Navigating Folio Roll Call

Utilities and description

The Roll Call section on your myFolio platform serves as a homepage for admins and supervisors. In this area, users can access a comprehensive overview of due dates for each phase of the school year for any employee under your supervision as well as any workspaces they may be apart of.

Within this space, an admin or supervisor can:

Export Download the Roll Call page as a CSV file at any time for record-keeping. This document will include all values and due dates in a spreadsheet forma.
Email Send emails to all or individual employees from your Roll Call page for quick communication.
Get Help Access assistance for navigating the Roll Call.

Roll Call Filters

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Users can filter the page based on their current search needs, such as a particular group or workspace, rather than viewing all users.
Filters are additive, allowing you to apply multiple filters at once to refine search results. This helps tailor the displayed information to your needs, focusing on specific groups or workspaces.
If you are a myFolio Admin, you have the option to view employees that report directly to you, which is the default, or all employees in the school.

Understanding Roll Call Columns

Employee

This column displays the teacher or staff name, photo and their supervisor. You are also able to view their profile completion rate. Their name is a clickable link that directs you to the profile where you can view more user information.

Goals Meeting

Here you can view the due date for Goals meetings. If it is not completed the column will appear red. If the Goals meeting has been completed but not submitted by the due date, the column will still appear red. If completed on or before the due date, the Goals meeting column will appear green. Once completed, the date will become a link for you to review.

Focus

This column allows you to view due dates for Observation, Mid-cycle conversation, & Projects. If one is not completed the column will appear red. If one of the milestones has been completed but not submitted by the due date, the column will still appear red. If completed on or before the due date, the Focus column will appear green. The date will become a link for you to review. Here you can also change focus settings.

Year-end Summary

Year- end summary due dates for each teacher or staff member, that reports to you appear in this section

Conversation

Conversation note due dates appear here. Once completed the date becomes a viewable link in addition to the employee that completed the note.

Surveys

This column includes a link that directs users to requesting peer surveys for a specific employee.

It's important to note that if an employee completes a task after its due date, the corresponding column will remain highlighted in red, even though the task is finished.

Employees with Workspaces

If an employee is not part of any Workspaces, the next user is displayed. If the employee is part of one or more workspaces, they are listed directly under the employee's process columns with any due dates linked to the waypoints as shown below:

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Quick tips:

myFolio admin and supervisors are able to edit a specific employee's Focus Settings directly from the Roll Call page.
myFolio admin and supervisors can print employee details directly from the Roll Call page by clicking the options arrow or the printer icon:

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myFolio admin and supervisors can add desired Note types for specific employees directly from the Roll Call page: