6. Consolidate the forms

Analysis

Create 2 tables and Send to Makerble Onboarding Director

 

Table of forms and surveys per project

 

Table of fields per form

 

Template to use for each

 

Instructions on how to fill in the template

Head of Programmes, Makerble Onboarding Coach, 

Meeting

CONSOLIDATE THE FORMS

Having reviewed the Forms and Surveys used on each project, what opportunities are there to either reuse the same forms and surveys or reuse the same fields rather than having similar-but-different fields which are effectively duplicates?

Considerations

Forms

On Makerble you can adjust the phrasing of a field on each form it’s added to. 

As a result you don’t need to create duplicate fields for the same type of information. This means 

1 your database is more organised because there’s less clutter (i.e. duplicate fields to scroll through)

2 it reduces the time you spend setting up each form

3 reporting is more accurate because you can aggregate results from across several forms 

 

Include the forms for any Partner projects as well or those for other Stakeholders

 

The difference between Forms and Surveys

TO BE ADDED

 

Surveys

On Makerble you can use the same form or survey to several projects

 

The difference between Metrics and Survey Questions