Design

https://docs.google.com/spreadsheets/d/1CoP0dsnqQNTgCqxB1pZCfRfKV5w7FRT_7ZuiVT59tos/edit#gid=879783313

Use this meeting agenda when discussing with your colleagues how you will use Makerble

Build

https://docs.google.com/spreadsheets/d/1CoP0dsnqQNTgCqxB1pZCfRfKV5w7FRT_7ZuiVT59tos/edit#gid=879783313

Create your own copy of this Blueprints pack. It’s available as a Google Sheet (spreadsheet)

Import

Import phase

Step by step guidance to import your existing contacts and survey responses into Makerble

Embed

https://docs.google.com/document/d/1eNafVdgh5dLn25EVLRyk42WIqVYfimsaJWnQIBIoU5g/edit

Create your own copy of this crib sheet that details all the ways that you and your colleagues will use Makerble

Organisation

N/A

Create an Organisation

Projects per Project Category

Design the Projects per Project Template

Create a Project

Project Setup

Add additional states to a project, e.g. Waiting List, Alumni, Declined

Project Preferences

Workflows per User Group (for each Project Category)

Design the Workflows per User Group

N/A

Platform Outline

Design the Platform Outline

N/A

Workflows Crib Sheet

N/A

Organisation Glossary

N/A

Data Collection per Platform

DATA COLLECTION

Fields per Project Category

Create a Project Form

Edit a Project Form

Fields per Form

Types of form on Makerble

Types of field on Makerble

Create an Outcome

Create a Progress Tracker

Add a Progress Tracker to an Outcome

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/158040077/Create+a+new+survey

Create an Event Category

Create a new Case Form (aka a Custom Form for Cases)

Create a Contact Form (Beneficiary Category)

Survey Question Adjustments per Wave and Respondent Type

Design the Survey Question Adjustments per Wave and Respondent Type

Survey Personalisation

Forms per Referral Journey

Forms per Project

Add a contact form and states to a project

Add a Case Form to a project

Add a survey template to a project (Create a survey campaign)

Enable events on a project

Fields per Custom Table

Create a Custom Table

Contact Groups

Create a Contact Group

Relationship Categories

Create a Relationship Category

Add a Relationship to a Contact

Contact Roles

Roles for Contacts

Skills

Skills

Progress Trackers per Outcome

Create an Outcome

Progress Trackers per Strategy

Create a strategy

Strategies per Project

Add a Strategy template to a project

REPORTING

KPIs per Grant

Design the KPIs per Grant

N/A

Projects per Album

Design the Projects per Project Template

Design the Projects per Album

Create an album

Progress Trackers per Progress Board

Design the Progress Trackers per Progress Board

Create a Managed Progress Board

Targets per Project Progress Tracker

Create and edit project targets

Financial Values per Project Progress Tracker

Design the Financial Values per Project Progress Tracker

IMPORTS & INTEGRATIONS

Routes per Dataset

CSV Import Instructions per Dataset

Import phase

Status per CSV Import

API Import Settings per Dataset

API Exports from Makerble

USER SETUP

Role per User per Project

User Roles

Add and remove colleagues across multiple projects at once

Role per User per Album

Design the Role per User per Album

Role per User per Board

Purpose per Card per Board

Permitted Apps per User Group

Organisation Preferences

Organisation Preferences

Recommended User Settings

Manage the notifications you receive

User Settings

Launch Activities per User Group

User Acceptance Testing

Technical customisations