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Project Preferences section (click each link to find out more) | Why you’d use it |
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Contact forms to use when creating a contact  | If you’ve got several Contact Forms , you can specify which Forms should be used to register new participants/contacts on this project |
Contact forms to use when editing a contact  Control which Contact Forms can be added to a contact while editing their Bio | Let’s say you use one Contact Form to register new people but then you have an additional form for collecting more information after they’ve been registered; this is where you would add that additional form. |
Decide which users are allowed to edit contacts they did not create  | If you have a large team, you might want to control which colleagues have permission to complete or update particular forms for a contact. This is where you can assign those permissions. |
Enrolled state, Waiting List, Alumni and Declined  | If you want to distinguish between people who are
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Organise your group workshops and 1:1 sessions
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If you take a Case Management approach to your work, the Cases app will let you split your work with each contact into a number of cases You can then access additional Case Management reports | |
The default settings are sufficient in the majority of cases but if your work is of a particularly sensitive nature, you might want to change the default privacy level of the updates that are posted. | |
If you need to report social value, turn this on and email success@makerble.com to set up your Social Values. | |
If tracking time spent is important on this project, e.g. for casework, turn on Task & Update Timesheets. You and your colleagues will be promoted to record the time spent after every task is completed and every update or survey response is posted. |
How to reach the Project Preferences page
Steps:
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Project Preferences can only be accessed by Project Managers and Organisation Admins |
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Go to the Project page
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Select More Options in the project’s cover panel
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Select Home in the top menu
On your Homepage, scroll down to the Projects box on the left side
Click the cog icon next to the project and select Preferences from the dropdown menu
You arrive on the Project Preferences page
