Watch the walkthrough

https://www.loom.com/share/cbab28975267423fb85881f07ae98608

Considerations

• 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

Steps

1. Select My Apps in the top menu

2. Select Goals

3. You arrive in the Library

   1. Decide whether you need to be in the Personal Library or your Organisation Library

4. Find the Progress Tracker in the Library

   

5. Click the Actions button on the right side

6. In the dropdown, select Edit

7. You arrive on the Edit Multiple Choice Tracker page

   

8. It resembles the Create Multiple Choice Tracker page

9. Make the edits

10. 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, read this article on Multiple Choice Trackers that use Shared Answer Choices.

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 to

Add a Cover Image to the Tracker

• Open the Advanced section

• 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

  • Goal Card on a Progress Board

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

• 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?”

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)

How to use a Multiple Choice Tracker

• Add a Progress Tracker to an Outcome

• Add a Multiple Choice Tracker to a Survey (Story Category)

• Use Points to calculate a verdict from answers to Multiple Choice Questions

• Log progress towards a Multiple Choice Tracker