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These are the items to include in a Crib Sheet that you create:

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Header: include the title of the Crib Sheet

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Footer: include reference to Makerble, the client organisation, page number and page count

Sections to include in the body of the document

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Table of Contents: insert a table of contents that updates automatically

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Introduction: introduce the purpose of the Crib Sheet

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Process Diagram: a diagram showing how all the steps fit together

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Shortcuts: include shortcuts to relevant Makerble items that are referred to

  1. Survey templates

  2. Survey campaigns

  3. Project pages

  4. Outcomes

  5. Lists

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Setup steps: include the setup steps that need to be completed by a Superuser (probably you!) before the instructions in this crib sheet can be carried out

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Instructions for each of the stages outlined in the Process Diagram

Where to go for additional help

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Include links to relevant parts of the User Guide that relate to the functionality described in the Crib Sheet

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Create your own copy of the Crib Sheet using this template: https://docs.google.com/document/d/1eNafVdgh5dLn25EVLRyk42WIqVYfimsaJWnQIBIoU5g/edit#heading=h.auy1g2zqrqt

Watch the walkthrough

https://www.loom.com/share/8388c81e7a0846549f6d4f44e4ad80e6