FOLIO Tools and Instructions

FOLIO workflow(MS PowerPoint) This provides an overview of the workflow process for entering data into FOLIO.

FOLIO Organizer (PDF) This is a tool to help with data entry. It lists all of the sections and fields in FOLIO along with examples. It also contains checklists for tracking the entry of information, information requests from faculty, and the date that information was entered.

FOLIO Manager's Guide(PDF) Instructions for managers and delegated managers on the administrative and delegation processes.

FOLIO Faculty Guide (PDF). Instructions on the approval and data entry processes for faculty.

FOLIO Quickstart Guide and Tutorial for Administrative Assistants (PDF) Detailed instructions on how to enter FOLIO information.