This is the Platform Builder's Playbook for Makerble team members
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Start by logging into Makerble as the Organisation Admin user account for that client. You will find the login details within the Credentials spreadsheet.
Pay attention to the colour coding within the Blueprints.
Anything that has a blue background has already been created on Makerble.
Anything that has a green background has already been connected on Makerble.
The Onboarding Status tab: This is the first tab to look at because it shows you which Tabs have been designed and are now ready to be built on Makerble.
Look for any tabs where the status is “Ready for Upload” - these are the tabs that are ready to be built on Makerble.
Once you have built each tab on Makerble, change its status to “Uploaded on Makerble”.
Tab 5: Fields per Project Category: https://www.loom.com/share/54bd5f72bbc2429eae3aa1652bafe3e5
create/edit the Project Category/Categories: Edit a Project Form / Create a Project Form
Remember to use the blue/green colour coding of each cell blue/green colour coding of each cell to update the spreadsheet as you go
Tab 4: Projects per Project Category [requires Tab 5 to be built first]: https://www.loom.com/share/a634aa2af92e4450825ff2553f56f163
create projects on Makerble within each Project Category: Create a Project
Remember to use the blue/green colour coding of each cell colour coding to update the spreadsheet as you go
Tab 17: Progress Trackers per Outcome: https://www.loom.com/share/cd33373b9bd545529c292ce537f6f5bb
Create the Outcomes. Create an Outcome
Then create the Progress Trackers. NOTE: The Progress Trackers are only the fields that have Activity, Achievement, Attendance, Multiple Choice or Numerical as their field type. Any other fields should not be created. Create a Progress Tracker
Then connect the Progress Trackers to the Outcomes. Add a Progress Tracker to an Outcome
Remember to use the blue/green colour coding of each cell colour coding to update the spreadsheet as you go
Settings per Event Category: create the Event Categories but simply give it a name and then press save. The other details relating to the Event Creation Form, Guest Booking Form and Guest Background Information can be added later. Create an Event Category
Tab 6: Fields per Form [requires Tab 17 to be built first, unless any surveys only have text questions] https://www.loom.com/share/f700c159e6e0402ca5d7edc5d3c822f1
Decide how the client’s Contact Forms will be built. The options are either Classic Contact Forms (Beneficiary Categories) OR Custom Forms for Contacts. Two options for designing your Contact Forms
If you are using Classic Contact Forms:
create all the fields that have the ‘List’ type. (At this stage, don’t create any that are Multiple Choice Trackers) - Create a List field
Create each of the Contact Forms one by one - you can search for any List fields that you created
If any of the List fields have a Limited Multiple Choice or Unlimited Multiple Choice input on that form, set that while on the Edit Contact Form page. You can tell if a field is Unlimited Multiple Choice because there is an asterisk next it in the Blueprints. List fields on a Contact Form
You can press the Create New Field button to create fields of the Text, Attachment, Number, Date and Time type that belong in each Contact Form. Create a new field from the Edit Contact Form page
If you are using Custom Forms for Contacts, you don’t need to create the Lists separately. Simply go to the Create Custom Form page and create each of the Custom Forms for Contacts from there: Create a Custom Form for Contacts
If any of the forms in the Fields per Form tab of the Blueprints are of the Case type, create the Custom Forms for Cases for each Case-type form: Create a new Case Form (aka a Custom Form for Cases)
If any of the forms are of the Survey type, create the Surveys last. Create a new survey template
When creating the surveys, you can use the My Questions Library and Public Questions Libraries to search for the Progress Trackers and other Fields that belong in the survey.
Note that if there are any fields that you need to still create, you can only create them on the Edit Survey page, not on the Create survey page.
If any of the forms are Event Forms (e.g. Event Creation Form or the Event Booking Form), create a new Event Category for each pair of forms. Event Categories
Note that the Event Creation Form and the Event Booking Form both exist within a single Event Category. I.e. each Event Category contains both of those forms. So check the titles of the Event Creation Forms(s) and the Event Booking Form(s) in the spreadsheet so that you don’t end up creating duplicate Event Categories unnecessarily.
Remember to use the blue/green colour coding of each cell colour coding to update the spreadsheet as you go in Blue and Green
Event Roles
Create the Event Roles that are listed in this tab
Settings per Event Category - 2nd step: [requires the Event Roles to be built first]
Edit the Event Categories you created and now you can add
the fields that should go in the Event Creation form (Part 1 of the Event Category)
select yes/no as to whether Event Guest Background Information is required
If you selected yes: you can select the fields
select yes/no as to whether Guest Booking Information is required
If you selected yes: you can select the fields
select yes/no as to whether you are using Event Roles
If yes, you can select the specific Event Roles
Optionally select an Activity Progress Tracker to use to record that events have happened
Optionally select a Survey that will be linked to the Post Event Update button
Tab 7: Forms & Event Categories per Project [requires Tab 6 to be built first] https://www.loom.com/share/d4df51ce63074352a46a77df8e182728
Start by adding any Surveys to the relevant projects - Add a survey template to a project (Create a survey campaign)
You can add Event Categories and Contact Forms to the project at the same time. Both of those are indicated on this tab.
Add Custom Forms for Cases to each project: Add a Case Form to a project
Tab 13: Contact Groups
Create all the Contact Groups: Create a Contact Group
Tab 14: Relationship Categories
Create all the Relationship Categories: Create a Relationship Category
Tab 15: Contact Roles
Create all the Contact Roles: Contact Roles
Tab 16: Skills
Create all the Skills: Skills
Tab 8: Fields per Custom Table [requires Tab 14 to be built first; unless there are no Relationship Titles referenced in the Custom Tables] https://www.loom.com/share/404fc6cc3369474caa266e17eeaa30c7
Create each Custom Table and add the relevant fields to it: Create a custom View of the Contacts table
Tab 20: Projects per Album https://www.loom.com/share/12943beccc374071b9f519a6077b8cfb
Create all the albums and add the projects to them: Create an album
Tab 21: Progress Trackers per Progress Board https://www.loom.com/share/cb33dd4efe1d4d10a941d354f285d66d
Create all the Progress Boards as MANAGED Progress Boards and add the Progress Trackers to them: Create a Managed Progress Board NOTE: Pay attention to make sure you distinguish as necessary between project-level Progress Trackers and Album-level Progress Trackers
Tab 22: Targets per Project Progress Tracker
Add targets to each project’s progress trackers: Set targets for project goals and sub goals
Tab 23: Financial Values per Progress Tracker
Ask Matt how to do this
Tab 29: Role per User per Project
Add each of the users in the table to their respective projects and give them the Organisation Role shown in the table. Add and remove colleagues across multiple projects at once
Tab 30: Role per User per Album [requires Tab 29 to be built first]
Add each of the users in the table to their respective albums: Add users to an Album
Tab 31: Role per User per Board [requires Tab 29 to be built first]
Add each of the users in the table to their respective boards: Add users to a Managed Progress Board
Tab 34: Organisation Preferences
Set the options that are shown in the Blueprints: Organisation Preferences
Tab 35: Project Preferences [requires Tab 7 to be built first]
Set the options as shown in the Blueprints: Project Preferences
Tab 26: Status per CSV Import [requires Tab 7 to be built first]
Start importing the CSV files as necessary Import & Integrations