Setting up Observations on the myFolio platform is a multi-step process including toggling on specific Focus Settings, naming, and setting dates.
How to Set-Up Classroom Observation Milestones
- Access the Customization Manager by clicking "Manage" then "Customizations. In the Customization Manager, toggle on the Observation Focus.
- On the Milestone Manager page, add up to five Observation Milestones. Label each Observation and assign a due date. Click Update to save any changes.
How to Set-Up Observation Focus Settings
The “Focus” of Observation can be set for individual teachers (or as described below, for multiple teachers at once.).
For an individual teacher:
- As a supervisor or Folio School Admin find the teacher on your Roll Call page.
- In the “Focus” column, click the “Manage Focus Settings” link. You can see the current Focus Setting for the teacher in this column as well. If it says “Not set for 'XX - 'XX”, this means no Focus has been set for this teacher.
- The “Manage Focus Settings” link will take you to the Focus Setting page. Check the checkbox for the Classroom Observation(s) you want the teacher to have.
- Click the “Update “ button to save your changes.
For multiple teachers at once, follow these steps:
- Click "Manage" then "Focus Settings."
- Use the filters near the top of the page to select the teachers you want to set the focus for. This could be direct reports of a specific supervisor, members of a group you are a Group Viewer for, or just your direct reports.
- Click one or more of the “Mass Update” buttons to set the Focus for filtered teachers.
- Click the “Update” button to save your changes.
To create an Observation Note for a teacher (once they have the Focus of Observation) follow these steps:
- As a Supervisor or Group Viewer, find the teacher on your Roll Call page.
- Click the “Add Note” drop-down in the teacher’s row.
- You will be taken to the Observation Note where you can add the details of the observation.