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

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Document title: include “Makerble”, the acronym of the client and what the crib sheet is for

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Create your own copy of the Crib Sheet

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Footer: include

  1. reference to Makerble,

  2. the client organisation,

  3. page number

  4. 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, specifying who it is for within the client organisation and when they would use it

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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, e.g. Survey templates, Survey campaigns, Project pages, Outcomes, Lists

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Watch the walkthrough: include a loom video in which you walkthrough the steps being described in your step by step instructions. (Save the video in the client’s Loom Video Folder)

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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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Step-by-step 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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using this template: https://docs.google.com/document/d/1eNafVdgh5dLn25EVLRyk42WIqVYfimsaJWnQIBIoU5g/edit#heading=h.auy1g2zqrqt

Watch the walkthrough

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