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