Selector Procedures

Summary: This procedure provides and overview for library selectors in the use of the FOLIO Finance App to check funds, view and submit orders, and tips on searching.

Finance App

Checking funds

• Once logged into FOLIO, select the Finance App from the black bar at the top of the page. 
• To check a fund, find the "Search & Filter column (left-hand side of the page) and click on "Fund." It will turn blue when selected (see image below)

• Key in the wanted fund name or code. Your search results will display to the right of the "Search & Filter" column.
• Click on the line of the wanted fund. This will open a third column pane on the right side of the screen. You may resize this panel to make it bigger.
• The top section of the new column 

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Step 2

• Substep a

• Substep b
• Substep c

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Step 3

• Substep a
• Substep b
• Substep c

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Step 4

• Substep a
• Substep b
• Substep c

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