Platform Builder's Playbook

This is the Platform Builder's Playbook for Makerble team members

Overview

An introduction to Blueprints for Platform Builders: https://www.loom.com/share/fd20a5c2b5084497af71707d30b1e59a

There is a specific order in which you should build out the client platform based on the Blueprints. That order is outlined below.

Steps to build a client platform

Tab 5: Fields per Project Category:
1. create/edit the Project Category/Categories
2. Remember to use the colour coding to update the spreadsheet as you go
Tab 4: Projects per Project Category [requires Tab 5 to be done first]:
1. create projects on Makerble within each Project Category
2. Remember to use the colour coding to update the spreadsheet as you go
Tab 17: Progress Trackers per Outcome:
1. Create the Outcomes.
2. Then create the Progress Trackers.
3. Then connect the Progress Trackers to the Outcomes.
4. Remember to use the colour coding to update the spreadsheet as you go
Tab 6: Fields per Form [requires Tab 17 to be done first, unless any surveys only have text questions]
1. Decide how the client’s Contact Forms will be built. The options are either Classic Contact Forms (Beneficiary Categories) OR Custom Forms for Contacts.
2. If you are using Classic Contact Forms:
  1. create all the fields that have the ‘List’ type. (At this stage, don’t create any that are Multiple Choice Trackers)
  2. Create each of the Contact Forms one by one - you can search for any List fields that you created
  3. You can press the Create New Field button to create fields of the Text, Attachment, Number, Date and Time type that belong in each Contact Form.
3. If you are using Custom Forms for Contacts, you don’t need to create the Lists separately. Simply go to the Create Custom Form page and create each of the Custom Forms for Contacts from there
4. If any of the forms are of the Case type, create the Custom Forms for Cases for each Case-type form
5. If any of the forms are of the Survey type, create the Surveys last.
  1. When creating the surveys, you can use the My Questions Library and Public Questions Libraries to search for the Progress Trackers and other Fields that belong in the survey.
  2. Note that if there are any fields that you need to still create, you can only create them on the Edit Survey page, not the Create survey page.
6. If any of the forms are Event Forms (e.g. Event Creation Form or the Event Booking Form), create the Event Category/Categories that are required.
  1. Note that the Event Creation Form and the Event Booking Form both exist within a single Event Category. I.e. each Event Category contains both of those forms. So check the titles of the Event Creation Forms(s) and the Event Booking Form(s) in the spreadsheet so that you don’t end up creating duplicate Event Categories unnecessarily.
7. Remember to use the colour coding to update the spreadsheet as you go in Blue and Green
Tab 7: Forms per Project [requires Tab 6 to be done first]
1. Start by adding any Surveys to the relevant projects - Add a survey template to a project (Create a survey campaign)
2. You can add Event Categories and Contact Forms to the project at the same time. Both of those are indicated on this tab.
  1. Add a contact form and states to a project
  2. Enable events on a project
3. Add Custom Forms for Cases to each project: Add a Case Form to a project
Tab 13: Contact Groups
1. Create all the Contact Groups: Create a Contact Group
Tab 14: Relationship Categories
1. Create all the Relationship Categories: Create a Relationship Category
Tab 15: Contact Roles
1. Create all the Contact Roles: Contact Roles
Tab 16: Skills
1. Create all the Skills: Skills
Tab 8: Fields per Custom Table
1. Create each Custom Table and add the relevant fields to it: Create a custom View of the Contacts table
Tab 20: Projects per Album
1. Create all the albums and add the projects to them: Create an album
Tab 21: Progress Trackers per Progress Board
1. Create all the Progress Boards as MANAGED Progress Boards and add the Progress Trackers to them: Create a Managed Progress Board NOTE: Pay attention to make sure you distinguish as necessary between project-level Progress Trackers and Album-level Progress Trackers
Tab 22: Targets per Project Progress Tracker
1. Add targets to each project’s progress trackers: Set targets for project goals and sub goals
Tab 23: Financial Values per Progress Tracker