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Step | How to Design | How to Build | ||||||
---|---|---|---|---|---|---|---|---|
Projects per Project Category | ||||||||
States per Project | Add additional states to a project, e.g. Waiting List, Alumni, Declined | |||||||
Customer Journey per Project (or per Project Category) | N/A | |||||||
Customer Journey Diagrams | N/A | |||||||
Platform Outline | N/A | |||||||
Workflows per User Group | N/A Workflow Diagrams | |||||||
N/A | Workflows Crib Sheet | N/A | ||||||
Glossary | N/A | |||||||
Data Collection per Platform | ||||||||
DATA COLLECTION | Projects per Project Category | States per Project | Add additional states to a project, e.g. Waiting List, Alumni, Declined ||||||
Fields per Project Category | ||||||||
Fields per Form | Add a Progress Tracker to an Outcome https://makerble.atlassian.net/wiki/spaces/MCPD/pages/158040077/Create+a+new+survey | |||||||
Survey Question Adjustments per Wave and Respondent Type | Design the Survey Question Adjustments per Wave and Respondent Type | |||||||
Forms per Referral Journey | ||||||||
Forms per Project | Add a contact form and states to a project Add a survey template to a project (Create a survey campaign) | |||||||
Fields per Custom Table | ||||||||
Contact Groups | ||||||||
Relationship Categories | ||||||||
Contact Roles | ||||||||
Skills | ||||||||
Progress Trackers per Outcome | ||||||||
Progress Trackers per Strategy | ||||||||
Strategies per Project | ||||||||
REPORTING | ||||||||
KPIs per Grant | N/A | |||||||
Projects per Album | ||||||||
Progress Trackers per Progress Board | ||||||||
Targets per Project Progress Tracker | ||||||||
Financial Values per Project Progress Tracker | ||||||||
IMPORTS & INTEGRATIONS | ||||||||
Routes per Dataset | ||||||||
CSV Import Instructions per Dataset | ||||||||
Status per CSV Import | ||||||||
API Import Settings per Dataset | ||||||||
API Exports from Makerble | ||||||||
USER SETUP | ||||||||
Role per User per Project | ||||||||
Role per User per Album | ||||||||
Role per User per Board | ||||||||
Purpose per Card per Board | ||||||||
Permitted Apps per User Group | ||||||||
Organisation Preferences | ||||||||
Project Preferences | ||||||||
Recommended User Settings | ||||||||
Launch Activities per User Group | ||||||||
User Acceptance Testing | ||||||||
Technical customisations |