The Instance Builder (or Module Builder at the Module level) provides a view of the entire Instance in one place, allowing you to quickly see whether there are any gaps in the configuration and preparation of the system for use. Tiles representing each of the main sections are displayed with a total of items configured within each; tiles with a green check indicate the minimum amount of configuration is complete. Click on a tile to view and/or make changes to the configuration of each section.

The list below serves as a guide of the actions needed to complete the Instance Builder:

• Configuration
  • Role Builder … see Creating Roles
  • Import People … (Instance level only) … see Adding and Importing People
  • Variable Manager … see Variable Manager – Viewing Variables
  • Mappings … see Data Mapping
  • Feedback … see The Feedback Tool 3: Configuring the Content Library
• Measurement Model (see Measurement Model 1: Overview)
  • Model Builder … see Measurement Model 2: Model Builder
  • Event Builder … see Measurement Model 4: Event Activities
  • Calendar … see Measurement Model 5: Calendar
  • Planner … see Measurement Model 7: Planner
  • What’s Being Measured … see Measurement Model 6: Outcomes Matrix
• Data Input
  • Spreadsheets … see Designing Spreadsheets
  • Observations … see Designing Behavior Observations 1: Overview
  • Surveys … see Survey Design 1: Overview
  • Integrations … see Configuring Integrations
• Data Output
  • Reports see Report Design 1: Overview

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Version(s): GideonSoft 2020 Release 1 or later