Basics part 1: Contacts & Stories & Projects

Contacts

1. what is a contact - broadly, what can you do with one

2. makerble brings all your contacts together. Highlights of:

   1. Category Splits tab

   2. Productivity tab

3. create a contact while NOT signed in - i.e. using a Signup Page (that creates several contacts)

   1. get a notification

   2. they’re added to the waiting list

4. create a contact while signed in

5. view their profile (what are SOME of the things on the profile) - e.g. relationships, referrer

6. move a contact between Project states: i.e. from the Waiting List to the Enrolled list of a project

7. find a contact - search, filters

8. how to post a story on the timeline of a contact - includes adding location, date happened, attachment

Stories

1. what is a story

2. how to see a story (in newsfeed)

3. how to create a story (e.g. using Quick Update popup)

4. how to see story on project timeline

Projects

5. how to see cumulative of progress from individual stories on the project’s Progress Panel

6. see all the contacts in a project

7. see the coworkers in a project

8. what is a project

Everyone

Basics part 2

Contacts

1. Edit a form on a contact’s bio e.g. if their phone number has changed

2. Add an existing form to a contact’s bio

3. add a relationship to contact (e.g. their parent)

4. add a flag to a contact

5. mark the referrer of a contact

6. add signposting to a contact

7. see the referrers per month chart

8. see the signposting per month chart

Stories

1. add a label to a story (e.g. the case study label)

2. complete a survey for a single contact

3. edit a survey response (or story) you posted

4. send a survey to one or more contacts (via sms/email) with reminders

5. see the Response Rate

6. see the survey results

Projects

1. see the surveys added to a project

Events

1. what is an event

2. how to find an event

   1. go from the project page: events button

   2. event filters

   3. my apps

   4. my home

3. how to message event guests

4. how to record attendance at an event

5. how to see attendance report

6. create an event

Cases

1. what is a case

2. find a case

3. see a case’s stories

4. record time spent on a case

5. see total time spent on cases

6. create a case

Setting up Projects for Contacts

1. how to divide your work into projects Design your hierarchy of projects and albums

2. Waiting List and other states

   1. turning it on

   2. seeing the number in each state (Project States tab of the Contacts App)

   3. filtering by Project State

3. manage your contact forms

   1. see all your forms

   2. details tab: (understand concept of a single field being in MANY forms)

4. design your roles

5. create a contact form

   1. choose a role

   2. create the list fields first

   3. add existing fields to the form

   4. create new fields to add to the form

   5. change the order of the fields

   6. choose multiple choice setting

6. adding contact forms to a project

7. create a signup page

   1. a fixed signup - choosing the states etc

   2. a flexible signup page

   3. reporting on contacts created per Signup Page

Creating your own Surveys

Organisation Admin

Setting up

WORKFLOW
(click the blue link to read the 'How To' guide)

Stage

App this relates to

Device type

Workflows that only Organisation Admins can do

Workflows that only Organisation Admins or Project Managers can do

Time Taken in a Training Session (minutes)

Internal language used at your organisation to describe this

Add a metric (e.g. Attendances) to a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:10:00

Add a new Referral Partner or Signposting Partner

1. Platform Setup & Management

Contacts

Computer

00:04

Add users to a project and remove users from a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:02

Edit or rename a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:03

Add a form to a project

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:05

Add a survey to a project

1. Platform Setup & Management

Surveys

Computer

Yes

Yes

00:05

Allow a project to have Cases

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:04

Allow a project to have events

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:04

Allow a project to have timesheets

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:04

Close (archive) a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:04

Create a contact form

1. Platform Setup & Management

Contacts

Computer

Yes

00:10

Create a new type of Contact Role

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Create a new type of Flag

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Create a project

1. Platform Setup & Management

Projects

Computer

Yes

00:10

Create a referral link

1. Platform Setup & Management

Contacts

Computer

00:10

Create a relationship category

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Create a survey

1. Platform Setup & Management

Surveys

Computer

00:10

Deactivate a referral link

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Edit the fields within a Contact Form

1. Platform Setup & Management

Contacts

Computer

Yes

00:10

Edit a List field

1. Platform Setup & Management

Contacts

Computer

Yes

00:06

Edit a relationship category

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Edit a survey

1. Platform Setup & Management

Surveys

Computer

00:10

Edit a type of Contact Role

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Edit a type of Flag

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

See all your organisation's projects

1. Platform Setup & Management

Projects

Computer

00:04

Manage 'Organisation Control' of users' account

1. Platform Setup & Management

Personal Profile

Computer

Yes

00:05

Organise your Referral Partners

1. Platform Setup & Management

Contacts

Computer

Yes

00:05

Organise your Signposting Partners

1. Platform Setup & Management

Contacts

Computer

Yes

00:05

Manage users across multiple projects

1. Managing users' access

Control Panel

Computer

Yes

00:05

Adjust your email notification settings

1. Login

Personal Profile

Computer

00:03

Change your name and profile picture

1. Login

Personal Profile

Computer

00:02

Change your password while you are signed in

1. Login

Personal Profile

Computer

00:02

Generate a new password

1. Login

Personal Profile

Computer

00:02

Login to Makerble

1. Login

Personal Profile

Computer

00:02

Logout of Makerble

1. Login

Personal Profile

Computer

00:01

Turn on 2 Factor Authentication

1. Login

Personal Profile

Computer

00:04

Restrict access to a client

1. Register clients

Contacts

Computer

00:04

Create a contact

1. Register clients

Contacts

Computer

00:10

Create a contact (using your mobile phone)

1. Register clients

Contacts

Mobile phone

00:10

Create Relationships between contacts

1. Register clients

Contacts

Computer

00:04

Add a client to a one-off event

1. Manage clients

Events

Computer

00:03

Add a Flag to a contact

1. Manage clients

Contacts

Computer

00:03

Complete additional forms for a contact

1. Manage clients

Contacts

Computer

00:05

Disable a Flag on a contact

1. Manage clients

Contacts

Computer

00:03

Edit the Bio (details) of a client

1. Manage clients

Events

Computer

00:05

Edit the Bio (details) of a client using your mobile phone

1. Manage clients

Events

Mobile phone

00:05

Create a one-off event

1. Manage clients

Events

Computer

00:05

Create a recurring event

1. Manage clients

Events

Computer

00:07

Edit the details of an existing event

1. Manage clients

Events

Computer

00:05

Find a contact

1. Manage clients

Contacts

Computer

00:05

Find an event

1. Manage clients

Events

Computer

00:05

Post a Timeline Update about a contact

1. Manage clients

Contacts

Computer

00:05

See the contacts you have a Relationship with

1. Manage clients

Contacts

Computer

00:03

Log attendance at an event

1. Manage clients

Events

Computer

00:05

See the flags a contact has

1. Manage clients

Contacts

Computer

00:03

Edit an existing relationship

1. Release clients

Contacts

Computer

00:03

Move a pupil to the Alumni state of a project

1. Release clients

Contacts

Computer

00:03

Download a PDF of information about a client

1. Reporting

Contacts

Computer

00:03

Create a custom table

1. Reporting

Contacts

Computer

00:05

Edit a custom table

1. Reporting

Contacts

Computer

00:03

Filter results by demographic fields and other attributes of contacts

1. Reporting

Boards

Computer

00:05

Report cohort figures on a project

1. Reporting

Projects

Computer

00:10

Report attendance figures (Attendance tab of the Events App)

1. Reporting

Events

Computer

00:05

Report on signposting

1. Reporting

Contacts

Computer

00:04

Segment results data by demographics and other List fields

1. Reporting

Boards

Computer

00:05

View a custom table

1. Reporting

Contacts

Computer

00:03

View progress using a Board

1. Reporting

Boards

Computer

00:10

View the demographic charts

1. Reporting

Contacts

Computer

00:05

Report on the number of referrals from each referral partner

1. Reporting

Contacts

Computer

00:04

Report on the number of contacts in each project

1. Reporting

Contacts

Computer

00:04

Enter a survey response for a single contact

1. Survey data collection

Contacts

Computer

00:05

Enter survey responses for several contacts at once

1. Survey data collection

Contacts

Computer

00:07

Send a unique survey link by email

1. Survey data collection

Contacts

Computer

00:05