section. The completion status of each milestone is also reflected on the supervisor's Roll Call Page.

Email notifications can be turned on to remind users of upcoming Milestones deadlines from the "School Manager" page accessible via the "Manage" drop-down list. 

 

Milestone Manager Page

There are several Milestone types available on the myFolio platform. See below for a detailed explanation of each: 

Profile Completion

This Milestone tracks the completion of the myFolio Profile components that are active for your school. These can include Education, Teaching/Work History, Narrative, Accomplishments (Personal and Professional), Five Words, and Goals. When active, this Milestone applies to all myFolio users at the school.

 

Goals Meeting

This Milestone tracks the creation of a Goals Meeting Note that documents a meeting between an employee and their supervisor (or Group Viewer or Collaborator.)  When active, this Milestone applies to all myFolio users at the school.

 

Mid-Cycle Conversation

This Milestone tracks the creation of a Mid-Cycle Conversation Note that documents a meeting between an employee and their supervisor (or Group Viewer or Collaborator.) The Mid-Cycle Conversation is a Milestone that is also a Focus Setting. It applies only to myFolio users who have been assigned the Focus Setting of Mid-Cycle Conversation.

 

Project

This Milestone tracks the completion of a Project assigned to the employee. The Project is a Milestone that is also a Focus Setting. It applies only to myFolio users who have been assigned the Focus Setting of Project. A typical project would be year-long. An example of a Project would be "Develop a plan (working with the technology staff) to deploy tablets to the lower school."

 

Year-end Summary

This Milestone tracks the creation of a Year-end Summary Note that documents a meeting between an employee and their supervisor (or Group Viewer or Collaborator.) When active, this Milestone applies to all myFolio users at the school.

 

Classroom Observation Milestone

In myFolio, a Classroom Observation can be documented by creating a Classroom Observation Note. The Observation Milestone tracks the creation of these Notes.

myFolio users have the capacity to set up to three Observation Milestones and set individual due dates for each.