Design

https://docs.google.com/document/d/1sYn9-MPQtuIoEVphwGBI2Kacpo8WUvTotU267gQKj_s/edit

Use this meeting agenda when discussing with your colleagues how you will use Makerble

Build

https://docs.google.com/spreadsheets/d/1CoP0dsnqQNTgCqxB1pZCfRfKV5w7FRT_7ZuiVT59tos/edit#gid=879783313

Create your own copy of this Blueprints pack. It’s available as a Google Sheet (spreadsheet)

Import

Import phase

Step by step guidance to import your existing contacts and survey responses into Makerble

Embed

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/999522305/Crib+Sheet+checklist

Create your own copy of this crib sheet that details all the ways that you and your colleagues will use Makerble

Organisation

N/A

Create an Organisation

Projects

Design your hierarchy of projects and albums

Create a Project

Participant Journeys

Design your Participant Journeys

Customise a project

Projects per Project Category

Design the Projects per Project Template

Create a Project Form

Project Setup

Design the Settings per Project

Add additional states to a project, e.g. Waiting List, Alumni, Declined

Project Preferences

Workflows per User Group (for each Project Category)

Design the Workflows per User Group

N/A

Platform Outline

Design the Platform Outline

N/A

Workflows Crib Sheet

N/A

Create a Crib Sheet

Makerble Format per Form

Types of form on Makerble

N/A

Makerble Format per Reporting Stat

Design the Makerble Format per Reporting Stat

N/A

Organisation Glossary

N/A

Data Collection per Platform

DATA COLLECTION

Fields per Project Category

Create a Project Form

Edit a Project Template

Fields per Form

Types of form on Makerble

Types of field on Makerble

Create an Outcome

Create a Progress Tracker (quantitative survey question)

Add an indicative Progress Tracker to an Outcome

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/158040077/Create+a+new+survey

Create an Event Category

Create a new Case Form (aka a Custom Form for Cases)

Create a Contact Form

Survey Question Adjustments per Wave and Respondent Type

Design the Survey Question Adjustments per Wave and Respondent Type

Survey Personalisation

Forms per Referral Journey

Signup Pages | Publish external referral forms

Create a Signup Page (to receive inbound referrals from anyone with the link)

Forms per Project

Decide which forms to use per project

Add a contact form and states to a project

Assign a Case Form to a project

Add a survey template to a project (Create a survey campaign)

Turn on Events within a project

Fields per Custom Table

Create a Custom Table

Contact Groups

Create a Contact Group

Relationship Categories

Create a Relationship Category

Add a Relationship to a Contact

Contact Roles

Create a Contact Role

Skills

Skills

Create a Skill

Progress Trackers per Outcome

Create an Outcome

Progress Trackers per Strategy

Design your Change Strategy

Create a strategy template

Strategies per Project

Add a Strategy template to a project

REPORTING

KPIs per Grant

Design the KPIs per Grant

N/A

Projects per Album

Design the Projects per Project Template

Design the Projects per Album

Create an album

Progress Trackers per Progress Board

Design the Progress Trackers per Progress Board

Create a Managed Progress Board

Targets per Project Progress Tracker

Set project targets

Financial Values per Project Progress Tracker

Design the Financial Values per Project Progress Tracker

IMPORTS & INTEGRATIONS

Routes per Dataset

CSV Import Instructions per Dataset

Import phase

Status per CSV Import

API Import Settings per Dataset

API Exports from Makerble

USER SETUP

Role per User per Project

User Roles

Add and remove colleagues across multiple projects at once

Role per User per Album

Design the Role per User per Album

Role per User per Board

Purpose per Card per Board

Permitted Apps per User Group

Organisation Preferences

Organisation Preferences

Recommended User Settings

Manage the notifications you receive

Manage your User Account Settings

Launch Activities per User Group

https://docs.google.com/presentation/d/1UOtpyU9WaQ9xX3Z8lCDchdVbmoHHw-oSxswv5WnWPl0/edit#slide=id.ga08efa1c7b_0_45

User Acceptance Testing

https://docs.google.com/presentation/d/1ALO-ybC_2m_Kv70T7aQ3KI0qPYEo8h1AsN0TgkWyDq0/edit#slide=id.gb40acd5b1a_0_176

Technical customisations