How to collect information your way

Watch the short introductory video

Information is saved on either the Bio or the Timeline

Information from a Bio Form appears on a contact’s bio Contact Details Communications Preferences Demographics Consent Medication, Allergies, Access Requirements	Information from a Survey appears on a contact’s timeline* Feedback Opinions Outcome Assessments Impact Evidence Structured Notes - e.g. case notes, session notes Attendance Registers * Unless it has been anonymised

Information from a Bio Form appears on a contact’s bio Contact Details Communications Preferences Demographics Consent Medication, Allergies, Access Requirements	Information from a Survey appears on a contact’s timeline* Feedback Opinions Outcome Assessments Impact Evidence Structured Notes - e.g. case notes, session notes Attendance Registers * Unless it has been anonymised

The image below shows a contact’s Profile page.

the red box shows content that is created by importing a Contact record
the purple box shows content that is created by importing a Story with a tagged contact (where in this case, the tagged contact is Abigail Holmes - which is why the stories appear on her Timeline)

Type of information in your spreadsheet	Which spreadsheet that information should be in

Type of information in your spreadsheet	Which spreadsheet that information should be in
Demographic information about a contact, e.g. Age, Date of Birth, Gender, Ethnicity, Address,	These should be columns in the Contact records spreadsheet
Information about a contact from their referral form, e.g. “reasons for referral”	These should be columns in the Contact records spreadsheet
Log of a contact’s attendance	Each date’s attendance should be a row in the Stories with tagged contacts spreadsheet
Notes from a meeting you had with a contact	The note from each date should be a row in the Stories with tagged contacts spreadsheet
Summary of the support that has been provided to a contact	The summary should be a row in the Stories with tagged contacts spreadsheet
Survey response from a contact	The response should be a row in the Stories with tagged contacts spreadsheet

Every person you support is saved as a Contact on Makerble.
Contact Forms are used to create contacts
You can have as many Contact Forms as you like
Each Contact Form contains a set of fields, e.g. Name, Gender, Date of Birth, etc
Contact Forms are best suited to capture:
- Contact Details
- Demographic Data
- Communications Preferences
- GDPR statements
Contact Forms are designed for static information about a person
Demographic information saved in Contact Forms can be reported visually
For things that you expect will change over time and where you need to report that change over time, e.g. an increase in confidence, use Surveys instead

When surveys are completed, the response is saved as a story that appears on the timeline of the contact(s) who is/are tagged in it.
You can use surveys and stories to capture Attendance, Meeting Notes and Outcomes Achieved
Surveys can be completed by your staff or you can send them to individual contacts to complete
Information saved in survey responses (stories) can be visualised and analysed in several ways

You can publish External Signup Pages that allow anyone with the link to register for one of your projects or services
You can also embed these Signup Pages within your own website
Whenever you receive a new signup or referral through your Signup Page, you and your colleagues in that project can receive a notification
You can choose to automatically add people who signup to your project’s Waiting List
External Signup Pages can record the details of several individuals. When this happens, relationships are automatically created between each of those to show how they are connected, e.g. Mother, Husband, Daughter, Referral Agent and Referral Agency.
Within every External Signup Page is a minimum of one Contact Form. You can optionally add a Survey to an External Signup Page as well. This lets you record a person’s contact details and then capture a baseline survey response in one go.