Watch the walkthrough
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https://www.loom.com/share/cbab28975267423fb85881f07ae98608
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As long as an update has not been posted about an update, you can edit a Progress Tracker.
If an update has been posted using that Progress Tracker, the tracker is ‘Locked’
Types of edit
Type of edit | How to do it | Example |
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Add additional Answer Choices to the Question |
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Go to the Dropdowns (Categories/Lists) App and edit the List from there | Question: What is your favourite colour Answer Choices: Red, Yellow, Green Change you want to make: you want to add Blue as another Answer Choice | |
Change the order in which the Answer Responses to a question are displayed | Go to the Dropdowns (Categories/Lists) App and edit the List from there |
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. Specifically, only change the Priority of the Answer Choices rather than editing the text of the Answer Choices. If you edit the text of the Answer Choices, you will change the data saved in the survey responses of people who have completed that form historically. | Question: What is your favourite colour Answer Choices: Red, Yellow, Green Change you want to make: you want the Answer Choices to be displayed in this order: Red, Green, Yellow | |
Change the wording of a question’s Answer Choices | Go to the Dropdowns (Categories/Lists) App and edit the List from there | Question: What is your favourite colour Answer Choices: Red, Yellooow, Green Change you want to make: you want spell the word “Yellow” correctly instead of it being spelt “Yellooow” so that the Answer Choices are: Red, Green, Yellow |
Change the Set of Answer Choices used for the Question |
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Use the Edit Multiple Choice Tracker page: steps below | Question: What is your favourite colour Answer Choices: Red, Yellow, Green Change you want to make: you want to use an entirely different set of Answer Choices so that the choices available are Pink, Purple and Brown | |
Change the title of the Multiple Choice Tracker |
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Use the Edit Multiple Choice Tracker page: steps below | Question: What is your favourite colour Answer Choices: Red, Yellow, Green Change you want to make: you want the metric to be displayed on the project page, album page and progress board as: “Favourite colour” | |
Change the way the Multiple Choice Tracker is worded when it appears in all surveys |
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Use the Edit Multiple Choice Tracker page: steps below | Question: What is your favourite colour Answer Choices: Red, Yellow, Green Change you want to make: you want the Question to be displayed as: “Now for the exciting part: pick your favourite colour!” | |
Add personalised survey question wording |
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Follow the steps described in |
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Question: What is your favourite colour Answer Choices: Red, Yellow, Green Change you want to make: when the question is displayed to a parent of a child, you want it to be worded as: “What is your child’s favourite colour!” | |
Add the Multiple Choice Tracker to an Outcome |
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Follow steps: Add a Progress Tracker to an Outcome | ||
Add the Multiple Choice Tracker to a Survey |
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Follow steps: Add a Multiple Choice Tracker to a Survey (Story Category) | ||
Add the Multiple Choice Tracker to a Project |
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Follow steps to add an outcome containing that Multiple Choice Tracker to a project: |
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Add the Multiple Choice Tracker to a Progress Board | Follow steps to edit a Managed Progress Board |
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or steps to edit a basic Progress Board |
Steps
Select My Apps in the top menu
Select
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To create a new Multiple Choice Tracker (scale indicator)
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Go to the Create Goal page
Click Create in the top menu
Select Show More Options
Select Goal in the expanded menu that appears to the side
This takes you to the Create Goal page and the first tab is the Activity Tracker tab
Select the 5th tab: Multiple Choice Tracker
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Enter the name of the Multiple Choice Tracker in the first field, e.g. “To what extent do you agree with the following statement: I find it easy to get up in the mornings?”
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Metrics
You arrive in the Library
Decide whether you need to be in the Personal Library or your Organisation Library
Find the Progress Tracker in the Library
Click the Actions button on the right side
In the dropdown, select Edit
You arrive on the Edit Multiple Choice Tracker page
It resembles the Create Multiple Choice Tracker page
Make the edits
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Press save
Pressing the Save button will save changes and redirect you to your Personal Goals Library
Available edits
Choose the set of Answer Choices
You have two options:
Create a completely new set of choices: this is the default option which allows you to create Answer Choices
Start with an existing set of choices: if you select this option, you will be prompted to select an existing set of Answer Choices rather than creating your own new ones. For more guidance
on using this option, select, read this article on Multiple Choice
subgoals Lists
Add more Answer Choices
In the first column called Level enter the Answer Choice for that question, e.g.
Strongly Disagree
Disagree
No Opinion
Agree
Strongly Agree
Press the pink Add Another Level button to add more Answer Choices to the question
Add a description to an Answer Choice
Description column: you can leave this blank unless you want to display a definition for what each level refers toOptionally open
Add a Cover Image to the Tracker
Open the Advanced section to
In the Add a Cover Image
→field→ this is the photo that appears if the Tracker is shown on the Explore Goals page
Change the icon used for the Tracker
Open the Advanced section
Add custom icon → Makerble will automatically assign an icon to your goal unless you upload an icon. This should be a small file and should be a graphic icon rather than a photograph. There are several places where a Tracker’s icon is displayed:
Progress box on the My Home page
Restrict access to the Tracker
Open the Advanced section
In the Hide from other Organisations → tick this box if you do not want your Tracker to be available to other organisations to add to their own projects. The advantage of sharing Trackers between organisations is that it enables benchmarking to happen.
Rewrite as a survey question
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| Info |
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There is a character limit on the length of each Progress Tracker.
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Rewrite as a survey question → When you add a Multiple Choice Tracker to a survey, you can express it differently. For example, for the sub goal of “Found a new job”, when it appears in a survey you might want to phrase it as “Have you found a new job?”
Add custom icon → Makerble will automatically assign an icon to your goal unless you upload an icon. This should be a small file and should be a graphic icon rather than a photograph. There are several places where a Tracker’s icon is displayed:
Progress box on the My Home page
Change the owner
Owner → choose whether the Tracker will be owned by you or your organisation. If you want other Organisation Admins to be able to edit the Progress Tracker, set the owner as your Organisation. This determines who has permission to edit the Tracker, i.e. change its
Name
Custom icon
Cover image
Hidden status from other organisations
Who can edit the Progress Tracker
Editorial Control → choose whether you want other people to be able to edit the Tracker
Categorise the Progress Tracker
Department → choose the purpose(s) that the Tracker is for, i.e.
Public Impact (a Tracker that has a positive impact on society)
Professional (a Tracker that relates to work)
Personal (a Tracker that relates to an aspect of life)
Pressing the Save button will create the Tracker and redirect you to your Personal Goals Library
Pressing the Save and Add Another button will create the Goal and redirect you to a blank version of the Create Goal page on the Activity tab
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