Module A - Lesson 1 - Progress tagged to contacts

Module A - Lesson 1 - Progress tagged to contacts

Module A - Lesson 1 - Progress tagged to contacts

Module B- Lesson
https://makerble.atlassian.net/l/cp/AR1ErmtB (can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/ymN17U0v (can be skipped)

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/5zqXkqd1

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/8q1e0A2j

Module A - Lesson 2
Creating contacts

Module B- Lesson
https://makerble.atlassian.net/l/cp/Wmzd1Dv1 (can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/MNV9QyEc
(can be skipped)

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/0zTraQ8C

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/YhwsdUqF

Module A- Lesson 2
https://makerble.atlassian.net/l/cp/ZGzmApoq (can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/4R9JwH6W (can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/pFnr9ysy
https://makerble.atlassian.net/l/cp/3J1H7kzb
Can be skipped

Module A - Lesson 1 - Progress tagged to contacts

Module A - Lesson 1 - Progress tagged to contacts

Module B- Lesson
https://makerble.atlassian.net/l/cp/dSey7RQd

Module B- Lesson
https://makerble.atlassian.net/l/cp/xyeLYjm7 (can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/feAJPx26 (can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/yHwp7674
https://makerble.atlassian.net/l/cp/qyeAzm95
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/pHgu1xQM (can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)

https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)

https://makerble.atlassian.net/l/cp/GtUFCRCs (can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/WtdBF6j4
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/cfYMgsKx
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/Xc6T3TrT
(can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/5mwEfw6P
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/CZZ117cE
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/CHZe9QiT
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/CHZe9QiT
(can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/dVT0jw7s (can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/ZbVzcJWX
(can be skipped)

Module B- Lesson
https://makerble.atlassian.net/l/cp/2JDU905D
https://makerble.atlassian.net/l/cp/KrmEZwPc
(can be skipped)

Module A- Lesson
https://makerble.atlassian.net/l/cp/16nrqNbF
can be skipped

Module A- Lesson
https://makerble.atlassian.net/l/cp/16nrqNbF
can be skipped

Module B- Lesson
https://makerble.atlassian.net/l/cp/eomvL06B
can be skipped

Module B-Lesson
https://makerble.atlassian.net/l/cp/dnV1Hzjz
can be skipped

Module B-Lesson
https://makerble.atlassian.net/l/cp/dnV1Hzjz
can be skipped

Module A- Lesson
https://makerble.atlassian.net/l/cp/x9xj16bW
can be skipped

Module A- Lesson
https://makerble.atlassian.net/l/cp/pqXskeD1
can be skipped

Module B- Lesson
https://makerble.atlassian.net/l/cp/5PrEN9PH
can be skipped

Module B- Lesson
https://makerble.atlassian.net/l/cp/MQk0T1w7
can be skipped

Module B- Lesson
https://makerble.atlassian.net/l/cp/x9xj16bW
https://makerble.atlassian.net/l/cp/MQk0T1w7
can be skipped

Module A- Lesson
https://makerble.atlassian.net/l/cp/eobmfX6j

Module A- Lesson

Basics part 1: Contacts & Stories & Projects

Contacts

1. what is a contact - broadly, what can you do with one
   https://makerble.atlassian.net/l/cp/pyMnV1fq

2. makerble brings all your contacts together. Highlights of:

   1. Category Splits tab https://makerble.atlassian.net/l/cp/2RUFgPAe

   2. Productivity tab https://makerble.atlassian.net/l/cp/VNhX081d

3. create a contact while NOT signed in - i.e. using a Signup Page (that creates several contacts) https://makerble.atlassian.net/l/cp/UpWh4dRs

   1. get a notificationhttps://makerble.atlassian.net/l/cp/j5Jp1gQY

   2. they’re added to the waiting list https://makerble.atlassian.net/l/cp/6b0XLH9d

4. create a contact while signed in https://makerble.atlassian.net/l/cp/GCp5tVZS

5. view their profile (what are SOME of the things on the profile) - e.g. relationships, referrer
   https://makerble.atlassian.net/l/cp/GUSi3bHA (Summary)
   https://makerble.atlassian.net/l/cp/KVTJ5z11 (Trends)
   https://makerble.atlassian.net/l/cp/1FK8mHEQ (Perspective From)

6. move a contact between Project states: i.e. from the Waiting List to the Enrolled list of a project
   https://makerble.atlassian.net/l/cp/XJKQdbJD

7. find a contact - search, filters https://makerble.atlassian.net/l/cp/U01zqedT

8. how to post a story on the timeline of a contact - includes adding location, date happened, attachment https://makerble.atlassian.net/l/cp/oUqpMxkT

Stories

1. what is a story https://makerble.atlassian.net/l/cp/G8pbpDPJ

2. how to see a story (in newsfeed) https://makerble.atlassian.net/l/cp/Cohd13y3

3. how to create a story (e.g. using Quick Update popup) https://makerble.atlassian.net/l/cp/t8SpW5KF

4. how to see story on project timeline
   https://makerble.atlassian.net/l/cp/meAc4P0t
   https://makerble.atlassian.net/l/cp/EqBXvmrM

Projects

5. how to see cumulative of progress from individual stories on the project’s Progress Panel https://makerble.atlassian.net/l/cp/0cSvPTPX

6. see all the contacts in a project https://makerble.atlassian.net/l/cp/UCTzb2CD

7. see the coworkers in a project https://makerble.atlassian.net/l/cp/m1Ci06qp

8. what is a project https://makerble.atlassian.net/l/cp/ENdLBc9j

Everyone

Basics part 2

Contacts

1. Edit a form on a contact’s bio e.g. if their phone number has changed
   https://makerble.atlassian.net/l/cp/bmSsMzHL

2. Add an existing form to a contact’s bio
   https://makerble.atlassian.net/l/cp/LvpP10oP

3. add a relationship to contact (e.g. their parent) https://makerble.atlassian.net/l/cp/v85oo9Pb

4. add a flag to a contact https://makerble.atlassian.net/l/cp/w1HisKjK

5. mark the referrer of a contact https://makerble.atlassian.net/l/cp/2pgZdHL7

6. add signposting to a contact https://makerble.atlassian.net/l/cp/zDsCPjwF

7. see the referrers per month chart https://makerble.atlassian.net/l/cp/1uft0zTz

8. see the signposting per month chart https://makerble.atlassian.net/l/cp/Wy2Yf8dK

Stories

1. add a label to a story (e.g. the case study label) https://makerble.atlassian.net/l/cp/xxd4NXFh

2. complete a survey for a single contact https://makerble.atlassian.net/l/cp/sCrTnRqB

3. edit a survey response (or story) you posted https://makerble.atlassian.net/l/cp/2AQWr1Gk

4. send a survey to one or more contacts (via sms/email) with reminders https://makerble.atlassian.net/l/cp/Kwj9RjSR

5. see the Response Rate https://makerble.atlassian.net/l/cp/HJ0mPcRx

6. see the survey results https://makerble.atlassian.net/l/cp/ZC9DK60g

Projects

1. see the surveys added to a project https://makerble.atlassian.net/l/cp/9z3fz2N5

Everyone

Event basics

1. what is an event

2. how to find an event

   1. go from the project page: events button

   2. event filters

   3. my apps

   4. my home

3. how to message event guests

4. how to record attendance at an event

5. how to see attendance report

6. create an event

Everyone

Cases basics

1. what is a case

2. find a case

3. see a case’s stories

4. record time spent on a case

5. see total time spent on cases

6. create a case

Everyone

Progress (Metrics) basics

1. What is progress/impact?

   1. looking at each Stage of the progress panel (from activity, to attendnce, to short long, outcomes, and indicators)

2. Progress Boards

   1. adding cards to a progress board

3. Posting an update about each type of progress tracker

   1. and seeing that on the progress board

      1. as a Card

      2. and as a Popup

   2. filtering that information using

      1. Contact Filters

      2. Story Filters

   3. knowing that information is also saved on the project page

Everyone

Collaboration basics

Communications

• Conversations

• SMS broadcast

• Email broadcast

• notification of replies

Notifications in general

User Profile - customising your profile

• see your stories

Homepage

• commenting on stories

• liking stories

Finding connections (other users)

Chat (with other users)

Tasks

• find

• create

  • delegate

• mark as done

Tips

• find

• discuss

• create

• add to collection

Setting up Projects for Contacts

1. how to divide your work into projects Design your hierarchy of projects and albums

   1. introducing the idea of albums

   2. how to add projects to albums

   3. seeing album level progress on a Progress Board

2. Waiting List and other states

   1. turning it on

   2. seeing the number in each state (Project States tab of the Contacts App)

   3. filtering by Project State

3. manage your contact forms

   1. see all your forms

   2. details tab: (understand concept of a single field being in MANY forms)

4. design your roles

5. create a contact form

   1. choose a role

   2. create the list fields first

   3. add existing fields to the form

   4. create new fields to add to the form

   5. change the order of the fields

   6. choose multiple choice setting

6. adding contact forms to a project

7. create a signup page

   1. a fixed signup - choosing the states etc

   2. a flexible signup page

   3. reporting on contacts created per Signup Page

Org Admins

Setting up Metrics

1. Creating each of the 5 stages of metrics - activity, attendance, outcomes,,,indicators

2. adding each to a project

   1. seeing them on the project page

3. adding each to a Strategy

4. adding a strategy to a project

5. seeing the strategies used on a project

Org Admins

Setting up Surveys

Creating your own Surveys

1. Create a basic survey

   1. questions library contains

      1. metrics

      2. custom fields (from your contact forms)

   2. creating questions including

      1. non-shared answer choices and creating other questions in the popup

      2. shared answer choices

   3. turning on One Field per Contact

   4. skip logic

2. seeing which metrics (questions) are used on which surveys

3. See which surveys a single project is using

4. Add survey to project

5. See that surveys added to multiple projects

6. See the questions used across surveys

7. Explore Surveys page

Organisation Admin

Turning on Advanced Survey Features

1. 360° Surveys

   1. perspective providers

2. Edit Mode - editing a survey’s questions from the Survey Profile

3. Outcome Charts

4. Survey Summary Charts

5. Waves

6. Survey Question Wording

7. Multi-project Analysis

Org Admins

Setting up Events

1. Designing the event creation form

2. Choosing the Guest Background Information Fields

3. Designing the Event Guest Booking Form

4. Choosing event states (event guest statuses)

5. Adding event roles

6. Turning on Events in a project

7. Multiple event categories

8. Assigning multiple Event Categories to a project

9. turning on Event Timesheets

10. Event Signup Pages

11. Event Self Check-in Surveys

Org Admins

Advanced Reporting

Maps

Targets (including Deadline) at album and project level

Creating collections

Import & Export

Imports

• what you can import

Exports

Automations

1. what is an automation

   1. criteria - different types

   2. actions - different types

2. create

3. edit

4. view logs

5. disable

6. delete

Org Admins

Sharing - access, Privacy, Ownership

1. contacts

2. stories

3. projects

4. managed progress boards and progress boards

5. colleagues

6. metrics

7. strategies

8. surveys

9. project metrics

Org Admins

Integration: Mailchimp

• what is it

• seeing mailchimp info about a contact

• tagging manually

• tagging with an automation

• setting it up

Integration: Gmail

Integration: Google Cal

Integration: Google Drive

Integration: Wildix

Troubleshooting

Org Admins

WORKFLOW
(click the blue link to read the 'How To' guide)

Stage

App this relates to

Device type

Workflows that only Organisation Admins can do

Workflows that only Organisation Admins or Project Managers can do

Time Taken in a Training Session (minutes)

Internal language used at your organisation to describe this

Add a metric (e.g. Attendances) to a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:10:00

Add a new Referral Partner or Signposting Partner

1. Platform Setup & Management

Contacts

Computer

00:04

Add users to a project and remove users from a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:02

Edit or rename a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:03

Add a form to a project

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:05

Add a survey to a project

1. Platform Setup & Management

Surveys

Computer

Yes

Yes

00:05

Allow a project to have Cases

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:04

Allow a project to have events

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:04

Allow a project to have timesheets

1. Platform Setup & Management

Contacts

Computer

Yes

Yes

00:04

Close (archive) a project

1. Platform Setup & Management

Projects

Computer

Yes

Yes

00:04

Create a contact form

1. Platform Setup & Management

Contacts

Computer

Yes

00:10

Create a new type of Contact Role

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Create a new type of Flag

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Create a project

1. Platform Setup & Management

Projects

Computer

Yes

00:10

Create a referral link

1. Platform Setup & Management

Contacts

Computer

00:10

Create a relationship category

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Create a survey

1. Platform Setup & Management

Surveys

Computer

00:10

Deactivate a referral link

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Edit the fields within a Contact Form

1. Platform Setup & Management

Contacts

Computer

Yes

00:10

Edit a List field

1. Platform Setup & Management

Contacts

Computer

Yes

00:06

Edit a relationship category

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Edit a survey

1. Platform Setup & Management

Surveys

Computer

00:10

Edit a type of Contact Role

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

Edit a type of Flag

1. Platform Setup & Management

Contacts

Computer

Yes

00:04

See all your organisation's projects

1. Platform Setup & Management

Projects

Computer

00:04

Manage 'Organisation Control' of users' account

1. Platform Setup & Management

Personal Profile

Computer

Yes

00:05

Organise your Referral Partners

1. Platform Setup & Management

Contacts

Computer

Yes

00:05

Organise your Signposting Partners

1. Platform Setup & Management

Contacts

Computer

Yes

00:05

Manage users across multiple projects

1. Managing users' access

Control Panel

Computer

Yes

00:05

Adjust your email notification settings

1. Login

Personal Profile

Computer

00:03

Change your name and profile picture

1. Login

Personal Profile

Computer

00:02

Change your password while you are signed in

1. Login

Personal Profile

Computer

00:02

Generate a new password

1. Login

Personal Profile

Computer

00:02

Login to Makerble

1. Login

Personal Profile

Computer

00:02

Logout of Makerble

1. Login

Personal Profile

Computer

00:01

Turn on 2 Factor Authentication

1. Login

Personal Profile

Computer

00:04

Restrict access to a client

1. Register clients

Contacts

Computer

00:04

Create a contact

1. Register clients

Contacts

Computer

00:10

Create a contact (using your mobile phone)

1. Register clients

Contacts

Mobile phone

00:10

Create Relationships between contacts

1. Register clients

Contacts

Computer

00:04

Add a client to a one-off event

1. Manage clients

Events

Computer

00:03

Add a Flag to a contact

1. Manage clients

Contacts

Computer

00:03

Complete additional forms for a contact

1. Manage clients

Contacts

Computer

00:05

Disable a Flag on a contact

1. Manage clients

Contacts

Computer

00:03

Edit the Bio (details) of a client

1. Manage clients

Events

Computer

00:05

Edit the Bio (details) of a client using your mobile phone

1. Manage clients

Events

Mobile phone

00:05

Create a one-off event

1. Manage clients

Events

Computer

00:05

Create a recurring event

1. Manage clients

Events

Computer

00:07

Edit the details of an existing event

1. Manage clients

Events

Computer

00:05

Find a contact

1. Manage clients

Contacts

Computer

00:05

Find an event

1. Manage clients

Events

Computer

00:05

Post a Timeline Update about a contact

1. Manage clients

Contacts

Computer

00:05

See the contacts you have a Relationship with

1. Manage clients

Contacts

Computer

00:03

Log attendance at an event

1. Manage clients

Events

Computer

00:05

See the flags a contact has

1. Manage clients

Contacts

Computer

00:03

Edit an existing relationship

1. Release clients

Contacts

Computer

00:03

Move a pupil to the Alumni state of a project

1. Release clients

Contacts

Computer

00:03

Download a PDF of information about a client

1. Reporting

Contacts

Computer

00:03

Create a custom table

1. Reporting

Contacts

Computer

00:05

Edit a custom table

1. Reporting

Contacts

Computer

00:03

Filter results by demographic fields and other attributes of contacts

1. Reporting

Boards

Computer

00:05

Report cohort figures on a project

1. Reporting

Projects

Computer

00:10

Report attendance figures (Attendance tab of the Events App)

1. Reporting

Events

Computer

00:05

Report on signposting

1. Reporting

Contacts

Computer

00:04

Segment results data by demographics and other List fields

1. Reporting

Boards

Computer

00:05

View a custom table

1. Reporting

Contacts

Computer

00:03

View progress using a Board

1. Reporting

Boards

Computer

00:10

View the demographic charts

1. Reporting

Contacts

Computer

00:05

Report on the number of referrals from each referral partner

1. Reporting

Contacts

Computer

00:04

Report on the number of contacts in each project

1. Reporting

Contacts

Computer

00:04

Enter a survey response for a single contact

1. Survey data collection

Contacts

Computer

00:05

Enter survey responses for several contacts at once

1. Survey data collection

Contacts

Computer

00:07

Send a unique survey link by email

1. Survey data collection

Contacts

Computer

00:05