Platform Builder's Playbook

This is the Platform Builder's Playbook for Makerble team members

Overview

An introduction to Blueprints for Platform Builders: https://www.loom.com/share/fd20a5c2b5084497af71707d30b1e59a

There is a specific order in which you should build out the client platform based on the Blueprints. That order is outlined below.

Steps to build a client platform

Start by logging into Makerble as the Organisation Admin user account for that client. You will find the login details within the Credentials spreadsheet.
Pay attention to the colour coding within the Blueprints.
1. Anything that has a blue background has already been created on Makerble.
2. Anything that has a green background has already been connected on Makerble.
The Onboarding Status tab: This is the first tab to look at because it shows you which Tabs have been designed and are now ready to be built on Makerble.
1. Look for any tabs where the status is “Ready for Upload” - these are the tabs that are ready to be built on Makerble.
2. Once you have built each tab on Makerble, change its status to “Uploaded on Makerble”.
Tab 5: Fields per Project Category: https://www.loom.com/share/54bd5f72bbc2429eae3aa1652bafe3e5
1. create/edit the Project Category/Categories: Edit a Project Form / Create a Project Form
2. Remember to use the blue/green colour coding of each cell blue/green colour coding of each cell to update the spreadsheet as you go
Tab 4: Projects per Project Category [requires Tab 5 to be built first]: https://www.loom.com/share/a634aa2af92e4450825ff2553f56f163
1. create projects on Makerble within each Project Category: Create a Project
2. Remember to use the blue/green colour coding of each cell colour coding to update the spreadsheet as you go
Tab 17: Progress Trackers per Outcome: https://www.loom.com/share/cd33373b9bd545529c292ce537f6f5bb
1. Create the Outcomes. Create an Outcome
2. Then create the Progress Trackers. NOTE: The Progress Trackers are only the fields that have Activity, Achievement, Attendance, Multiple Choice or Numerical as their field type. Any other fields should not be created. Create a Progress Tracker
3. Then connect the Progress Trackers to the Outcomes. Add a Progress Tracker to an Outcome
4. Remember to use the blue/green colour coding of each cell colour coding to update the spreadsheet as you go
Settings per Event Category: create the Event Categories but simply give it a name and then press save. The other details relating to the Event Creation Form, Guest Booking Form and Guest Background Information can be added later. Create an Event Category
Tab 6: Fields per Form [requires Tab 17 to be built first, unless any surveys only have text questions] https://www.loom.com/share/f700c159e6e0402ca5d7edc5d3c822f1
1. Decide how the client’s Contact Forms will be built. The options are either Classic Contact Forms (Beneficiary Categories) OR Custom Forms for Contacts. Two options for designing your Contact Forms
2. If you are using Classic Contact Forms:
  1. create all the fields that have the ‘List’ type. (At this stage, don’t create any that are Multiple Choice Trackers) - Create a List field
  2. Create each of the Contact Forms one by one - you can search for any List fields that you created
  3. If any of the List fields have a Limited Multiple Choice or Unlimited Multiple Choice input on that form, set that while on the Edit Contact Form page. You can tell if a field is Unlimited Multiple Choice because there is an asterisk next it in the Blueprints. List fields on a Contact Form
  4. You can press the Create New Field button to create fields of the Text, Attachment, Number, Date and Time type that belong in each Contact Form. Create a new field from the Edit Contact Form page
3. If you are using Custom Forms for Contacts, you don’t need to create the Lists separately. Simply go to the Create Custom Form page and create each of the Custom Forms for Contacts from there: Create a Custom Form for Contacts
4. If any of the forms in the Fields per Form tab of the Blueprints are of the Case type, create the Custom Forms for Cases for each Case-type form: Create a new Case Form (aka a Custom Form for Cases)
5. If any of the forms are of the Survey type, create the Surveys last. Create a new survey template
  1. When creating the surveys, you can use the My Questions Library and Public Questions Libraries to search for the Progress Trackers and other Fields that belong in the survey.
  2. Note that if there are any fields that you need to still create, you can only create them on the Edit Survey page, not on the Create survey page.
6. If any of the forms are Event Forms (e.g. Event Creation Form or the Event Booking Form), create a new Event Category for each pair of forms. Event Categories
  1. Note that the Event Creation Form and the Event Booking Form both exist within a single Event Category. I.e. each Event Category contains both of those forms. So check the titles of the Event Creation Forms(s) and the Event Booking Form(s) in the spreadsheet so that you don’t end up creating duplicate Event Categories unnecessarily.
7. Remember to use the blue/green colour coding of each cell colour coding to update the spreadsheet as you go in Blue and Green
Tab 7: Forms per Project [requires Tab 6 to be built first] https://www.loom.com/share/d4df51ce63074352a46a77df8e182728
1. Start by adding any Surveys to the relevant projects - Add a survey template to a project (Create a survey campaign)
2. You can add Event Categories and Contact Forms to the project at the same time. Both of those are indicated on this tab.
  1. Add a contact form and states to a project
  2. Enable events on a project
3. Add Custom Forms for Cases to each project: Add a Case Form to a project
Tab 13: Contact Groups
1. Create all the Contact Groups: Create a Contact Group
Tab 14: Relationship Categories
1. Create all the Relationship Categories: Create a Relationship Category
Tab 15: Contact Roles
1. Create all the Contact Roles: Contact Roles
Tab 16: Skills
1. Create all the Skills: Skills
Tab 8: Fields per Custom Table [requires Tab 14 to be built first; unless there are no Relationship Titles referenced in the Custom Tables] https://www.loom.com/share/404fc6cc3369474caa266e17eeaa30c7
1. Create each Custom Table and add the relevant fields to it: Create a custom View of the Contacts table
Tab 20: Projects per Album https://www.loom.com/share/12943beccc374071b9f519a6077b8cfb
1. Create all the albums and add the projects to them: Create an album
Tab 21: Progress Trackers per Progress Board https://www.loom.com/share/cb33dd4efe1d4d10a941d354f285d66d
1. Create all the Progress Boards as MANAGED Progress Boards and add the Progress Trackers to them: Create a Managed Progress Board NOTE: Pay attention to make sure you distinguish as necessary between project-level Progress Trackers and Album-level Progress Trackers
Tab 22: Targets per Project Progress Tracker
1. Add targets to each project’s progress trackers: Set targets for project goals and sub goals
Tab 23: Financial Values per Progress Tracker
1. Ask Matt how to do this
Tab 29: Role per User per Project
1. Add each of the users in the table to their respective projects and give them the Organisation Role shown in the table. Add and remove colleagues across multiple projects at once
Tab 30: Role per User per Album [requires Tab 29 to be built first]
1. Add each of the users in the table to their respective albums: Add users to an Album
Tab 31: Role per User per Board [requires Tab 29 to be built first]
1. Add each of the users in the table to their respective boards: Add users to a Managed Progress Board
Tab 34: Organisation Preferences
1. Set the options that are shown in the Blueprints: Organisation Preferences
Tab 35: Project Preferences [requires Tab 7 to be built first]
1. Set the options as shown in the Blueprints: Project Preferences
Tab 26: Status per CSV Import [requires Tab 7 to be built first]
1. Start importing the CSV files as necessary Import & Integrations