This is the Platform Builder's Playbook for Makerble team members
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Steps to build a client platform
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.
Tab 5: Fields per Project Category:
create/edit the Project Category/Categories: Edit a Project Form / Create a Project Form
Remember to use the colour coding to update the spreadsheet as you go
Tab 4: Projects per Project Category [requires Tab 5 to be built first]:
create projects on Makerble within each Project Category: Create a Project
Remember to use the colour coding to update the spreadsheet as you go
Tab 17: Progress Trackers per Outcome:
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 colour coding to update the spreadsheet as you go
Tab 6: Fields per Form [requires Tab 17 to be built first, unless any surveys only have text questions]
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 the Event Category/Categories that are required. Create an Event Category
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 colour coding to update the spreadsheet as you go in Blue and Green
Tab 7: Forms per Project [requires Tab 6 to be built first]
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]
Create each Custom Table and add the relevant fields to it: Create a custom View of the Contacts table
Tab 20: Projects per Album
Create all the albums and add the projects to them: Create an album
Tab 21: Progress Trackers per Progress Board
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. Manage colleagues' roles within an organisation
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